Financial Poise

Articles tagged: Private Equity

What is the JOBS Act: Primer for Private Company C-Suite Executives

A concise guide to each section of the JOBS Act and its effects on investors of various sizes interested in the private capital markets.

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Smart Celebrity Investors – Ashton Kutcher, Serena Williams, et al

What do Madonna and Warren Buffett have in common? They both make smart investments. Follow these 3 investing lessons from successful celebrity investors.

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Can Higher Interest Rates Increase Inflation?

We’ve been having an ongoing discussion about commonly cited reasons inflation has become a global phenomenon since 2021. These factors range from the lasting impact of the pandemic to domestic […]

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90-Second Lesson: How Does a Private Equity Fund Work? Explaining Sponsors, General Partners and Limited Partners

Private equity funds can be complex. This brief guide explains the key players in PE firms, including general partners vs limited partners.

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Women: It’s Time to Take Charge of Family Finances

Studies show a majority of wives are uninvolved in family finances. Here’s how advisors and spouses can address financial planning for women.

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The First Mover Advantage? Or Disadvantage? Why the Early Bird Doesn’t Always Catch the Worm

Pebble was once a promising leader in smartwatches until Apple entered the market. Pebble teaches early investors a lesson in the first mover disadvantage. 

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6 Reasons Private Equity Makes a Great IRA Investment Option

A private equity IRA investment has its benefits, from tax advantages to increased diversification. Learn more about this IRA investment option.

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Private Equity Fund of Funds: 2020 and Beyond

A private equity fund of funds or FOF gives investors access to otherwise selective funds, but can it compete with the wider PE market in the future?

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5 Investment Strategies PE Firms Use to Choose Portfolio Companies

Private equity firms choose their portfolio companies by focusing their investment strategies on factors such as lifecycle, geography and industry.

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Is the Private Market Defeating the Public Market?

Regulatory changes and the burdens of public finance have led IPOs to lose value. Now, companies and investors are finding value in the private market. 

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