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Investing Basics For Beginners Installment #2: Investing is Risky But Not Investing is Riskier ^*

By Jonathan Friedland • January 17, 2022

What is risk? Every investment carries some level of risk. There are several types of risks you should know about as an investor: Business Risk, Volatility Risk, Inflation Risk, Interest Rate Risk, and Liquidity Risk.

Justin Timberlake’s Investments Go Bai, Bai, Bai and Stay N’Sync

By Alicia Purdy • January 14, 2022

Former N’Sync frontman and Mickey Mouse Club kid, pop superstar Justin Timberlake has made a name for himself in the business world. In early 2017, Timberlake starred in a Superbowl commercial for Bai beverages. Not only is he using his…

Targeted Sales and Marketing Activities Should Drive Your Company’s Business Growth

By Scott Steer • January 11, 2022

Does marketing strategy improve your business? Targeted sales and marketing activities will allow your business to grow and show off its strong suites. Remember, a customer-centric mindset goes a long way when it comes to marketing your business’s specializations.

'Know Thy Numbers' - Plain English Principles for the Business Owner & Investor about Accounting and Finance

Business Transition and Exit Planning

Alternative Assets and the "Average" Accredited Investor

Recent Articles

What to Do When Your Company May Be Insolvent

By Jonathan Friedland • January 5, 2022
Suppose that a company on whose board of directors you sit (or of which you are a significant owner, perhaps with a personal guarantee) was financially strong not too long…

How You Can Save on College Costs

By Jim Slowik • January 4, 2022
FAFSA’s Expected Family Contribution (EFC) formula will change to the Student Aid Index (SAI). Here are some ways that you can save on college costs. If you're a small business…

90 Second Lessons: What is ROI?

By The Financial Poise Editors • December 29, 2021
What is ROI? This quick lessons lays out the definition and mathematics of how to determine your return on investment.

Movie Making is Fun But Will it Make You Money?

By The Financial Poise Editors • December 23, 2021
Investing in Hollywood diversifies a portfolio for investors who deem it “worth the risk,” with the potential for venture capital-style returns.

Leonardo DiCaprio the Investor: Investments Stay Afloat in Spite of Choppy Waters

By Alicia Purdy • December 13, 2021
We know Leonardo DiCaprio the actor, but do you know his venture capitalist side? Leonardo DiCaprio’s investments don’t always sail smoothly, but his decisions when dealing with venture capital can…

qualified business income deduction small business owners

Simplified Qualified Business Income Benefits for Small Businesses

By Michael Silvio • December 6, 2021
Do you know what the Qualified Business Income Deduction is? As a business owner, you may want to consider what this dedication can do for your company when tax season…

Investing Basics For Beginners Installment #1: What is Stock? And Should You Buy Some?

By Jonathan Friedland • December 3, 2021
What is a stock? For anyone still considering buying, we cover stock basics and investment principles in this series on all things equity.

How Threat-Savvy Companies Can Defend Against Data Breaches

By Adam Sarote • November 29, 2021
Data breaches are a serious threat that every company needs to consider. Having strong security and other preventative measures in place are the best way for a business to defend…

Fight, Flight, or Freeze: Dealing with Business Conflicts

By Bruce Werner • November 22, 2021
How should business conflicts be handled? Instead of responding to “fight, flight, or freeze” instincts, it’s best to address these situations with care. Find out how to handle family and…

two people discussing how to anticipate contract disputes

How to Anticipate Contract Disputes Before You Sign (And Why You’ll Be Glad You Did)

By David Teten • November 4, 2021
There are many steps to take in order to assure a contract will be honored by all parties. Anticipate contract disputes by working with the right lawyer, keeping extra copies…

An Outside Director’s Considerations for Acquisition Due Diligence

By Bruce Werner • November 3, 2021
Don’t be tempted by shiny object syndrome. Directors should conduct acquisition due diligence using these questions.

planning and staging a company for a transition

Planning and Staging a Company for Transition

By H. Barry Goodman • October 29, 2021
How do you prepare your company for a transition? Thinking ahead before you sell your company or pass it on to a family will help maximize your profits and prepare…

Home Run Hobby: Collecting Baseball Cards for Fun and Profit?

By The Financial Poise Editors • October 13, 2021
Are baseball cards a good investment? Find out how this popular hobby has changed and whether you should consider investing in baseball cards for fun or for profit.

private company board of directors meeting

What is the ROI for a Private Company Board of Directors?

By Bruce Werner • October 4, 2021
The value of a high-performing board of directors is obvious to a business owner when the process is well managed. Identify the different ways to create an effective board of…

Reading and Writing a Letter of Intent

By Peter Feinberg • September 27, 2021
Think of the LOI as akin to a father asking his daughter’s date, “What are your intentions with my daughter, young man?” but doesn’t have to be that intimidating.

Equity Crowdfunding Diversification and Planning

Equity Crowdfunding for the New Angel Investor

By David M. Freedman • September 20, 2021
Discover how to plan your equity crowdfunding investments thoughtfully to navigate risk as a new angel investor.

Talent Development Strategies for the Talent You Have Today but Need Tomorrow

By Bruce Werner • September 9, 2021
Your talent development strategies should consider the talent you want and how it compares to the talent you have today.

