Financial Poise

Personal Finance & Investment

Architecture representing real estate property

The Ups and Downs of Residential Real Estate Investments

Residential real estate is abundant and leasing terms are straight forward, but heavy maintenance may fall on the investor. Is residential property for you?

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A swim race, symbolizing how average investor returns lag the S&P500

Don’t Get Emotional: The Reason for a Sluggish Average Investor Return

Why does the average investor return lag the S&P 500? Overconfident investor behavior and poor financial advising have led mutual fund investors down a bad path.

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Fraud Prevention requires vigilant monitoring of bank accounts, as with a smartphone.

Fraud Prevention for Suckers

Is there an urgent update on your bank account? Don’t click that link! Learn to spot phishing and better educate your family about fraud prevention. 

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Entwined adult hands, here symbolizing property rights for unmarried couples

P is for Planning, Not Palimony: Estate Planning for Unmarried Couples

Breaking up is messy in states that don’t grant property rights for unmarried couples. A cohabitation agreement is the key to equitable estate planning.

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Couple vacations at a waterfall, symbolizing the importance of finances in marriage

Finances in Marriage: 3 C’s to Address Discontent

Even with your life’s partner, money conversations are hard. Communication, collaboration and control are your keys to a harmonious shared future.

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Private Property sign, symbolizing the exclusive aura around PE investments

Accredited Investor Installment 10: Private Equity, aka PE Investments

Private equity investments, aka PE investments sound like an exclusive club. But many people are elibigle for this potentially lucrative investment vehicle.

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waves crashing on rocks represents the rocky shore of stock market vulnerability.

Worried About Stock Market Volatility? Don’t Panic, Say Experts

Stock market volatility and talk of a payroll tax cut have sparked fear of recession. Should you shed shares or keep playing the long game?

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An axehead chops a stump, symbolizing the 2017 tax cut and jobs act

Tax Cut and Jobs Act: Expectations Met and Unrealized

Expectations were high for the Tax Cut and Jobs Act in 2017. Were those expectations met? How the tax reform actually affects you and your business in 2019.

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Multi-family apartment buildings like these are eligible for inclusion as REIT investments

The REIT Income for Retirement: 6 Reasons to Invest in REITs

Retirees seek diversified retirement income sources as they continue to age. REIT income may provide the risk-adjusted returns they need.

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hand holds plant, a metaphor for investing in private equity for growth.

Invest Tax-Advantaged Retirement Funds in Private Equity for Growth

Many people don’t know they can invest tax-advantaged retirement funds into private equity for growth. The strategy isn’t for everyone. Is it for you?

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