Eric Rosenberg — September 23, 2017 — September 23, 2017 stevepb / Pixabay FP&A is business lingo for financial planning and analysis. I spent nearly a decade in FP&A teams at large companies, and spent my days reviewing financial data looking for trends and opportunities. No matter the size of your business, this FP&A role … Continue reading Put on Your FP&A Hat for a Financial Review
Category Archives: Finacial Guide
5 Ways to Overcome Financial Difficulties in Business
Business 2 Community — August 31, 2017 Follow @B2Community — August 31, 2017 Lalmch / Pixabay This is a sponsored post provided by Cash Stop. With the business market more competitive and fast-moving than ever, it can become very easy for unexpected holes to open up within your budget planning and the implementation of your … Continue reading 5 Ways to Overcome Financial Difficulties in Business
Best Apps to Use to Better Manage Your Business Finances
Kaitlyn Hammond — May 18, 2017 — May 18, 2017 Whatever small business you run, there is a core set of financial and related functions that just about every business must perform. In 2017, that means choosing apps that meet your requirements and are easy to use on your computer and smartphone without breaking the … Continue reading Best Apps to Use to Better Manage Your Business Finances
Enriching Relationships with Financial Advisors: A Holistic View at the Customer Journey
Sean G. McCormick — November 12, 2016 Follow @SeanG_McCormick— November 12, 2016 Whoa! Is it really November? We will be in a sprint over the next few weeks to wrap-up projects, get our budgets in order for year-end and to solidify 2017 planning. I asked my Head of Marketing what has her counting sheep at … Continue reading Enriching Relationships with Financial Advisors: A Holistic View at the Customer Journey
How to Finance Inventory Purchases With a Term Loan
by Michael Jones Follow @onbondstreetOctober 1, 2016 Working capital is a vital resource for small business owners and if you’re running low on cash, being able to borrow money quickly is a must. When you need to beef up your business’s inventory, a term loan may be the best solution. A term loan is similar … Continue reading How to Finance Inventory Purchases With a Term Loan
Getting Your Business Through a Financial Crisis
by Robert Gloer November 12, 2015 Follow @IOUFinancialNovember 12, 2015 No matter how well you run your business, you are never immune to a potential financial crisis, either within your own company or in the general economy. That’s why it makes sense to plan for the worst as you hope for the best. Here are … Continue reading Getting Your Business Through a Financial Crisis
10 Better Investments Than a Savings Account
Paul Sisolak September 28, 2015 Opening a savings account is one of the first steps toward reaching a financial goal—they’re ideal for building a nest egg and financial discipline. But it’s not the right place to put your money if you’re looking for high returns, especially in today’s low-rate environment. Lower deposit rates might be … Continue reading 10 Better Investments Than a Savings Account
Designing the Appropriate Common Stock Retirement Portfolio: Stock Selection Options Part 1
Chuck CarnevaleSeptember 14, 2015 Introduction What is the best way to design or construct a common stock portfolio? This is a question I am often asked and my short answer is always the same – it depends. The truth is, there is no perfect method or strategy for designing a stock portfolio that is right … Continue reading Designing the Appropriate Common Stock Retirement Portfolio: Stock Selection Options Part 1
Mutual Funds vs. ETFs: How to Pick the Best Investment for You
Eric RosenbergJuly 27, 2015 We currently have more opportunities to invest in different types of securities than ever before. Two popular investment options are mutual funds and exchange-traded funds (ETFs). The two are similar in most aspects, but the differences are important when selecting the investment option that’s best for you. What Mutual Funds and … Continue reading Mutual Funds vs. ETFs: How to Pick the Best Investment for You
Proof That Good Character Spurs Financial Success
Personal Branding BlogJuly 4, 2015 A great legacy is the expression of fine character traits: Who have you helped along the way? Has your business helped community? How do you treat your co-workers and employees and what is your overall reputation? There’s evidence that fine personal character traits in corporate leadership have a quantifiable improved … Continue reading Proof That Good Character Spurs Financial Success