STEP, KPMG Study: Global Family Business Governance Trends
By Bruce Werner • April 6, 2021Here’s what the STEP survey on global family business trends reveals about governance, Millennial leadership, diversity and retirement.
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Recent Articles
Here’s what the STEP survey on global family business trends reveals about governance, Millennial leadership, diversity and retirement.
When Collecting Personal Data, Restraint and Insurance are Key
By Adam Brouillet • April 2, 2021Is your business collecting personal data? If you experience a data breach, you won’t just be a victim—you’ll also be a defendant.
How to Evaluate Future Hedge Fund Returns Using Market Environment and Strategy Analysis
By Joe Burns • April 1, 2021Hedge fund performance is on the rise. Understand how markets, strategy and other factors impact future hedge fund returns.
Investing in Raw Land: This Land Was Made For You and Me
By The Financial Poise Editors • March 29, 2021Buying raw land can be more affordable and flexible than traditional real estate, but raw land real estate is not without its share of risks.
What Employers of Foreign National Workers Should Know to Prepare for a USCIS Site Visit
By Fiona McEntee • March 26, 2021The US increased USCIS site visits to employers of foreign nationals to combat H1-B visa fraud. Here’s how to prepare for a site visit.
4 Vital Items Your Employee Benefits Package Needs to Remain Competitive
By Jacob Dayan • March 25, 2021Are you a growing business looking to build a competitive benefits package within your means? Learn about the top 4 employee benefits.
5 Rules for Building a Solid Family Office Structure
By Gary Levenstein • March 24, 2021A solid family office structure requires a quality management team that can protect and sustain a family’s wealth over generations.
Moving On: How to Learn From Professional Failure and Shape It Into Success
By David Spitulnik • March 23, 2021Professional failure is hard to accept, whether it was in your control or not. Take these steps to learn from failure with poise and grace.
The Attorney Immunity Defense: Ongoing Allen Stanford Ponzi Case Sparks Debate
By Adam Hirsch • March 17, 2021The Allen Stanford Ponzi case rages on in the Caribbean, putting the attorney immunity doctrine under fire once again.
How to Know if You Can Claim the Qualified Business Income Deduction On Your Taxes
By Katherine Braden • March 16, 2021The QBI deduction allows owners of most pass-through entities to deduct up to 20% of their QBI on their taxes. Are you eligible?
Why You Shouldn’t Always Rely On “Market” Terms in Business Transactions
By Jeremy Waitzman • March 11, 2021In business transactions, a deal attorney may describe certain contract terms as “market.” What does this mean, and should you agree to them?
Wealthy Still Investing In Stamps Amid Overall Slide in Value
By Carrie Miller • March 10, 2021Investing in stamps is not what it was in your grandfather’s heyday. Low demand and ultra-expensive rare stamps hurt average collectors.
Guidelines to Improve Your Company’s Banking Relationship (In the Style of Poe’s ‘The Raven’)
By Bruce Werner • March 5, 2021In order to improve your banking relationship and get the most favorable terms from your lender, focus on two things: character and cash flow.
What is a Buy-Sell Agreement? Protecting Your Business in Event of Death, Disability, Divorce or Disagreement
By Jeff Motske CFP® • March 3, 2021A buy-sell agreement can protect your company’s ownership shares in the event of an owner or partner’s voluntary or involuntary departure.
Blockchain Technology is Revolutionizing the Way We Invest, Borrow and Lend
By Richard Swart • March 2, 2021Blockchain technology is here to stay. Here’s why it’s more efficient, transparent and safe for investors, lenders and borrowers.
Starbucks, Stocks and Smooth Jazz: What Kenny G Teaches Us About Long-Term Investments
By The Financial Poise Editors • February 26, 2021You know Kenny G the musician, but what about Kenny G the successful investor and accountant? Let his long-term investments inform yours.
3 Online Securities Intermediaries for Accredited Investors
By Andrew Stephenson • February 25, 2021Online securities intermediaries range in their obligation to find suitable deals, with some requiring greater due diligence from investors.
Why Managers Must Seize, Retain and Share Tribal Knowledge in the Workplace
By David Spitulnik • February 24, 2021Your employees’ undocumented knowledge and experience leaves with them. What is the cost of not keeping tribal knowledge in the workplace?
How the GDPR Set a New Standard for Data Privacy and Protection in the EU and America
By Meghan Nugent • February 23, 2021The EU takes data privacy and protection seriously, meaning GDPR compliance impacts U.S. companies with customers abroad. Are you compliant?
