Financial Literacy Archives

I Went for an MBA at 43. You Might Want to Think Twice.`

May 26, 2023
/ Commentary • Personal Finance
/ By Josh M. Beach

Tags: Business Strategy, Education, Financial Literacy, Professional Development,

After years of teaching higher education, a lecturer works to get his MBA. What he learns may change your mind about getting the degree.

Bracing for Black Swans

Tags: Economy, Financial Literacy, Portfolio Management, Risk Management,

The only predictable thing about Black Swans is that one will probably catch you off guard at some point in your life.

Scrabble tiles spell out ROI on top of a calculator.

Crash Course: The Rundown on ROI

Tags: Financial Analysis, Financial Literacy, Investing Strategy, Portfolio Management, Risk Management,

What is ROI? How do you calculate it? How should it get used? This quick lesson lays it all out for investors and entrepreneurs.

Understanding What’s at Stake in the Debt Ceiling Debate

May 10, 2023
/ Commentary • Investing
/ By Paul Shotton

Tags: Current Events, Economy, Financial Literacy, Fiscal Policy, Politics,

Debt ceiling, deficit, disaster. Fixing this mess requires us to first understand how we got here and what’s at risk.

Crash Course: Private Equity Funds, Sponsors, and Investors

Tags: Alternative Investments, Financial Literacy, Hedge Funds, Private Equity,

How is private equity structured? The PE industry includes private equity sponsors and financial sponsors who manage private equity funds.

A stack of cards that will easily expand your credit card debt.

Money Basics Series #3: Managing Credit Card Debt

April 28, 2023
/ Personal Finance
/ By Michelle Gershfeld

Tags: Budgeting, Debt Management, Financial Literacy, Financial Planning, Money Basics Series,

Debt management starts with tracking and reducing credit card debt. Form better spending habits with these tips and tricks.

An investor leans back in his chair looking at a wall of financial charts.

Crash Course: Hedge Fund Investing Basics

April 24, 2023
/ Investing
/ By The Financial Poise Editors

Tags: Accredited Investors, Alternative Investments, Diversification, Financial Literacy, Hedge Funds, Portfolio Management, Private Equity,

Hedge funds differ greatly from private equity funds with regard to asset class, compensation, liquidity and other factors. So, what is a hedge fund?

A financial advisor listens to clients in a conference room, symbolizing questions to ask a financial advisor

5 Questions to Ask Before You Hire a Financial Advisor

April 21, 2023
/ Personal Finance
/ By Alicia Purdy

Tags: Accredited Investors, Financial Literacy, Financial Planning, Financial Services,

Can your advisor prove their qualifications and track record? Know the questions to ask a financial advisor and what they mean for your financial future.

Money Basics Series #2: Painless Budgeting

April 19, 2023
/ Personal Finance
/ By Michelle Gershfeld

Tags: Budgeting, Financial Literacy, Financial Planning, Money Basics Series,

Let’s assume you’ve already read Installment #1 of the Money Basics Series. You checked your credit score and chose your bank. Now you can better identify areas where you need […]

Whether talking about banking or credit reports, knowledge is power, as this young woman thinking about money knows well.

Money Basics Series #1: How to Read Your Credit Report and Choose Bank Services

April 10, 2023
/ Personal Finance
/ By Michelle Gershfeld

Tags: Banking, Credit, Financial Literacy, Money Basics Series,

The first step to financial planning is knowing where you stand with money. Get tips on choosing bank services, and learn how to read your credit report.

Articles tagged: Financial Literacy