Financial Poise

Personal Finance & Investment

neat group of peoples legs in a circle, representing regulation crowdfunding

Regulation Crowdfunding: Diversification Everyone Can Enjoy

Regulation crowdfunding gives average investors more access to private securities. Determine the maximum you can invest and create your 5-year plan.

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two men arm wrestle over fair estate distribution

Sibling Squabbles: Fair Estate Distribution Among Multiple Heirs

The most common disputes during estate distribution are among siblings. Communication is key to dividing assets fairly and easing the financial transition.

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Woman reads a book lakeside, hunting for an accredited investor definition

Are You Smarter Than a High School Dropout? Revising the Accredited Investor Definition

The SEC is considering wider access to private offerings. Does net worth equate to financial literacy, or should the accredited investor definition change?

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Woman walks through rainforest in China, winner of the Trump tariffs

What Do Trump Tariffs Mean for the Economy and Investors?

Recently imposed Trump tariffs are expected to negatively affect the economy. What do these tariffs mean, and how will investors be impacted?

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unicorn chess knight, representing unicorn companies

Unicorn Companies are Rare, So Why Do Venture Capitalists Persist?

Three out of four startups backed by venture capital fail, but VC investors continue to search for unicorn companies. What makes or breaks their success?

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man dangles over Wall Street, asking himself What is a hedge fund?

90 Second Lesson: What is a Hedge Fund? 

Hedge funds differ greatly from private equity funds with regard to asset class, compensation, liquidity and other factors. So, what is a hedge fund?

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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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