How to Grow Your Sales By Being More Customer-Centric
By Scott Steer • February 19, 2021Companies with a customer-centric approach are 60% more profitable. Implement these strategies to retain customers and grow sales.
Tesla is Not a Car Company: Evaluating a Market Pioneer
By Jonathan Friedland • February 18, 2021Tesla isn’t just electric cars. It’s also a market pioneer in sustainable energy. But does that mean investing in it is a guaranteed win?
This Air Force Strategy Can Help You Make Better, Faster Business Decisions
By David Spitulnik • February 12, 2021The OODA loop is a decision-making tool used often by the military, but did you know it’s also useful for making business decisions quickly?
Revisiting the Three Circle Model of Family Business to Strengthen Governance Structures
By Bruce Werner • February 10, 2021It’s been 40 years since Gersick introduced the Three Circle Model for Family Business. How can you assess governance maturity in each circle?
Is Investing In Peer-to-Peer Lending the Right Move for Your Portfolio?
By Jeff Ball • February 9, 2021Heard of peer-to-peer lending? Accessible to retail investors, it can provide high returns and allow you to give back to small business.
Families in Business: Mapping Out Your Family Vision with a Business GPS System
By Stephanie Olexa • February 5, 2021Bypass U-turns with this “GPS system” that aligns family vision and helps find the fastest path to meeting your family’s business objectives.
Top 5 Areas in Tech Impacted By the Biden Administration and What It Means for Investors
By Ilya Lipovich • February 4, 2021As the Biden administration decides whether to continue or repeal Trump-era policies, investors must prepare for the effects on Big Tech.
What is a Vetrepreneur? How Small Businesses Can Change the Game for Vets and Military Spouses
By Mercedes Holmen • February 3, 2021Veteran-owned businesses can improve the lives of military families and boost an economy in recession. Here’s how to start (or support) one.
Psychology of a Private Company Board Part 2: Family-Owned Businesses
By Jeremy Waitzman • January 28, 2021The board of directors for a family-owned business has a duty to the company's owners, but family dynamics often complicate its direction.
This Lawsuit Goes to 11: Fraud Claims and the Economic Loss Rule
By Adam Hirsch • January 26, 2021Remember the $400 million “This is Spinal Tap” lawsuit? It just settled. Here’s what it teaches about fraud claims and the economic loss rule.
6 Considerations for Business Owners When Hiring an Investment Banker
By Bruce Werner • January 25, 2021When it’s time to sell, you need to hire an investment banker that can best tell your story to investors. Get tips for evaluating bankers.
How Strong is Your Business Succession Plan?
By Lee Eisenstaedt • January 22, 2021When building your business succession plan, commitment to organizational depth and strength are key. Avoid making these common mistakes.
Green Investing and Green Living: Good for Your Lifespan, Good for Your Wallet
By The Financial Poise Editors • January 21, 2021Looking to go green? A plant-based diet and sustainable investing can improve your health, better the planet and bolster your portfolio.
3 Ways Investing in Hedge Funds Can Boost Portfolio Performance Based on Financial Goals
By Joe Burns • January 20, 2021Top tips from a hedge fund investor for investors seeking portfolio diversification or capital preservation.
The New Normal and the Importance of Trade Credit
By Gary Mendell • January 15, 2021The demand for trade credit insurance won’t go back to pre-COVID norms. Learn the importance of trade credit for your customers and business.
Psychology of a Private Company Board in Fund-Owned Businesses
By Jeremy Waitzman • January 14, 2021The board of directors has a fiduciary duty to the interests of the company and owners, so how does it handle fund-owned businesses?
Smart Estate Planning: What a Corporate Trustee Provides That a Will Does Not
By Reed Murphy • January 13, 2021Setting up a trust to protect your assets can be a smart move, but hiring a corporate trustee may be even smarter.
Smart Giving Gives Back: The Surprising Benefits of Family Philanthropy
By Caren Yanis • January 7, 2021Philanthropy is important to many wealthy families, but many don't have a structured plan. Learn how to give back with organized philanthropy.
Why International Startups are Attracting U.S. Venture Capitalists
By David Teten • January 6, 2021International startups are attracting more venture capital each year, suggesting an opportunity for U.S. venture capitalists to invest abroad.
Could Owning Operational Real Estate be Your Ideal Investment?
By Tracy Treger • January 5, 2021Though higher risk than traditional investment real estate, operational real estate could offer a higher return.
Investing in Weight Loss Companies May Bring Big Gains
By The Financial Poise Editors • January 4, 2021New Year resolutions, an epidemic and emerging tech could mean it’s time to start investing in weight loss companies.
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