Financial Poise

National Financial Literacy Month: Numbers Make the Case

Tags: Culture, Financial Literacy, Financial Planning, Personal Finance/Investing, Retirement Planning,

April is all about improving Americans’ financial literacy. That mission has never been more critical than it is today.

Cryptocurrency Investing: Asset or Instrument of Speculation?

March 17, 2025
/ Uncategorized
/ By Paul Shotton

Tags: Alternative Assets, Culture, Investors, Personal Finance/Investing, Technology,

Explore the complexities of cryptocurrency investing, from distributed ledger technology to Central Bank Digital Currencies and the speculative nature of Bitcoin and its peers.

Smart Estate Planning: What a Corporate Trustee Provides That a Will Does Not

February 21, 2025
/ Personal Finance
/ By Reed Murphy

Tags: Estate Planning & Asset Protection, Family Business, Family Dynamics, Financial Management, Personal Finance/Investing,

Setting up a trust to protect your assets can be a smart move, but hiring a corporate trustee may be even smarter.

Choosing a Financial Planning Advisor: No Magic Involved

February 11, 2025
/ Business Owners & Executives • Personal Finance
/ By Cristina Nolan

Tags: Advisors, Business Planning, Financial Literacy, Financial Management, Financial Services, Personal Finance/Investing,

Learn what NOT to do when choosing a financial advisor. Avoid pitfalls, do your research, and find the right expert to guide your investments.

Psst…Wanna Buy a Website?

February 7, 2025
/ Investors • Personal Finance • Uncategorized
/ By The Financial Poise Editors

Tags: Alternative Assets, Due Diligence, Investors, Personal Finance/Investing, Technology,

If you’re an adventurous investor looking for an alternative asset, you might want to explore digital flipping and buy a website.

How To Know if You Can Claim the Qualified Business Income Deduction on Your Taxes

February 3, 2025
/ Entrepreneurship
/ By Katherine Braden

Tags: Accounting, Auditing, Taxation, Business Management, Financial Planning, Personal Finance/Investing, Taxes,

The QBI deduction allows owners of most pass-through entities to deduct up to 20% of their QBI on their taxes. Are you eligible?

Corporate Structures and Their Effects on Equity Offerings

January 20, 2025
/ Investors
/ By David M. Freedman

Tags: Accounting, Auditing, Taxation, Crowdfunding/CrowdFinancing, Personal Finance/Investing, Private Equity, Start-Ups & Entrepreneurship,

Corporate structures can affect not only how you run your business or start-up but also the type of equity you can offer to potential investors.

How To Target Equity Crowdfunding Deals

January 15, 2025
/ Investors
/ By David M. Freedman

Tags: Angel Investing, Crowdfunding/CrowdFinancing, Diversification, Investing Strategy, Personal Finance/Investing, Venture Capital,

For investors looking to diversify their portfolios and invest in startups or small businesses, equity crowdfunding platforms can offer a viable solution.

3 Online Securities Intermediaries for Accredited Investors

January 10, 2025
/ Investing
/ By Andrew Stephenson

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

Online securities intermediaries range in their obligation to find suitable deals, with some requiring greater due diligence from investors.

Exploring Opportunity Zone Tax Benefits

January 6, 2025
/ Investing
/ By The Financial Poise Editors

Tags: Investing Strategy, Personal Finance/Investing, Portfolio Management, Real Estate, Taxes,

Qualified Opportunity Zone (QOZ) funds are an investment tool that can help reduce or defer tax payments.

Articles tagged: Personal Finance/Investing