Homepage

Receive our newsletter and learn how to earn, save & invest better.

How to Compare Revenue-Based Financing Offers Using Real Numbers

By Marc Obadia • October 29, 2026
You’re interested in revenue-based financing, which is where your business receives cash upfront and repays it using a fixed percentage of ongoing sales.

Siyata’s Loop: Raise, Reverse, Sell Back, Repeat?

By Matthew Miller • October 29, 2026
Siyata’s reverse splits, founder buyback, and withdrawn Nasdaq listing raise questions about shareholder dilution, deal pricing, and the role of its advisors.

When It’s Time to Part Ways: Managing the Risks of Employee Termination

By Fritz Ronald P. Amparado • October 28, 2026
Employee termination risks extend beyond the final meeting. Consistent records, careful severance terms, and a clear process help employers reduce legal exposure.

Bribes, Middlemen, and the Risks of Doing Business Abroad

By Fritz Ronald P. Amparado • October 27, 2026
Businesses operating abroad face bribery risks involving third parties, payments, and internal controls. Strong FCPA compliance helps prevent costly violations.

From Deposition Questions to a Record You Can Use

By Fritz Ronald P. Amparado • October 26, 2026
Learn how deposition strategy helps attorneys prepare witnesses, ask effective questions, preserve testimony, and build a useful record in civil litigation.

When Did Boring Stocks Get So Expensive?

By The Financial Poise Editors • October 25, 2026
Toothpaste, groceries, and household essentials may not be the most exciting stocks, but investors looking for safety may have made some of them surprisingly expensive.

Private Jets, Private Equity, and Who’s Picking Up the Tab?

By The Financial Poise Editors • October 24, 2026
Private jets are expensive. So why not charge the investors? That's allegedly what one private equity firm recently tried to do.

Slack DMs are the New Oil– and AI Companies are Drilling

By The Financial Poise Editors • October 23, 2026
Your Slack messages and work emails have become valuable commodities in the AI race. Companies are being offered millions of dollars to hand them over.

Corporate Profits Are Soaring. So Why Is Corporate Tax Revenue Falling?

By The Financial Poise Editors • October 22, 2026
US companies are making record profits, but the federal government is collecting billions less in corporate taxes

WHERE ARE THEY NOW: BOXABL: A $780 Million Market Cap, Set by 9 Million Shares

By Matthew Miller • October 17, 2026
BOXABL’s SPAC merger left crowdfunding investors locked in as shares fell. Explore its valuation, dilution risks, and what comes next for retail investors.

From $2 to $50 to 17 Cents: Inside WF Holding’s Five-Day Collapse

By Matthew Miller • October 16, 2026
WF Holding’s stock collapse exposes the risks of false buyout reports, cashless warrants and share dilution, raising questions about Nasdaq’s listing standards.

The AI Boom Has a Global Money Problem

By The Financial Poise Editors • October 16, 2026
Economists are getting déjà vu. The way money is moving around the globe is beginning to resemble the years leading up to the 2008 financial crisis.

Are Businesses Seeing Productivity Gains from AI?

By The Financial Poise Editors • October 15, 2026
Excitement around AI rests on one big promise: that it will make us more productive. But the time we’re saving may be eaten up by checking AI’s work.

The NFL Wants the Supreme Court to Settle the Prediction Market Debate

By The Financial Poise Editors • October 14, 2026
Are prediction markets financial exchanges or gambling platforms? The NFL wants the Supreme Court to settle that question, arguing states should regulate.

The Psychology of Bubbles: Why Investors Keep Falling for the Same Old Cons

By Amy Cai and Jonathan Friedland • October 13, 2026
The fear of missing out, cognitive dissonance, and the Greater Fool Theory are all psychological reasons for why investors keep falling for financial bubbles.

Sue First, Lose Later: Inside New York’s War on Bogus Lawsuits (SLAPP)

By Matthew Miller • October 12, 2026
Free speech has a cost problem. Explore how New York’s anti-SLAPP law protects public criticism, shifts legal costs, and sets limits on defamation defenses.

The New Rules of Brand Marketing: Impressing the AI Agent

By The Financial Poise Editors • October 10, 2026
Shoppers are increasingly using AI chatbots for product recommendations and shopping assistance, brands are now marketing to a new kind of customer: the AI agent.

The IPO Market Is Getting Cold Feet

By The Financial Poise Editors • October 9, 2026
Last week, biometric ring maker Oura delayed its IPO, citing “uncertainty” in market conditions. As it turns out, it may be in (not so) good company.

The SEC Wants to Open Private Markets to More Investors

By The Financial Poise Editors • October 8, 2026
Last week, the SEC proposed several changes aimed at expanding individual investors’ access to private-market investments.

Hold My Beer: How American Rebel Turned Patriotism into a Dilution Machine

By Matthew Miller • October 5, 2026
How did American Rebel’s financing strategy affect shareholders? See how convertible debt, reverse stock splits, and repeated stock issuance drove dilution.

Anthropic’s IPO Filing Offers a Look Under the Hood of the AI Boom

By The Financial Poise Editors • October 4, 2026
As Anthropic prepares for its $2 trillion-plus IPO, its new prospectus is revealing just how expensive its rapid growth has become.

Silicon Valley Is Giving Everyone the Same Job Title

By The Financial Poise Editors • October 3, 2026
Forget “senior software engineer” or “chief technical officer.” The biggest AI companies are using one deliberately vague job title: “member of the technical staff.”

AI Is Making Lawyers More Efficient. What Does This Mean For Billable Hours?

