What is Private Equity? A Brief History
By Judy Radler Cohen • August 2, 2022Private equity firms buy or seek to control private companies through financial leverage. When did it start, and how does private equity look today?
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The Great Crypto Regulation Debate
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Recent Articles
Private equity firms buy or seek to control private companies through financial leverage. When did it start, and how does private equity look today?
GDP Falls for Second Quarter in a Row, Supercharging Recession Worries
By The Financial Poise Editors • July 28, 2022The U.S.'s GDP falls for second quarter in a row (dropping by 0.9%) in sharp contrast with market expectations of modest growth. Are we on the verge of recession?
Investing Basics for Beginners Installment #5: Understanding the Players in the Stock Market “Game”
By Jonathan Friedland • July 27, 2022In Installment #5 of the series, understand the key players in the stock market "game" to prepare yourself for making an investment.
Walmart Earnings Are the Canary in the Coal Mine
By The Financial Poise Editors • July 26, 2022Walmart's stock price is diving on adjusted earnings expectations. That's not great news. In fact, it's probably worse than you realize.
No One Wants to Work Anymore… Not for You, At Least
By The Financial Poise Editors • July 25, 2022Is there a labor shortage? Or are you just short on insight and adaptability? That is the question.
Online Marketing Orientation for Entrepreneurs: Part 3/3
By Joshua Lyons • July 25, 2022In Part 3 of the series on online marketing, we explore how to use digital marketing analytics including website traffic, acquisitions, and call tracking and to effectively measure online performance.
Understanding the Purchase Agreement and Risk Allocation Provisions: An Essential Overview
By Robert Connolly • July 21, 2022Whether you are buying or selling a business, the best way to limit your liability is to understand the risk allocation provisions of your Purchase Agreement.
The Cryptocurrency Crash and Investors at Risk
By The Financial Poise Editors • July 20, 2022Crypto has taken a nose dive, but is a rebound inevitable? Or are there more choppy waters ahead? What does that mean for investors?
Family Governance is Not Business Governance
By Bruce Werner • July 19, 2022Family businesses are unique, and the way they are run differs from family to family. Explore the varying degrees of both corporate and family governance and why each is important
How to Protect Your Assets Now to Cover Your Ass(ets) for Later
By The Financial Poise Editors • July 18, 2022Your valuables are your assets. It’s important to think of them as investments and know how to protect them from disaster, as well as regular wear and tear.
How the Current Economic Climate Could Spur a Different Kind of Recession
By The Financial Poise Editors • July 15, 2022Are we entering a recession? In theory, the current climate affords those looking to start a business with opportunities. But risk tolerance and available risk capital (especially with tightening lending…
3 Tangible Asset Investments to Delight Your Inner Child
By The Financial Poise Editors • July 14, 2022Get high returns by diversifying your portfolio with tangible assets like sports memorabilia, fine art and precious metals. Invest in an existing hobby and diversify with your diversion.
Investing Basics for Beginners Installment #4: Why Invest in Public Companies?
By Jonathan Friedland • July 13, 2022You might already be investing in a public company (even if indirectly). Read about what it's like investing in a public company and the level or transparency involved.
Four Ways to Celebrate National Simplicity Day
By The Financial Poise Editors • July 12, 2022Henry David Thoreau was both brilliant and eccentric. Today we honor his embrace of simplicity with ways to simplify our own lives.
Beware Venture Capital Unicorns- Risks Look Greater than Potential Rewards
By Kenneth Freeman • July 8, 2022The number of venture capital-backed unicorns has more than tripled in the last three years. However, investing in unicorns seems to yield more risks than rewards. Therefore, it’s imperative to…
Job Reports Beat our Expectations of Unemployment Rates, but What Should We Expect Next?
By The Financial Poise Editors • July 8, 2022The stock market is down, inflation is soaring, housing is tumbling, but unemployment is not looking all that scary. What should we expect next from this?
“Investing” in a “Collectible” NFT is Neither Smart Nor Really Even Possible
By The Financial Poise Editors • July 7, 2022Should you start investing in NFTs? While NFTs may be the talk of the town, they're not really investments. Here's why.
Recession Alarm Bells in U.S. Treasuries Raise Questions
By The Financial Poise Editors • July 6, 2022The bond market is indicating a recession might be on the horizon... or already here. What does that mean for you and your portfolio?
Investing in a High-Inflation Environment
By The Financial Poise Editors • July 5, 2022How should you approach investing in a high inflation environment? Though your first instinct may be to hold on to your cash, see how many investments, like I bonds or…
Hey Business Owner, Are You Using the Full Potential of Social Media Marketing?
By Tina Powell • June 29, 2022Did you know that 91% of Fortune 500 companies use Twitter and 89% use Facebook? More and more business owners are turning to social media marketing to stand out in…
Do You Read Malcom Gladwell? Do You Read the Financial Times? Do You Watch Porn?
