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Dress Professionally with Style (Without Breaking the Bank)

By Mercedes Holmen • May 6, 2021

When 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, 2021

Intimidated 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, 2021

In 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.

Coronavirus, Your Business & Your Money: A Financial Resources Guide

'Know Thy Numbers' - Plain English Principles for the Business Owner & Investor about Accounting and Finance

Alternative Assets and the "Average" Accredited Investor

Business Transition and Exit Planning

Recent Articles

Surviving the Second Generation: Discussions You Need to Have Before Family Business Transitions

By David Spitulnik • April 30, 2021
Many 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, 2021
In 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, 2021
There 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, 2021
Go 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, 2021
Better 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, 2021
An 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, 2021
Food 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, 2021
Investors 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, 2021
A 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, 2021
Hiring 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, 2021
Conflict 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, 2021
Here’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, 2021
Is 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, 2021
Hedge 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, 2021
Buying 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, 2021
The 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, 2021
Are you a growing business looking to build a competitive benefits package within your means? Learn about the top 4 employee benefits.

Family Offices and Managing Private Wealth

5 Rules for Building a Solid Family Office Structure

By Gary Levenstein • March 24, 2021
A 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, 2021
Professional 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, 2021
The 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, 2021
The 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, 2021
In 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, 2021
Investing in stamps is not what it was in your grandfather’s heyday. Low demand and ultra-expensive rare stamps hurt average collectors.

Banking Relationships Using Poe’s The Raven

Guidelines to Improve Your Company’s Banking Relationship (In the Style of Poe’s ‘The Raven’)

By Bruce Werner • March 5, 2021
In order to improve your banking relationship and get the most favorable terms from your lender, focus on two things: character and cash flow.

Protecting Your Business in Even of Death

What is a Buy-Sell Agreement? Protecting Your Business in Event of Death, Disability, Divorce or Disagreement

By Jeff Motske CFP® • March 3, 2021
A buy-sell agreement can protect your company’s ownership shares in the event of an owner or partner’s voluntary or involuntary departure.

Blockchain Technology is Revolutionizing the Way We Invest, Borrow and Lend

By Richard Swart • March 2, 2021
Blockchain technology is here to stay. Here’s why it’s more efficient, transparent and safe for investors, lenders and borrowers.

Starbucks, Stocks and Smooth Jazz: What Kenny G Teaches Us About Long-Term Investments

By The Financial Poise Editors • February 26, 2021
You know Kenny G the musician, but what about Kenny G the successful investor and accountant? Let his long-term investments inform yours.

3 Online Securities Intermediaries for Accredited Investors

By Andrew Stephenson • February 25, 2021
Online securities intermediaries range in their obligation to find suitable deals, with some requiring greater due diligence from investors.

Sharing Tribal Knowledge in the Workplace

Why Managers Must Seize, Retain and Share Tribal Knowledge in the Workplace

By David Spitulnik • February 24, 2021
Your employees’ undocumented knowledge and experience leaves with them. What is the cost of not keeping tribal knowledge in the workplace?

How the GDPR Set a New Standard for Data Privacy and Protection in the EU and America

By Meghan Nugent • February 23, 2021
The EU takes data privacy and protection seriously, meaning GDPR compliance impacts U.S. companies with customers abroad. Are you compliant?

How to Grow Your Sales By Being More Customer-Centric

By Scott Steer • February 19, 2021
Companies with a customer-centric approach are 60% more profitable. Implement these strategies to retain customers and grow sales.

Tesla is Not a Car Company: Evaluating a Market Pioneer

By Jonathan Friedland • February 18, 2021
Tesla isn’t just electric cars. It’s also a market pioneer in sustainable energy. But does that mean investing in it is a guaranteed win?

This Air Force Strategy Can Help You Make Better, Faster Business Decisions

By David Spitulnik • February 12, 2021
The OODA loop is a decision-making tool used often by the military, but did you know it’s also useful for making business decisions quickly?

Revisiting the Three Circle Model of Family Business to Strengthen Governance Structures

By Bruce Werner • February 10, 2021
It’s been 40 years since Gersick introduced the Three Circle Model for Family Business. How can you assess governance maturity in each circle?

Is Investing In Peer-to-Peer Lending the Right Move for Your Portfolio?

By Jeff Ball • February 9, 2021
Heard of peer-to-peer lending? Accessible to retail investors, it can provide high returns and allow you to give back to small business.

Families in Business: Mapping Out Your Family Vision with a Business GPS System

By Stephanie Olexa • February 5, 2021
Bypass U-turns with this “GPS system” that aligns family vision and helps find the fastest path to meeting your family’s business objectives.

Tech Industry Under Biden Administration

Top 5 Areas in Tech Impacted By the Biden Administration and What It Means for Investors

By Ilya Lipovich • February 4, 2021
As the Biden administration decides whether to continue or repeal Trump-era policies, investors must prepare for the effects on Big Tech.

What is a Vetrepreneur? How Small Businesses Can Change the Game for Vets and Military Spouses

By Mercedes Holmen • February 3, 2021
Veteran-owned businesses can improve the lives of military families and boost an economy in recession. Here’s how to start (or support) one.

Psychology of a Private Company Board Part 2: Family-Owned Businesses

By Jeremy Waitzman • January 28, 2021
The board of directors for a family-owned business has a duty to the company's owners, but family dynamics often complicate its direction.

This Lawsuit Goes to 11: Fraud Claims and the Economic Loss Rule

By Adam Hirsch • January 26, 2021
Remember the $400 million “This is Spinal Tap” lawsuit? It just settled. Here’s what it teaches about fraud claims and the economic loss rule.

Executives and Owners

You may be starting or buying a business. You may run or help run a business. You may be in the process of succession planning or exiting a business. Regardless of where in the lifecycle your business is, questions arise every day.

Read Articles About All Things Business

Investing

Whether you are just learning about investing or an experienced investor, you owe it to yourself to be smart about financial planning and investing. We provide professional guidance and insights to help you build wealth.

Read Articles About Investing

Personal Finance

If you're starting out on your financial journey, don't go at it alone. Financial Poise can help you find answers to common financial questions about saving money, investing, insurance, credit cards and much more.

Read Articles About Personal Finance

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