Financial Poise

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/2023-earning-g…

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. mmwr.com/event/edward-s…

When it comes to forming or serving on an effective #boardofdirectors, the best place to start is at the beginning. #strategy #governance financialpoise.com/role-of-the-bo…

#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/time-to-dump-t…

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/asset-class-pe…

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/behavioral-fin…

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/managing-famil…

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/bracing-for-bl…

The big pivot to #Max wasn't a bad idea. The execution was. financialpoise.com/failure-to-the… #HBOMax #branding

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. financialpoise.com/90-second-less… #financialliteracy

We're re-upping this one given what's actually at stake and how close we are to realizing serious consequences. financialpoise.com/debt-ceiling-d… #debtceiling

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/attend-protect…

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/money-basics-o…

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-d…

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! financialpoise.com/attend-protect… #smallbusiness #financialliteracy

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... 🧵

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/opportunity-co…

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: bit.ly/3NzNfM5

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/press-releases…