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Are Target-Date Funds Playing It Too Safe?

By The Financial Poise Editors • August 17, 2026
Target-date funds are a cornerstone of American retirement investing. But as Americans live longer, some experts are questioning whether these funds become too conservative too soon.

Tax Strategies for the Rich Are Going Mainstream. But Do They Work for Everyone?

By The Financial Poise Editors • August 16, 2026
Stock trading and alternative assets have gone mainstream. Now, so too have the tax strategies once reserved for hedge funds and ultrawealthy families.

Having an AI Story Is No Longer Enough to Impress Investors

By The Financial Poise Editors • August 15, 2026
Investors are increasingly rewarding companies that can show tangible results from their AI investments, and punishing those that can’t.

Can You Actually Get AI Out of Your Portfolio?

By The Financial Poise Editors • August 14, 2026
Want less AI in your portfolio? It may be harder than you think.

What Can Situational Awareness’s Collapse Teach Investors?

By The Financial Poise Editors • August 14, 2026
The fall of Situational Awareness was the talk of Wall Street last month after losing billions in days. Its founder was once hailed as an 'AI prodigy'.

Is Investing in a Franchise Worth It? A Buyer’s Guide to Due Diligence

By Amy Cai and Jonathan Friedland • August 6, 2026
Franchises are often promoted as a safer way to own a business, but success can vary widely. Learn to spot 7 key warning signs hidden in the Franchise Disclosure Document…

Relying on AI To Screen Job Seekers? You Could Be Risking Damage to Your Brand

By Paul Brown • July 31, 2026
Companies that handle candidates with a human touch are building trust, strengthening their reputation, and creating advocates for their brand.

The USPTO Ends Foreign Pro Se Patent Prosecution

By Adam Baker • July 29, 2026
Any applicant or patent owner domiciled outside the U.S. will need a registered patent practitioner to file and respond to the USPTO.

EEOC Moves to End Demographic Reporting—But Employers Should Not Change Course Yet

By Guy Brenner and Laura M. Fant • July 24, 2026
The EEOC has taken a significant step toward dismantling one of the federal government’s longest standing employment reporting requirements.

When Should a Prenup Be Revisited? Lessons From Litigation

By Julia Rodgers, Esq. • July 22, 2026
Periodic reviews and full compliance with prenup terms can help couples avoid expensive litigation and ensure their prenup remains intact.

Unintentional Delay: USPTO Shortens Threshold for Additional Information Requirement

By Kelsey Wun • July 17, 2026
In June the USPTO revised its practice of requiring additional information for certain petitions based on unintentional delay.

Can Hit Songs Make Good Investments? A Primer on Music Royalties

By Amy Cai and Jonathan Friedland • July 16, 2026
Can a hit song generate income for decades? Investors think so. Here's how music royalties work, what the risks are, and how to value a music catalog.

Quantum Is Coming – Is Your Data Ready? What the New Quantum Executive Orders Mean for Your Business

By Natasha Allen and Peter Z. Stockburger and Kamyar Maserrat • July 13, 2026
In June, the President signed two Executive Orders on quantum technology, representing the most significant federal action on quantum technology in years.

Establishing a Foundation for Successful Negotiations in Mediation

By Michele Schechter • July 9, 2026
The strongest mediation outcomes are usually achieved by evaluating risks, selecting the right mediator, and preparing realistic settlement objectives.

Scaling the Bench: Financial Planning for Business Growth

By Chelsea M. Williams • July 9, 2026
The businesses that scale without gutting their profits are the ones with the best financial visibility.

Adult woman giving business presentation

How to Get Buy-In for Your Next Big Idea

By Amy Cai and Jonathan Friedland • July 9, 2026
Having a great idea is only half the battle. Learn the practical strategies to help you build your case-- before you even present your proposal.

Unlocking the Value of Intellectual Property Assets

By The Financial Poise Editors • July 8, 2026
Intellectual property (IP) including patents, trademarks, copyrights, and trade secrets, offers businesses flexibility that few other assets can match.

Should HR Investigations Be Recorded? Privilege Risks in the Age of Teams and Zoom

By Jeffrey S. Kopp • July 7, 2026
In most cases, organizations should treat ‘no recording’ as the default rule when privilege and litigation exposure are in play.

Are Luxury Watches Actually A Good Investment?

By Amy Cai and Jonathan Friedland • July 2, 2026
Luxury watches can preserve wealth, but most aren't good investments. Here's how to differentiate between collectible hype and financial reality.

Businesspeople having a meeting in a room

Mixing Exempt and Non-Exempt Work? Here’s What Employers Need to Know

By Stephanie Goldfeld and Jennifer M. Trulock • June 29, 2026
Exempt status depends on the overall character of an employee’s job — not whether they occasionally perform non-exempt work.

