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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


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