Financial Poise

1031 Exchanges: A Win-Win for Both Taxpayers and the Economy

August 27, 2025
/ Investors
/ By Tracy Treger

Tags: Accounting, Auditing, Taxation, Accredited Investors, Financial Management, Investors, Real Estate,

1031 exchanges aren’t just a crucial tool to help investors defer taxes; they also help to stimulate the broader US economy.

Decoding the Commercial Litigation Finance Market Process

August 25, 2025
/ Investors • Legal
/ By Amy Cai

Tags: Hedge Funds, Investing Strategy, Investors, Litigation, Private Equity,

Commercial litigation finance has grown from a niche concept into a mainstream financial tool for businesses and law firms.

Life Sciences Industry Basics

August 8, 2025
/ Entrepreneurship • Investors
/ By Joshua L. Gablin

Tags: Intellectual Property, Investing Strategy, Investors, Small Business, Start-Ups & Entrepreneurship,

The life sciences industry is one of the economy’s most complex with a unique rhythm, risk profile, and regulatory framework.

Beginner’s Guide to Venture Capital Investment and Returns

August 7, 2025
/ Investors
/ By Kenneth Freeman

Tags: Accredited Investors, Alternative Assets, Investors, Personal Finance/Investing, Venture Capital,

SEC rules now allow broader access to venture capital investment though risks are high and diversification is critical.

Evaluating Online Hedge Fund Platforms: Not All Are Created Equal

July 22, 2025
/ Investing • Investors • Personal Finance
/ By Alon Goren

Tags: Accredited Investors, Hedge Funds, Investing Strategy, Investors, Personal Finance/Investing,

Since the SEC lifted a ban on general solicitation, investors can find deals through hedge fund platforms online. But caveat emptor!

Putting off the Tax Collector – The Basics of 1031 Exchanges

July 16, 2025
/ Investors
/ By Tracy Treger

Tags: Accounting, Auditing, Taxation, Financial Management, Investors, Real Estate, Taxes,

A 1031 exchange can offer tax benefits to real estate investors, so long as you follow the various rules and processes for an exchange.

Blue Sky Laws: A Primer for Accredited Investors

July 15, 2025
/ Investing • Legal
/ By Robert Rapp

Tags: Accredited Investors, Business Law, Investors, Personal Finance/Investing,

Blue Sky Laws help protect investors from fraudulent offerings, but further revisions to the accredited investor definition may be needed.

An Introduction to the World of Angel Investing

July 11, 2025
/ Investing • Investors • Personal Finance
/ By Stephen A. Bornstein

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

Angel investors are wealthy individuals who invest in promising startups, but more than money, angel investing requires business savvy and good judgment.

Are Investors Still Happy With Private Equity Performance?

July 8, 2025
/ Investing • Investors
/ By Kristina Parren

Tags: Diversification, Investing Strategy, Investors, Personal Finance/Investing, Private Equity,

Private equity investor satisfaction has shifted in response to macroeconomic pressures and market volatility. Explore PE in 2025 and what’s driving expectations for future returns.

Investing in Weight Loss Companies May Bring Big Gains

Tags: Culture, Investors, Self-Improvement, Technology, Wellness,

The obesity epidemic has driven the demand for weight loss management tools and created new opportunities for investors.

Articles tagged: Investors