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.
The primary mission of Financial Poise™ is to provide reliable plain English business, financial, and legal education to individual investors, entrepreneurs, business owners, and executives, and to help trusted advisors do the same.
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Recent Articles
Philanthropy 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.
How the Matal v. Tam Case Changed Trademark Law As We Know It
By Meghan Nugent • December 30, 2020For decades, the U.S. Patent and Trademark Office (USPTO) rejected potentially offensive trademarks. Then Matal v. Tam changed everything.
The Basics of the Board of Directors – Roles, Structures and Duties
By Jeremy Waitzman • December 29, 2020The role of the board of directors is to represent shareholders. Learn about board of director functions, from small to mature companies.
The Importance of an Integrated Financial System in Your Business Infrastructure
By Ilya Lipovich • December 23, 2020An integrated financial system allows your business to automate financial processes, keep data current and make better financial decisions.
Should You Invest in Comic Books? Top Tips From A Comic Book Investor
By Vincent Zurzolo • December 22, 2020Investing in comic books is more than liking Superman or Thor. Learn how to identify the best comic books to buy for investment.
Investing in Cryptocurrency: Fad, Fraud or Fortune-Maker?
By The Financial Poise Editors • December 18, 2020Thinking about investing in cryptocurrency? First, make sure you understand what it is, how it works and the blockchain technology behind it.
An Easy Way to Make More Money? Get More Value From Your Lawyer-Client Relationship
By Henry Krasnow • December 17, 2020Building value in your lawyer-client relationship requires the right questions and expectations. Don’t just hire a lawyer. Hire a partner.
The Art of Balancing Family Dynamics in Family-Owned Businesses
By Bruce Werner • December 16, 2020It’s vital to balance corporate governance with family dynamics. Family-owned businesses fail when relatives' goals and values don’t align.
Why Investing in Gold Remains a Reliable Choice, Despite Economic Uncertainty
By John Drachman • December 15, 2020Thinking about investing in gold? Adding gold investments to your self-directed IRA can be a smart diversification choice for retirement.
Can Your Organization Survive Through Today’s Accelerating Pace of Change?
By Lee Eisenstaedt • December 11, 2020Exponential growth in technology and market disruptions are putting pressure on companies to accelerate their organizational pace of change.
Going Remote? Here’s How Improving Your Team’s Virtual Presence Drives Business
By Alyssa Gelbard • December 9, 2020As today’s workforce goes remote, client communication now happens from the home. Learn how to polish your company's virtual presence.
90-Second Lesson: How Does a Private Equity Fund Work? Explaining Sponsors, General Partners and Limited Partners
By The Financial Poise Editors • December 7, 2020Private equity funds can be complex. This brief guide explains the key players in PE firms, including general partners vs limited partners.
Forming A Peer Advisory Board To Cope With COVID-19
By David Spitulnik • December 4, 2020The effects of COVID-19 will affect businesses beyond 2020, but creating a peer advisory board now could help your business survive long-term.
Investing in Small Businesses Is Key to Driving Economic Recovery
By John Arensmeyer • December 3, 2020Investing in small businesses is crucial to innovation and economic growth. How can investors ensure entrepreneurs have enough capital?
The B2B Marketing Strategies You Need to Succeed In a Digital Age
By Scott Steer • December 2, 2020Business to business (B2B) marketing and sales must be specialized, but these B2B marketing strategies will help keep you ahead of the curve.
As Leaders Age and the Unexpected Strikes, Developing a Succession Plan is Mission Critical
By Michele Schechter • November 25, 2020The average S&P CEO is 58. Are businesses ready for transition? Developing a succession plan should be on every company's agenda early on.
Reasonable Measures in Cybersecurity: Guidelines for Breach Prevention and Response
By Adam Brouillet • November 24, 2020If your business collects personal data, then implementing cybersecurity best practices can save you from a data breach and lawsuit.
Risk-Reward Trade-Off: What 3 Venture Capital Investment Opportunities Teach Us
By Kenneth Freeman • November 23, 2020Three venture capital investment opportunities prove that VC offers a wide range of risks alongside potential rewards.
