Financial Poise
Latest for Business Owners & Executives
Regulation Crowdfunding: Diversification Everyone Can Enjoy

Regulation Crowdfunding: Diversification Everyone Can Enjoy

Regulation crowdfunding gives average investors more access to private securities. Determine the maximum you can invest and create your 5-year plan.

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Latest for Investors
Are You Smarter Than a High School Dropout? Revising the Accredited Investor Definition

Are You Smarter Than a High School Dropout? Revising the Accredited Investor Definition

The SEC is considering wider access to private offerings. Does net worth equate to financial literacy, or should the accredited investor definition change?

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Recent Articles


neat group of peoples legs in a circle, representing regulation crowdfunding

Regulation Crowdfunding: Diversification Everyone Can Enjoy

By David M. Freedman • October 16, 2019
Regulation crowdfunding gives average investors more access to private securities. Determine the maximum you can invest and create your 5-year plan.

Read More »

Artist Painting, representing a successful entrepreneur

5 Mistakes Avoided by All Successful Entrepreneurs

By Matt Niksa • October 15, 2019
Successful entrepreneurs know the importance of delegation, a good idea and lessons to be learned from failure. Avoid these five mistakes made by startups.

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two men arm wrestle over fair estate distribution

Sibling Squabbles: Fair Estate Distribution Among Multiple Heirs

By Rhonda Ducote • October 14, 2019
The most common disputes during estate distribution are among siblings. Communication is key to dividing assets fairly and easing the financial transition.

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Woman whispers to man, symbolizing an accredited investor keeping confidential business information

The Civil Courts: When Your ‘Confidential Business Information’ Isn’t So Secret

By Adam Hirsch • October 11, 2019
In a civil court case, your confidential business information is only as confidential as the judge allows. Read about Purdue Pharma’s high-profile case.

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Woman reads a book lakeside, hunting for an accredited investor definition

Are You Smarter Than a High School Dropout? Revising the Accredited Investor Definition

By Michele Schechter • October 10, 2019
The SEC is considering wider access to private offerings. Does net worth equate to financial literacy, or should the accredited investor definition change?

Read More »

two puzzle pieces poised to connect, representing a de facto merger

When Does an Asset Acquisition Become a De Facto Merger?

By Leib Orlanski • October 8, 2019
Asset acquisitions are presumed to be free and clear of claims against the seller. But liabilities can pass to the buyer, resulting in a de facto merger.

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Woman walks through rainforest in China, winner of the Trump tariffs

What Do Trump Tariffs Mean for the Economy and Investors?

By Reed Murphy • October 7, 2019
Recently imposed Trump tariffs are expected to negatively affect the economy. What do these tariffs mean, and how will investors be impacted?

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unicorn chess knight, representing unicorn companies

Unicorn Companies are Rare, So Why Do Venture Capitalists Persist?

By Alicia Purdy • October 4, 2019
Three out of four startups backed by venture capital fail, but VC investors continue to search for unicorn companies. What makes or breaks their success?

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man dangles over Wall Street, asking himself What is a hedge fund?

90 Second Lesson: What is a Hedge Fund? 

By The Financial Poise Editors • October 3, 2019
Hedge funds differ greatly from private equity funds with regard to asset class, compensation, liquidity and other factors. So, what is a hedge fund?

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life preserver representing bad faith insurance

PLUP Fiction: Bad Faith Insurance

By Adam Hirsch • October 2, 2019
Can you rely on your insurance company’s description of your insurance policy? Learn about insurance bad faith and your rights as the insured. 

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