Financial Poise

Articles tagged: Personal Finance/Investing

Blockchain Technology: Revolutionizing the Way We Invest, Borrow, and Lend

Blockchain technology is transforming the finance industry including the way we invest, borrow, and lend.

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Free Cash Flow vs. EBITDA for Investment Performance

Understand how to determine ROI using key metrics like cash flow and EBITDA to measure both company and investment performance.

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6 Things to Consider When Selecting a Private Equity Investment

The private equity market presents an opportunity for outsized returns and portfolio diversification.

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Eliminate Your State Income Taxes with Non-Grantor Trusts

Non-grantor trusts, like the NING Trust, can protect assets and minimize state income taxes for investors, particularly in high-tax states.

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Want to Invest in Opportunity Zones? 5 Reasons to Target Low-Income Housing Tax Credits

Combining investment in opportunity zone funds can yield rich tax benefits of low-income housing tax credits (LIHTC).

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Should You Co-Invest? 10 Considerations for Co-Investment SPVs

Co-investment SPVs get rid of the middleman in venture capital investments, but is their popularity in excess?

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IRA Rollover Rules Have Big Consequences

Given the popularity of IRAs and IRA rollovers, it is important to understand the rollover rules so that you do not inadvertently lose tax-deferred status.

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The Challenges Ahead for Private Equity Investing

The attractiveness of private equity and the increase in capital funneled to it has created several challenges for those in the private equity space.

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2 Crucial Tips for Preserving Multigenerational Wealth

Better multigenerational wealth management requires families to recognize potentially fatal events and treat their wealth as an enterprise.

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Investing in a Collectible NFT is Neither Smart Nor Really Even Possible

People have long been willing to pay thousands for vintage wine and rare books, but collectible NFTs are different and better! Right? No.

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