Financial Poise

Articles tagged: Personal Finance & Investment

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

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

Investing in Rare Coins is More than a Hobby Having collectibles as an investment can be a great way to diversify your portfolio and cut down on risk. The general rule of thumb? Invest in what you love when it comes to collectibles, such as investing in coins. If your collection doesn’t realize a return, […]

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A financial advisor listens to clients in a conference room, symbolizing questions to ask a financial advisor

5 Questions to Ask a Financial Advisor Before Hiring

Can your advisor prove their qualifications and track record? Know the questions to ask a financial advisor and what they mean for your financial future. 

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A globe, representing global trends in megatrend investing

Investing in Megatrends Means You’d Better be Good at Predictions

From urbanization to clean energy, changes in global attitudes made megatrend investing popular. But not everyone riding major trends will be successful.

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a financial advisor meets their client, representing fiduciary obligations

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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wine grapes ripe for harvest and for wine investment

Assets in the Red (and White): Can Investing in Wine and Wine Funds Add Stability to Your Portfolio?

Investing in wine has historically offered greater annual returns than both stocks and bonds. Learn about wine funds or how to make a DIY wine investment. 

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Statue of Liberty, representing famous supreme court cases

McCulloch v. Maryland and the Famous Supreme Court Cases that Changed Our Economy

You may not have heard of McCulloch v. Maryland, but this famous supreme court case is one of three that fundamentally changed our nation’s economy.

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mansion celebrating wealth management and the principles of family offices

What is a Family Office?

Private Wealth Management for Well-To-Do Families Family offices date back to the 19th century, when the likes of John D. Rockefeller and other tycoons spearheaded them as effective tools to manage their sprawling fortunes. What is a family office? Traditionally, it’s a private company whose purpose is private wealth management for families with more than […]

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farmland, representing the investment value of physical, tangible assets

An Investor’s Guide to Productive Assets, Physical Assets and other Tangible Asset Types

Why Buy Farmland if You’re Not a Farmer? Tangible Assets Explained Individuals invest in tangible assets (called physical assets, hard assets, fixed assets and more, depending on the asset itself) because they are generally considered more stable in value than most commonly traded sovereign currencies and securities. When the world economy falters, many investors move […]

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movie clapboard, representing risky investments in Hollywood and elsewhere

Film, Fine Dining and West Side Story: a Warning on Risky Investments

Vanity Investments are All for Show “Hamilton” drove the masses to Broadway in 2016, making it seem as though Broadway shows were the next exciting investment. Through 2018, shows like “Harry Potter,” “Hello! Dolly” and “Frozen” were still bringing in record-breaking profits. The very next year, a summer purge saw early final curtains for several […]

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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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