Financial Poise

Articles tagged: Financial Literacy

Holding money, representing the concept of carried interest

90 Second Lesson: Fees And Carried Interest, Private Equity Sponsor Compensation Explained

The distribution waterfall for private equity funds is generous to fund sponsors: after fees and carried interest, private equity compensation is over 20%.

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Dollar bills like this are part of what alternative lenders and debt loans offer in the way of high Interest rates

When Is it Appropriate to Take on a High Interest Rate Debt Loan?

High interest rate debt may not be as bad as you think. Learn what alternative lenders and a high interest debt loan can do for your business.

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one loafer foot, one homeless foot, representing the concept of creating wealth creation

Creating Wealth 101: Use It (Or Not), You Will Lose It

Creating wealth is risky. Buying and nurturing private companies takes longer than other forms of investing but is great for wealth creation.

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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 man and a woman sit on a park bench, in an obvious fight, representing splitting assets in divorce

Protecting Assets and Financial Empowerment in Divorce

Divorce affects nearly 50% of the population. Learn more about protecting and splitting assets in divorce and in subsequent marriages.

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An axehead chops a stump, symbolizing the 2017 tax cut and jobs act

Tax Cut and Jobs Act: Expectations Met and Unrealized

Expectations were high for the Tax Cut and Jobs Act in 2017. Were those expectations met? How the tax reform actually affects you and your business in 2023.

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Monopoly board

Protection from Investment Fraud: Who’s Got Your Back?

If an investment opportunity sounds too good to be true, it may be a sign of investment fraud. Learn the signs with these investment watchdog resources.

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A retiree looks out the window and contemplates her finances

America’s Retirement Crisis: Problems and Solutions

America is facing a retirement crisis. Less than half of Americans are confident in their retirement security. What can you do to retire at 67?

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A black swan on a blue lake.

Bracing for Black Swans

The only predictable thing about Black Swans is that one will probably catch you off guard at some point in your life.

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Scrabble tiles spell out ROI on top of a calculator.

Crash Course: The Rundown on ROI

What is ROI? How do you calculate it? How should it get used? This quick lesson lays it all out for investors and entrepreneurs.

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