Private Equity vs. Venture Capital 101
By David M. Freedman • January 16, 2023Venture capital is often tucked under the umbrella of private equity, but investors should know the key differences in private equity vs venture capital.
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Libel, Slander, Cyber Smear, & Defamation – A Nuts & Bolts Primer
Libel - written or published false statement that harms someone's reputation. Slander is spoken. A guide to nuts and bolts of defamation.
Read More »How a Personal Budget Shapes Your Financial Future
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Recent Articles
Venture capital is often tucked under the umbrella of private equity, but investors should know the key differences in private equity vs venture capital.
Developing A Risk Management System
By Bruce Werner • January 15, 2023Business owners have little time to ponder unlikely events. It’s up to the board and management team to manage business risks continuously.
Today’s Top Seed Stage Venture Investors
By Brian Thopsey • January 13, 2023The potential of investing in the first round of a startup is raising capital can be a life-changing investment strategy.
Green Investing Language and Philosophy
By The Financial Poise Editors • January 11, 2023To fully understand what goes into sustainable investing, you have to understand the green investing language and its terminology.
The Supreme Court: Free Exercise of Religion
By Henry Krasnow • January 9, 2023Free exercise of religion- founding fathers never imagined issues this Constitutional language would create for the Supreme Court. Two cases.
Business Transition and Exit Planning: Welcome to the Jungle!
By Jonathan Friedland • January 6, 2023You want to sell your business but you have questions. Sure, you are smart but you have never sold a business before.
Reaching Graduate Level: Eliminating Business Owner Dependence
By Ronen Shefer • January 3, 2023All owners hope that their business can run efficiently while they are away. Eliminate owner dependence with strategies to build skilled management.
How Wise Is the Reg CF Crowd?
By David M. Freedman • December 29, 2022Knowing your crowdfunding fundamentals can help you decipher which crowds you want to "follow" with an investment and which are better left alone.
Losing Power at Home: A Personal Struggle
By Jonathan Friedland • December 20, 2022We experienced losing power at home, specifically our gas-powered heat, for a few days while away on vacation. In the aftermath, I got to thinking about how I could have…
Contractor v. Employee: Dept. of Labor Proposed Employee Classification Rule
By Charles A. Krugel • December 19, 2022Contractor v. employee violations occur in every industry. This is in part due to the regulatory processes in wage rates, labor agreements, and exemptions defining who is and who isn’t…
How to Pick an Investment Banker
By Bruce Werner • December 15, 2022When it’s time to sell, you need to hire an investment banker that can best tell your story to investors. Get tips for evaluating bankers.
Investing in the Great Lakes Boom
By David M. Freedman • December 14, 2022Climate migration and water scarcity will lead to an economic boom for the Great Lakes Basin. Is Great Lakes investing the new revolution?
Understanding RICO in Real Life
By Adam N. Hirsch • December 13, 2022Understanding RICO includes all sorts of plaintiffs and contexts, not always criminal. Learn how you could benefit from the RICO Act.
ESOP: Tax Advantages of an Employee Stock Ownership Plan
By Shannon R. Weiss • December 12, 2022How ESOPs Differ From 401(k)s An employee stock ownership plan (ESOP) offers a range of attractive benefits for a sponsor company and its owners and employees. Both provide retirement benefits.…
10 Ways to Save on College Costs
By Jim Slowik • December 9, 2022Recent legislation attempts to clarify parents’ true cost of college. With some care and preparation, you really can save on college costs.
Investing in Megatrends: You’d Better be Good at Predictions
By David Moses • December 8, 2022From urbanization to clean energy, changes in global attitudes made megatrend investing popular. But not everyone riding major trends will be successful.
UPON FURTHER REVIEW: Real Story of an NFL Lawsuit
By Adam N. Hirsch • December 7, 2022Anger, however righteous, is not a cause of action. Read the inside story of a famous NFL lawsuit and how a bank became the defendant.
What Is ‘Free Enterprise’?
By David M. Freedman • December 6, 2022In 1800, John Peck purchased Yazoo Land from a New England land company. Read about the ensuing legal battle that defined 'Free Enterprise'.
Small Business Investing: Taking Stock in Main Street
By John Arensmeyer • December 5, 2022Small businesses make up 99.9% of all businesses and employ millions of Americans. Learn more about the importance of small business investing.
When Does an Asset Acquisition Become a De Facto Merger?
By Leib Orlanski • December 4, 2022Asset 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.
Sustainable Food Documentaries: What Can We Learn?
By The Financial Poise Editors • December 2, 2022On November 15, 2022, the date this article was written, the UN announced that the world population reached 8 billion. Sustainable food production is key to the next phase of…
How Investible Startups Attract Investors
By Stephanie Strait • December 1, 2022A good idea is not enough to attract investors. Does your startup have these 4 traits that successful and “investable” startups all share?
‘Know Thy Numbers’ Installment #3: Types of Financial Statements
By Kristina Parren and Jonathan Friedland • November 29, 2022From the statement of income to the statement of cash flows, here's how various types of financial statements present a bigger picture of company health.
What Kinds of Green Investments Contribute to the Green Economy?
By The Financial Poise Editors • November 28, 2022Interested in the burgeoning green economy? Click to keep informed about FP upcoming green events! Green Investing by Function Different types of green investments contribute to the green economy in…
Choosing a Financial Planning Advisor: No Magic Involved
By Cristina Nolan • November 28, 2022Getting great financial planning advice can feel like magic, but sleight of hand isn’t something you’re looking for in a financial planning advisor. Do your research or you may watch…
5 Alternative Lending Solutions for Small Business Financing
By Christopher Cahill • November 27, 2022Think outside the bank. As bank loans become harder to secure, it pays to get creative with small business financing and alternative lending.
Retiring Abroad: Does Your Wanderlust Make Financial Sense?
By Cristina Nolan • November 23, 2022It’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…
Can Regenerative Agriculture Fix the US Food System?
By Tyler Mayoras • November 22, 2022Find out how the U.S. government changed - and ruined - our food industry, and why entrepreneurs are using regenerative agriculture to save it.
Home Run Hobby: Collecting Baseball Cards for Fun and Profit?
By The Financial Poise Editors • November 21, 2022Are 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.
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.
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).…
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