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Financial Poise Newsletter Archive
Below is a list of our recent Financial Poise Weekly newsletters.
Skittish RIAs, Going Green with Farmland, and Successful Acquisitions
Sent on March 9, 2023
MCAs, Frugal Living, and Spending Trends
Sent on March 2, 2023
Weather Woes, Recession, and Appellate Practice
Sent on February 23, 2023
Cardboard, Investing Basics, and more!
Sent on February 16, 2023
Valentine’s Day Spending?
Sent on February 9, 2023
Handling Medical Debt
Sent on February 2, 2023
Getting Ahead of the Competition
Sent on January 26, 2023
Asset Class Performance Review for 2022
Sent on January 19, 2023
“Regression toward the mean”– A hoity-toity term every investor should understand
Sent on January 12, 2023
A Long Year Ahead
Sent on January 4, 2023
Ooof… What a Year…
Sent on December 29, 2022
Supply Chain, Inflation, Consumer Demand…. And Christmas Trees
Sent on December 22, 2022
CPI Results, ESOPs, and Data Protection
Sent on December 15, 2022
Used Car Price Drops, De Facto Mergers, and Smart Contracts
Sent on December 8, 2022
Time to Bet Big on Bitcoin, the Bonkers Billionaire, & Other Bull***t?
Sent on December 1, 2022
Holiday Spending and Budgeting for the Season
Sent on November 17, 2022
October Asset Class Performance Review
Sent on November 10, 2022
Purchase Agreement Essentials, Inflation Rate and Market Challenges, and ADR Mediation
Sent on November 3, 2022
Zombies, Energy Crisis, and Green Investing
Sent on October 27, 2022
Viral Marketing Strategies, Retirement Fees, and More
Sent on October 20, 2022
September Inflation Misses Expectations, Interest Rate Fumbles, and More
Sent on October 13, 2022
Asset Class Scoreboard, Retirement Planning, and More
Sent on October 6, 2022
Business Succession Planning, Consumer Confidence, and More
Sent on September 29, 2022
Sticking with Stocks, Vacationing Your Way to a Promotion, and More
Sent on September 22, 2022
Railroad Labor Woes: One-Way Ticket to Economic Pain?
Sent on September 15, 2022
How an Environmental Crisis Can Teach Investors
Sent on September 8, 2022
Asset Class Rundown, Meme Stocks, and More
Sent on September 1, 2022
Branding Lessons, Self-Directed IRAs, and Private Placements
Sent on August 25, 2022
Inflation Reduction Act, VC Allocations, and ESOPs
Sent on August 11, 2022
What a Tiny Island You’ve Never Heard of Can Tell You About Crypto
Sent on August 4, 2022
American Work Ethic, Marketing Fundamentals, and Purchase Agreements
Sent on July 28, 2022
The Weekly Rundown: Crypto Crash, Asset Protection, and Family Businesses
Sent on July 21, 2022
The Weekly Rundown: Recession fears, NFTs, and More
Sent on July 14, 2022
Jim Cramer is not dumb…
Sent on July 7, 2022
The Most Interesting Man in the World
Sent on June 30, 2022
“Past performance is not indicative of future results” is a sentence you need to understand
Sent on June 23, 2022
Interest rates go up, stock market goes up…wait, that’s not right…
Sent on June 16, 2022
Hot Money: Porn, Power, Profit
Sent on June 9, 2022
The One About Private Equity
Sent on June 2, 2022
Investing With the Crowd
Sent on May 26, 2022
Look Away, Baby, Look Away and Just Keep Calm & Carry On
Sent on May 19, 2022
Career Advice for College Grads
Sent on May 12, 2022
Demographics Are Destiny
Sent on May 5, 2022
Broken Bread Basket: Ukraine
Sent on April 28, 2022
Four Things You Need to Know About Investing Today
Sent on April 21, 2022
The Key To Knowing How Well You’ve Been Understood
Sent on April 14, 2022
Teamwork Makes the Dream Work When Selling a Business
Sent on April 7, 2022
Have You Heard of These Things Called NING, WING & DING?
Sent on March 31, 2022
Why Portland is a Dystopia
Sent on March 24, 2022
Inflation is not so bad. Think about it. Everyone can be a millionaire.
Sent on March 17, 2022
Reading Reddit doesn’t constitute investment research
Sent on March 10, 2022
What is Stock? And Should You Buy Some?
Sent on March 3, 2022
Oops, it Did it Again.
Sent on February 24, 2022
Why do you see more Teslas the minute you contemplate buying one?
