Financial Poise
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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.

Crowdfunding Equities

Accredited Investor Installment 6: Equity Crowdfunding Under Regulation D

Equity crowdfunding developed under Regulation D matches startups with angel investors in weeks rather than months, shortening timelines all around.

crowdfunding

Accredited Investor Installment 5: Crowdfunding

In the first of three parts, discover the origins of crowdfunding, which started as rewards-based funding allowing investments in projects in return for rewards.

Investment Lessons from Poker

Going All-In: Investment Lessons 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.

Avoiding Taxes with a NING Trust

Eliminating State Income Taxes With a NING Trust

How Non-Grantor Trusts Help Protect Your Assets from State Income Tax In 2017, the Tax Cuts and Jobs Act (TCJA) was signed, restricting many of the deductibles on state income taxes. As a result, a great deal of discussion lately has surrounded the use of the Nevada Incomplete Non-Grantor (NING) Trust. Grantor vs Non-Grantor Trusts […]

Cannabis Industry Outlook

Investing in Cannabis: How Investors are Chasing the High

As Legalization Nears, Marijuana and CBD Investment Opportunities Surge Cannabis-infused beer? How about Cannabis Gummy Bears? With more states legalizing marijuana for medical and recreational use, the opportunities for investing in cannabis are now endless. Recently, House Representative and Rules Committee Chair Jim McGovern stated that the committee will vote on marijuana reform. McGovern believes […]

alternative investor

Installment 4: Alternative Assets and the “Average” Accredited Investor

Overview of the Alternative Assets Landscape [Editor’s Note:  This is the fourth installment in a series of articles dedicated to the 95% of people in the U.S. who have never invested in a startup, a venture capital fund, a private equity fund, or a hedge fund even though they are permitted to do so and […]

best states to retire

The Top 5 Best States to Retire To (and How to Retire There Soon)

What to Consider Before Making Your Retirement Move The best advice for retirement is simple: plan early. You may have enrolled in a 401k and saved money, but knowing how to retire is more than that. Whether you want to retire to the mountains or the beach, there are many factors to consider that will […]

DarcMatter CEO Sang Lee

Catching Up With: DarcMatter CEO Sang H. Lee

We recently got to know DarcMatter – a fully transactional platform that offers transparent, institutional-level access to alternative investment opportunities, and the company’s CEO, Sang Lee. Investors can source private investment opportunities in hedge funds, private equity, venture capital, and structured debt opportunities. By using technology and designed feeder funds, DarcMatter can provide a frictionless process for both investors and private issuers while remaining fully compliant with all financial regulations.

Catching up with Jim Dowd, Founder of the North Capital Companies

The North Capital companies consist of a registered investment advisor (RIA), a registered broker-dealer, and a financial technology company that has developed innovative, proprietary platforms focused on transforming the accessibility, transparency, and cost structure of advisory services and private markets through the use of technology. Jim Dowd, Founder and Managing Director of the North Capital companies, has 30 years of industry experience in global financial services. Jim is leading the charge in pioneering the democratization of venture capital through offerings such as what it describes as the first online crowdfunding marketplace syndicating broker-vetted private offerings.

Angel Investor Rankings

The Top Angel Investors and Venture Capital Fund Managers 2019

A Rankings Review Thanks to CB Insights, Mattermark and Preqin, it’s now easier to find top venture capital fund managers based on performance, fees and follow-on investments. The institutional alternative asset classes, such as Venture Capital and Private Equity, can be opaque. Nevertheless, a few FinTech firms are helping to lower costs, provide transparency and […]

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