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.

a baby boomer woman, representing women and the great wealth transfer

The $68 Trillion Great Wealth Transfer Is Coming: What Most Advisors are Missing

The great wealth transfer from boomers to millennials is just around the corner, but are financial advisors overlooking boomer women and wealth?

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man talks on telephone, symbolizing behavioral finance biases

Understanding Behavioral Finance and Your Financial Advisor’s Biases

Your advisor is not immune to behavioral finance biases, such as overconfidence or loss aversion. How does behavioral finance affect your investments?

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sand slipst hrough a brown hourglass, representing the need for private placement life insurance

In Wake of Tax Reform, Private Placement Life Insurance Has a Rising Role

Trump’s tax reforms eased tax rates on America’s wealthiest, which means opportunities in the private placement life insurance marketplace.

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man and woman drive in red convertible, symbolizing the benefits of alternative investment ideas

Life After Bonds: Alternative Investment Ideas for Boomers

Americans’ current retirement investment strategy can no longer rely on bonds to ensure longevity. Consider these alternative investment ideas.

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man juggles four dice, symbolizing rate adjusted return

‘Risk-Adjusted Return’ in a Nutshell

The risk-adjusted return (RAR) measures ROI relative to the risk of the investment. Learn 3 methods for calculating RAR and how to balance your risk.

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woman with a laptop, representing a due diligene checklist

5 Questions Investors Should Ask Before Making a Private Equity Investment

A private equity investment is a major risk for individual investors. Follow this due diligence checklist to evaluate opportunities before you invest.

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a neon green chart represents volatility in the market in this series on 'what is a stock?'

Investing Basics Installment #1: What is Stock? And Should You Buy Some?

What is a stock? For anyone still considering buying we cover stock basics and investment principles in this series on all things equity.

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Investing in real estate like this multi-family dwelling, Bankrate found, is more popular than betting on the stock market

Survey Says: Investing in Real Estate Market Still the Popular Choice Among Americans

Americans favor investing in real estate over stocks and other asset classes. What makes the current real estate market so popular? 

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House keys inside an open door, symbolizing real estate exit strategies

Pressing the “Eject” Button: Secure a Viable Real Estate Exit Strategy First

Some investors have a commercial real estate exit strategy of holding property indefinitely, to pass it on to heirs with a stepped-up tax basis.

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A path diverging in a wood, representing an opportunity for divestment and ESG investors

Appetite for Divestment at Record High

Divest to Grow The percentage of companies utilizing divestments doubled from 2017 to 2019. Executives and investors are learning that in order to increase value and grow their core business, they must keep up with changing consumer habits, new technologies, new capabilities and pressure from activists and ESG (environment, social and governance) investors. A divestment […]

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