Financial Poise

Weekly Commentary

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Is Investing in a Franchise Worth It? A Buyer’s Guide to Due Diligence

Franchises 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 that will help you assess whether a franchise is worth your investment.

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Can Hit Songs Make Good Investments? A Primer on Music Royalties

Can 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.

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How to Get Buy-In for Your Next Big Idea

Having a great idea is only half the battle. Learn the practical strategies to help you build your case– before you even present your proposal.

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Are Luxury Watches Actually A Good Investment?

Luxury watches can preserve wealth, but most aren’t good investments. Here’s how to differentiate between collectible hype and financial reality.

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Why Your Organization’s Culture May Be Stifling Creativity

Nearly every company values innovation, but few create the conditions for creativity to thrive. Here’s why organizational culture is the biggest barrier to innovation, and how leaders can change it.

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A Checklist for Due Diligence When Hiring a Financial Advisor

When it comes to vetting a financial advisor, Googling their name is not enough. Here’s a checklist of questions you need to ask and red flags to watch out for.

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The Sequence of Return Risk: A Retirement Red Zone

A market downturn just before you retire can do disproportionate damage to your retirement savings. Here’s what investors can do to protect themselves.

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What Makes a Great Manager?

What actually separates great managers from average ones? Research has an answer – and isn’t their charisma, technical capabilities, or their time-management skills.

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The Case for Investing in Climate Adaptation and Climate Migration

The issue of climate change has been politically charged for years. Here we discuss the reasons for investing in climate adaptation and climate migration and some investments to consider if you’re a climate-conscious investor.

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Why Organizational Change Happens Slower Than You Think

Organizational change tends to happen more slowly (and less successfully) than you may think. In fact, McKinsey estimates that 70% of change programs fail to reach their goals. And yet executives keep launching change initiatives, acting surprised when the next one stalls. So, it begs the question: why is change management so hard to implement?

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