Financial Poise™ has one mission: to provide reliable plain English business, financial, and legal education to individual investors, entrepreneurs, business owners and executives.
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.
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. Read More
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 […] Read More
Beginner’s Guide to Venture Capital Investment and Returns
Non-investors often confuse venture capital investment with private equity, but there is a difference. Learn about VC, from access to returns. Read More
The Delayed Private Equity Exit Strategy – What’s a Limited Partner to Do?
Private equity firms are focusing less on exit strategy and more on creating value to satisfy their LPs. Today’s investment horizon is longer than ever. Read More
The Government’s Clash on Fiduciary Responsibilities and Your Advisor’s Retirement Advice
What Will Happen to the DOL Fiduciary Rule? In March of 2018, the 5th U.S. Circuit Court of Appeals in New Orleans vacated a fiduciary rule that would require brokers and advisors to offer retirement advice that fits in the best interests of their clients. Since then, the states of Massachusetts and New Jersey have […] Read More
Home Run Hobby? Baseball Card Investing Still Brings Cash for Collectors
Baseball Card Investing by Livestream? Analog Investments Show Virtual Appeal Can you imagine making a small $20 investment in a case of baseball cards, watching a livestream of someone else unwrapping each packet, and hoping your number comes up? “Breaking,” the term for collectively witnessing the opening of baseball card packs, is the post-modern method […] Read More
Keeping It Real: A Baby Boomer’s Guide to Real Estate Crowdfunding
Baby Boomers are looking for alternative sources of income as they retire, and real estate crowdfunding provides an opportunity to passively invest. Read More
Revising the Accredited Investor Standard
The accredited investor threshold has not been updated since the Reagan presidency, but the SEC’s recently proposed updates still miss a step. Read More
Real Estate Due Diligence: A Simple Guide for Investment Properties
When it comes to investing in real estate, do your homework before you pull the trigger. Learn the best ways to accomplish real estate due diligence. Read More
Cannabis Companies and the Marijuana Tax: It’s Not Easy Being Green
Cannabis companies are overwhelmed by taxation and restrictions on their expense deductions via Section 208E, but new legislature may ease the pressure. Read More