Financial Poise
  • Home »

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


Sent on September 19, 2019