Tips to Manage Business Risks with Your Board and Management Team
By Bruce Werner • June 3, 2021Business owners have little time to ponder unlikely events. It’s up to the board and management team to manage business risks continuously.
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The Balancing Act of Tough Love Leadership
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SOFR is set to fully replace LIBOR by June of 2023. SOFR is a transparent and reliable alternative, but it comes with its own challenges.
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Recent Articles
Business owners have little time to ponder unlikely events. It’s up to the board and management team to manage business risks continuously.
How to Overcome the Biggest Sales and Marketing Challenges and Brew Up Your Brand
By Scott Steer • June 2, 2021Who is your niche and what do they want? Go beyond product and differentiate your brand by addressing these sales and marketing challenges.
A Diversified Real Estate Portfolio is Sound Investment Strategy
By Tracy Treger • May 29, 2021Have you been thinking of investing in real estate, but not sure what type? The key is a diversified real estate portfolio.
Why This Cousin of Shiny Object Syndrome is Equally Bad for Business
By David Spitulnik • May 28, 2021Like Shiny Object Syndrome, we also fall trap to Shiny Service Syndrome. Learn how to evolve, not just survive, when chasing new services.
Structure is the Key to Stronger Family Business Succession Planning
By Carrie Weiner Rosenbloom • May 27, 2021Unorganized family structure can lead to failed business transitions. A successful family business succession plan requires clear roles.
Private Investment Fund Terms and Conditions: The Relationship Between GPs and LPs
By Gary Levenstein • May 26, 2021The guiding principles dictating the relationship between GPs and LPs has not changed, but leverage continues to fluctuate.
Where Should You Retire? The Best and Worst States for Retirees
By The Financial Poise Editors • May 21, 2021What are the best states to move to for retirement? Find your home, whether it’s tax-friendly or boasts the best health care.
Remote Hiring From Inside the Office: The Advantages of Virtual Interviews Post-Pandemic
By Meredith J Kahan • May 18, 2021Reduce your risk of bias and manage interviews more efficiently by hiring remotely. Discover the advantages of virtual interviews.
The Threat of Cybercrime for Small and Midsize Business
By Gary Kirshenbaum • May 17, 2021Cybercrime is on the rise and smaller businesses are in jeopardy. A cyber liability policy can protect you from the enormous damage costs.
‘Know Thy Numbers’ Installment #5: Understanding Accounts Receivable
By Ralph Nach • May 14, 2021Improve your accounts receivable collections and increase your cash flow using these helpful calculations.
Study: Private Company Board Compensation
By Bruce Werner • May 13, 2021How much should board of directors members be paid? In cash or retainers? Find out how companies pay their directors in the latest study.
The Challenges Ahead for Private Equity Investing
By Cyril Demaria • May 12, 2021As more capital is allocated to the private market, 3 major challenges for private equity arise. How can investors address these concerns?
Long-Term Care Insurance: What You and Your Family Should Know
By Gay Jervey • May 7, 2021Everyone should consider long-term care insurance when thinking about the future. Do you know what you need to ask?
Dress Professionally with Style (Without Breaking the Bank)
By Mercedes Holmen • May 6, 2021When you dress professionally, it sends a message to your employees, peers and managers. You can do it with in-person and online stylists.
The 15 Best Books for Beginner Investors
By The Financial Poise Editors • May 5, 2021Intimidated by the world of investing? Don’t be. Read our picks for the best investing books for beginners—or relearn the fundamentals.
The Oracle v Google Saga: Copyrightability and Fair Use in Computer Programming
By Sanjay Prasad • May 4, 2021In 2021, the Supreme Court permitted Google’s use of 11,500 lines of Oracle-owned code as fair use and ended a saga in copyright law.
Surviving the Second Generation: Discussions You Need to Have Before Family Business Transitions
By David Spitulnik • April 30, 2021Many family businesses don’t survive into a third generation. Strong quarterly communication can aid family business transitions.
The “Return to Work” After COVID: Why Working Parents Are Anxious & How Employers Can Support Them
By Meredith J Kahan • April 28, 2021In 2021, parents are nervous for the return to office. Here’s how employers can meet their needs as they transition away from home.
2 Major Blockchain Use Cases for Small Business
By Jordan M. Fishfeld • April 27, 2021There are hundreds of blockchain use cases for small businesses. Learn about two: cannabis supply chain and digitized assets.
The Best Strategy to Utilize CRM Software and Retain Your Customers
By Scott Steer • April 23, 2021Go beyond simple data. Choose the right customer relationship management (CRM) tool and build stronger relationships with your clients.
