Financial Poise™ has one mission: to provide reliable plain English business, financial, and legal education to individual investors, entrepreneurs, business owners and executives.
- Home »
- Accredited Investors
Articles tagged: Accredited Investors
Portals & Broker-Dealers: Comparing Types of Investment Intermediaries in Crowdfunding
Two investment intermediaries in equity crowdfunding, portals and broker-dealers, require different levels of due diligence. Which is right for you? Read More
Accredited Investor Installment #13: Closing Thoughts
Liquid assets like stocks are not safer than alternative assets, like private equity, just because they are publicly traded. Liquidity and risk are not the same. 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
Beginner’s Guide to Venture Capital Investment and Returns
Non-investors often confuse venture capital investment with private equity, but there is a difference. Learn about VC, from access to returns. Read More
The Delayed Private Equity Exit Strategy – What’s a Limited Partner to Do?
Private equity firms are focusing less on exit strategy and more on creating value to satisfy their LPs. Today’s investment horizon is longer than ever. Read More
Revising the Accredited Investor Standard
The accredited investor threshold has not been updated since the Reagan presidency, but the SEC’s recently proposed updates still miss a step. Read More
Heeding the Unicorn’s Call: How to Invest in Private Companies as Public Stocks Shrink
How Does the Average Investor Invest in Private Equity? Historically, private market investments have typically outperformed investments in public stocks. In addition, while private equity has grown from a $30 billion asset class in 1995 to more than $4 trillion today, the number of publicly held companies has dropped nearly 50% since 1996, according to […] Read More
Blue Sky Laws: A Primer for Accredited Investors
An Introduction to “Blue Sky” Regulations Blue Sky Laws – state securities laws – have been a part of the American legal landscape since the early days of the Twentieth Century. Kansas is credited with adopting the first Blue Sky Law in 1911. By providing for registration and administrative review of securities offerings, and requirements […] Read More
5 Questions to Ask a Financial Advisor Before Hiring
Can your advisor prove their qualifications and track record? Know the questions to ask a financial advisor and what they mean for your financial future. Read More
Alternative Assets and the “Average” Accredited Investor Installment #11: Investment in Hedge Funds
Investment in hedge funds has become available to a wider audience in recent years. Learn how a hedge fund investment works. Read More