Financial Poise

Articles tagged: Investors

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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businessman on platform, contemplating online hedge fund platforms

Evaluating Online Hedge Fund Platforms: Not All are Created Equally

Since the SEC lifted a ban on general solicitation, hedge fund investors can now find deals online. But caveat emptor! Let the buyer beware.

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wine grapes ripe for harvest and for wine investment

Assets in the Red (and White): Can Investing in Wine and Wine Funds Add Stability to Your Portfolio?

Investing in wine has historically offered greater annual returns than both stocks and bonds. Learn about wine funds or how to make a DIY wine investment. 

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movie clapboard, representing risky investments in Hollywood and elsewhere

Film, Fine Dining and West Side Story: a Warning on Risky Investments

Vanity Investments are All for Show “Hamilton” drove the masses to Broadway in 2016, making it seem as though Broadway shows were the next exciting investment. Through 2018, shows like “Harry Potter,” “Hello! Dolly” and “Frozen” were still bringing in record-breaking profits. The very next year, a summer purge saw early final curtains for several […]

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mismatched shoes, symbolizing the differences between private equity and venture capital

Private Equity vs. Venture Capital 101

Venture capital is often tucked under the umbrella of private equity, but investors should know the key differences in private equity vs venture capital.

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track and field events, symbolizing private markets

Is the Private Market Defeating the Public Market?

Regulatory changes and the burdens of public finance have led IPOs to lose value. Now, companies and investors are finding value in the private market. 

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The Hollywood sign, symbolizing celebrity investing

3 Smart Moves Made by Celebrity Investors

What do Madonna and Warren Buffett have in common? They both make smart investments. Follow these 3 investing lessons from successful celebrity investors.

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Woman walks through rainforest in China, winner of the Trump tariffs

What Do Trump Tariffs Mean for the Economy and Investors?

Recently imposed Trump tariffs are expected to negatively affect the economy. What do these tariffs mean, and how will investors be impacted?

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man dangles over Wall Street, asking himself What is a hedge fund?

90 Second Lesson: What is a Hedge Fund? 

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

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watches made from gold and other precious metals

What Moves the Needle on Precious Metals Spot Prices? 

Market volatility, interest rate cuts and trade tensions have pushed investors towards gold, revealing factors that drive precious metals spot prices. 

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