Financial Poise

Articles tagged: Financial Literacy

Investing is Risky But Not Investing is Riskier

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

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.

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what is roi

90 Second Lessons: What is ROI?

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

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qualified business income deduction small business owners

Simplified Qualified Business Income Benefits for Small Businesses

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.

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investing basics what is stock

Investing Basics For Beginners 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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Inventory

‘Know Thy Numbers’ Installment 6: Inventory Accounting

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

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Real estate

A Diversified Real Estate Portfolio is Sound Investment Strategy

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

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Best Books on Investing

The 15 Best Books for Beginner Investors

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

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Peer-to-Peer Lending

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

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

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Private Equity Investing

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

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

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