Financial Poise

5 Tips To Choose the Best Crowdfunding Platform

January 14, 2025
/ Entrepreneurship • Investing
/ By Megan Zito

Tags: Crowdfunding/CrowdFinancing, Financial Services, Investing Strategy, Raising Capital, Technology,

In selecting a crowdfunding platform, it is incredibly important to choose one that best aligns with your strategy and ultimate goals.

3 Online Securities Intermediaries for Accredited Investors

January 10, 2025
/ Investing
/ By Andrew Stephenson

Tags: Accredited Investors, Alternative Investments, Investing Strategy, Investors, Personal Finance/Investing,

Online securities intermediaries range in their obligation to find suitable deals, with some requiring greater due diligence from investors.

Finding Your Deal Flow in Private Investing

January 8, 2025
/ Investing
/ By Rick Rosenbloom

Tags: Accredited Investors, Crowdfunding/CrowdFinancing, Investing Strategy, Investors, Private Equity,

Whether through personal referrals, investment networks, or online platforms, expanding your deal flow can help you find qualified deals and invest smarter

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

January 7, 2025
/ Investing
/ By Jeff Ball

Tags: Alternative Investments, Culture, Investing Strategy, Investors, Portfolio Management,

Peer-to-peer lending is an alternative investment strategy that can offer high yields and diversification.

Exploring Opportunity Zone Tax Benefits

January 6, 2025
/ Investing
/ By The Financial Poise Editors

Tags: Investing Strategy, Personal Finance/Investing, Portfolio Management, Real Estate, Taxes,

Qualified Opportunity Zone (QOZ) funds are an investment tool that can help reduce or defer tax payments.

What Are Private Placements?

December 18, 2024
/ Investing
/ By Robert T. Slee

Tags: Accredited Investors, Investing Strategy, Investors, Personal Finance/Investing, Portfolio Management,

Private Placements can be an excellent opportunity for accredited investors, but investors should be aware of how they are regulated.

Free Cash Flow vs. EBITDA for Investment Performance

December 11, 2024
/ Investors
/ By Gary Frantzen

Tags: Business Transition and Exit Planning, Financial Management, Investing Strategy, Investors, Personal Finance/Investing,

Understand how to determine ROI using key metrics like cash flow and EBITDA to measure both company and investment performance.

ESG Investors and the Food Revolution: Embracing a Plant-Based Diet

December 6, 2024
/ Commentary • Investing
/ By Tyler Mayoras

Tags: Alternative Investments, Green Investing, Investing Strategy, Sustainability, Wellness,

Discover the growing link between plant-based diets and ESG investing and how embracing sustainable food choices can support your health and the planet.

Three Reasons the Consumer Goods Industry Should Be on Every Investor’s Radar

November 29, 2024
/ Investing
/ By Lior Lavy

Tags: Diversification, Investing Strategy, Investors, Portfolio Management, Risk Management and Risk Analysis,

The consumer goods industry is a reliable choice for stable, low-risk investments that offer consistent returns, even during economic downturns.

Want to Invest in Opportunity Zones? 5 Reasons to Target Low-Income Housing Tax Credits

November 18, 2024
/ Investing
/ By Kenneth Silverberg and Kathie Soroka

Tags: Investing Strategy, Investors, Personal Finance/Investing, Real Estate, Taxes,

Combining investment in opportunity zone funds can yield rich tax benefits of low-income housing tax credits (LIHTC).

Articles tagged: Investing Strategy