Financial Poise

Investing in Raw Land: This Land Was Made for You and Me

December 18, 2025
/ Investing • Investors
/ By The Financial Poise Editors

Tags: Alternative Investments, Green Investing, Investing Strategy, Personal Finance/Investing, Tangible Assets,

Buying raw land can be more affordable and flexible than traditional real estate, but raw land real estate is not without its share of risks.

Understanding the Revised Accredited Investor Definition

November 24, 2025
/ Investing
/ By Michele Schechter

Tags: Accredited Investors, Alternative Investments, Investing Strategy, Investors, Personal Finance/Investing,

The SEC’s expanded definition of ‘accredited investor’ increased access to private markets, while aiming to better capture financial sophistication.

When Should a Seller Sign a Letter of Intent?

October 24, 2025
/ Business Owners & Executives • Entrepreneurship
/ By Scott Adamson

Tags: Business Transition and Exit Planning, Buying a Business, Investors, Personal Finance/Investing, Selling Your Business,

Buyers and Sellers have differing interests in signing a Letter of Intent. But, the seller will not proceed with the business transaction without one.

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

October 23, 2025
/ Entrepreneurship • Investors
/ By John Rompon

Tags: Financial Literacy, Investors, Personal Finance/Investing, Private Equity, Start-Ups & Entrepreneurship,

Wealth is entropic and gradually dissipates over time. The only way to grow wealth is to create more wealth at a faster rate than it dissipates.

Liquid Alternatives Feel More Fluid to New Investors

October 22, 2025
/ Investing • Personal Finance
/ By Brigitte Yuille

Tags: Alternative Investments, Diversification, Investing Strategy, Investors, Personal Finance/Investing,

Liquid alternative investments offer an increasingly compelling diversification strategy in a time of great economic uncertainty.

A Brief Overview of Investing in Life Settlements

October 17, 2025
/ Investing • Investors • Personal Finance
/ By Gary Opp

Tags: Alternative Assets, Baby Boomers, Diversification, Estate Planning & Asset Protection, Personal Finance/Investing,

As seniors move to sell their life insurance policies for extra income, investing in life settlements has become a popular asset class.

Keeping It Real: A Baby Boomer’s Guide to Real Estate Crowdfunding

October 15, 2025
/ Investing
/ By John Bowens

Tags: Crowdfunding/CrowdFinancing, Investing Strategy, Personal Finance/Investing, Real Estate, Tangible Assets,

Baby Boomers are looking for alternative sources of income as they retire, and real estate crowdfunding provides an opportunity to passively invest.

Beginner’s Guide to Venture Capital Investment and Returns

August 7, 2025
/ Investors
/ By Kenneth Freeman

Tags: Accredited Investors, Alternative Assets, Investors, Personal Finance/Investing, Venture Capital,

SEC rules now allow broader access to venture capital investment though risks are high and diversification is critical.

Evaluating Online Hedge Fund Platforms: Not All Are Created Equal

July 22, 2025
/ Investing • Investors • Personal Finance
/ By Alon Goren

Tags: Accredited Investors, Hedge Funds, Investing Strategy, Investors, Personal Finance/Investing,

Since the SEC lifted a ban on general solicitation, investors can find deals through hedge fund platforms online. But caveat emptor!

Blue Sky Laws: A Primer for Accredited Investors

July 15, 2025
/ Investing • Legal
/ By Robert Rapp

Tags: Accredited Investors, Business Law, Investors, Personal Finance/Investing,

Blue Sky Laws help protect investors from fraudulent offerings, but further revisions to the accredited investor definition may be needed.

Articles tagged: Personal Finance/Investing