Insights

Intellectual Capital

Poinciana is committed to staying up to date with the latest financial trends and academic research. We have strategic relationships with some of the most preeminent individuals in academia and leverage our relationships to provided best-in-class institutional research for our clients

The Fear of Offending

by PAG 3/5/20 on
We often let things go, even to our detriment, to avoid offending someone. This fear of offending can keep you in a bad relationship, keep you from making progress in your career or keep you from making sound financial and investment decisions.

Chess, Poker, Investing and Life

by PAG 3/5/20 on
Allan Rufus, in his book, “The Master’s Sacred Knowledge,” says, “Life is like a game of chess. To win you have to make a move. Knowing which move to make comes with insight and knowledge, and by learning the lessons that are accumulated along the way.”

Lean into Life After Work

by PAG 03/05/20 on
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“Look before you leap” was a bit of good advice I received from my dad as I ventured into college, a career, marriage, life. Your own father probably once said something similar to you. It’s pretty simple guidance, but valuable in its wide applicability.

Make life easier in 2020

by P A G on
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As you start 2020, take a deep, meditative breath and envision how much easier your life could be if certain obstacles were removed and nagging problems were solved.