Meta Wants Its Rivals to Follow Its New Teen Safety Rules
By The Financial Poise Editors • September 10, 2026Fresh from its settlement over alleged harm to young social media users, Meta is now turning up the pressure on its biggest rivals.
After the Raise: What Form C-AR Filing Data Reveals About Regulation Crowdfunding’s Ongoing Reporting Regime
Editor’s Note: In 2012, Congress created something genuinely new in U.S. securities law. Title III of the JOBS Act, codified as Section 4(a)(6) of the Securities Act and its companion Section 4A, allowed private companies to raise capital from ordinary,…
Read More »The US Job Market Is Giving Us Whiplash
The US job market delivered a surprisingly strong August. Employers added far more jobs than economists expected. Is the labor market booming?
Read More »The Roles, Structures, and Duties of a Board of Directors
There are certain ideas in business that take on an air of mythology. The boardroom is one of them. Conversations surrounding boards of directors aren’t always productive or useful. From the TV show Succession to drama-laden news headlines, board construction…
Read More »Quick Starts to Popular Financial Poise Series:
Recent Articles
Fresh from its settlement over alleged harm to young social media users, Meta is now turning up the pressure on its biggest rivals.
Google May Have Lost Its Ad Tech Monopoly Case, But Big Tech Ultimately Won.
By The Financial Poise Editors • September 9, 2026Google was found to have illegally monopolized online ad tech. A federal judge ruled Google won't have to break up its ad tech business.
What Makes Your Business Yours? Protecting Trade Secrets in the Digital Age
By Fritz Ronald P. Amparado • September 8, 2026EDITOR'S NOTE: Most businesses think of their value in terms of what’s visible-- revenue, headcount, products on shelves. But some of the most important assets a company owns never show…
Profitable on Paper, Short on Cash: Why Working Capital Can Make or Break a Business
By Fritz Ronald P. Amparado • September 7, 2026EDITOR'S NOTE: Profit and cash are not the same thing. A company can report strong earnings, carry substantial assets on its balance sheet, and still struggle to make payroll or…
Corporate Profits Are Booming. Can the Good Times Last?
By The Financial Poise Editors • September 4, 2026Corporate America is having a very good year. S&P 500 earnings per share jumped 53% in Q2 from a year earlier, while sales rose nearly 16%, according to LSEG data.
Retirement Plan Options for Businesses with a Mix of W-2 Employees and 1099 Contractors
By Donnell Stidhum • September 3, 2026So, you own a business with W-2 employees and 1099 contractors, but it's your side gig. You spend time on it, though you don't pay yourself. Now you want to…
Why Are Bond Yields Surging Around the World?
By The Financial Poise Editors • September 2, 2026Global government bond yields are at their highest level since 2008 because investors are selling them. A Bloomberg gauge climbed to 3.72%
Older Workers Are More Optimistic About AI Than Gen Z
By The Financial Poise Editors • September 1, 2026Younger workers may use AI more, but they're also more worried about what it means for their careers. Nearly half of Gen X workers spoke positively
Diluted, Then Discarded: A Reverse Merger Pattern That Keeps Repeating in the Microcap Market
By Matthew Miller • September 1, 2026Editor's Note: Three small public companies-- Siyata Mobile, Signing Day Sports, and MGO Global-- followed the same arc. Each raised round after round from ordinary investors, diluted existing shareholders through…
When the Workplace Becomes the Investigation
By Fritz Ronald P. Amparado • August 31, 2026A practical guide to deciding who should investigate, what facts matter, and what to do once the answers are in. EDITOR'S NOTE: A workplace complaint rarely arrives at a convenient…
“Ghost Job” Ads Are So Bad, Lawmakers Want to Bust Them
By The Financial Poise Editors • August 28, 2026You spend hours polishing résumé for perfect job post that don’t exist. “Ghost jobs” are roles companies advertise despite no intention of filling, lawmakers starting to intervene.
The Definition of “Small Business” May Be About to Get a Lot Bigger
By The Financial Poise Editors • August 27, 2026The Small Business Administration is proposing a major expansion of what counts as a "small business," potentially allowing companies with $1 billion in revenue to qualify.
The Treasury is Trying to Calm the Bond Market. Is It Working?
By The Financial Poise Editors • August 26, 2026Treasury is trying to win back investors. Bessent has pledged to increase purchases of long-term Treasuries. But investors aren’t sold.
Are US Treasuries Losing Their Safe-Haven Status?
By The Financial Poise Editors • August 25, 2026US federal debt hit $40 trillion last week. As that debt continues to grow, investors no longer see US Treasuries as quite the safe haven they once were.
The 2026 Direct-Listing Trap
By Matthew Miller • August 24, 2026How a low-friction path onto Nasdaq is handing retail investors 50%-plus first-day losses — and why no one is naming the pattern Editor’s Note: In the first eight months of…
Lateral Partner Moves: What Lawyers Need to Know Before Changing Firms
By Fritz Ronald P. Amparado • August 22, 2026A practical guide to LPQs, portable business, partnership agreements, fiduciary duties, and negotiating a lateral move without creating avoidable problems. The lateral partner market continues to be robust, and it…
Lying With Statistics: When Good Numbers Tell a Misleading Business Story
By Amy Cai and Jonathan Friedland • August 20, 2026Here’s how businesses use averages, comparisons, surveys, and other statistics to make accurate numbers tell a misleading story.