Sent on February 17, 2022
P. Diddy, Ray Dalio, Bill Gates, and John Oliver Walk Into a Bar….
Sent on February 10, 2022
Read Before Letting Someone Manage Your Investments
Sent on February 3, 2022
Blockchain, Keeping Your Investments NSYNC, & Winning Websites
Sent on January 27, 2022
Free Webinar of the Week + 90 Second Lessons are Back!
Sent on January 20, 2022
The Higher Education Edition
Sent on January 13, 2022
Ten Surprises of 2022
Sent on January 6, 2022
You Are Not an Animal
Sent on December 16, 2021
How will NFTs impact traditional collectibles?
Sent on December 9, 2021
Did you get the memo about small business marketing?
Sent on December 2, 2021
Remember Mike Damone?
Sent on November 18, 2021
Hedge Your Bets Against Rising Inflation
Sent on November 11, 2021
Business Transitions: From Letter of Intent to the Importance of Liquidity
Sent on November 4, 2021
Guess What Queen’s Music Catalog is Worth – Guaranteed to Blow Your Mind
Sent on October 28, 2021
Wanna Buy Some Tungsten? It’s not just for electrodes & heating elements anymore.
Sent on October 21, 2021
What is Private Equity?
Sent on October 14, 2021
Succeeding with Succession & Minimizing Micromanaging – A Sopranos Story
Sent on October 6, 2021
Can You See Me Now? The Warby Parker Edition
Sent on September 30, 2021
Thinking About Getting an MBA? Think Again
Sent on September 23, 2021
Rags to Riches
Sent on September 9, 2021
AMC Stock Deserves to Crash 87%
Sent on September 2, 2021
Investing for the Inexperienced Investor
Sent on August 26, 2021
What is the single best thing you can invest in?
Sent on August 19, 2021
The Climate Change Edition
Sent on August 12, 2021
Guiding, Advising & Driving Private Businesses
Sent on August 5, 2021
What Do You Think About Amazon?
Sent on July 29, 2021
More About Proprietary Deal Flow
Sent on July 22, 2021
Be Strong as a Bull: Get Structure
Sent on July 15, 2021
Money: How to Make it, Save it & Invest it.
Sent on July 8, 2021
Proprietary Deal Flow in Distressed M&A – Dream the Impossible Dream
Sent on July 1, 2021
The Times They Are a-Changin’ – Plan and Evolve or Wither Away
Sent on June 24, 2021
Stocks Down. Crypto Down. Business in Trouble? Health a Concern? The Pessimist Edition
Sent on June 17, 2021
The 15 Best Books for Beginner Investors
Sent on June 10, 2021
Food Scarcity Despair Creates a Need for Investment
Sent on June 3, 2021
“I have not failed. I’ve just found 10,000 ways that don’t work.”
Sent on May 27, 2021
Have the Bitcoin Blues? Don’t Be a Cry Baby
Sent on May 20, 2021
Smart Family Businesses Can Mean a Future Family Office
Sent on May 13, 2021
Lawyerly Advice, for Lawyers & Clients
Sent on May 6, 2021
Market Terms, Shmarket Terms
Sent on April 29, 2021
A New Service for our Readers
Sent on April 22, 2021
How to Grow Your Business by Being More Customer-Centric
Sent on April 15, 2021
Building Better Businesses. Oorah!
Sent on April 8, 2021
This is Spinal Tap: The $400 Million Lawsuit
Sent on April 1, 2021
Six Years Ago, Financial Poise Was the First to Declare that Tesla is Not a Car Company
Sent on March 25, 2021
“Invest in what you know.” – Who said it first?
Sent on March 18, 2021
Inflation on the Horizon & An Uncertain Stock Market
Sent on March 11, 2021
Bedtime For Bonzo
Sent on March 4, 2021
Remote Workers, Ray Dalio & Restructuring
Sent on February 25, 2021
Tesla & Texas – But Unrelated to the Move…
Sent on February 18, 2021
Nothing Funny this Week
Sent on February 11, 2021
Bad Investments, Data Breaches, Obsolescence & Death: The Despair Edition
Sent on February 4, 2021
Tulip Mania All Over Again
Sent on January 28, 2021
How to Speak With Your Investment Advisor
Sent on January 21, 2021
Is the Stock Market Bubble About to Burst?
Sent on January 14, 2021
Things Worth Knowing
Sent on December 24, 2020
The Motley Fool Can Be Foolish & So Are “Investors” in DoorDash.
