Financial Poise

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.

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.

Blockchain Technology: Revolutionizing the Way We Invest, Borrow, and Lend

December 16, 2024
/ Investors • Personal Finance
/ By Richard Swart

Tags: Alternative Assets, Borrowing & Lending, Investors, Personal Finance/Investing, Technology,

Blockchain technology is transforming the finance industry including the way we invest, borrow, and lend.

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.

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).

IRA Rollover Rules Have Big Consequences

November 11, 2024
/ Investing • Legal
/ By Jeffrey Kelley

Tags: Investing Strategy, Investors, Personal Finance/Investing, Retirement Planning, Taxes,

Given the popularity of IRAs and IRA rollovers, it is important to understand the rollover rules so that you do not inadvertently lose tax-deferred status.

Wealthy Still Investing In Stamps Amid Overall Slide in Value

September 27, 2024
/ Investing
/ By The Financial Poise Editors

Tags: Alternative Investments, Culture, Investing Strategy, Investors, Personal Finance/Investing, Tangible Assets,

Investing in stamps is not what it was in your grandfather’s heyday. Low demand and ultra-expensive rare stamps hurt average collectors.

Articles tagged: Investors