6 Tips for Building a Better Marketing Team
By Scott Steer • May 29, 2023To get the most from your marketing team or consultants, you must act as a leader. Follow these tips to get a better marketing team & reach your objectives.
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5 Frugal Living Tips for Tightening Your Budget
These 5 costly mistakes may be keeping you from frugal living. Get budgeting tips from the house to the gas station that will help you save.
Read More »3 Ways Startup CEOs Can Develop a Better Investor Relationship
Investors play a large role in company success. Develop your investor relationship with more transparent and proactive communication using these 3 tips.
Read More »Employee Development: How to Invest in People and Boost Your ROI
Employee development and training is crucial to avoid turnover and the costs of onboarding new employees. Learn how to retain your talent.
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Recent Articles
To get the most from your marketing team or consultants, you must act as a leader. Follow these tips to get a better marketing team & reach your objectives.
Understanding Behavioral Finance and Your Financial Advisor’s Biases
By Peter Eickelberg • May 27, 2023Your advisor is not immune to behavioral finance biases, such as overconfidence or loss aversion. How does behavioral finance affect your investments?
I Went for an MBA at 43. You Might Want to Think Twice.`
By Josh M. Beach • May 26, 2023After years of teaching higher education, a lecturer works to get his MBA. What he learns may change your mind about getting the degree.
Bracing for Black Swans
By The Financial Poise Editors • May 24, 2023The only predictable thing about Black Swans is that one will probably catch you off guard at some point in your life.
Failure to the Max: Lessons from HBO’s Big Rebrand
By The Financial Poise Editors • May 24, 2023Companies go through a rebrand for many different reasons. HBO's pivot to Max is a great example of how not to do it.
6 Ways to Make Your Family Legacy (and Wealth) Bulletproof
By Robert Legan • May 24, 2023Your family legacy depends on managing family wealth and relationships in a way that fulfills a common mission. Six tips on creating your family's purpose.
Crash Course: The Rundown on ROI
By The Financial Poise Editors • May 23, 2023What is ROI? How do you calculate it? How should it get used? This quick lesson lays it all out for investors and entrepreneurs.
4 Reasons Timeshares Are a Scam
By Alicia Purdy • May 22, 2023Timeshare ownership is a popular way to vacation each year, but beware: purchasers don't get the benefits of a true real estate investment.
Money Basics Series #5: Joint Finances
By Michelle Gershfeld • May 16, 2023Love is great and all, but frank conversations about joint finances pay dividends in terms of both relationship stability and money.
Shakedown Street: A Tale of Unethical Business Practices
By Peter Eickelberg • May 15, 2023A parking ticket can teach you a lot about unethical business practices. Find out how rent-seeking behavior affects consumers and society.
Unicorns Are Rare, So Why Hunt Them?
By Alicia Purdy • May 14, 2023Three out of four startups backed by venture capital fail, but VC investors continue to search for unicorn companies. What makes or breaks their success?
Lead Generation Strategy Basics for Small Businesses
By Tina Powell • May 12, 2023Are you still using outdated lead generation tactics to build your customer base? Use these three steps to identify potential clients and draw them in.
Understanding What’s at Stake in the Debt Ceiling Debate
By Paul Shotton • May 10, 2023Debt ceiling, deficit, disaster. Fixing this mess requires us to first understand how we got here and what's at risk.
Money Basics Series #4: Navigating Medical Bills and Other Necessary Debts
By Michelle Gershfeld • May 9, 2023Try as we might to avoid debt, sometimes it's necessary – like medical debt. Before you get overwhelmed, make sure you know your options.
Does It Pay to Pursue Your Dreams?
By Tom Kirby • May 7, 2023Sure, pursuing your dreams requires a certain amount of risk-taking. But on balance, the bigger risk might be deferring those dreams.
Battle Royale? Managing Ownership Group Conflicts
By Bruce Werner • May 4, 2023In the 1920s, American physiologist Walter Cannon introduced the concept of “fight or flight.” He recognized that the human body, confronted with a perceived threat, experienced a chain of reactions…
Makin’ It Rain: Successful Startups are Investible Startups
By Stephanie Strait • May 3, 2023A good idea is not enough to attract investors. Does your startup have these 4 traits that successful and “invistable” startups all share?
Crash Course: Private Equity Funds, Sponsors, and Investors
By The Financial Poise Editors • May 2, 2023How is private equity structured? The PE industry includes private equity sponsors and financial sponsors who manage private equity funds.
Asset Class Performance Review for April 2023
By The Financial Poise Editors • May 1, 2023April has come to a close. After celebrating financial literacy all month, it's time to extrapolate what we've learned to what's happening today. That means checking in on asset class…
Money Basics Series #3: Managing Credit Card Debt
By Michelle Gershfeld • April 28, 2023Debt management starts with tracking and reducing credit card debt. Form better spending habits with these tips and tricks.
