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.
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? Read More
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? Read More
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. Read More
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. Read More
‘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. Read More
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. Read More
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. Read More
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? Read More
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