Financial Poise

An AI Future is Coming, But There’s Nothing to Fear

By Brian Dixon • September 25, 2020

Robots? Automation? Don't be afraid! Here's how an AI future offers opportunities to see returns for both businesses and investors.

Read More »

It’s All in the Details: The Importance of FRCP Rule 9 in Fraud Cases

By Adam Hirsch • September 24, 2020

When it comes to fraud cases, FRCP Rule 9 may scare plaintiffs and comfort defendants. But should Rule 9 be feared or relied on too heavily?

Read More »

The Psychology of Spending: Overcome Bad Habits, Save Your Money and Grow Your Wealth

By Alicia Purdy • September 18, 2020

Don’t let the current psychology of spending empty your wallet. Learn how to save your money with these frugal living tips.

Read More »

Recent Articles

Preventing Wage Discrimination

Employment Law and 4 Methods to Prevent Wage Discrimination Claims

By Zascha Blanco Abbott • September 17, 2020
The Equal Pay Act is one of 4 laws governing compensation. Know the legal framework to prevent wage discrimination and correct poor policies.

Read More »

Discussing Private Equity with Employees

Private Equity Exits: What Employees Should Know

By Bruce Werner • September 16, 2020
The complexities of a PE exit can be scary for employees who are evaluating their job security during a business sale. What should you know?

Read More »

Do early-stage startups like SAFE notes?

What is a SAFE Note and Does It Benefit Founders and Investors Alike?

By David M. Freedman • September 10, 2020
What is a SAFE note, and why do startups and investors prefer them over convertible debt and other offered securities today?

Read More »

Avoid taxation following these IRA rollover rules

Little-Known IRA Rollover Rule Has Big Consequences

By Jeffrey Kelley • September 9, 2020
Avoid making the Forbes Top Tax Cases list with a review of the IRA rollover rule, which limits the number of IRAs you can rollover per year.

Read More »

Comparing multiple offers in a business sale

How Do I Evaluate Multiple Offers in a Business Sale?

By Michele Schechter • September 3, 2020
Comparing multiple offers in a business sale is not always an apples to apples comparison. Consider buyer intent, complex provisions and, ultimately, your goals.

Read More »

Private company board of directors

Happy Owner, Happy Board: The Strategy of a Private Company Board of Directors

By Bruce Werner • September 2, 2020
A public company must focus on shareholder value, but a private company board of directors answers to one person only: the owner.

Read More »

Toxic workplace environment

How Toxic Workplace Culture Defines a Company…and How to Fix It

By Lee Eisenstaedt • September 1, 2020
You can change a toxic workplace culture, but it requires more than firing a problematic “rainmaker.” Ask the team: what’s not tolerated here?

Read More »

Financial planning for women and wives

Women: It’s Time to Take Charge of Family Finances

By Rhonda Ducote • August 28, 2020
Studies show a majority of wives are uninvolved in family finances. Here's how advisors and spouses can address financial planning for women.

Read More »

Conservative investor allocating assets

Laws of Attraction: Can a Conservative Investor Love Venture Capital too?

By Kenneth Freeman • August 27, 2020
You can be a conservative investor and dabble in venture capital, despite its risks—it’s all about diversification and doing your homework.

Read More »

Alternative assets go mainstream

Beyond the Fringe: Alternative Asset Classes Go Mainstream

By John Drachman • August 25, 2020
Alternative asset classes are going mainstream thanks to recent legislation and fewer publicly traded companies, but are retail investors ready?

Read More »

Latest Articles from DailyDAC

Congratulations to Financial Poise Faculty Member, Tom Salerno

Published on September 21, 2020 • By The DailyDAC Editors

Potential Pitfalls and Opportunities in Healthcare Restructuring

Published on September 17, 2020 • By Gregory Kopacz

An Introduction to Bankruptcy Claims Trading

Published on September 9, 2020 • By Timothy C. Bennett

A Non-Debtor Perspective on Executory Contracts

Published on September 2, 2020 • By David S. Lorry

iGlobal - Structuring Terms & Due Diligence for Capital Providers and Independent Sponsors in a COVID-19 WorldFind a variety of business gifts at

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 About All Things Business

For 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 About Investing

For Advisors

Personal Finance

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.

Read Articles About Personal Finance