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.
An Investor’s Guide to Productive Assets, Physical Assets and other Tangible Asset Types
Why Buy Farmland if You’re Not a Farmer? Tangible Assets Explained Individuals invest in tangible assets (called physical assets, hard assets, fixed assets and more, depending on the asset itself) because they are generally considered more stable in value than most commonly traded sovereign currencies and securities. When the world economy falters, many investors move […] Read More
Film, Fine Dining and West Side Story: a Warning on Risky Investments
Vanity Investments are All for Show “Hamilton” drove the masses to Broadway in 2016, making it seem as though Broadway shows were the next exciting investment. Through 2018, shows like “Harry Potter,” “Hello! Dolly” and “Frozen” were still bringing in record-breaking profits. The very next year, a summer purge saw early final curtains for several […] Read More
Private Equity vs. Venture Capital 101
Venture capital is often tucked under the umbrella of private equity, but investors should know the key differences in private equity vs venture capital. Read More
Do Managers Take Too Much of the Pie in Hedge Fund Fees?
Hedge funds have trailed the S&P 500 for years, so why are hedge fund fees so high? Hedge fund managers may be changing their tune, according to reports. Read More
Putting off the Tax Collector – The 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: 2019 Primer for the Private Company C-Suite Executive
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
Will an Unapologetic Tax Hike Affect Your 401(k) or IRA Beneficiaries?
You worked a lifetime to grow your retirement fund. Now, pending bills in DC may speed taxes on retirement benefits and impact 401k and IRA beneficiaries. Read More
Successful Startups are ‘Investable’ Startups: Must-Have Traits and Helpful Practices
A good idea is not enough to attract investors. Does your startup have these 4 traits that successful and “investable” startups all share? Read More
Is the Private Market Defeating the Public Market?
Regulatory changes and the burdens of public finance have led IPOs to lose value. Now, companies and investors are finding value in the private market. Read More
The (Thorough) Art of Evaluating Crowdfunding Sites and Title III Offerings
Crowdfunding investments require introspection on financial and social motivations, as well as due diligence on crowdfunding sites and offering deal terms. Read More