Financial Poise

Investors

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.

Are Investors Still Happy With Private Equity Performance?

Private equity investor satisfaction has shifted in response to macroeconomic pressures and market volatility. Explore PE in 2025 and what’s driving expectations for future returns.

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Investing in Weight Loss Companies May Bring Big Gains

The obesity epidemic has driven the demand for weight loss management tools and created new opportunities for investors.

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Show Me the Money! A Closer Look at Investing in Coins

Building a collection of rare coins can be a fun way to diversify your investment portfolio particularly in a climate of economic uncertainty.

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The Delayed Private Equity Exit Strategy – What’s a Limited Partner To Do?

Private equity may be on the road to recovery, but the growing backlog of PE-backed companies awaiting exits remains a challenge for investors.

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Alternative Assets and the ‘Average’ Accredited Investor Installment #3

The JOBS Act has had a significant impact on private capital markets, and recent guidelines encourage greater participation of accredited investors.

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Alternative Assets and the ‘Average’ Accredited Investor Installment #2

Meet the ‘average’ accredited investor — an ordinary individual who may not be familiar to the world of alternative investment opportunities.

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Alternative Assets and the ‘Average’ Accredited Investor Installment #1

This series on alternative assets is designed to educate the ‘average’ accredited investor on whether alternative investments are right for them. Read Installment #1 to get started!

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Unicorns Are Rare, So Why Do Investors Hunt Them?

VC-backed unicorn startups are more likely to fail than succeed and yet, investors still continue to hunt for that one-in-a-million mythical company.

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3 Approaches to Business Valuation Methods

A thorough business valuation is critical in helping investors distinguish between a good and bad investment. 

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Going All-In: Investment Strategies from the Poker Table

Can a great investment strategy still yield bad results? Discover the paradox of skill, market efficiency, and why passive investing might be your best bet.

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