Financial Poise

Articles tagged: Technology

Digital Currency in Portfolio

Digital Currency in Your Portfolio

Is now the right time for digital currency investment? Here’s what you should consider before allocating money towards Bitcoin.

Read More
digital estate planning, digital assets

Digital Assets Estate Planning

What happens to your digital assets at death? Recent law changes let you design and control a digital estate plan for your online property.

Read More
Artificial Intelligence

Artificial Intelligence Is on its Way

It seems that every company attempts to implement AI in one way or another. It only works when actual value in the technology exists—and not just flashy verbiage.

Read More
trademark intellectual property uber

A Trademark Is a Terrible Thing to Waste

Your business’ trademark is a valuable asset. Protecting that asset is a practice in which every business owner should invest—the security of your business, its intellectual property rights and its reputation are at stake.

Read More

Auto Investment Analysis 2017: Some Experts Are Dead Wrong

My take: This may be right in the short-term, but it’s dead wrong in the medium-term and beyond. Let me explain why.   1. Rising Default Rates On Auto Subprime Loans   First, a bit of context: the quote above comes from an article about rising default rates on auto subprime loans. If you are […]

Read More

One-on-One With Lex Sokolin of Autonomous Research

Autonomous Research is the leading independent research firm covering the financial services industry globally.

Read More
Financial Poise Radio

Episode 89 – Albert Periu – co-head of Capital Markets at Funding Circle

Episode 89 brings us Albert Periu, co-head of Capital Markets at Funding Circle, which provides secured loans to small businesses that Banks do not typically serve, while offering speed and transparency fostered by digital technology. The show looks at the borrower and the investor (in effect, the lender) perspective.

Read More
Financial Poise Radio

Episode 88 with David Jarczyk

In Episode 88, we ask David Jarczyk, founder and CEO of KtMINE about secrets, specifically the intellectual property capabilities and strategies of business entities. Jarczyk explains how he selects and analyzes IP data to get beyond company filings and management pronouncements, to say nothing of journalistic hype.

Read More

Episode 43 with Marty Coyne

In Episode 43 of Accredited Investor Markets Radio host Christopher Cahill and Marty Coyne, Chief Technology Officer of ConnectedInvestors, discuss what investors should understand about online investment platforms and about the people behind the deals being offered. Further, Cahill and Coyne talk about deal areas into which online equity investment platforms may venture in due course.

Read More

Episode 41 with Swati Chaturvedi

In Episode 41 of Accredited Investor Markets Radio, our Christopher Cahill sat down with Swati Chaturvedi, Co-Founder and CEO of Propel(x), for a deep dive into deep technology due diligence. How to evaluate deep technology start-up companies technologically, financially, commercially, and in all other relevant ways — and thus diminish the information asymmetry facing potential investors in enterprises that just may change our lives? This is Ms. Chaturvedi’s business. An essential topic address seriously but with a light touch.

Read More
>