6 Important Business Plan Mistakes to Avoid
By Akira Hirai • November 18, 2022A long or hyperbolic business plan can turn off investors quickly. Eliminate red flags with these six important business plan tips.
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Retiring Abroad: Does Your Wanderlust Make Financial Sense?
It’s Better When You’re Older, Wiser, and Richer A lot of people contemplate retiring abroad. In college, did you dream of spending a year in Europe? Maybe you hoped to master art and architecture in Italy or study engineering in…
Read More »Can Regenerative Agriculture Fix the US Food System?
Find out how the U.S. government changed - and ruined - our food industry, and why entrepreneurs are using regenerative agriculture to save it.
Read More »Home Run Hobby: Collecting Baseball Cards for Fun and Profit?
Are baseball cards a good investment? Find out how this popular hobby has changed and whether you should consider investing in baseball cards for fun or for profit.
Read More »Quick Starts to Popular Financial Poise Series:
Recent Articles
A long or hyperbolic business plan can turn off investors quickly. Eliminate red flags with these six important business plan tips.
Veteran-Owned Businesses Make All Kinds of Sense
By Mercedes Holmen • November 17, 2022Veteran-owned businesses can improve the lives of military families and boost an economy in recession. Here’s how to start (or support) one.
Know Thy Numbers Installment #2 – Accounting Principles in a Nutshell
By Kristina Parren and Jonathan Friedland • November 16, 2022GAAP rules are accounting principles and concepts that shape how we present financial information. These are the 12 “Commandments” of GAAP accounting.
Psst…Wanna Buy a Website?
By The Financial Poise Editors • November 15, 2022Websites Can Be Attractive Alternative Investments Have you ever yearned to buy a website? Someone suggested you can flip a website like a house. I guess there are some similarities…
Evaluating Deal Terms in Crowdfunding Investments: Part 2
By David M. Freedman • November 14, 2022Convertible Debt and Future Equity All Americans, regardless of income or net worth, can invest in shares of startups and fast-growing small businesses through equity crowdfunding platforms. Offering terms vary…
90-Second Lesson: How to Raise Money for Your Start-Up
By Jonathan Friedland • November 14, 2022The Big Picture: Three Basic Ways to Fund a Start-up Here’s the big picture: there are three basics ways to raise money for your start-up: (1) use your own savings…
Gut Health and Your Brain: What Is the Link?
By Tyler Mayoras • November 13, 2022Why should you give up diet soda, limit antibiotic use and start eating fermented foods? Over the last five years, there have been key research breakthroughs in the link between…
What is a Family Office?
By Gay Jervey • November 12, 2022Private Wealth Management for Well-To-Do Families Family offices date back to the 19th century when the likes of John D. Rockefeller and other tycoons spearheaded them as effective tools to…
Invest New Effort in Your Business: Working with Veterans as Employees and Entrepreneurs
By Maryan Pelland • November 11, 2022A Contemplation on Veteran’s Day Almost any business can benefit by choosing veterans as employees or entrepreneurial partners. Forward-thinking business people who have hired veterans can tell you amazing success…
Budget-Friendly Holiday Meals: Take the $100 Challenge
By Michelle Gershfeld • November 10, 2022Your holiday meal is costing too much, but it is possible to create budget-friendly meals at just $100… if you can accept the challenge.
The ABCs of FIAs (Fixed Index Annuities)
By Jim Poolman • November 9, 2022A Conversation with Jim Poolman [Editor’s Note: Jim Poolman is Executive Director of the Indexed Annuity Leadership Council, a coalition of life insurance companies that offer fixed indexed annuities (FIAs).…
Working at Home: How to Succeed and Enjoy the Process
By The Financial Poise Editors • November 7, 2022The Work-at-Home Trend Between 2019 and 2021, the number of people working from home, or teleworking, increased by nearly 28 million, and the trend continues. Pew Research found that in…
Asset Class Performance Review for October 2022
By The Financial Poise Editors • November 6, 2022With November well upon us, it’s time to take a look at asset class performance during October. To be clear, there is disagreement over what constitutes an ‘asset class.’ There…
The Problem With Experts: Deciding Who to Trust
By Paul Shotton • November 6, 2022There are problems with experts. Ahead of the referendum on whether the UK should remain in or leave the European Union, former Secretary of State for the Department of Education…
Strategic Product Pricing: A Lesson from Pumpkin Spice Latte
By The Financial Poise Editors • November 5, 2022The leaves have turned, there’s a chill in the air, and pumpkin spice is back complete with strategic product pricing. Unfortunately for consumers partial to the flavor, it’s more expensive…
How to Attract Private Equity Buyers
By Michael J. Gorman • November 5, 2022Private equity buyers have priorities distinct from strategic buyers. Sellers make a private equity transaction more appealing by thinking like a PE buyer.
10 Reasons Start-ups Fail
By Matt Niksa • November 4, 2022About 9 of 10 start-ups fail. Do you know why they do? How can entrepreneurs avoid common pitfalls? The more you know, the better your chance of being the 1…
Using Your Assets for Good: Incorporating Charitable Giving Into Your Financial or Estate Plan
By Rhonda Ducote • November 3, 2022Charitable giving is a rewarding process, but donors should be aware of the tax implications (and benefits) of each philanthropic approach.
