Financial Poise™ has one mission: to provide reliable plain English business, financial and legal education to individual investors and private business owners.

Check Out Our Latest Articles


Private Equity and Pot: A Surefire, Smokin’ Deal….Yet?By The Financial Poise Editors • 03/19/2019
Can Private Equity Fund the (Increasingly Legalized) Marijuana Industry? Private equity can do what it wants, really, which makes this alternative investment vehicle such a popular one. Should private equity continue to fund pot? That depends on who you talk[...]
The 5 Do’s (and 4 Don’ts) of Precious Metals InvestingBy The Financial Poise Editors • 03/18/2019
To Make a Profit, Know the Do's and Don'ts Many people who consider themselves savvy investors have little or no direct experience with alternative investments, such as precious metals. The reasons for that are diverse and plentiful, but some of[...]
Keeping Your Resolutions Throughout the Year: The Key to Staying Fit and HealthyBy Mercedes Holmen • 03/14/2019
Don't Be a 'Ghost Member' of Your Gym It’s that time of year again. Everyone making New Year’s Resolutions to “get in shape once and for all!” It is no wonder January and the months following are a big months[...]
Read These Books to Get Smart About Personal Finance and InvestingBy The Financial Poise Editors • 03/13/2019
Thirteen Guidebooks for Building and Holding Wealth Hiring a professional to manage your investments is not akin to hiring a plumber, car mechanic, or even attorney. To hire any of these three professionals it is neither necessary nor likely that[...]
The 8 Essential Questions About Raw Land InvestmentsBy The Financial Poise Editors • 03/11/2019
Investing in raw land is an exciting prospect, with important considerations If you’re in the market for a solid, long-term investment, raw land – undeveloped land that has not yet been improved or built upon – may be worth a[...]
AMG Funds Survey Finds Investors Confident in EconomyBy Mike Brady • 03/06/2019
New Survey Explores Investment Preferences and Generational Differences Nearly two thirds of wealthy investors now feel optimistic about the economy, according to a new survey from AMG Funds. Titled “Wealth Management Trends in America,” the survey polled 1,000 individual investors[...]
3 Overseas Markets (That Still Are) Terrific Investing OpportunitiesBy The Financial Poise Editors • 03/04/2019
A Fresh Look at Iceland, Botswana and Chile   [Editor’s Note: An earlier version of this article was first published June 9, 2015. This version has been updated with current statistics. The article’s author, Mike Brady continues to endorse these[...]
CHAPTER 3: Alternative Assets and the “Average” Accredited InvestorBy Jonathan Friedland • 03/01/2019
Overview of the Jumpstart Our Business Startups Act of 2012 Editor’s Note:  This is the third installment in a series of articles dedicated to the 95% of people in the U.S. who have never invested in a startup, a venture[...]
Creating a Risk Management SystemBy Bruce Werner • 02/26/2019
Identifying and Managing Risks to Your Business Make It Stronger Most business owners are so busy running their business that they don't have time to think about unlikely events. How can you think about possible  "black swan" events when you are struggling[...]
Wealthy Still Investing In Stamps Amid Overall Slide in ValueBy Carrie Miller • 02/20/2019
Billionaire Philatelists Chase Trophy Specimens There’s been a dramatic divergence of fates in the world of stamp collecting when it comes to investment values. Billionaires still trophy hunt ultra-rare specimens, but most stamps have seen their values collapse due to dwindling[...]
Qualified Opportunity Zone Funds: A New Tool for Real Estate InvestorsBy Adam Grais • 02/15/2019
2017 Tax Cut Created Incentives and Flexibility for QOZ Investment A new tax incentive that has been gaining a lot of attention recently is the Qualified Opportunity Zone Fund. Like existing tax incentives, the Qualified Opportunity Zone (QOZ) provisions permit[...]
The Importance of a Family Charter in Family-Controlled BusinessesBy Pierre duPont • 02/11/2019
How to Maintain Control in Family-Controlled Businesses Unique challenges tend to arise when a family controls a business. Some questions that may emerge are: Which family member will lead the business? How will profit distributions be decided? How can a[...]
CHAPTER 2: Alternative Assets and the “Average” Accredited InvestorBy Jonathan Friedland • 01/31/2019
Meet Bob, Michele, David, and Isabella Editor’s Note:  this is the second installment in a series of articles dedicated to the 95% of people in the U.S. who have never invested in a startup, a venture capital fund, a private[...]
Why Is It So Hard For Leaders To (Shut Up And) Listen?By David Spitulnik • 01/25/2019
Hey Leaders, It's Listening Time... I am often asked why it is so hard for leaders to listen. One of the things that I often suggest to people as I’m beginning coaching-related conversations with them is the notion that whenever[...]
Business Transition and Exit Planning: Welcome to the Jungle!By Jonathan Friedland • 01/14/2019
BTEP: Where Should You Start? You are a business owner. You have worked hard, possibly for decades, building your business. You are smart, and the business has been successful, but it is time to move on.  Perhaps you want to[...]
An Experienced Executive May Make an Effective Board MemberBy Bruce Werner • 01/11/2019
What Makes a Successful Board Member? [Editor’s Note: if you are an experienced CEO, CFO or another executive, you may be thinking about putting your hat in the ring to be a director of another company. Or, perhaps you are[...]
Get the Most out of Your Marketing Team, Agency or ConsultantBy Scott Steer • 12/28/2018
Here's How to Optimize Your Marketing Team One of the most important jobs for any leader is to marshal their resources to optimize performance. Whether those resources include budgets, employees, outside consultants or even your own time – knowing how[...]
How to Pursue Your Family Purpose (And Why You Should)By Robert Legan • 12/21/2018
How Your Family’s Mission, Vision and Values Can Make You Wealthy and Fulfilled Wealth is a means to an end – living a great life. Successful families work hard to build wealth, not for the sake of achieving some number on[...]
Lessons on Investing like an AngelBy Stephanie Strait • 12/18/2018
Editor’s Note: This is an updated version of an article first published on March 6th, 2014. Around the time the JOBS Act became law in 2012, some angel groups expressed concern that equity crowdfunding would hurt them on two counts. First,[...]
CHAPTER 1: Alternative Assets and the “Average” Accredited InvestorBy Jonathan Friedland • 12/14/2018
Who Is This Series For? This series of articles is written for the average “accredited investor.” An “accredited investor” is a legal term that refers to anyone (a) whose net worth, either alone or with a spouse, exceeds $1 million[...]

Financial Poise Is For...


For Business Owners

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.
Read Articles

For Investors

Investors

Whether you are just learning about investing or an experienced investor, you owe it to yourself to be smart about financial planning and investing. We provide professional guidance and insights to help you build wealth.
Read Articles

For Advisors

Advisors

If you are an expert in your field and if you can meet our rigorous standards, we will provide a free platform to share thought leadership as well as supporting services to differentiate your brand from the pack.
Read Articles

Get Our Weekly Newsletter

>