2 Crucial Tips for Preserving Multigenerational Wealth
By Robert Legan • April 22, 2021Better multigenerational wealth management requires families to recognize potentially fatal events and treat their wealth as an enterprise.
C-Suite to Boardroom: The Traits an Experienced Executive Needs to Be an Effective Director
By Bruce Werner • April 21, 2021An executive can make an effective board director, but he or she must be aware of how the boardroom style differs from c-suite leadership.
Food Scarcity Despair Creates a Need for Investment
By Jason Stevens • April 16, 2021Food scarcity, biofuels and a water crisis affect the agricultural economy, but there is a way out. Can investors make a difference?
Research These 5 Areas Before Making a Foreign Direct Investment
By The Financial Poise Editors • April 15, 2021Investors are still cautious about foreign equities and foreign direct investments. Use these tips when researching overseas markets.
Good Boys and ‘Bad Boys’ — Borrower Promises and Lender Rights in Carveout Guaranties
By Tracy Treger • April 13, 2021A carveout guaranty is a limited recourse loan that protects a borrower’s personal assets in a default, but conditions must still be met.
Is It Worth It to Hire an Advisor?—Why Only a Trusted Advisor Will Do
By Henry Krasnow • April 9, 2021Hiring a trusted advisor is worth the time and money you’ll save doing something you cannot or should not do by yourself.
Family Business Conflicts: Are You Choking on Family Fur Balls?
By Stephanie Olexa • April 8, 2021Conflict resolution in family business starts by addressing ‘fur balls’. Don’t choke, or family business conflicts will worsen.
STEP, KPMG Study: Global Family Business Governance Trends
By Bruce Werner • April 6, 2021Here’s what the STEP survey on global family business trends reveals about governance, Millennial leadership, diversity and retirement.
When Collecting Personal Data, Restraint and Insurance are Key
By Adam Brouillet • April 2, 2021Is your business collecting personal data? If you experience a data breach, you won’t just be a victim—you’ll also be a defendant.
How to Evaluate Future Hedge Fund Returns Using Market Environment and Strategy Analysis
By Joe Burns • April 1, 2021Hedge fund performance is on the rise. Understand how markets, strategy and other factors impact future hedge fund returns.
Investing in Raw Land: This Land Was Made For You and Me
By The Financial Poise Editors • March 29, 2021Buying raw land can be more affordable and flexible than traditional real estate, but raw land real estate is not without its share of risks.
What Employers of Foreign National Workers Should Know to Prepare for a USCIS Site Visit
By Fiona McEntee • March 26, 2021The US increased USCIS site visits to employers of foreign nationals to combat H1-B visa fraud. Here’s how to prepare for a site visit.
4 Vital Items Your Employee Benefits Package Needs to Remain Competitive
By Jacob Dayan • March 25, 2021Are you a growing business looking to build a competitive benefits package within your means? Learn about the top 4 employee benefits.
5 Rules for Building a Solid Family Office Structure
By Gary Levenstein • March 24, 2021A solid family office structure requires a quality management team that can protect and sustain a family’s wealth over generations.
Moving On: How to Learn From Professional Failure and Shape It Into Success
By David Spitulnik • March 23, 2021Professional failure is hard to accept, whether it was in your control or not. Take these steps to learn from failure with poise and grace.
The Attorney Immunity Defense: Ongoing Allen Stanford Ponzi Case Sparks Debate
By Adam Hirsch • March 17, 2021The Allen Stanford Ponzi case rages on in the Caribbean, putting the attorney immunity doctrine under fire once again.
How to Know if You Can Claim the Qualified Business Income Deduction On Your Taxes
By Katherine Braden • March 16, 2021The QBI deduction allows owners of most pass-through entities to deduct up to 20% of their QBI on their taxes. Are you eligible?
Why You Shouldn’t Always Rely On “Market” Terms in Business Transactions
By Jeremy Waitzman • March 11, 2021In business transactions, a deal attorney may describe certain contract terms as “market.” What does this mean, and should you agree to them?
Wealthy Still Investing In Stamps Amid Overall Slide in Value
By Carrie Miller • March 10, 2021Investing in stamps is not what it was in your grandfather’s heyday. Low demand and ultra-expensive rare stamps hurt average collectors.
Guidelines to Improve Your Company’s Banking Relationship (In the Style of Poe’s ‘The Raven’)
By Bruce Werner • March 5, 2021In order to improve your banking relationship and get the most favorable terms from your lender, focus on two things: character and cash flow.
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