By The Financial Poise Editors • October 2, 2026
Law firms are embracing a raft of AI tools to get legal work done faster. But that newfound efficiency is now putting growing pressure on the industry’s billable-hour business model.

A Tax Guide for Plaintiffs Negotiating a Commercial Litigation Funding Agreement

By Jonathan Friedland and Jeremy Waitzman • October 1, 2026
Explore tax risks of commercial litigation funding, from advances and legal fee deductions to settlement proceeds, phantom income, and funding agreement terms.

Why 20% of a Company May Be Worth Less Than 20%

By Fritz Ronald P. Amparado • September 28, 2026
Why can a 20% stake be worth less than 20% of a company? Learn how minority, control, marketability, and illiquidity discounts affect business valuation.

AI Is Giving Financial Advice and Getting a Lot of It Wrong

By The Financial Poise Editors • September 27, 2026
Before you ask ChatGPT what to do with retirement savings, you may want to read the “Artificial Authority” report by financial-services company Saturn.

Private Credit Defaults Are Rising, But No One Can Agree on How Much

By The Financial Poise Editors • September 26, 2026
Private credit is showing signs of stress. The problem is, depending on which measure you use, the default rate could be less than 1%, 6.3%, or as high as 19%

The SEC is Opening the Door to Trading Traditional Stocks on the Blockchain

By The Financial Poise Editors • September 25, 2026
The SEC announced a new five-year “Innovation Exemption,” which will allow approved platforms to facilitate trading in “tokenized” US-listed stocks.

How to Plan for the Hidden Costs of Caring for an Aging Parent

By Amy Cai and Jonathan Friedland • September 24, 2026
The real cost of caregiving goes beyond the care itself. It covers lost income, missed retirement contributions, and forgone investment growth. If you have aging parents or if you’re beginning…

Making Mediation Work Before the Dispute Goes Back to Court

By Fritz Ronald P. Amparado • September 22, 2026
Learn how business mediation works, from preparation and caucuses to risk analysis, settlement negotiations, and documenting the final deal.

Keep the Buyer at the Table: How to Prepare Your Business for Sale

By Fritz Ronald P. Amparado • September 21, 2026
Learn how to prepare your business for sale, from valuation and due diligence to owner alignment, deal structure, and keeping buyers engaged through closing.

The Job Market Is Looking Great– For Americans Who Don’t Have College Degrees

By The Financial Poise Editors • September 19, 2026
Younger Americans without college degrees are experiencing one of their strongest job markets in decades, as young college graduates are facing weakest.

Baruch Gottesman and the $50 Million Letter for an Account That Didn’t Exist

By Matthew Miller • September 18, 2026
A $23 million investor fraud led to a legal malpractice lawsuit over a lawyer’s $50 million proof-of-funds letter and alleged due diligence failures.

Are “Acqui-Hires” Helping Big Tech Sidestep Antitrust Scrutiny?

By The Financial Poise Editors • September 18, 2026
The Justice Department is investigating whether Nvidia's deal with AI chipmaker Groq was structured to avoid antitrust scrutiny that comes with a merger

These Credit Myths Just Won’t Go Away. Let’s Bust Them.

By Cynthia Chen • September 17, 2026
Many people don’t build credit because it seems too hard, too expensive, or unimportant. It's time that changed. Let’s debunk the credit myths holding you back.

AI’s Biggest Leaders Think the Race Is Moving Too Fast

By The Financial Poise Editors • September 16, 2026
The race to build increasingly powerful AI has become so intense that some of the people leading it are now calling for everyone to slow down.

Build It the Right Way: A Founder’s Guide to Decisions That Matter

By Fritz Ronald P. Amparado • September 15, 2026
Editor's Note: Every year, thousands of new companies get started. Most of the early energy goes exactly where it should: building something people want, finding customers, hiring the right team,…

After the Raise: What Form C-AR Filing Data Reveals About Regulation Crowdfunding’s Ongoing Reporting Regime

By Sherwood Neiss • September 14, 2026
Editor’s Note: In 2012, Congress created something genuinely new in U.S. securities law. Title III of the JOBS Act, codified as Section 4(a)(6) of the Securities Act and its companion…

The US Job Market Is Giving Us Whiplash

By The Financial Poise Editors • September 11, 2026
The US job market delivered a surprisingly strong August. Employers added far more jobs than economists expected. Is the labor market booming?

The Roles, Structures, and Duties of a Board of Directors

By Jeremy Waitzman • September 10, 2026
There are certain ideas in business that take on an air of mythology. The boardroom is one of them. Conversations surrounding boards of directors aren’t always productive or useful. From…

Financial Poise Is For...

Executives and Owners

You may be starting or buying a business. You may run or help run a business. You may be in the process of succession planning or exiting a business. Regardless of where in the lifecycle your business is, questions arise every day.

Articles About All Things Business

Investors

Whether you are just learning about investing or an experienced investor, you owe it to yourself to be smart about financial planning and investing. We provide professional guidance and insights to help you build wealth.

Articles About Investing

Personal Finance

If you're starting out on your financial journey, don't go at it alone. Financial Poise can help you find answers to common financial questions about saving money, investing, insurance, credit cards and much more.

Articles About Personal Finance

Receive our newsletter and learn how to earn, save & invest better.

Thank you!

Quick Starts to Popular Financial Poise Series:

Recent Articles

Follow Us On Social

Latest On Demand Webinars

Latest Articles from DailyDAC

Financial Poise Is For...