Financial Poise

Personal Finance

Crowdfunding Risks: An Argument Against Investing Through Equity Crowdfunding

The JOBS Act does not require startups to have an independent board. Coupled with poor investor education, crowdfunding risks often outweigh benefits.

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Tax Cut and Jobs Act: Expectations Met and Unrealized

Expectations were high for the Tax Cut and Jobs Act in 2017. Were those expectations met? How the tax reform actually affects you and your business in 2023.

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Investing Basics For Beginners Installment #6: “Regression Toward The Mean”– A Hoity Toity Term Every Investor Should Understand

Understand the hoity toity phrase “regression toward the mean” and how its meaning applies to your investment portfolio.

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The Stock Market is Way Up in 2023- Is it Time to Sell?

As of 2023, the stock market is up higher than it’s been. Does that mean it could be time to sell?

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We Didn’t Start the Fire But We Can’t Ignore it

When it’s raining, sell umbrellas. Understand more about the Green Economy and how this alternative asset could diversify your portfolio.

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Lessons from Shark Tank: Is Reality TV Investing the Real Deal?

Pitching to investors is nothing like it looks on reality tv, but entrepreneurs and investors can still learn lessons from Shark Tank theatrics.

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I Went for an MBA at 43. You Might Want to Think Twice.`

After years of teaching higher education, a lecturer works to get his MBA. What he learns may change your mind about getting the degree.

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Money Basics Series #5: Joint Finances

Love is great and all, but frank conversations about joint finances pay dividends in terms of both relationship stability and money.

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Shakedown Street: A Tale of Unethical Business Practices

A parking ticket can teach you a lot about unethical business practices. Find out how rent-seeking behavior affects consumers and society. 

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Money Basics Series #4: Navigating Medical Bills and Other Necessary Debts

Try as we might to avoid debt, sometimes it’s necessary – like medical debt. Before you get overwhelmed, make sure you know your options.

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