Financial Poise

Articles tagged: Financial Literacy

Approaches to Green Investing

For investors seeking to implement an environmentally conscious approach, it is important to understand several parallel investment strategies.

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Young Investors Are Investing. Are They Getting It Right?

Something interesting is happening on Main Street: young people are actually investing. Not just talking about it, not just watching TikToks about it– they’re moving real money into real accounts, often from their phones, often before their 30th birthday.

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Understanding EBITDA

Despite how often it is used, many treat EBITDA as shorthand for ‘cash flow’ without fully understanding what it actually does and doesn’t measure.

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Creating Wealth 101: Use It (Or Not), You Will Lose It

Wealth is entropic and gradually dissipates over time. The only way to grow wealth is to create more wealth at a faster rate than it dissipates.

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When Is It Appropriate To Take on a High-Interest Rate Debt Loan?

Understanding available alternative loan options can be the difference between success and failure for business owners.

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Protection From Investment Fraud: Who’s Got Your Back?

If an investment opportunity sounds too good to be true, it may be a sign of investment fraud. Learn the signs with these investment watchdog resources.

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5 Questions To Ask Before You Hire a Financial Advisor

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. 

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Protecting Assets and Financial Empowerment in Divorce

No one ever plans for a divorce or a remarriage, but they do arise, so it’s crucial to take charge of your finances and protect your assets proactively.

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Real Estate Terminology Every Investor Should Know

If you’re looking to invest in real estate, start with this glossary of real estate terminology so you can follow the conversation.

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