Messy office desk - a sign of creativity

Why Your Organization’s Culture May Be Stifling Creativity

By Amy Cai and Jonathan Friedland • June 25, 2026
Nearly every company values innovation, but few create the conditions for creativity to thrive. Here’s why organizational culture is the biggest barrier to innovation, and how leaders can change it.

5 Strategies for Reinforcing Supply Chain Cybersecurity

By Samuel D. Goldstick and Lauren L. Hudon • June 24, 2026
Technologies like AI and robotics deliver efficiencies, but also increase exposure to cyber threats, particularly within complex, global supply chains.

example contract sits on a white desk next to green plant

AI Governance Is Not Just a Policy Problem – Your Contracts Matter

By Kathryn M. Rattigan • June 22, 2026
If you want to understand an organization’s AI governance posture, read its contracts.

Using Your Assets for Good: Incorporating Charitable Giving Into Your Financial or Estate Plan

By Rhonda Ducote and Megan Schwab • June 19, 2026
Charitable giving is a rewarding process, but donors should be aware of the tax implications (and benefits) of each philanthropic approach.

A Checklist for Due Diligence When Hiring a Financial Advisor

By Amy Cai and Jonathan Friedland • June 18, 2026
When it comes to vetting a financial advisor, Googling their name is not enough. Here’s a checklist of questions you need to ask and red flags to watch out for.

States Take Aim at AI in Employment Decisions: Illinois’s Disclosure and Anti-Discrimination Requirements, Enforcement Gaps Under NYC’s Local Law 144, and Connecticut’s New AI Law

By Jennie Cunningham and Amanda Witt • June 17, 2026
As employers integrate AI into employment decisions, state and local regulators are accelerating efforts to impose transparency and accountability.

The Risk Landscape- Legal, Operational, and Ethical Risks in AI Vendor Engagements

By Mayukh Sircar • June 16, 2026
Contracting with AI vendors requires a clear-eyed understanding of the risks at stake.

Reducing Legal Exposure When Managing Employee Performance Issues (US)

By Melissa Legault • June 12, 2026
There are several practical steps employers can take to manage performance issues effectively while reducing legal exposure.

The Sequence of Return Risk: A Retirement Red Zone

By Amy Cai and Jonathan Friedland • June 11, 2026
A market downturn just before you retire can do disproportionate damage to your retirement savings. Here’s what investors can do to protect themselves.

Loose Lips, Large Language Models: What Your NDA Is Missing in the Age of AI

By Chad J. Gottlieb • June 5, 2026
Today, a vulnerability is emerging around the use of AI that most NDAs do not adequately cover, and that dealmakers have not fully considered.

What Makes a Great Manager?

By Amy Cai and Jonathan Friedland • June 4, 2026
What actually separates great managers from average ones? Research has an answer – and isn’t their charisma, technical capabilities, or their time-management skills.

Risk Management Basics

By Michele Schechter • June 3, 2026
Business owners spend a lot of time thinking about growth, but many companies fail because they overlook something less exciting: risk management.

The Valuation Gap: Why Litigation Demands a Different Model

By David Orth and Rob Stutz • June 1, 2026
In litigation, valuation is not an academic exercise. It is evidence under attack.

The Cyber Brief: What Every Board Needs to Know About Cyber Risk Oversight

By Ericka Johnson • May 29, 2026
Cybersecurity is an enterprise risk that requires active Board?level oversight.

Follow the Water - Architects Developing

The Case for Investing in Climate Adaptation and Climate Migration

By Amy Cai and Jonathan Friedland • May 28, 2026
The issue of climate change has been politically charged for years. Here we discuss the reasons for investing in climate adaptation and climate migration and some investments to consider if…

When Marriage Becomes a Business Liability: Lessons from Celebrity Divorce Battles

By Julia Rodgers, Esq. • May 26, 2026
Whether it’s reputational spillover, financial exposure, or ownership risk, marriage can directly impact the value and control of a business.

Approaches to Green Investing

By The Financial Poise Editors • May 22, 2026
For investors seeking to implement an environmentally conscious approach, it is important to understand several parallel investment strategies.

Why Organizational Change Happens Slower Than You Think

By Amy Cai and Jonathan Friedland • May 21, 2026
Organizational change tends to happen more slowly (and less successfully) than you may think. In fact, McKinsey estimates that 70% of change programs fail to reach their goals. And yet…

Off the Clock, Out of Compliance? Managing Wage-and-Hour Risk in Remote Workforces

By Sara J. Connolly • May 20, 2026
Remote work has created new avenues for wage-and-hour claims liability, particularly with respect to timekeeping, overtime, and off-the-clock work.

Patchwork AI Hiring Laws Create Rising Compliance Risks for Employers

By Andrew Adams • May 18, 2026
States are racing to regulate AI-driven employment tools, creating a complex compliance patchwork that HR leaders must navigate now.

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