The Stock Market Looks Calm. Investors Are Anything But.
By The Financial Poise Editors • August 20, 2026Stocks look calm as earnings season winds down, but options trading shows investors swinging between fear of a selloff and fear of missing out.
Investors Are Sitting on Cash. Wealth Managers Want it Moving.
By The Financial Poise Editors • August 18, 2026Individual investors are sitting on more than $3 trillion in retail money-market funds-- nearly a record high, according to the Investment Company Institute.
Gen Z Is Betting Money It Used to Invest
By The Financial Poise Editors • August 17, 2026Some pretty surprising stats came from a recent Betterment survey.
Are Target-Date Funds Playing It Too Safe?
By The Financial Poise Editors • August 17, 2026Target-date funds are a cornerstone of American retirement investing. But as Americans live longer, some experts are questioning whether these funds become too conservative too soon.
Tax Strategies for the Rich Are Going Mainstream. But Do They Work for Everyone?
By The Financial Poise Editors • August 16, 2026Stock trading and alternative assets have gone mainstream. Now, so too have the tax strategies once reserved for hedge funds and ultrawealthy families.
Having an AI Story Is No Longer Enough to Impress Investors
By The Financial Poise Editors • August 15, 2026Investors are increasingly rewarding companies that can show tangible results from their AI investments, and punishing those that can’t.
Can You Actually Get AI Out of Your Portfolio?
By The Financial Poise Editors • August 14, 2026Want less AI in your portfolio? It may be harder than you think.
What Can Situational Awareness’s Collapse Teach Investors?
By The Financial Poise Editors • August 14, 2026The fall of Situational Awareness was the talk of Wall Street last month after losing billions in days. Its founder was once hailed as an 'AI prodigy'.
Is Investing in a Franchise Worth It? A Buyer’s Guide to Due Diligence
By Amy Cai and Jonathan Friedland • August 6, 2026Franchises are often promoted as a safer way to own a business, but success can vary widely. Learn to spot 7 key warning signs hidden in the Franchise Disclosure Document…
Relying on AI To Screen Job Seekers? You Could Be Risking Damage to Your Brand
By Paul Brown • July 31, 2026Companies that handle candidates with a human touch are building trust, strengthening their reputation, and creating advocates for their brand.
The USPTO Ends Foreign Pro Se Patent Prosecution
By Adam Baker • July 29, 2026Any applicant or patent owner domiciled outside the U.S. will need a registered patent practitioner to file and respond to the USPTO.
EEOC Moves to End Demographic Reporting—But Employers Should Not Change Course Yet
By Guy Brenner and Laura M. Fant • July 24, 2026The EEOC has taken a significant step toward dismantling one of the federal government’s longest standing employment reporting requirements.
When Should a Prenup Be Revisited? Lessons From Litigation
By Julia Rodgers, Esq. • July 22, 2026Periodic reviews and full compliance with prenup terms can help couples avoid expensive litigation and ensure their prenup remains intact.
Unintentional Delay: USPTO Shortens Threshold for Additional Information Requirement
By Kelsey Wun • July 17, 2026In June the USPTO revised its practice of requiring additional information for certain petitions based on unintentional delay.
Can Hit Songs Make Good Investments? A Primer on Music Royalties
By Amy Cai and Jonathan Friedland • July 16, 2026Can a hit song generate income for decades? Investors think so. Here's how music royalties work, what the risks are, and how to value a music catalog.
Quantum Is Coming – Is Your Data Ready? What the New Quantum Executive Orders Mean for Your Business
By Natasha Allen and Peter Z. Stockburger and Kamyar Maserrat • July 13, 2026In June, the President signed two Executive Orders on quantum technology, representing the most significant federal action on quantum technology in years.
Establishing a Foundation for Successful Negotiations in Mediation
By Michele Schechter • July 9, 2026The strongest mediation outcomes are usually achieved by evaluating risks, selecting the right mediator, and preparing realistic settlement objectives.
Scaling the Bench: Financial Planning for Business Growth
By Chelsea M. Williams • July 9, 2026The businesses that scale without gutting their profits are the ones with the best financial visibility.
How to Get Buy-In for Your Next Big Idea
By Amy Cai and Jonathan Friedland • July 9, 2026Having a great idea is only half the battle. Learn the practical strategies to help you build your case-- before you even present your proposal.
Unlocking the Value of Intellectual Property Assets
By The Financial Poise Editors • July 8, 2026Intellectual property (IP) including patents, trademarks, copyrights, and trade secrets, offers businesses flexibility that few other assets can match.
Should HR Investigations Be Recorded? Privilege Risks in the Age of Teams and Zoom
By Jeffrey S. Kopp • July 7, 2026In most cases, organizations should treat ‘no recording’ as the default rule when privilege and litigation exposure are in play.
Are Luxury Watches Actually A Good Investment?
By Amy Cai and Jonathan Friedland • July 2, 2026Luxury watches can preserve wealth, but most aren't good investments. Here's how to differentiate between collectible hype and financial reality.
Mixing Exempt and Non-Exempt Work? Here’s What Employers Need to Know
By Stephanie Goldfeld and Jennifer M. Trulock • June 29, 2026Exempt status depends on the overall character of an employee’s job — not whether they occasionally perform non-exempt work.
Financial Poise Is For...
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.
Articles About All Things Business
Investors
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.
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.
Articles About Personal Finance