6 Twitter Best Practices to Grow Your Engagement
By Tyler Mayoras • November 20, 2020Position yourself as an industry expert by following these six Twitter best practices to boost engagement.
Learn How to Delegate Using 2 Simple Questions
By Lee Eisenstaedt • November 19, 2020Effective delegation frees up time for leaders to work on bigger projects. But in order to delegate successfully, ask yourself two questions.
‘Know Thy Numbers’ Installment #4- Cash is King: Cash Gap and Working Capital
By Jonathan Friedland • November 17, 2020The time between cash outflow and cash inflow, when cash is low, is called cash gap. Learn how to calculate and improve your cash gap.
Suing for Fraud? Here’s How the Defendant Could Blame You
By Adam Hirsch • November 12, 2020While a comparative fault defense isn’t always an option in fraud cases, the defendant could still argue that the victim is to blame.
Timeshare Ownership is the Fabulous Getaway You’ll Never Escape
By Alicia Purdy • November 8, 2020Timeshare ownership is a popular way to vacation each year, but beware: purchasers don't get the benefits of a true real estate investment.
Investing in a Real Estate Syndication: A Simple Guide
By Tracy Treger • November 4, 2020Investing in a real estate syndication allows investors with less capital, time and managerial experience to invest in a pooled fund.
Five Questions to Help You Drive Business Growth
By David Spitulnik • November 3, 2020Drive business growth by asking these questions that produce specific, measurable and realistic goals for your company's future.
How Choosing Your Company Legal Structure Affects Business Down the Line
By Michele Schechter • October 30, 2020LLC? S corp? Pick your company legal structure wisely. The type of business entity you choose affects all facets of your business.
Feedback is the Breakfast of Champions: Designing Fruitful Board Evaluations
By Bruce Werner • October 26, 2020Private company board evaluations need focus, consistency and discipline. Consistent and honest feedback can facilitate business growth.
The Financial Urban Dictionary: A Financial Planning Glossary to Help You Speak with Your Advisor
By Peter Eickelberg • October 20, 2020Don’t let fancy financial advisor language intimidate you. This financial planning glossary explains the jargon with flare.
5 Steps to Investing in Real Estate with a Self-Directed IRA
By Rick Pendykoski • October 15, 2020Want to grow your wealth, diversify your assets and get tax benefits? Using a self-directed IRA to invest in real estate may be for you.
Flex: Reading for Employees to Increase Knowledge and Flexibility in the Workplace
By Jonathan Friedland • October 14, 2020Flex is required reading for those who want to create more options and flexibility in the workplace by learning a business beyond their role.
Waistlines and Wallets: How Your Health Affects Your Financial Wellness
By Mercedes Holmen • October 14, 2020Your financial wellness is linked to your everyday health habits. Better nutrition, exercise and sleep can reduce debt and financial stress.
4 Angel Investing Lessons from an Angel Group Veteran
By Stephanie Strait • October 9, 2020Want to be an angel? These angel investing lessons will help you make the right (and polite) approach with entrepreneurs.
Millennials in the Workplace Want These 4 Qualities in a Company
By Lee Eisenstaedt • October 2, 2020Millennials in the workplace just want the same as earlier generations. Strong purpose and transparent management can help retain your talent.
Cash is King: Prepare Your Balance Sheet for a Business Sale
By Michele Schechter • October 1, 2020Buyers look for signs of healthy cash flow. Find ways to clean up your earnings and expenses as you prepare your balance sheet.
Fighting Back Against Patent Troll Companies After TC Heartland
By Meghan Nugent • September 28, 2020Patent troll companies were curbed in 2017 by the Supreme Court’s decision in the TC Heartland case, but companies are still at risk.
An AI Future is Coming: How Businesses and Investors are Capitalizing
By Brian Dixon • September 25, 2020Robots? Automation? Don't be afraid! Here's how an AI future offers opportunities to see returns for both businesses and investors.
It’s All in the Details: The Importance of FRCP Rule 9 in Fraud Cases
By Adam Hirsch • September 24, 2020When 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?
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