Beyond the Spreadsheet | Poinciana Advisors Group, LLC

Beyond the Spreadsheet

FEATURED INSIGHTS

Protecting Your Portfolio in a Presidential Election Year

March 25, 2024

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Demystifying Restricted Stock: A Guide to Your Organizations Compensation Plan

March 11, 2024

How Your Advisor Can Build a Plan Based on Your Values

February 26, 2024

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5 Financial Planning Tips for Welcoming a Baby

February 12, 2024

Top 10 Investment Lessons of 2023

January 15, 2024

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FEATURED VIDEOS

FOUNDATIONAL MATERIALS

Choosing a Trusted Advisor

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Indexing vs. Evidence Based Investing

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Fixed Income Services

Pursuing a Better Investment Experience

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FEATURED ARTICLES

Market Beaters

Barron's reviews how DFA uses the pioneering work of Eugene Fama & Ken French to deliver astounding results

Putting Financial Science to Work

Discussion of how DFA Funds implements the Science of Investing

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