Financial Poise

Stock Market Fundamentals

Woman walks through rainforest in China, winner of the Trump tariffs

What Do Trump Tariffs Mean for the Economy and Investors?

Recently imposed Trump tariffs are expected to negatively affect the economy. What do these tariffs mean, and how will investors be impacted?

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waves crashing on rocks represents the rocky shore of stock market vulnerability.

Worried About Stock Market Volatility? Don’t Panic, Say Experts

Stock market volatility and talk of a payroll tax cut have sparked fear of recession. Should you shed shares or keep playing the long game?

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exchange traded funds

Size Should Not Matter: Exchange Traded Funds Selections

Given the wealth of options, investing decisions can be overwhelming. Narrow the field with your exchange traded funds (ETF) selections and keep it simple.

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When Stocks Decline, Alternative Investments May Help (Part 2)

Diversification is Almost Always a Winning Strategy As noted in “When Stocks Decline, Alternative Investments May Help (Part 1),” the impact of asset allocation on volatility and returns has been widely debated, but a landmark study from the CFA Institute found that between 1974 and 1983, diversifying among a variety of asset classes – and […]

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alternative assets in a bear market

When Stocks Decline, Alternative Investments May Help (Part 1)

With Bear Market Approaching, Diversification an Attractive Option Someday you may be asked: “Where were you on March 9, 2009?” For market historians, that day marked the bottom of the Great Recession: the S&P 500 had just sunk below 700 for the first time in 13 years. Goldman Sachs warned investors that the S&P could […]

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hedge fund performance

Three Ways to Drastically Improve Portfolio Performance with Hedge Funds Based on Your Financial Goals

A Primer on Hedge Fund and Portfolio Performance Evaluating hedge fund performance is challenging because it involves many different investment strategies employed by thousands of funds across a global $3.2 trillion industry. While many investors will analyze a previous track record to help determine which funds they should choose, that approach rarely leads to a […]

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Rethinking Hedge Fund Performance and Fees

Editor’s note: The hedge fund industry faces tough times. In September, Financial Poise reported that an increasing number of America’s biggest pension funds and endowments complained about fees and underperformance. Bloomberg weighed in on the same issue last week. Below, Caroline Rasmussen of the alternative investment platform iCapital Network explains why she believes investors still need […]

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Private Stock Market

The Evolving Secondary Market for Private Stock

Increasingly, the private market is where the action is. And accredited investors are in the best position to take advantage of it.The shift in focus from public to private has been ongoing. Value creation is occurring in the private markets that is no longer accessible in the public markets.

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Amid Stock-Market Volatility, Investments in Hollywood Can Beat Odds

Investing in Hollywood has always been and will remain an emotionally charged activity that historical data clearly illustrates is a risky business. Unfortunately, its allure can dissuade normal investment logic and the advent of more powerful technology has likely increased investor risks, making it easier to produce more films that business logic does not favor.

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Pre-IPO shares

How Not to Buy Pre-IPO Shares

Were pre-IPO shares a good idea years ago? What about today? Take a look at how far pre-IPO investments have come over the years and where they are today.

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