Sent on December 17, 2020
Why You Should Not Buy Stock in AMC
Sent on December 10, 2020
A little bit of this, a little bit of that…
Sent on December 3, 2020
Selling a Business, Investing the Proceeds, and ‘Livin’ La Vida Loca
Sent on November 19, 2020
From BDCs to Bad Boy Records in Three Steps
Sent on November 12, 2020
The “Please Sit This One Out” Issue
Sent on October 29, 2020
It’s All in the Family
Sent on October 22, 2020
In The Down Dow Day Dumps?
Sent on October 15, 2020
So many ways to invest…
Sent on October 8, 2020
6 Tips for Building a Better Marketing Team
Sent on October 1, 2020
Growing, Managing, and Exiting a Business
Sent on September 24, 2020
Summer is Ending Soon. Time to Prune Your Investments?
Sent on September 10, 2020
Fashion, Facebook and Farmland
Sent on September 3, 2020
Get Enough Sleep, Follow Your Dreams, But Be Humble About It
Sent on August 27, 2020
Changing Company Culture Starts with Eliminating Arrogance
Sent on August 20, 2020
Don’t Be Afraid, Be Prepared.
Sent on August 13, 2020
Read This Before You Pay For This Year’s Tuition
Sent on August 6, 2020
When Warren Buffet Speaks…We Listen
Sent on July 30, 2020
Six Financial Tips for Widows (and Widowers) in the Age of Coronavirus
Sent on July 23, 2020
Behavioral Finance Biases & Other Stuff You Should Know
Sent on July 16, 2020
Follow The Leader
Sent on July 9, 2020
Governor Andrew, More than New York’s Most Eligible Bachelor
Sent on July 2, 2020
An Educated Investors is a Better Investor
Sent on June 25, 2020
What Would Thurston Howell III Say?
Sent on June 18, 2020
Real Estate Terms Every Investor Should Know
Sent on June 11, 2020
Theater for the Mind (and Wallet)
Sent on June 4, 2020
Theater for the Mind (and Wallet)
Sent on May 28, 2020
The Doom & Gloom Edition
Sent on May 21, 2020
PPP News – Keep The Funds or Send Them Back?
Sent on May 14, 2020
Start-Up Tips from Titans of Industry
Sent on May 7, 2020
Coronavirus (COVID-19): A Financial Resource Guide for Your Business
Sent on April 30, 2020
Your Money or Your Life
Sent on April 23, 2020
Another email about COVID-19 related loans…But wait, this one is different.
Sent on April 16, 2020
Estate Planning in the Midst of a Pandemic, Maybe a Good Idea
Sent on April 9, 2020
Key Duties of the Corporate Director During COVID-19 and an Introduction to Angel Investing
Sent on April 2, 2020
Now is the Perfect Time for New Investors to Enter the Stock Market – NOT
Sent on March 26, 2020
It’s Not Going to be a Depression
Sent on March 19, 2020
The Most Important Legal Concept of 2020
Sent on March 12, 2020
Who is Mickey Mouse, Really?
Sent on March 5, 2020
Put on a Happy Face
Sent on February 27, 2020
How to Be an Angel Investor, a Philanthropist, and a Retiree
Sent on February 20, 2020
Having that Awkward Conversation
Sent on February 13, 2020
Investing vs. Speculating. Where’s the Line?
Sent on February 6, 2020
You’re So Vain, You Probably Think this Article is About You
Sent on January 30, 2020
Investing in Startups, VC Funds & PE Funds – A Beginner’s Guide
Sent on January 23, 2020
Why John Belushi Wasn’t an Exercise Coach
Sent on January 16, 2020
LLCs, Protecting Your IP, Coin Collecting & Finding Deal Flow
Sent on January 9, 2020
Join the Revolution!
Sent on January 2, 2020
Mind the Gaap
Sent on December 19, 2019
Bankruptcy Battle Royale & Other Stuff You Should Know
Sent on December 12, 2019
Guess What Nicholas Cage, Lucy Ricardo, and Rocky Balboa Have in Common
Sent on December 5, 2019
Food Deserts & Bank Forests
Sent on November 21, 2019
The Law Student/Law Firm Junior Associate Edition
Sent on November 14, 2019
Ponzis & Pump and Dumps
Sent on November 7, 2019
The Halloween Edition
Sent on October 31, 2019
Was Frank Sinatra singing about Private Equity funds?
Sent on October 24, 2019
Is Your Business “Graduate Level?”
Sent on October 17, 2019
ABBA – Not Just a Swedish Rock Band
Sent on October 10, 2019
The Secret Word is Agglomeration
Sent on October 3, 2019
Making Good Decisions – At Home, with your Investment Portfolio, and in the Boardroom
Sent on September 26, 2019
RISK! IT’S A BOARD’S GAME
Sent on September 19, 2019