Financial Poise

Articles tagged: Financial Literacy

Calculating Cash Gap

‘Know Thy Numbers’ Installment #4- Cash is King: Cash Gap and Working Capital

The time between cash outflow and cash inflow, when cash is low, is called cash gap. Learn how to calculate and improve your cash gap.

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Frugal living tips to grow wealth

The Psychology of Spending: Overcome Bad Habits, Save Your Money and Grow Your Wealth

Don’t let the current psychology of spending empty your wallet. Learn how to save your money with these frugal living tips.

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Do early-stage startups like SAFE notes?

What is a SAFE Note and Does It Benefit Founders and Investors Alike?

What is a SAFE note, and why do startups and investors prefer them over convertible debt and other offered securities today?

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Financial planning for women and wives

Women: It’s Time to Take Charge of Family Finances

Studies show a majority of wives are uninvolved in family finances. Here’s how advisors and spouses can address financial planning for women.

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BDC investing for small business

90 Second Lesson: What are BDCs? A Look at the Business Development Company Model

BDCs or Business Development Companies are investing vehicles for funding small businesses. How can BDC investing work for your portfolio?

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a baby boomer woman, representing women and the great wealth transfer

The $68 Trillion Great Wealth Transfer Is Coming: What Most Advisors are Missing

The great wealth transfer from boomers to millennials is just around the corner, but are financial advisors overlooking boomer women and wealth?

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man juggles four dice, symbolizing rate adjusted return

‘Risk-Adjusted Return’ in a Nutshell

The risk-adjusted return (RAR) measures ROI relative to the risk of the investment. Learn 3 methods for calculating RAR and how to balance your risk.

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pink and brown concrete buildings represent the building blocks of real estate terms

What Real Estate Terms Should Every Investor Know?

If you’re wondering how to invest in real estate, start with this glossary of real estate terms related to investing, property operations and loans.

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a neon green chart represents volatility in the market in this series on 'what is a stock?'

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

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

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An investor stands in front of a

Money Basics Series – Part 6: Protect Assets and Your Future Nest Egg

Protect your assets in six steps. Record, insure and track your assets to secure your nest egg for retirement and a more secure future.

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