‘Know Thy Numbers’ Installment #1 – Welcome to the Jungle, Series Introduction
By Kristina Parren and Jonathan Friedland • November 2, 2022Don’t leave numbers to the accountant. An introduction to accounting and its basic concepts can equip you to make better business decisions.
Justin Timberlake’s Investments Go Bai, Bai, Bai and Stay N’Sync
By Alicia Purdy • November 2, 2022It's almost like Justin Timberlake’s investments can't go wrong — except when they do. The former N’Sync frontman and Mickey Mouse Club kid pop superstar made a name for himself…
Evaluating Deal Terms in Crowdfunding Investments Part 1: Straight Equity
By Matthew R. Nutting and David M. Freedman • November 1, 2022Angel investing, in this case through crowdfunding platforms, involves at least one step that you don’t normally undertake when investing in public securities: evaluating deal terms. For most investors, crowdfunding…
Purchase Agreement Essentials – Boilerplate Provisions Terminology
By Robert Connolly • October 31, 2022In a purchase agreement, boilerplate provisions clarify the terms of the contract, who has contractual rights and how disputes are handled.
Investing in Wine – Assets in the Red (and White)
By Andrew Rosenbaum • October 30, 2022Investing in wine has historically offered greater annual returns than both stocks and bonds. Learn about wine funds or how to make a DIY wine investment.
Putting off the Tax Collector – Basics of 1031 Exchange Rules
By Tracy Treger • October 30, 2022Hold off the tax man by following these 1031 exchange rules when selling and reinvesting in new properties.
What is the JOBS Act: Primer for Private Company C-Suite Executives
By Vanessa J. Schoenthaler • October 29, 2022A concise guide to each section of the JOBS Act and its effects on investors of various sizes interested in the private capital markets.
Green Investment Lessons from a Zombie Apocalypse
By Hajar Jouglaf and Jonathan Friedland • October 26, 2022It’s Halloween time, which means all sorts of ghosts and ghoulies are en vogue. It’s also peak season for The Walking Dead fans. If you’re not familiar with the show,…
Going All-In: Investment Strategies from the Poker Table
By Larry Swedroe • October 21, 2022Take a lesson from poker, where an increasing number of sharks are chasing fewer fish. Today’s investors must raise their skill level over other investors or (cue Jaws theme music)…
Why and How Brands Go Viral
By Chan Desai • October 19, 2022For most brands, growing an audience takes time, multiple campaigns, testing, and then retesting to hone the message. Above all, it requires patience. But, sometimes, brands go viral. Going viral…
How to Target Regulated Equity Crowdfunding Deals
By David M. Freedman • October 19, 2022All Americans, regardless of income or net worth, can invest in shares of startups and fast-growing small businesses through equity crowdfunding websites, also known as funding portals. It’s an adventurous…
New Podcast Episode: Understanding Holistic UX with Kyle Dennis
By The Financial Poise Editors • October 18, 2022That’s right — Financial Poise is back on the podcast scene! Each Tuesday, the Financial Poise Weekly Rundown Podcast brings you a breakdown of recent developments in the markets and…
Retirement Account Fees Can Cost You Plenty
By Allison Brecher • October 17, 2022As a retirement plan sponsor, can you justify its mutual fund fees? Find out how to identify and assess plan fees to the benefit of employees.
Smart Celebrity Investors – Ashton Kutcher, Serena Williams, et al
By Kristina Parren • October 14, 2022What do Madonna and Warren Buffett have in common? They both make smart investments. Follow these 3 investing lessons from successful celebrity investors.
September Inflation Ticks Higher Than Expected, but Are Interest Rate Hikes the Answer?
By The Financial Poise Editors • October 13, 2022On the tails of a higher-than-expected Producer Price Index, the September inflation figure came in at 8.2%, over the 8.1% expected and just short of last month's 8.3%. The markets…
The Complicated Future of AI in Financial Markets
By Paul Shotton • October 12, 2022It is often said that AI — artificial intelligence — is the future. Technology is the source of soaring hope and pronounced concern, from smartphones to smart homes, appliances, robotics,…
What Moves the Needle on Precious Metals Spot Prices?
By Walter Pehowich • October 11, 2022Market volatility, interest rate cuts and trade tensions have pushed investors towards gold, revealing factors that drive precious metals spot prices.
New Podcast Episode: Renegade Entrepreneurship
By The Financial Poise Editors • October 11, 2022That’s right — Financial Poise is back on the podcast scene! Each Tuesday, the Financial Poise Weekly Rundown Podcast brings you a breakdown of recent developments in the markets and…
Celebrate World Mental Health Day with Eight Self-Care Hacks
By The Financial Poise Editors • October 10, 2022Though many in the U.S. are currently enjoying time off for Indigenous People’s Day, October 10th is also important internationally, being recognized as World Mental Health Day. First celebrated in…
Sibling Squabbles: Fair Estate Distributions to Multiple Beneficiaries
By Rhonda Ducote • October 10, 2022The most common disputes during estate distribution are among siblings. Communication is key to dividing assets fairly and easing the financial transition.
Reps & Warranties Insurance: How Does it Protect the Sale Process?
By Michael FX Murdoch • October 7, 2022Representations and warranty insurance can speed things along when selling your business, avoiding getting backed up in an escrow nightmare.
Asset Sale or Share Sale: Which Seller Approach Should You Use?
By Leib Orlanski • October 6, 2022An asset sale and a share sale have different implications for buyer and seller regarding taxes, liabilities and more. Learn the pros and cons of each.
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