Financial Poise

Articles tagged: Financial Management

alternative assets in a bear market

When Stocks Decline, Alternative Investments May Help (Part 1)

With Bear Market Approaching, Diversification an Attractive Option Someday you may be asked: “Where were you on March 9, 2009?” For market historians, that day marked the bottom of the Great Recession: the S&P 500 had just sunk below 700 for the first time in 13 years. Goldman Sachs warned investors that the S&P could […]

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How Small Business Owners Can Save on College Costs

How Small Business Owners Can Save on College Costs

10 Strategies to Help You Save on College Costs For small business owners, understanding three little words—expected family contribution, or EFC—can save on college costs (we’re talking thousands of dollars). How you structure your business, where you hold assets and which schools your child applies to all affect your EFC. So, where to begin? Try […]

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2018 IRA alerts

2018 IRA Alerts Investors Will Want to Know

The tax prep season perennially stirs financial advisors to reach out to their retirement-minded clients to review asset allocation strategies. There are several 2018 IRA alerts and reminders that may make this tax season a little smoother for everyone. 2018 IRA Alerts May Affect Tax Season Strategies One strategy that received a boost in 2017 […]

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Hey Business Owner, Are You Making these Common Social Media Marketing Mistakes?

Why Social Media Marketing? Originally seen as a fad, social media marketing is now an integral component of 21st century business. Is your business on board? You need to look no further than America’s most successful companies and social media itself for proof. You’ll be hard pressed to find a Fortune 500 company that is […]

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What a Racket

What a Racket: Tales of Equifax, Experian and TransUnion

The Protection Racket Equifax, Experian and TransUnion don’t have your back. I’ve been trying to come up with some new business ideas. It’s really hard, though. Technology is changing so fast, you know? Well, I finally came up with a good one. I’m going to start my own security firm. I’m going to install burglar […]

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A Few Minutes With…Michelle Huhnke

Michelle M. Huhnke is a partner with the Sugar Felsenthal Grais & Hammer law firm in Chicago and New York, focusing her practice on estate planning, charitable planning and wealth preservation. She works with clients and families to develop estate plans that address varied family circumstances and include efficient estate, gift and generation-skipping tax planning.

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A Few Minutes With…Tracy Treger

Soon Tracy Treger will begin covering commercial real estate in a regular column for Financial Poise. Here we chat with Treger about her background, which provides her with unique insights on the topic.

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A Few Minutes With … Yesenia Cardona, William J. Ryan and Charles Saydek

We’ve asked some of the experts at the accounting and consulting firm of EisnerAmper LLP to author a new column, “EBITA and Other Scary Words,” premiering soon. In advance of that, we wanted to introduce the authors: Yesenia Cardona, William J. Ryan, and Charles Saydek. The idea driving this column is simple: if you don’t understand your numbers, you don’t understand your business, and these experts from the firm’s Private Business Services group will explain everything you need to know about EBITA and the other scary words that show up on financial statements.

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A Few Minutes With … Michelle Gershfeld

Michelle Gershfeld has spent nearly 30 years as a lawyer, specializing in bankruptcy law. She began her career in 1989 at Milbank, Tweed, Hadley and McCloy, LLP, and later joined David Kittay’s law firm, first in Manhattan and then in Westchester County, and found her niche specializing in bankruptcy law.

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A Few Minutes With … Alexey Sokolin, COO of Vanare

Alexey Sokolin is the 30-year-old partner and Chief Operating Officer of Vanare, the first platform to combine a Robo-Advisor with Traditional Wealth Management Services. Sokolin was previously Founder and Chief Executive Officer of NestEgg Wealth, a next-generation technology company and RIA that pioneered online wealth management in partnership with financial advisors, reaching new customers by automating financial advice online.

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