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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 ABCs of FIAs (Fixed Index Annuities)
A Conversation with Jim Poolman [Editor’s Note: Jim Poolman is Executive Director of the Indexed Annuity Leadership Council, a coalition of life insurance companies that offer fixed indexed annuities (FIAs). […]
Read MoreJustin Timberlake’s Investments Go Bai, Bai, Bai and Stay N’Sync
It’s almost like Justin Timberlake’s investments can’t go wrong — except when they do. The former N’Sync frontman and Mickey Mouse Club kid pop superstar made a name for himself […]
Read MoreEvaluating Deal Terms in Crowdfunding Investments Part 1: Straight Equity
Angel investing, in this case through crowdfunding platforms, involves at least one step that you don’t normally undertake when investing in public securities: evaluating deal terms. For most investors, crowdfunding […]
Read MoreInvesting in Wine – Assets in the Red (and White)
Investing in wine has historically offered greater annual returns than both stocks and bonds. Learn about wine funds or how to make a DIY wine investment.
Read MoreWhat is the JOBS Act: Primer for Private Company C-Suite Executives
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 MoreGreen Investment Lessons from a Zombie Apocalypse
It’s Halloween time, which means all sorts of ghosts and ghoulies are en vogue. It’s also peak season for The Walking Dead fans. If you’re not familiar with the show, […]
Read MoreRetirement Account Fees Can Cost You Plenty
As a retirement plan sponsor, can you justify its mutual fund fees? Find out how to identify and assess plan fees to the benefit of employees.
Read MoreSmart Celebrity Investors – Ashton Kutcher, Serena Williams, et al
What do Madonna and Warren Buffett have in common? They both make smart investments. Follow these 3 investing lessons from successful celebrity investors.
Read MoreSeptember Inflation Ticks Higher Than Expected, but Are Interest Rate Hikes the Answer?
On the tails of a higher-than-expected Producer Price Index, the September inflation figure came in at 8.2%, over the 8.1% expected and just short of last month’s 8.3%. The markets […]
Read MoreThe Complicated Future of AI in Financial Markets
It is often said that AI — artificial intelligence — is the future. Technology is the source of soaring hope and pronounced concern, from smartphones to smart homes, appliances, robotics, […]
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