Financial Poise

How Living Frugally Creates a Richer Life

September 20, 2024
/ Personal Finance
/ By The Financial Poise Editors

Tags: Culture, Estate Planning & Asset Protection, Financial Literacy, Financial Planning, Personal Finance/Investing, Self-Improvement,

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

5 Steps to Investing in Real Estate with a Self-Directed IRA

September 18, 2024
/ Investing
/ By Rick Pendykoski

Tags: Financial Literacy, Financial Management, Financial Planning, Investing Strategy, Personal Finance/Investing, Real Estate, Retirement Planning,

Want to grow your wealth, diversify your assets and get tax benefits? Using a self-directed IRA to invest in real estate may be for you.

The Good, The Bad, and The Ugly Truth of Retirement Savings

September 16, 2024
/ Personal Finance
/ By The Financial Poise Editors

Tags: Baby Boomers, Culture, Economy, Financial Literacy, Financial Planning, Personal Finance/Investing, Retirement Planning,

More than 42% of Americans will retire broke, according to a survey taken by GOBanking Rates. For the third year in a row, thousands of individuals were polled to ascertain how much the average American has set aside for retirement, and the results may, and should, shock you.

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

August 12, 2024
/ Personal Finance
/ By Michelle Gershfeld

Tags: Communication, Estate Planning & Asset Protection, Financial Literacy, Financial Planning, Personal Finance/Investing, Retirement Planning,

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

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

November 29, 2023
/ Investing
/ By The Financial Poise Editors

Tags: Financial Literacy, Personal Finance/Investing, Private Equity,

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

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

October 25, 2023
/ Entrepreneurship • Investors
/ By John Rompon

Tags: Financial Literacy, Investors, Personal Finance/Investing,

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

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

Tags: Financial Literacy, Investing Strategy,

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

Tax Cut and Jobs Act: Expectations Met and Unrealized

August 23, 2023
/ Commentary • Entrepreneurship • Legal • Personal Finance
/ By Michael Silvio

Tags: Economy, Financial Literacy, Financial Management, Taxes,

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.

Bracing for Black Swans

Tags: Economy, Financial Literacy, Portfolio Management, Risk Management and Risk Analysis,

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

Understanding What’s at Stake in the Debt Ceiling Debate

May 10, 2023
/ Commentary • Investing
/ By Paul Shotton

Tags: Current Events, Economy, Financial Literacy,

Debt ceiling, deficit, disaster. Fixing this mess requires us to first understand how we got here and what’s at risk.

Articles tagged: Financial Literacy