Green Investors: Beware the Perils of Greenwashing
By The Financial Poise Editors • April 26, 2023Green investing ran hot in 2022, with ESG funds mostly dodging the torrential outflows witnessed in other sectors despite underperforming traditional funds. In 2022, sustainable investing accounted for 7% of…
How to Grow Your Sales By Being More Customer-Centric
By Scott Steer • April 26, 2023Companies with a customer-centric approach are 60% more profitable. Implement these strategies to retain customers and grow sales.
Green Investing Success Hinges on a Greener Grid
By The Financial Poise Editors • April 25, 2023The green investing space continues to expand at break-neck speed. Clean energy, specifically, has attracted significant investment. In 2022, green energy investments topped $1 trillion - topping oil and gas…
Crash Course: Hedge Fund Investing Basics
By The Financial Poise Editors • April 24, 2023Hedge funds differ greatly from private equity funds with regard to asset class, compensation, liquidity and other factors. So, what is a hedge fund?
5 Questions to Ask Before You Hire a Financial Advisor
By Alicia Purdy • April 21, 2023Can your advisor prove their qualifications and track record? Know the questions to ask a financial advisor and what they mean for your financial future.
Money Basics Series #2: Painless Budgeting
By Michelle Gershfeld • April 19, 2023Let’s assume you’ve already read Installment #1 of the Money Basics Series. You checked your credit score and chose your bank. Now you can better identify areas where you need…
Purchase Agreements, Positive Covenants, and Restrictive Covenants in M&A Transactions
By Robert Connolly • April 19, 2023Positive covenants and restrictive covenants in a Purchase Agreement protect the value of the Company for the Buyer but may be overlooked.
Why Developing Countries Need Green Investors
By The Financial Poise Editors • April 18, 2023Last week’s Spring 2023 World Bank Meetings wrapped up in a turbulent economic climate in Washington, DC. Concerns about inflation, debt, and more formed an undercurrent for behind-closed-doors meetings, but…
Mickey Mouse, the Founding Fathers and Copyright Law
By Meghan Nugent • April 17, 2023On January 1, 2024, the world’s favorite mouse will enter the public domain. The Walt Disney Company, one of the most formidable challengers to copyright law, has fought since 1976…
How to Protect Your Assets Now to Cover Your Ass(ets) for Later
By The Financial Poise Editors • April 12, 2023Your 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.
Money Basics Series #1: How to Read Your Credit Report and Choose Bank Services
By Michelle Gershfeld • April 10, 2023The first step to financial planning is knowing where you stand with money. Get tips on choosing bank services, and learn how to read your credit report.
Your Ultimate Guide to Financial Books for Success
By The Financial Poise Editors • April 8, 2023Intimidated by the world of investing? Don’t be. Read our picks for the best investing books for beginners—or relearn the fundamentals.
Key Private Equity Considerations for Would-Be Investors
By Caroline Rasmussen • April 7, 2023A private equity investment is a major risk for individual investors. Follow this due diligence checklist to evaluate opportunities before you invest.
Answering the Biggest Questions on AI
By The Financial Poise Editors • April 2, 2023Artificial intelligence (AI) has dominated the news in recent months. The release of ChatGPT-4 opened up what felt like a whole new world of exploring information. Companies responded in kind. …
National Financial Literacy Month: Numbers Make the Case
By The Financial Poise Editors • March 31, 2023Tomorrow marks the start of National Financial Literacy Month. Established in 2003, it is a time for us to not only consider the state of the country's overall understanding of…
How Minimum Viable Outcome Thinking Builds Better Products
By Tom Kirby • March 29, 2023Learn how to resonate more with your customer’s needs by shifting away from a minimum viable product model to one that centers around outcomes.
The Feedback Follow-Through of Courageous Leaders
By Lee Eisenstaedt • March 28, 2023Leading with courage means being open to improvement. Learn more about the qualities you can develop for more thoughtful leadership.
Successful Crowd Financing Requires Strong Branding
By AdaPia d'Errico • March 24, 2023A crowdfunding campaign promises a product, but business crowdfunding or crowd finance promises investors a trusted brand and ROI.
How Headlines About Tech Layoffs Miss the Point
By The Financial Poise Editors • March 23, 2023It feels like layoffs in the technology sector make headlines every other day. In the past couple of weeks alone, companies ranging from Amazon to Meta and beyond have announced…
3 Approaches to Business Valuation Methods
By Erin Hollis • March 22, 2023Are you valuing your business for a transition, taxes or even litigation? The reason for your valuation will determine the business valuation methods you use.
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