Financial Poise

Articles tagged: Financial Services

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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One-on-One With Lex Sokolin of Autonomous Research

Autonomous Research is the leading independent research firm covering the financial services industry globally.

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A Few Minutes With…Michelle Huhnke

Michelle M. Huhnke is a partner with the Sugar Felsenthal Grais & Hammer law firm in Chicago and New York, focusing her practice on estate planning, charitable planning and wealth preservation. She works with clients and families to develop estate plans that address varied family circumstances and include efficient estate, gift and generation-skipping tax planning.

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A Few Minutes With…Tracy Treger

Soon Tracy Treger will begin covering commercial real estate in a regular column for Financial Poise. Here we chat with Treger about her background, which provides her with unique insights on the topic.

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