Financial Poise

Articles tagged: Personal Finance & Investment

Basics of convertible debt offerings

The Basics of Convertible Debt Offerings Under Title III

Title III convertible debt offerings allow for not-yet-profitable startups to secure funding without valuation disagreements. But what about the investors?

Read More
How REITs work for hopeful real estate investors

A Crash Course on the Benefits of REITs for Passive Investors

Can’t afford to buy property? REITs allow passive investors to “own” real estate without having to lift a finger. Learn how REITs work from an expert.

Read More
Is College Worth It

Maybe It’s Time for a Gap Year: Will Traditional College Be Worth the Cost in a Post-COVID World?

COVID-19 has thrusted universities online, but full tuition has students asking, “Is college worth it?” Investing in college may take on a digital meaning.

Read More
start-up bro CEO on the phone asking his broker what is an angel investor and what are the benefits of angel investing

What is an Angel Investor and What Motivates Angels to Invest?

What is an angel investor and what is it not? Learn the difference between angels and VCs, as well as the financial and nonfinancial benefits of angel investing.

Read More
one loafer foot, one homeless foot, representing the concept of creating wealth creation

Creating Wealth 101: Use It (Or Not), You Will Lose It

Buying and nurturing private companies consumes more time than most other forms of investing but there’s no better way to build wealth.

Read More
woman leans her head on a table, represeting consequences of sleep deprivation

Sleep Deprivation and Work Performance: How Americans Lose Billions Each Year

Research shows sleep deprivation and work performance are correlated, which could hurt your income. Are you losing time and money?

Read More
windmill on windswept plains represents buying farmland as an investment

Can You Get Wealthy Buying Farmland as an Investment?

Plant-based diets, the consistently high value of farmland and new investor platforms have made buying farmland as an investment a good way to make money.

Read More
woman laughs with delight looking at her business plan, representing following your dreams

Time, Money, Happiness: The Risks and Rewards of Following Your Dreams

Following your dreams can be risky—and scary. Follow these three steps for evaluating your passion project and calculating the opportunity costs of your decisions.

Read More
a water droplet splashes down, symbolizing liquid assets and alluding to illiquid assets

Accredited Investor Installment #13: Closing Thoughts

Liquid assets like stocks are not safer than alternative assets, like private equity, just because they are publicly traded. Liquidity and risk are not the same.

Read More
young woman shows her grandmother financial tips for widows on her iPhone

6 Financial Tips for Widows in the Age of Coronavirus (COVID-19)

An aging population and global pandemic bring need for emotional and financial help for widows. Here are 6 financial tips for widows and widowers.

Read More
>