Financial Poise

Articles tagged: Personal Finance & Investment

a water droplet splashes down, symbolizing liquid assets and alluding to illiquid assets

Accredited Investor Installment #13: Closing Thoughts

Liquid assets like stocks are not safer than alternative assets, like private equity, just because they are publicly traded. Liquidity and risk are not the same.

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young woman shows her grandmother financial tips for widows on her iPhone

6 Financial Tips for Widows in the Age of Coronavirus (COVID-19)

An aging population and global pandemic bring need for emotional and financial help for widows. Here are 6 financial tips for widows and widowers.

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a man and a woman sit on a park bench, in an obvious fight, representing splitting assets in divorce

Finances in Divorce: Dealing with Transition

Divorce affects nearly 50% of the population. Learn more about protecting and splitting assets in divorce and in subsequent marriages.

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woman with a laptop, representing a due diligene checklist

5 Questions Investors Should Ask Before Making a Private Equity Investment

A private equity investment is a major risk for individual investors. Follow this due diligence checklist to evaluate opportunities before you invest.

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a woman shops at a second hand shop, embodying budgeting tips an frugal living

Frugal Living is in Reach — Avoid These 6 Spending Mistakes to Save Money

These 6 costly mistakes may be keeping you from frugal living. Get budgeting tips from the house to the gas station that will help you save.

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An elderly woman and her granddaughter excitedly examine their stock portfolios on the granddaughter's phone, as they discuss tax strategy and variable annuities

Multi-Generational Tax Strategy for High Net Worth Families

To protect wealth for future generations, high-net-worth families shoud consider private placement variable annuities in their estate planning tax strategy.

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a neon green chart represents volatility in the market in this series on 'what is a stock?'

Investing Basics Installment #1: What is Stock? And Should You Buy Some?

What is a stock? For anyone still considering buying we cover stock basics and investment principles in this series on all things equity.

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An investor stands in front of a

Money Basics Series – Part 6: Protect Assets and Your Future Nest Egg

Protect your assets in six steps. Record, insure and track your assets to secure your nest egg for retirement and a more secure future.

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A bride and groom make heart hands, symbolizing their decision to open a joint account

Money Basics Series — Part 5: Is Your Relationship Ready for a Joint Account?

Are you rushing into a joint account with your significant other? These are the questions you should ask your partner before making the commitment.

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A woman sits at her computer, pondering venture capital investments and returns

Beginner’s Guide to Venture Capital Investment and Returns

Non-investors often confuse venture capital investment with private equity, but there is a difference. Learn about VC, from access to returns.

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