Financial Poise

Articles tagged: Financial Services

man talks on telephone, symbolizing behavioral finance biases

Understanding Behavioral Finance and Your Financial Advisor’s Biases

Your advisor is not immune to behavioral finance biases, such as overconfidence or loss aversion. How does behavioral finance affect your investments?

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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

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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hire an investment banker

How to Pick an Investment Banker

When it’s time to sell, you need to hire an investment banker that can best tell your story to investors. Get tips for evaluating bankers.

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Alternative Lenders for Small Businesses

5 Alternative Lending Solutions for Small Business Financing

Think outside the bank. As bank loans become harder to secure, it pays to get creative with small business financing and alternative lending.

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What is a family office?

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 […]

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retirement plan fees

Retirement Account 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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Hiring a Corporate Trustee

Smart Estate Planning: What a Corporate Trustee Provides That a Will Does Not

Setting up a trust to protect your assets can be a smart move, but hiring a corporate trustee may be even smarter.

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a baby boomer woman, representing women and the great wealth transfer

The $68 Trillion Great Wealth Transfer Is Coming: What Most Advisors are Missing

The great wealth transfer from boomers to millennials is just around the corner, but are financial advisors overlooking boomer women and wealth?

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pile of pills representing the conflict of interest of a broker-dealer

The Doctor and the Drug Dealer: A Parable of Registered Investment Advisers and Broker-Dealers

“Regulation Best Interest” and the Growing Concern for Conflicts of Interest While having drinks with David Colton of Gresham Partners, LLC, he made an interesting analogy to describe the fiduciary […]

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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 […]

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