The primary mission of Financial Poise™ is to provide reliable plain English business, financial, and legal education to individual investors, entrepreneurs, business owners, and executives, and to help trusted advisors do the same.
- Home »
- Personal Finance & Investment
Articles tagged: Personal Finance & Investment
Starbucks, Stocks and Smooth Jazz: What Kenny G Teaches Us About Long-Term Investments
You know Kenny G the musician, but what about Kenny G the successful investor and accountant? Let his long-term investments inform yours. Read More
3 Online Securities Intermediaries for Accredited Investors
Online securities intermediaries range in their obligation to find suitable deals, with some requiring greater due diligence from investors. Read More
Tesla is Not a Car Company: Evaluating a Market Pioneer
Tesla isn’t just electric cars. It’s also a market pioneer in sustainable energy. But does that mean investing in it is a guaranteed win? Read More
5 Rules for Building a Solid Family Office Structure
A solid family office structure requires a quality management team that can protect and sustain a family’s wealth over generations. Read More
Green Investing and Green Living: Good for Your Lifespan, Good for Your Wallet
Looking to go green? A plant-based diet and sustainable investing can improve your health, better the planet and bolster your portfolio. Read More
Smart Estate Planning: What a Corporate Trustee Provides That a Will Does Not
Setting up a trust to protect your assets can be a smart move, but hiring a corporate trustee may be even smarter. Read More
Smart Giving Gives Back: The Surprising Benefits of Family Philanthropy
Philanthropy is important to many wealthy families, but many don’t have a structured plan. Learn how to give back with organized philanthropy. Read More
Investing in Weight Loss Companies May Bring Big Gains
New Year resolutions, an epidemic and emerging tech could mean it’s time to start investing in weight loss companies. Read More
Should You Invest in Comic Books? Top Tips From A Comic Book Investor
Investing in comic books is more than liking Superman or Thor. Learn how to identify the best comic books to buy for investment. Read More
Investing in Cryptocurrency: Fad, Fraud or Fortune-Maker?
Thinking about investing in cryptocurrency? First, make sure you understand what it is, how it works and the blockchain technology behind it. Read More