Financial Poise

Articles tagged: Diversification

Just Because the Stock Market Panics Doesn’t Mean Investors Should, Too

Stock market volatility and talk of a payroll tax cut have sparked fear of recession. Should you shed shares or keep playing the long game?

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Planted dollars grow around a green sprout. You, too, might grow your money by investing in farmland.

Growing Greenbacks with Farmland Investing

Plant-based diets, the consistently high value of farmland and new investor platforms have made buying farmland as an investment a good way to make money.

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A graphic combining various images related to the economy and performance measurement, reflecting analysis of asset classes.

Asset Class Performance Review for February 2023

March is here with the promise of spring around the corner. But just as somewhat bizarre winter weather nationwide makes that prospect seem lightyears away, the performance of various asset […]

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Glasses, a calculator, a pen, and a jar of cash sit atop a retirement plan document. Whether or not bonds get included in the investing strategy depends.

The Case for Bucking Bonds in Retirement Planning

Between advances in healthcare and an increased emphasis on better living, the Social Security Administration tells us that the average retiree should expect to live roughly another 20 years after […]

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A graphic combining various images related to the economy and performance measurement, reflecting analysis of asset classes.

Asset Class Performance Review for October 2022

With November well upon us, it’s time to take a look at asset class performance during October. To be very clear: there is often a lot of disagreement over what […]

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deal terms

Evaluating 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 […]

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investing in wine

Investing 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. 

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How to Target Regulated Equity Crowdfunding Deals

How to Target Regulated Equity Crowdfunding Deals

All Americans, regardless of income or net worth, can invest in shares of startups and fast-growing small businesses through equity crowdfunding websites, also known as funding portals. It’s an adventurous […]

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A graphic combining various images related to the economy and performance measurement, reflecting analysis of asset classes.

Asset Class Performance Review for September 2022

It’s the beginning of October and the start of spooky season. So maybe it’s fitting that reviewing September’s asset class performance paints a chilling picture. To be very clear: there […]

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real estate investments

3 Real Estate Investment Types and Cash Flow Potential

Optimizing Returns in Core, Value-Add, and Development Real Estate When considering real estate investment types, a variety of factors influence the stability of your cash flow. Those factors also influence […]

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