Financial Poise

Articles tagged: Risk & Assurance

Buy-Sell Agreement for Owner Death

What is a Buy-Sell Agreement? Protecting Your Business in Event of Death, Disability, Divorce or Disagreement

A buy-sell agreement can protect your company’s ownership shares in the event of an owner or partner’s voluntary or involuntary departure.

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Kenny G Investing Advice

Starbucks, Stocks and Smooth Jazz: What Kenny G Teaches Us About Long-Term Investments

You know Kenny G the musician, but what about Kenny G the successful investor and accountant? Let his long-term investments inform yours.

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OODA Loop Decision-Making

This Air Force Strategy Can Help You Make Better, Faster Business Decisions

The OODA loop is a decision-making tool used often by the military, but did you know it’s also useful for making business decisions quickly?

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Cybersecurity practices for business

Reasonable Measures in Cybersecurity: Guidelines for Breach Prevention and Response

If your business collects personal data, then implementing cybersecurity best practices can save you from a data breach and lawsuit.

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person holding 100-dollar bills, symbolizing cash allocation and cash on hand

Building the Best Strategy to Drive Cash Allocation

Do you have too much cash on hand? Cash allocation decisions are some of the trickiest for small businesses to face – make your cash work as hard as you do.

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raindrops on a black umbrella, symbolizing the need for a trade credit insurance policy

Trade Credit Insurance in COVID-19 Times

The COVID-19 pandemic has made the export credit insurance industry a seller’s market. Here’s what to expect of a trade credit insurance policy.

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woman laughs with delight looking at her business plan, representing following your dreams

Time, Money, Happiness: The Risks and Rewards of Following Your Dreams

Following your dreams can be risky—and scary. Follow these three steps for evaluating your passion project and calculating the opportunity costs of your decisions.

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a water droplet splashes down, symbolizing liquid assets and alluding to illiquid assets

Accredited Investor Installment #13: Closing Thoughts

Liquid assets like stocks are not safer than alternative assets, like private equity, just because they are publicly traded. Liquidity and risk are not the same.

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man juggles four dice, symbolizing rate adjusted return

‘Risk-Adjusted Return’ in a Nutshell

The risk-adjusted return (RAR) measures ROI relative to the risk of the investment. Learn 3 methods for calculating RAR and how to balance your risk.

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COVID-19 is spelled out with pills and syringes, representing a prescription for business crisis management during the Coronavirus epidemic

You Will Survive! How Your Business Will Survive Coronavirus – a Crisis Management Plan

Don’t let the coronavirus sink your business. Use these crisis management tips to position yourself for economic opportunity once the worst passes.

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