Financial Poise

Articles tagged: Stocks

The Benefits of an ESOP Transaction for the Seller and Company

ESOP transactions can benefit both the seller and the company by providing tax advantages, flexible deal structures, and stronger employee retention.

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The Stock Market is Way Up in 2023- Is it Time to Sell?

As of 2023, the stock market is up higher than it’s been. Does that mean it could be time to sell?

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How Headlines About Tech Layoffs Miss the Point

It feels like layoffs in the technology sector make headlines every other day. In the past couple of weeks alone, companies ranging from Amazon to Meta and beyond have announced […]

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Debunking 4 Common Investing Myths

Following the Biden administration’s establishment of a 1% excise tax on share buybacks as part of the Inflation Reduction Act, chairman and CEO of Berkshire Hathaway Warren Buffett had some […]

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Examining How “Luck o’ the Irish” Impacts Investing

It’s that time of year. The Chicago River has been dyed. Bars across the country are preparing for green glitter-saturated pub crawls. For one day, everyone is Irish and hoping […]

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Just Because the Stock Market Panics Doesn’t Mean Investors Should, Too

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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Putting Consumer Spending Trends in Context

The end of 2022 saw inflation slowing, unemployment low, and stocks finishing strong, leading many to release a sigh of relief. Bearish analysts began to talk about the US dodging […]

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How Not to Buy Pre-IPO Shares Back Then: What About Today?

It’s A Whole New World We have published a number of articles to help investors understand how to purchase pre-IPO shares and the potential risks and rewards of doing so. […]

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