Financial Poise

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Evaluating Deal Terms in Crowdfunding Investments: Part 2

Convertible Debt and Future Equity All Americans, regardless of income or net worth, can invest in shares of startups and fast-growing small businesses through equity crowdfunding platforms. Offering terms vary […]

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Budget-Friendly Holiday Meals: Take the $100 Challenge

Your holiday meal is costing too much, but it is possible to create budget-friendly meals at just $100… if you can accept the challenge.

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‘Know Thy Numbers’ Installment #1 – Welcome to the Jungle, Series Introduction

Don’t leave numbers to the accountant. An introduction to accounting and its basic concepts can equip you to make better business decisions. 

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Financial Planning for Retirement — Should I Stay or Should I Go?

Can Your Business Income Provide for Retirement? Business owners thinking about selling their businesses struggle with one major uncertainty. Will the proceeds allow them to walk away comfortably? Experts say […]

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Interpreting the September Consumer Confidence Jump

Much to the surprise of economic spectators, the Consumer Confidence Index clocked in at 108, well above August’s 103.2 reading and the September projections of 104.5. This continues a somewhat […]

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Family Business Succession Planning: Prepping the Kids to Take Over

He wasn’t talking about family business succession, but Leo Tolstoy said, “All happy families are alike; each unhappy family is unhappy in its own way.” That’s known as the Anna […]

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Monetary Policy, Inflation, and What to do About It – Part I

Understanding the Current Bout of Inflation Monetary policy is not a cure-all for the issues surrounding inflation. During the summer, CPI inflation in the US hit a 40-year high, much […]

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Fairness in the Workplace: Why You Can’t Make Exceptions for Exceptional People

No matter how stellar your star employee is, making exceptions for poor behavior sets a precedent that damages company culture.

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