By The Financial Poise Editors • June 9, 2022Even if you despise porn, there's money and profit within the industry. Rick Rosenbloom, a Financial Poise Faculty member, leveraged his capital relationships, talents, and moxy to get Wall Street…
Super Gains for Superheroes? Investing in Comics: A Colorful Alternative Investment
By The Financial Poise Editors • June 1, 2022If you think investing in comic books is a fad of the past, you could be missing out. It’s no secret that diversifying your portfolio with tangible assets is a…
Developing Effective Board Charters
By Bruce Werner • May 18, 2022Board Charters and Guidelines are important foundational documents to have for any board. Understand how those are developed to be effective and thorough for the most successful board.
Online Marketing Orientation for Entrepreneurs: Part 2/3
By Joshua Lyons • May 11, 2022In Part 2 of the series on online marketing, we explore social media marketing strategy, email marketing, pay-per-click, and blogging as effective tactics.
Strategic vs. Financial Buyers: Distinctive Ways of Acquiring Businesses
By Alexis Andrews Cooper • May 4, 2022As a business owner who is considering selling their business, you should take time to carefully understand the types of buyers, whether they are strategic or financial, in order to…
‘Housekeeping’ Tips to Consider In Order to Maximize Business Value Before You Sell
By Terence Shepherd • April 30, 2022Are you considering selling your business? Here are some tips to help maximize business value. Find out the questions you should be asking about your business and how you can…
6 Things to Consider When Selecting a Private Equity Investment
By Nick Veronis • April 15, 2022When it comes to stocks and bonds in the public equity market, prices can reflect new data quickly, and everyone is privy to the same information. There is a second,…
Challenges and Crisis in the US Farm Sector
By David Onion • April 7, 2022Considering investing in the farming sector? Understand the many challenges that farmers and investors have faced from the 1980s until now in the US.
Blockchain & Cannabis: Investing Compliance
By Samson Williams • March 23, 2022Whether you’re considering investing in cryptocurrencies, cannabis, businesses that leverage blockchain, or the latest emerging technology, you’re ultimately considering investing in non-traditional, “alternative” investments.
Real Estate as an Inflation Hedge? Bidders Beware!
By Joshua Olshin • March 14, 2022Rising inflation is an ongoing concern for the general public, but also for investors. Are your real estate investments safe against inflation? Find out if real estate is truly a…
What Did You Expect? The Key To Knowing How Well You’ve Been Understood
By David Spitulnik • March 10, 2022As a leader, you know what your expectations are for the team. Have you communicated them clearly? To manage your expectations for the team, make sure that every member understands…
How to Assist Board Members with Signs of Dementia
By Bruce Werner • March 7, 2022How do you approach someone in your business who is showing signs of dementia? You want to handle the situation carefully and to the best of your abilities. This article…
Investing Basics for Beginners Installment #3: Never Put All Your Eggs in One Basket
By Jonathan Friedland • March 2, 2022Don't put all your eggs in one basket; meaning, diversification of your investment portfolio is important for your success as an investor. Find out how and why you should apply…
Assembling the Right Transaction Team: Tips for Selling Your Company Successfully
By Randy Joy Epstein • February 22, 2022The key to a successful business sale is assembling the right transaction team. A business sale goes smoothly when everyone’s interests align and the right transaction team comes together.
Snooze, Panic, or Eject? A Simple February Tune-up for Achieving Your Annual Goals
By Francine Lasky • February 14, 2022The new year has begun, and you might already notice some of your annual goals slipping. Use this exercise to fine-tune what you have planned for this upcoming year so…
Eliminate Your State Income Taxes with Non-Grantor Trusts
By Neil Schoenblum • February 9, 2022Do you know how a non-grantor trust can help you protect assets? NING trusts can be used to your advantage so you can avoid state income taxes and make the…
Using Free Cash Flow vs. EBITDA to Determine Return on Investment
By Gary Frantzen • February 4, 2022The return on your investment depends on how your investment is structured and is not necessarily the same as the performance of the company. How's an investor to measure?
Beauty Bias Can Blemish (or Boost) Your Career
By Mercedes Holmen • January 31, 2022Despite what we may hope, beauty bias is present our lives and in the workplace. It can impact on how others perceive you, the promotions you obtain, and how much…
Online Marketing Orientation for Entrepreneurs: Part 1/3
By Joshua Lyons • January 26, 2022What are the best methods for marketing online? Read the first article of the series on online marketing for entrepreneurs and learn the importance of building a website and mastering…
Shakedown Street: A Tale of Unethical Business Practices
By Peter Eickelberg • January 20, 2022A parking ticket can teach you a lot about unethical business practices. Find out how rent-seeking behavior affects consumers and society.
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