Financial Poise

The leader in providing continuing education and expert intelligence about all things business, financial, and legal. Webinar info:

[Financial Poise @FinancialPoise]

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 https://t.co/SHDGGnJGuP

[Montgomery McCracken @MMWR_Law]

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

[Financial Poise @FinancialPoise]

When it comes to forming or serving on an effective #boardofdirectors, the best place to start is at the beginning. #strategy #governance https://t.co/3DP4dHIABL

[Financial Poise @FinancialPoise]

#AI is the "new" big thing, but it has pushed prior theoretical assumptions to a breaking point. And we should pay close attention. https://t.co/x62lAcc6ht

[Financial Poise @FinancialPoise]

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 https://t.co/vLs2Srg3CI

[Financial Poise @FinancialPoise]

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 https://t.co/OiEIoZWStW

[Financial Poise @FinancialPoise]

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 https://t.co/Y3WorCVr4y

[Financial Poise @FinancialPoise]

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 https://t.co/nzdO7eTfGC

[Financial Poise @FinancialPoise]

The big pivot to #Max wasn't a bad idea. The execution was. https://t.co/lGj1Z6G6Sb #HBOMax #branding

[Financial Poise @FinancialPoise]

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

[Financial Poise @FinancialPoise]

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

[Financial Poise @FinancialPoise]

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: https://t.co/Ylj9uwBqti

[Financial Poise @FinancialPoise]

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 https://t.co/rdHmjLqauW

[Financial Poise @FinancialPoise]

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 https://t.co/2mjPa2si3S

[Financial Poise @FinancialPoise]

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

[Ram Ahluwalia CFA, Lumida @ramahluwalia]

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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[Financial Poise @FinancialPoise]

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 https://t.co/fIX2vsAxF7

[Financial Poise @FinancialPoise]

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

[Financial Poise @FinancialPoise]

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! https://t.co/Gr0IgsxHKK