Financial Poise
 

Businesses Face Growing Need for Cybersecurity to Protect Intellectual Property

By Meghan Nugent • June 30, 2020

A data breach can affect your patents and trade secrets. Today, there is a growing need for cybersecurity measures to protect intellectual property.

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Creating Wealth 101: Use It (Or Not), You Will Lose It

By John Rompon • June 29, 2020

Buying and nurturing private companies consumes more time than most other forms of investing but there’s no better way to build wealth.

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Seeking a Money Magician? 5 Don’t’s When Selecting a Financial Planning Advisor (and 5 Dos)

By Cristina Nolan • June 26, 2020

Getting 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 your money disappear.

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Recent Articles


serious-faced lady talking on a smartphone, representing crowdfunding due diligence

Portals & Broker-Dealers: Comparing Types of Investment Intermediaries in Crowdfunding

By David M. Freedman • June 25, 2020
Two investment intermediaries in equity crowdfunding, portals and broker-dealers, require different levels of due diligence. Which is right for you?

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person holding 100-dollar bills, symbolizing cash allocation and cash on hand

Building the Best Strategy to Drive Cash Allocation

By Bruce Werner • June 24, 2020
Do you have too much cash on hand? Cash allocation decisions are some of the trickiest for small businesses to face – make your cash work as hard as you…

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Gov. Andrew Cuomo behavioral science and leadership; cognitive biases

How NY Gov. Andrew Cuomo Combined Behavioral Science and Leadership to Battle COVID-19… Whether He Knew It or Not

By Michael Shaw • June 23, 2020
Gov. Andrew Cuomo’s COVID-19 briefing is a lesson for leaders on the power of cognitive biases and behavioral science in management.

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monochrome of two hands shaking, representing business broker or investment banker help with a merger or acquisition

An Intermediary to Lead the Process: Investment Banker or Business Broker?

By Michele Schechter • June 22, 2020
The road to selling a business is winding. The right intermediary will guide you down the right path. Do you need a business broker or an investment banker?

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man in black blazer with top secret sign, representing non-disclosure terms and types of non-disclosure agreements

What Is a Non-Disclosure Agreement? Non-Disclosure Terms Explained

By Michele Schechter • June 19, 2020
How do different types of non-disclosure agreements protect the parties involved in M&As? Learn common NDA terms and accompanying documents.

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Woman wearing a blue suit, representing overconfident leaders and confidence in business leaders

The Danger of Overconfident Leaders in Business

By Lee Eisenstaedt • June 18, 2020
Overconfident leaders hurt company culture and make costly mistakes. True confidence in leadership requires dialogue. What conversations you should have?

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red lines on a black surface symbolize the need for board of directors to understand cybersecurity risks

Cybersecurity Challenges for Boards of Directors

By Bruce Werner • June 16, 2020
COVID-19 has moved board meetings online, excacerbating hacking threats. Now more than ever, cybersecurity needs to be part of a strong diligence process.

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

Sleep Deprivation and Work Performance: How Americans Lose Billions Each Year

By Mercedes Holmen • June 15, 2020
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 blurred facebook logo, symbolizing how to promote on facebook using facebook ads

How to Promote on Facebook Effectively Using Facebook Ads

By Tina Powell • June 12, 2020
Facebook is a powerful advertising tool that can reach over 1.7 billion daily active users. Learn how to promote on facebook and build an audience that will see your ads.

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two men sit at monitors, representing four types of private equity investments

Fundamentals of Corporate Structures and Their Effects on 4 Types of Equity Offerings

By David M. Freedman • June 11, 2020
Four types of equity offerings issued by LLCs & corporations have benefits & drawbacks for investors. Learn about stock, LLC units and convertible debt.

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Latest Articles from DailyDAC

6 Common Mistakes in Drafting Collateral Descriptions

Published on June 26, 2020 • By Jennifer Howard

Convertible Securities: Appealing in this Uncertain Market

Published on June 17, 2020 • By Reprinted by permission from The Turnaround Letter

Bank Stocks on Sale

Published on June 17, 2020 • By Reprinted by permission from The Turnaround Letter

PUBLIC NOTICE OF SEALED BID SALE: Trae-Fuels, Ltd.

Published on June 15, 2020 • By The DailyDAC Editors


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