Financial Poise
@FinancialPoise
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The leader in providing continuing education and expert intelligence about all things business, financial, and legal. Webinar info: https://t.co/U3eJjIRoL3
Chicago, IL
Joined January 2013
Did you miss out on our live #greeninvesting event in April? Now's your chance to catch up! Check out the whole series on demand today. #ESG #financialliteracy #climatechange
financialpoise.com
Think Green. Invest Green.Make Green.Earning Green By Investing Green2023 Symposium on Navigating the Green Economy GET THE FULL SERIES WATCH THE SERI
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On June 13, Partner Edward L. Schnitzer will be presenting at @FinancialPoise's webinar, “The Nuts & Bolts of A Lift Stay Motion”. This webinar discusses the scope of the #automaticstay and the procedure and grounds for seeking relief. https://t.co/M3SIDJUPnl
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When it comes to forming or serving on an effective #boardofdirectors, the best place to start is at the beginning. #strategy #governance
financialpoise.com
The role of a board of directors is to represent shareholders. How that happens depends on how you define it, who serves, and more.
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#AI is the "new" big thing, but it has pushed prior theoretical assumptions to a breaking point. And we should pay close attention.
financialpoise.com
The Turing Test assesses whether a machine possesses human intelligence — but is it sufficient for evaluating AI?
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In looking back at not only how various asset classes performed in May but historical perspectives on said performance, things could have been worse. June still might be. The data is worth your time. #investing #portfoliomanagement
financialpoise.com
May is done, which means it's time to check in how some of the most common asset classes performed. Here's how each fared.
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If we're being honest, most of us will admit to being biased in some ways. Your #financialadviser is no exception. Understanding what kinds of biases could cost you will help you make better choices. #financialplanning #portfoliomanagement
financialpoise.com
Your advisor is not immune to behavioral finance biases, such as overconfidence or loss aversion. How does behavioral finance affect your investments?
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Family legacy is predicated on deliberate intent. For families of means, this territory may feel difficult to navigate. Here are ways to make it easier. #wealthmanagement #financialplanning
financialpoise.com
Defining your family purpose, fostering financial literacy, and prioritizing relationships can protect your family legacy for future generations.
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No, we don't have a #debtceiling deal yet. Yes, you should be concerned. Are we careening toward a #BlackSwan event with what would be an unprecedented default? Maybe. Learn more about what that would mean and let us know your thoughts #investing #economy
financialpoise.com
The only predictable thing about Black Swans is that one will probably catch you off guard at some point in your life.
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The big pivot to #Max wasn't a bad idea. The execution was. https://t.co/lGj1Z6G6Sb
#HBOMax #branding
financialpoise.com
Companies go through a rebrand for many different reasons. HBO's pivot to Max is a great example of how not to do it.
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The term "ROI" might be one of the most easily recognizable pieces of financial jargon, but beneath its simplicity lies a host of complicating factors worth considering. https://t.co/FUXO3OzGhq
#financialliteracy
financialpoise.com
ROI is a simple calculation to assess an investment, but it comes with various complexities and it’s not the only metric you should consider.
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We're re-upping this one given what's actually at stake and how close we are to realizing serious consequences. https://t.co/2mjPa2si3S
#debtceiling
financialpoise.com
Debt ceiling, deficit, disaster. Fixing this mess requires us to first understand how we got here and what's at risk.
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Did you miss our live #businessinsurance event today? No worries - sign up today to be first in line to purchase the recording when it becomes available:
financialpoise.com
PROTECTING THE PRINCIPALThis event has ended, but you will be able to purchase a recording of the discussions soon. Register below to be notified when it b
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Nothing hits quite as hard as a hospital bill with more zeroes than expected. Knowing your options can soften that blow. In our latest Money Basics installment, we get down to brass tacks. #debtmanagement #medicaldebt #financialplanning #personalfinance
financialpoise.com
Try as we might to avoid debt, sometimes it's necessary – like medical debt. Before you get overwhelmed, make sure you know your options.
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“I’m skeptical of the hype around Artificial Intelligence. Conventional intelligence is quite good” ~ Charlie Munger
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The #debtceiling was never intended to be a political weapon. But the public doesn't understand what's at stake, sticking us in a cycle of partisan brinksmanship that has us flirting with disaster. Here's the breakdown. #financialliteracy #fiscalpolicy
financialpoise.com
Debt ceiling, deficit, disaster. Fixing this mess requires us to first understand how we got here and what's at risk.
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It's not too late! Join us online today from 10 AM to 12 PM CST for our free, LIVE #businessinsurance event. Learn the basics and more from our panel of experts by registering now! https://t.co/Ylj9uwBqti
#smallbusiness #financialliteracy
financialpoise.com
PROTECTING THE PRINCIPALThis event has ended, but you will be able to purchase a recording of the discussions soon. Register below to be notified when it b
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1/ A good day to honor Buffett & Munger as investors. Here's why no investor - including Blackstone - can compete with Berkshire. This is a compilation of lessons over the years. This goes deeper than 'float', value investing, or moats. If you love investing, read on... 🧵
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An estimated 49 million Americans dream of one day being their own boss. But is the risk of failure worth it? Given how often we hear about startups failing, the answer might surprise you. #smallbusiness #entrepreneurship #startups #dreambig
financialpoise.com
Sure, pursuing your dreams requires a certain amount of risk-taking. But on balance, the bigger risk might be deferring those dreams.
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A strong #riskmanagement strategy makes your #smallbusiness more competitive, and #businessinsurance is part of that. Learn more at our Wednesday live event! You can attend online or in person, but space is limited - reserve your spot today: https://t.co/IrfkMd2whq
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Whether you're a #smallbusiness owner, #riskmanagement professional, #financialadvisor, or consultant, this Wednesday's #businessinsurance event is a can't-miss event. Space is limited - reserve your spot now!
financialpoise.com
An online and in-person crash course on the mechanics of and value in securing insurance for your small business
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