Financial Literacy Archives

Investing Basics For Beginners Installment #2: Investing is Risky But Not Investing is Riskier ^*

January 17, 2022
/ Investors
/ By Jonathan Friedland

Tags: Buying a Business, Financial Literacy, Investing, Investors, Personal Finance & Investment,

What is risk? Every investment carries some level of risk. There are several types of risks you should know about as an investor: Business Risk, Volatility Risk, Inflation Risk, Interest Rate Risk, and Liquidity Risk.

90 Second Lessons: What is ROI?

December 29, 2021
/ Investors
/ By The Financial Poise Editors

Tags: Accredited Investors, Angel Investing, Financial Literacy, Investing, Investors, Personal Finance & Investment, Risk & Assurance,

What is ROI? This quick lessons lays out the definition and mathematics of how to determine your return on investment.

qualified business income deduction small business owners

Simplified Qualified Business Income Benefits for Small Businesses

Tags: Accounting-Auditing-Taxation, Financial Literacy, JOBS Act, Small Business,

Do you know what the Qualified Business Income Deduction is? As a business owner, you may want to consider what this dedication can do for your company when tax season comes around.

Investing Basics For Beginners Installment #1: What is Stock? And Should You Buy Some?

December 3, 2021
/ Investors
/ By Jonathan Friedland

Tags: Financial Literacy, Investing, Personal Finance & Investment, Stock Market Fundamentals,

What is a stock? For anyone still considering buying, we cover stock basics and investment principles in this series on all things equity.

‘Know Thy Numbers’ Installment 6: Inventory Accounting

Tags: Accounting-Auditing-Taxation, Business Management, Financial Literacy,

Inventory accounting values a company’s inventory, or saleable products, and analyzes the health of inventory flow.

A Diversified Real Estate Portfolio is Sound Investment Strategy

May 29, 2021
/ Investors
/ By Tracy Treger

Tags: Alternative Assets, Diversification, Financial Literacy, Real Estate Investing,

Have you been thinking of investing in real estate, but not sure what type? The key is a diversified real estate portfolio.

‘Know Thy Numbers’ Installment #5: Understanding Accounts Receivable

Tags: Accounting-Auditing-Taxation, Business Management, Financial Literacy, Financial Management, Small Business,

Improve your accounts receivable collections and increase your cash flow using these helpful calculations.

The 15 Best Books for Beginner Investors

Tags: Financial Literacy, Financial Management, Investing, Personal Finance & Investment, Self-Improvement,

Intimidated by the world of investing? Don’t be. Read our picks for the best investing books for beginners—or relearn the fundamentals.

Is Investing In Peer-to-Peer Lending the Right Move for Your Portfolio?

February 9, 2021
/ Investors
/ By Jeff Ball

Tags: Alternative Assets, Alternative Finance, Borrowing & Lending, Diversification, Financial Literacy, Investors, Small Business,

Heard of peer-to-peer lending? Accessible to retail investors, it can provide high returns and allow you to give back to small business.

90-Second Lesson: How Does a Private Equity Fund Work? Explaining Sponsors, General Partners and Limited Partners

December 7, 2020
/ Investors
/ By The Financial Poise Editors

Tags: Accredited Investors, Alternative Assets, Financial Literacy, Investing, Investors, Personal Finance & Investment, Private Equity,

Private equity funds can be complex. This brief guide explains the key players in PE firms, including general partners vs limited partners.

Articles tagged: Financial Literacy