Financial Poise

Articles tagged: Investors

letter of intent

When Should a Seller Sign a Letter of Intent?

Buyers and Sellers have differing interests in signing a Letter of Intent. But, the seller will not proceed with the business transaction without one.

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A financial advisor’s offers retirement advice to a client with fiduciary responsibilities in mind.

The Government’s Clash on Fiduciary Responsibilities and Your Advisor’s Retirement Advice

The DOL released its latest attempt at a fiduciary rule requiring brokers and advisors to offer retirement advice that is in the best interests of their clients. It’s not the first time. How does this affect your retirement advice?

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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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Beginners guide to venture capital investments and returns

Beginner’s Guide to Venture Capital Investment and Returns

Non-investors often confuse venture capital investment with private equity, but there is a difference. Learn about VC, from access to returns.

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The Stock Market is Way Up Since in 2023- Is it Time to Sell?

The Stock Market is Way Up in 2023- Is it Time to Sell?

As of 2023, the stock market is up higher than it’s been. Does that mean it could be time to sell?

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a mixed pile of old coins, symbolizing investing in rare coins

Show Me the Money! A Closer Look at Investing in Coins

Collecting coins is still in style. Here’s how investing in coins can turn a fun hobby into a money-making opportunity.

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man juggles four dice, symbolizing rate adjusted return

‘Risk-Adjusted Return’ in a Nutshell

The risk-adjusted return (RAR) measures ROI relative to the risk of the investment. Learn 3 methods for calculating RAR and how to balance your risk.

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Two men consider a problem, representing the dynamics of the investor relationship and communicating with investors

3 Ways Startup CEOs Can Develop a Better Investor Relationship

Investors play a large role in company success. Develop your investor relationship with more transparent and proactive communication using these 3 tips.

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mismatched shoes, symbolizing the differences between private equity and venture capital

Private Equity vs. Venture Capital 101

Venture capital is often tucked under the umbrella of private equity, but investors should know the key differences in private equity vs venture capital.

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Angel Investor Rankings

Today’s Top Seed Stage Venture Investors 

The potential of investing in the first round of a startup is raising capital can be a life-changing investment strategy.

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