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Subscribing to the adage, “give a man a fish and he will eat for a day, teach a man how to fish and he will eat for a lifetime,” Financial Poise offers its audience objective and plain English education about investing. If you are looking for recommendations on particular stocks or looking to make a quick buck trading, you came to the wrong place. Financial Poise teaches investors about the fundamentals of investing for the long term.
Investing in Wine – Assets in the Red (and White)
Investing in wine has historically offered greater annual returns than both stocks and bonds. Learn about wine funds or how to make a DIY wine investment. Read More
Putting off the Tax Collector – Basics of 1031 Exchange Rules
Hold off the tax man by following these 1031 exchange rules when selling and reinvesting in new properties. Read More
What is the JOBS Act: Primer for Private Company C-Suite Executives
A concise guide to each section of the JOBS Act and its effects on investors of various sizes interested in the private capital markets. Read More
Green Investment Lessons from a Zombie Apocalypse
It’s Halloween time, which means all sorts of ghosts and ghoulies are en vogue. It’s also peak season for The Walking Dead fans. If you’re not familiar with the show, […] Read More
Going All-In: Investment Strategies from the Poker Table
Take a lesson from poker, where an increasing number of sharks are chasing fewer fish. Today’s investors must raise their skill level over other investors or (cue Jaws theme music) bad things can happen. Read More
How to Target Regulated Equity Crowdfunding Deals
All Americans, regardless of income or net worth, can invest in shares of startups and fast-growing small businesses through equity crowdfunding websites, also known as funding portals. It’s an adventurous […] Read More
Retirement Account Fees Can Cost You Plenty
As a retirement plan sponsor, can you justify its mutual fund fees? Find out how to identify and assess plan fees to the benefit of employees. Read More
Smart Celebrity Investors – Ashton Kutcher, Serena Williams, et al
What do Madonna and Warren Buffett have in common? They both make smart investments. Follow these 3 investing lessons from successful celebrity investors. Read More
September Inflation Ticks Higher Than Expected, but Are Interest Rate Hikes the Answer?
On the tails of a higher-than-expected Producer Price Index, the September inflation figure came in at 8.2%, over the 8.1% expected and just short of last month’s 8.3%. The markets […] Read More
The Complicated Future of AI in Financial Markets
It is often said that AI — artificial intelligence — is the future. Technology is the source of soaring hope and pronounced concern, from smartphones to smart homes, appliances, robotics, […] Read More