Financial Poise

Advisors

A swim race, symbolizing how average investor returns lag the S&P500

Don’t Get Emotional: The Reason for a Sluggish Average Investor Return

Why does the average investor return lag the S&P 500? Overconfident investor behavior and poor financial advising have led mutual fund investors down a bad path.

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alternative investor

Installment 4: Alternative Assets and the “Average” Accredited Investor

Overview of the Alternative Assets Landscape [Editor’s Note:  This is the fourth installment in a series of articles dedicated to the 95% of people in the U.S. who have never invested in a startup, a venture capital fund, a private equity fund, or a hedge fund even though they are permitted to do so and […]

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using a travel agent to plan a trip

Using a Travel Agent to Plan a Trip Costs Nothing but Will Improve Everything

Using a Travel Agent to Plan a Trip is a Necessity Not a Luxury You know taking a vacation is great for your long-term job performance, stress levels, and overall health, and you finally got your spouse to agree to take a trip. But, you google your desired destination and suddenly planning a trip becomes […]

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hiring a corporate trustee

Five Reasons Why Hiring a Corporate Trustee May Be the Right Move

Death and the Distribution of a Descendant’s Dough A trustee manages the assets, distributions and other obligations under a trust agreement. A corporate trustee is an entity, such as a bank-owned or independent trust company. There are many types of trusts. One of the more common is a testamentary trust. A testamentary trust is a […]

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best advisor you can hire

Don’t Go It Alone: The Best Advisor You Can Hire Is Worth Every Penny

The Best Advisor You Can Hire Would Hire Herself, Too The best advisor you can hire will be a clever and a creative problem solver who interacts with you with total integrity, honesty, and ethical conduct. The worst? Someone’s goal of growing richer and richer at your expense- and that’s one of the better scenarios. […]

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Improve Your Relationship with Your Advisor

Improve Your Relationship with Your Advisor (and Improve Your Bottom Line)

Success Depends as Much on You as it does Them So you want to improve your relationship with your advisor? Is the relationship tenuous or does it feel like there are trust issues- from your end and theirs? Read on! Keep in mind that while your trusted advisor is not perfect, neither are you. Some […]

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An Urban Dictionary to Help You Speak with Financial Advisors

An Urban Dictionary Education in Terms Anyone with the Internet has probably heard of urbandictionary.com, the crowdsourced, online dictionary for slang words and phrases that contains plenty of “NSFW” content. (To spare you the trouble/consequence of going there, NSFW means “Not Suitable For Work.”) Have you ever wanted something like an Urban Dictionary education to […]

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Selecting a Financial Advisor

Seeking a Money Magician? 5 Don’t’s When Selecting a Financial Advisor (and 5 Do’s)

Many would-be investors don’t understand the basics of Investments 101. In a way, the process of spending a little money to make more money is a lot like magic: $100 goes into the top hat, and with a wave of the wand, $1,000 comes back out. Most of us need a money magician, aka a […]

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Understanding Your Financial Advisor's Biases

Understanding your Financial Advisor’s Biases

Bias is Bias, for You and for Them The past several decades have produced countless articles on the topic of “behavioral finance.” But what exactly is behavioral finance? This little-known field examines how people make decisions with their money. It identifies things like patterns of incorrect thinking and predictable mistakes. Most authors writing about behavioral […]

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$30 Trillion Wealth Transfer: Most Advisors Miss This Critical Step

It is likely that Boomer women were largely uninvolved in their family’s finances throughout their lives. Males and females tend to have different priorities when it comes to managing their finances, and a woman advisor can be invaluable in helping to cater to these needs and make women feel more comfortable throughout the process.

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