Financial Poise

Articles tagged: Diversification

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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September Asset Class Performance 2022

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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new home construction

Inside the Mechanics of the Latest Housing Market Index Dip

Investors are clutching the pearls upon the release of the most recent Wells Fargo/NAHB Housing Index (HMI) reading of 46 today, missing the expected reading of 47. This marks its […]

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Don't Bet on the Stock Market

Don’t Bet Against the Stock Market (for long)

As the stock market has tumbled, those who had hoped fears of a recession were overblown have found the wind taken right out of their sails. FedEx announced late Thursday […]

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railroad tracks

Looming Railroad Strike Could Restart Supply Chain Woes

Railroad union talks seem to have come to a breaking point, sparking fears that a strike could be initiated by the end of this week. These concerns are not new. […]

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Asset Class Performance Review for August 2022

In a world of constantly shifting markets and concerns about portfolio allocation strategies, we know it can be difficult to keep track of everything. That’s why, from now on, we’ll […]

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The Impending Recession Could Burn Up Wealth

How the Current Economic Climate Could Spur a Different Kind of Recession

Are we entering a recession? In theory, the current climate affords those looking to start a business with opportunities. But risk tolerance and available risk capital (especially with tightening lending standards) plays a role here, too.

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