Financial Poise

Articles tagged: Investing Strategy

The Term Sheet: An Overview of Investor Rights and Controls in VC Investments

The provisions of a venture capital deal, known as a term sheet, include liquidation rights, management participation and exit rights.

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My Financial Advisor Has Money Troubles: Fiduciary Obligations and Your Right to Know

Does your advisor have fiduciary obligations that require disclosure? Know how your investments may be affected by your financial investor’s money issues.

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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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Liquid Alternatives Feel More Fluid to New Investors

Over the last decade, investors have pursued alternative investments that rival hedge funds without the same risks. The result: liquid alternative funds.

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Crowdfunding Risks: An Argument Against Investing Through Equity Crowdfunding

The JOBS Act does not require startups to have an independent board. Coupled with poor investor education, crowdfunding risks often outweigh benefits.

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Investing Basics For Beginners Installment #6: “Regression Toward The Mean”– A Hoity Toity Term Every Investor Should Understand

Understand the hoity toity phrase “regression toward the mean” and how its meaning applies to your investment portfolio.

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Your Ultimate Guide to Financial Books for Success

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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Examining How “Luck o’ the Irish” Impacts Investing

It’s that time of year. The Chicago River has been dyed. Bars across the country are preparing for green glitter-saturated pub crawls. For one day, everyone is Irish and hoping […]

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Don’t Bet Against the Stock Market (For Long)

The stock market is floundering. Investors are skittish. Courage and patience, however, could end up being the greatest investment of all.

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Jackson Flooding and the Importance of ESG+R

If you’ve been paying attention to the news at all, it has been impossible to avoid horrific images of the catastrophic flooding in Jackson, Mississippi. When we say catastrophic, we […]

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