Financial Poise

Articles tagged: Financial Services

male and female business person meeting, representing fiduciary obligations

My Financial Advisor Has Money Troubles: Fiduciary Obligations and Your Right to Know

Does your advisor have fiduciary obligations that require disclosure? Know how your investments may be affected by your financial investor’s money issues.

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mansion celebrating wealth management and the principles of family offices

What is a Family Office?

Private Wealth Management for Well-To-Do Families Family offices date back to the 19th century, when the likes of John D. Rockefeller and other tycoons spearheaded them as effective tools to manage their sprawling fortunes. What is a family office? Traditionally, it’s a private company whose purpose is private wealth management for families with more than […]

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Monopoly board

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 5 investment watchdog resources.

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trump tariffs hit Chinese imports

Expert Advice on Surviving the 2019 U.S. Importers Crisis

How to Lessen the Impact of the New Tariffs Recently, The U.S. raised tariffs on $200 billion worth of products from 10% to 25% with a threat to levy additional tariffs on an additional $325 billion worth of goods from China. These new tariffs follow a host of previous White House-imposed duties on various trading […]

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retirement account fees

Not Knowing Your Retirement Account’s Fees Can Cost You Plenty

As a retirement plan sponsor, can you justify its mutual fund fees? Find out how to identify and assess plan fees to the benefit of employees.

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Marketing Financial Services to Millennials

Millennial Financial Habits: Uncracking Gen Y

Marketing to Millennials: A Major Challenge for Financial Services Industry When it comes to managing their money, the nation’s millennials march to a different beat; one that has the financial services industry feeling out of step. Predictably, millennials are more likely than previous generations to consider financial services marketed by names like Google, Apple or […]

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Thirteen Guidebooks for Building and Holding Wealth

Read These Books to Get Smart About Personal Finance and Investing

Thirteen Guidebooks for Building and Holding Wealth Hiring a professional to manage your investments is not akin to hiring a plumber, car mechanic, or even attorney. To hire any of these three professionals it is neither necessary nor likely that to first teach yourself about plumbing, car engines, or the law. Personal Finance & Investing, […]

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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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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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Inheriting the Family’s Finances: Helping Boomer Women Survive Financial Transitions

As the baby boomer generation ages, women outlive their husbands more often than not. Too often, the couple’s financial advisors sit across from aggrieved widows who were not involved in money decisions. In this situation, what can boomer women (and their advisors) do to ease the pain and burden?

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