Financial Poise

Articles tagged: Personal Finance & Investment

Hedge Fund Returns

How to Evaluate Future Hedge Fund Returns Using Market Environment and Strategy Analysis

Hedge fund performance is on the rise. Understand how markets, strategy and other factors impact future hedge fund returns.

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Family Offices and Managing Private Wealth

5 Rules for Building a Solid Family Office Structure

A solid family office structure requires a quality management team that can protect and sustain a family’s wealth over generations.

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Stamp Collecting and Investing

Wealthy Still Investing In Stamps Amid Overall Slide in Value

Investing in stamps is not what it was in your grandfather’s heyday. Low demand and ultra-expensive rare stamps hurt average collectors.

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Kenny G Investing Advice

Starbucks, Stocks and Smooth Jazz: What Kenny G Teaches Us About Long-Term Investments

You know Kenny G the musician, but what about Kenny G the successful investor and accountant? Let his long-term investments inform yours.

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Online Securities Intermediaries

3 Online Securities Intermediaries for Accredited Investors

Online securities intermediaries range in their obligation to find suitable deals, with some requiring greater due diligence from investors.

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Tesla

Tesla is Not a Car Company: Evaluating a Market Pioneer

Tesla isn’t just electric cars. It’s also a market pioneer in sustainable energy. But does that mean investing in it is a guaranteed win?

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Green Living and Green Investing

Green Investing and Green Living: Good for Your Lifespan, Good for Your Wallet

Looking to go green? A plant-based diet and sustainable investing can improve your health, better the planet and bolster your portfolio.

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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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Organized philanthropy for families

Smart Giving Gives Back: The Surprising Benefits of Family Philanthropy

Philanthropy is important to many wealthy families, but many don’t have a structured plan. Learn how to give back with organized philanthropy.

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Investing in weight loss

Investing in Weight Loss Companies May Bring Big Gains

New Year resolutions, an epidemic and emerging tech could mean it’s time to start investing in weight loss companies.

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