Improve Your Leadership Communication Skills and Make a Bigger Impact
By Lee Eisenstaedt • September 12, 2023Develop better leadership communication skills by understanding the importance of feedback and showing your team members greater humility.
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PLUP Fiction: Bad Faith Insurance
Can you rely on your insurance company’s description of your insurance policy? Learn about insurance bad faith and your rights as the insured.
Read More »Beginner’s Guide to Venture Capital Investment and Returns
Non-investors often confuse venture capital investment with private equity, but there is a difference. Learn about VC, from access to returns.
Read More »Evaluating Online Hedge Fund Platforms: Not All Are Created Equally
Since the SEC lifted a ban on general solicitation, hedge fund investors can now find deals online. But caveat emptor! Let the buyer beware.
Read More »Quick Starts to Popular Financial Poise Series:
Recent Articles
Develop better leadership communication skills by understanding the importance of feedback and showing your team members greater humility.
Protecting Assets and Financial Empowerment in Divorce
By Megan Schwab and Rhonda Ducote • September 7, 2023Divorce affects nearly 50% of the population. Learn more about protecting and splitting assets in divorce and in subsequent marriages.
Liquid Alternatives Feel More Fluid to New Investors
By Brigitte Yuille • September 6, 2023Over the last decade, investors have pursued alternative investments that rival hedge funds without the same risks. The result: liquid alternative funds.
An Introduction to the World of Angel Investing
By Stephen A. Bornstein • August 30, 2023Angel investors are wealthy individuals who invest in promising startups, but more than money, angel investing requires business savvy and good judgment.
Crowdfunding Risks: An Argument Against Investing Through Equity Crowdfunding
By Charles Smith • August 29, 2023The JOBS Act does not require startups to have an independent board. Coupled with poor investor education, crowdfunding risks often outweigh benefits.
Tax Cut and Jobs Act: Expectations Met and Unrealized
By Michael Silvio • August 23, 2023Expectations were high for the Tax Cut and Jobs Act in 2017. Were those expectations met? How the tax reform actually affects you and your business in 2023.
Film, Fine Dining, and West Side Story: A Warning on Risky Investments
By Kristina Parren • August 22, 2023Vanity investments in Hollywood or trendy restaurants are not just risky investments, they’re some of the riskiest. Should you invest, and if so, when?
Investing Basics For Beginners Installment #6: “Regression Toward The Mean”– A Hoity Toity Term Every Investor Should Understand
By Jonathan Friedland • August 16, 2023Understand the hoity toity phrase "regression toward the mean" and how its meaning applies to your investment portfolio.
Purchase Agreement Essentials: Boilerplate Provisions Terminology
By Robert Connolly • August 15, 2023In a purchase agreement, boilerplate provisions clarify the terms of the contract, who has contractual rights and how disputes are handled.
Blue Sky Laws: A Primer for Accredited Investors
By Robert Rapp • August 9, 2023Blue Sky Laws help protect investors from fraudulent offerings, but further revisions to the accredited investor definition may be needed.
How Ownership Structure Influences Your Exit
By Bruce Werner • August 3, 2023The way ownership of a business is structured can influence your exit and transition planning. Understand how you should approach exiting in a multi-owner company.
Are Investors Still Happy with Private Equity Performance?
By Kristina Parren • August 2, 2023Private equity investors say expectations were met throughout the last decade. In 2023, is private equity performance still meeting forecasts?
Protection from Investment Fraud: Who’s Got Your Back?
By Adam Schlagman • August 1, 2023If an investment opportunity sounds too good to be true, it may be a sign of investment fraud. Learn the signs with these investment watchdog resources.
You Wouldn’t Build a Building Without a Blueprint: Don’t Draft an Agreement Without a Term Sheet
By Michele Schechter • July 27, 2023You would not build a building without a blueprint. The same is true for drafting an agreement: it should not be done without a term sheet.
The Delayed Private Equity Exit Strategy – What’s a Limited Partner to Do?
By The Financial Poise Editors • July 26, 2023Private equity firms are focusing less on exit strategy and more on creating value to satisfy their LPs. Today’s investment horizon is longer than ever.
The Stock Market is Way Up Since in 2023- Is it Time to Sell?
By Jonathan Friedland • July 20, 2023As of 2023, the stock market is up higher than it's been. Does that mean it could be time to sell?
Show Me the Money! A Closer Look at Investing in Coins
By Alicia Purdy • July 19, 2023Collecting coins is still in style. Here’s how investing in coins can turn a fun hobby into a money-making opportunity.
Sleep Your Way to the Top
By The Financial Poise Editors • July 13, 2023Sleep your way to the top! We mean ACTUAL sleep. Learn more about the link between sleep and success.
