Financial Poise

Articles tagged: Personal Finance/Investing

Are Target-Date Funds Playing It Too Safe?

Target-date funds are a cornerstone of American retirement investing. But as Americans live longer, some experts are questioning whether these funds become too conservative too soon.

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When Should a Prenup Be Revisited? Lessons From Litigation

Periodic reviews and full compliance with prenup terms can help couples avoid expensive litigation and ensure their prenup remains intact.

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Are Luxury Watches Actually A Good Investment?

Luxury watches can preserve wealth, but most aren’t good investments. Here’s how to differentiate between collectible hype and financial reality.

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Approaches to Green Investing

For investors seeking to implement an environmentally conscious approach, it is important to understand several parallel investment strategies.

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What’s In a Domain Name? An Explainer on Domain Investing

Think of a domain name like real estate on the internet. Your domain name is essentially your digital address– and in some cases, a few well-chosen characters can cost more than an actual house.

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Charity or Strategy? The Tax Advantages of Post-Divorce Philanthropy for the Ultra-Wealthy

Post-divorce philanthropy can be a way to give back to the community and also a financially sophisticated way to reap a few tax benefits.

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Anticipating Contract Disputes Before You Sign

A contract formalizes a deal and keeps both parties accountable. A well-written contract ensures enforceability and helps avoid contract disputes.

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3 Tangible Asset Investments To Delight Your Inner Child

Tangible assets like fine art or precious metals can diversify your portfolio and protect against inflation and market volatility.

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2025 Year-End Estate Planning Update

The 2025 changes to federal tax law have resulted in favorable developments for estate planning and estate taxation.

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