December 9, 2020 / by Marcy Phelps / Search tools / 0 comments
When researching assets, don’t forget to check intellectual property. Unlike, for example, a car, home, or commercial property, intellectual property–including patents, copyrights, and trademarks–is considered an intangible asset, something that’s “created with the mind.” Most people don’t have a list of inventions or trademarks that add up to much value, but, occasionally, you can uncover […]
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Confirming what you know and finding what you don't
3-step approach to online research
June 21, 2021 / by Marcy Phelps / Information skills, Tips/Techniques / 0 comments
No matter what type of work that you do, gathering information is an important first step. Planning an investigation? Preparing for big business decision? Conducting due diligence? All require some digging into the backgrounds and actions of individuals or businesses, looking at industry trends and best practices, or generally getting smarter before taking action. A […]
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Top post: Background investigations – Don’t skip the media report
June 7, 2021 / by Marcy Phelps / Due diligence, Tips/Techniques / 0 comments
This post was originally published in September 2018. Due diligence background investigations come in all flavors. They’re generally customized according to industry, level of risk, and time constraints. There’s one component, though, that should be included in all background checks on people and companies–the media report. What’s a media report? It’s the section of a […]
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3 myths about online court searching
May 10, 2021 / by Marcy Phelps / Information skills, Tips/Techniques / 2 comments
At one time, if you needed access to court records, you went to the courthouse and manually searched through paper filings. Thankfully, things have changed through the years, with more and more court records posted online. It’s made our jobs a lot easier, but it doesn’t come without its own set of myths and challenges. […]
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Online searching: When to stop
April 12, 2021 / by Marcy Phelps / Information skills / 0 comments
When you’re using online sources for in-depth research or investigations, it’s easy to get lost in a hyperlinked rabbit hole or two. Even if you have a strategy and a focus, one thing leads to another, and, before you know it, you’ve spent too much time online, with too few results. So, how do you […]
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5 things you can’t find online & what to do about it
March 15, 2021 / by Marcy Phelps / Information about information, Information skills, Information sources / 0 comments
As someone who specializes in gathering and analyzing online information, I’ll be the first to admit that you can’t find everything on the web. When you’re digging deep for hard-to-find answers to client questions, relying on just online research may leave gaps, which–in our business–can be costly. That’s why it’s important for researchers and investigators […]
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Librarian superpowers
February 22, 2021 / by Marcy Phelps / Investigative business / 0 comments
I recently participated in a panel discussion for an AIIP webinar, Running a Successful Private Investigations Business, along with Michael Donaldson, Tim Hardiman, and moderator Eddie Ajaeb. One of the questions for me was about how my background as a librarian prepared me for PI work. I love this question, because it gives me the […]
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Online news searching: Why?
February 1, 2021 / by Marcy Phelps / Information sources / 0 comments
Whether you’re conducting due diligence, finding hidden assets, or just digging deep into a company’s or person’s background, news searching is an important step in your intelligence-gathering process. I talk about it here a lot but realized that I’ve never really focused on the why. Why is news searching so important? Not a day goes […]
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Why I’m a mentor
January 11, 2021 / by Marcy Phelps / Odds & Ends / 2 comments
January is National Mentoring Month here in the U.S., and January 17th is International Mentoring Day. As someone who has experienced both sides of mentoring, I know that it’s worth the celebration, and we should encourage it throughout the year. During my professional life, I’ve been lucky enough to be both informally and formally mentored by […]
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What I’ll do differently in 2021
December 21, 2020 / by Marcy Phelps / Investigative business, Odds & Ends / 2 comments
Say what you will about 2020, it was definitely a learning experience. The end of the year is always a good time to reflect and plan for what’s next, and this crazy year is no exception. So, I was in a reflective mood anyway, and then John Hoda asked to interview me for his podcast. […]
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Resource Roundup: Adding intellectual property to your asset research
December 9, 2020 / by Marcy Phelps / Search tools / 0 comments
When researching assets, don’t forget to check intellectual property. Unlike, for example, a car, home, or commercial property, intellectual property–including patents, copyrights, and trademarks–is considered an intangible asset, something that’s “created with the mind.” Most people don’t have a list of inventions or trademarks that add up to much value, but, occasionally, you can uncover […]
Read more