America’s Retirement Crisis: Problems and Solutions
By Kristina Parren • July 12, 2023America is facing a retirement crisis. Less than half of Americans are confident in their retirement security. What can you do to retire at 67?
We Didn’t Start the Fire But We Can’t Ignore it
By Jonathan Friedland • July 6, 2023When it's raining, sell umbrellas. Understand more about the Green Economy and how this alternative asset could diversify your portfolio.
Understanding America’s Federal Legal Language
By Robert Mander • July 1, 2023You don’t have to be a lawyer to understand the U.S. Legal System. Get to know types of federal laws and how to break down federal legal language.
Tweet Your Way to Success: 6 Twitter Best Practices to Grow Your Engagement
By Tyler Mayoras • June 28, 2023How do you tweet your way to success? Position yourself as an industry expert by following these 6 Twitter best practices to boost engagement, credibility, and your number of followers.
Lessons from Shark Tank: Is Reality TV Investing the Real Deal?
By The Financial Poise Editors • June 27, 2023Pitching to investors is nothing like it looks on reality tv, but entrepreneurs and investors can still learn lessons from Shark Tank theatrics.
‘Risk-Adjusted Return’ in a Nutshell
By David M. Freedman • June 21, 2023The risk-adjusted return (RAR) measures ROI relative to the risk of the investment. Learn 3 methods for calculating RAR and how to balance your risk.
How to Conduct Due Diligence Before Buying a Business
By Michele Schechter • June 14, 2023The process of due diligence before buying a business includes legal, financial and operational considerations. Know what to look for and get ahead of the game.
It’s Never Too Early to Start Leadership Succession Planning
By Lee Eisenstaedt • June 8, 2023Leadership succession planning should not wait until the business needs a shake up. Develop talent and leaders in good times and bad.
The Roles, Structures, and Duties of a Board of Directors
By Jeremy Waitzman • June 5, 2023The role of a board of directors is to represent shareholders. How that happens depends on how you define it, who serves, and more.
Time to Dump the Turing Test in Light of AI
By Paul Shotton • June 2, 2023Alan Turing set the bar for whether AI could be considered actually intelligent. We're learning (quickly) that test needs to get discarded in decision-making.
Asset Class Performance Review for May 2023
By The Financial Poise Editors • June 1, 2023May is done, which means it's time to check in how some of the most common asset classes performed. Here's how each fared.
5 Frugal Living Tips for Tightening Your Budget
By Michelle Gershfeld • May 31, 2023These 5 costly mistakes may be keeping you from frugal living. Get budgeting tips from the house to the gas station that will help you save.
3 Ways Startup CEOs Can Develop a Better Investor Relationship
By Greg Beaufait • May 30, 2023Investors play a large role in company success. Develop your investor relationship with more transparent and proactive communication using these 3 tips.
Employee Development: How to Invest in People and Boost Your ROI
By Michele Schechter • May 29, 2023Employee development and training is crucial to avoid turnover and the costs of onboarding new employees. Learn how to retain your talent.
6 Tips for Building a Better Marketing Team
By Scott Steer • May 29, 2023To get the most from your marketing team or consultants, you must act as a leader. Follow these tips to get a better marketing team & reach your objectives.
Understanding Behavioral Finance and Your Financial Advisor’s Biases
By Peter Eickelberg • May 27, 2023Your advisor is not immune to behavioral finance biases, such as overconfidence or loss aversion. How does behavioral finance affect your investments?
I Went for an MBA at 43. You Might Want to Think Twice.`
By Josh M. Beach • May 26, 2023After years of teaching higher education, a lecturer works to get his MBA. What he learns may change your mind about getting the degree.
Bracing for Black Swans
By The Financial Poise Editors • May 24, 2023The only predictable thing about Black Swans is that one will probably catch you off guard at some point in your life.
Failure to the Max: Lessons from HBO’s Big Rebrand
By The Financial Poise Editors • May 24, 2023Companies go through a rebrand for many different reasons. HBO's pivot to Max is a great example of how not to do it.
6 Ways to Make Your Family Legacy (and Wealth) Bulletproof
By Robert Legan • May 24, 2023Your family legacy depends on managing family wealth and relationships in a way that fulfills a common mission. Six tips on creating your family's purpose.
Crash Course: The Rundown on ROI
By The Financial Poise Editors • May 23, 2023What is ROI? How do you calculate it? How should it get used? This quick lesson lays it all out for investors and entrepreneurs.
4 Reasons Timeshares Are a Scam
By Alicia Purdy • May 22, 2023Timeshare ownership is a popular way to vacation each year, but beware: purchasers don't get the benefits of a true real estate investment.
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