Financial Poise

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3 Approaches to Business Valuation Methods

By Erin Hollis • March 22, 2023

Are 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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Debunking 4 Common Investing Myths

By Paul Shotton • March 21, 2023

Following the Biden administration’s establishment of a 1% excise tax on share buybacks as part of the Inflation Reduction Act, chairman and CEO of Berkshire Hathaway Warren Buffett had some sharply pointed thoughts to offer on a pernicious investing myth. …

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The Benefits of Generalist Leadership and How to Cultivate It

By David Spitulnik • March 20, 2023

Growing and developing leaders may mean encouraging talent to move around the company, break through silo walls and peer beyond company ramparts.

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Recent Articles

An upward bound line chart overlays shamrocks -- is investing luck the way to see those returns?

Examining How “Luck o’ the Irish” Impacts Investing

By The Financial Poise Editors • March 17, 2023
It’s that time of year. The Chicago River has been dyed. Bars across the country are preparing for green glitter-saturated pub crawls. For one day, everyone is Irish and hoping…

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woman leans her head on a table, represeting consequences of sleep deprivation

Improving Your Physical and Financial Health with Better Sleep

By Mercedes Holmen • March 17, 2023
Research shows sleep deprivation and work performance are correlated, which could hurt your income. Are you losing time and money?

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A magnifying glass and houses overlay different financial statements, highlighting the importance of understanding real estate terminology.

Real Estate Terminology Every Investor Should Know

By Tracy Treger • March 16, 2023
If you’re wondering how to invest in real estate, start with this glossary of real estate terms related to investing, property operations and loans.

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A leaf doubles as a computer chip, illustrating the opportunity with green tech investing

The Increasing Appeal of Green Tech Investing

By Hajar Jouglaf • March 15, 2023
Call it what you like, but in the world of investing, “green is the new black”.   Yes, there is scientific consensus on climate change. We face a growing incidence and…

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Fraud victim blame

Blame Games: Understanding the Contributory Negligence Defense in Fraud Cases

By Adam N. Hirsch • March 14, 2023
While a comparative fault defense isn’t always an option in fraud cases, the defendant could still argue that the victim is to blame.

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Two hands type on a computer with a password box partially filled as a semi-transparent overlay.

The Rising Importance of Digital Estate Planning

By Michelle Huhnke • March 14, 2023
What happens to your digital assets when you die? Digital estate planning can safeguard your online assets and protect your digital legacy. 

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A team evaluates performance data, which is a good want to contemplate private equity investments.

7 Critical Considerations When Selecting a Private Equity Manager

By Nick Veronis • March 13, 2023
When selecting a private equity manager, what you see is very likely not what you'll get. Consider these points before you close the deal.

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Just Because the Stock Market Panics Doesn’t Mean Investors Should, Too

By Rhonda Ducote • March 13, 2023
Stock market volatility and talk of a payroll tax cut have sparked fear of recession. Should you shed shares or keep playing the long game?

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Planted dollars grow around a green sprout. You, too, might grow your money by investing in farmland.

Growing Greenbacks with Farmland Investing

By Sophie Friedland • March 8, 2023
Plant-based diets, the consistently high value of farmland and new investor platforms have made buying farmland as an investment a good way to make money.

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An RIA/Registered Investment Advisor talks with a client about their fear of private equity investments

Why Some RIAs Might Fear Private Equity Investments

By Kristina Parren and Matt Niksa • March 7, 2023
Registered investment advisors (RIAs) have historically been wary of suggesting alternative investments to clients, especially private equity. There are a number of reasons this happens. Large private equity funds are…

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Latest Articles from DailyDAC

How Far Can the Trustee Reach?

Published on March 14, 2023 • By Patrick Fitzmaurice

PUBLIC NOTICE OF ABC SALE: International Spring Company, Inc.

Published on March 13, 2023 • By The DailyDAC Editors


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