Want to Invest in Opportunity Zones? 5 Reasons to Target Low-Income Housing Tax Credits

By Kathie Soroka and Kenneth Silverberg • August 24, 2021
Here’s why you should combine your investment in opportunity zone funds with the rich tax benefits of low-income housing tax credits.

Trade Secret Misappropriation: Methods for Measuring Damages and Seeking Relief

By David Wharton and Shawn Fox • August 23, 2021
Trade secret misappropriation is on the rise in the US. How does a business calculate damages in cases of trade secret theft?

Employee Development and Retention: How to Invest in People and Boost Your ROI

By Michele Schechter • August 19, 2021
Employee development and training is crucial to avoid turnover and the costs of onboarding new employees. Learn how to retain your talent.

Don’t Let the Sunk Cost Fallacy Sink Your Business!

By Prasad Ramani • August 17, 2021
Don’t stay on a course of action just because you’ve already put in the time and money. Learn how to overcome the sunk cost fallacy.

I Went for an MBA at 43. Here’s Why Business School Rankings are Meaningless

By Josh M. Beach • August 12, 2021
After years of teaching higher education, a lecturer works to get his MBA. What he learns may change your mind about getting the degree.

4 Steps for Handling Your Finances in Divorce

By Carrie Weiner Rosenbloom • August 11, 2021
Divorce is not just an emotional process—it’s a financial one too. Follow these steps to manage finances in divorce and protect your assets.

Managing Your Relationship with Your Business Lender in Times of Crisis

By Michael Fixler • August 10, 2021
A bump in the road can quickly sour your great relationship with your commercial lender. Here’s how to find help and keep your lender happy.

An Initiation Into Private Equity Funds

By The Financial Poise Editors • August 7, 2021
Get to know the most important basics of private equity funds, from history and the current market to risk and due diligence.

Governance Systems Should Anticipate and Resolve Business Ownership Conflicts

By Bruce Werner • August 4, 2021
Business ownership conflicts threaten the continuity of a business, and when decision-makers can’t step up, the board must lead the charge.

The Benefits of an ESOP Transaction for the Seller and Company

By • August 3, 2021
Selling your company? Retain employees, eliminate tax burdens, and ensure future company growth by utilizing an ESOP transaction.

Three Reasons the Consumer Goods Industry Should Be On Every Investor’s Radar

By Lior Lavy • July 30, 2021
Investing in the consumer goods industry provides moderate but stable returns. Diversify your portfolio with common consumer staples.

The Importance of Valuing Your Online Business Assets for a Sale

By Avery Cohen • July 28, 2021
Online business assets like your domain name, social media accounts and email lists provide additional value when selling your business.

Free Tuition Won’t Fix Community Colleges—Or Help Students

By Josh M. Beach • July 27, 2021
President Biden’s proposal for free tuition at community college sounds good on paper, but American education requires much greater reform.

3 Advantages (and Disadvantages) of Owning a Franchise for Aspiring Entrepreneurs

By The Financial Poise Editors • July 23, 2021
Owning a franchise is a great way to transition from a corporate job to self-employment. But, the benefits of a franchise come with caveats.

Steps for Protecting Business Sale Confidentiality

By Doug Hyland • July 22, 2021
A transaction advisor can help you ensure confidentiality when selling your business. Take these steps to avoid a confidentiality breach.

Don’t Depend on Insurance: How to Proactively Assess and Manage Business Risks

By Rusty Magner • July 21, 2021
Don’t manage business risk by simply buying insurance. Learn how to reduce and avoid risk with a proactive risk management plan.

Fairness in the Workplace: Why You Can’t Make Exceptions for Exceptional People

By David Spitulnik • July 16, 2021
No matter how stellar your star employee is, making exceptions for poor behavior sets a precedent that damages company culture.

Investing in Cannabis: How Investors are Chasing the High

By The Financial Poise Editors • July 15, 2021
As the Senate Majority Leader proposes to legalize marijuana under federal law, is it time to start investing in cannabis?

Alternative Asset Investments May Help When Stocks Decline

By John Drachman • July 14, 2021
It's not smart to put all your eggs in one basket. Investors should consider alternative asset investments to protect against volatility.

‘Know Thy Numbers’ Installment 6: Inventory Accounting

By Ralph Nach and Michael Pakter • July 8, 2021
Inventory accounting values a company’s inventory, or saleable products, and analyzes the health of inventory flow.

Acquisition Risks: That Company May Be Good to Own, but Tough to Buy

By Bruce Werner • July 7, 2021
A company may look like a gold mine before you’ve weighed the acquisition risks and challenges. Ask these questions to avoid buyer’s remorse.

Precious Metals Investing: The Do’s and Don’ts

By Roy Friedman • July 6, 2021
Profiting from precious metals is an easy and smart way to build a balanced portfolio. Here’s how to delve into precious metals investing.

The Good, the Bad and the Ugly of Family Business Transitions and Exit Planning

By Ervin Terwilliger • July 2, 2021
Usher in the good and avoid the bad—or ugly—in family business exit planning by following these strategies during a transition.

Executives and Owners

You may be starting or buying a business. You may run or help run a business. You may be in the process of succession planning or exiting a business. Regardless of where in the lifecycle your business is, questions arise every day.

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If you're starting out on your financial journey, don't go at it alone. Financial Poise can help you find answers to common financial questions about saving money, investing, insurance, credit cards and much more.

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