Tag Archives: money

What’s the ‘Deal’ With Private Equity?

After decades of fundraising by private equity managers in the institutional investment world, pensions and endowments are tapped out. As a result, we are getting more inbound calls and emails from private equity and debt managers looking to raise money. We should probably take a step back and wonder why.

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Don’t Delay: The Potential Benefits of Starting to Save Now

For long-term investment goals such as retirement, time can be one of your biggest advantages. That’s because time allows your investment dollars to do some of the hard work for you through a mathematical principle known as compounding.

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Understanding the Advantages of Donor-Advised Funds

If you’re charitably minded and seek to make a difference with your money while gaining tax-related benefits in the process, it’s time to consider donor-advised funds (DAFs).

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Tax Cuts: What’s Baked Into Expectations?

A tax cut puts more money in shareholders’ pockets and that is a good thing for company stock prices. Looking ahead in the U.S., analysts forecast the highest earnings growth for mid-sized companies.

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What Can I Learn from Looking Back on My Financial Situation in 2017?

If your financial plan for 2017 didn’t work out the way you wanted it to, don’t beat yourself up. Instead, ask yourself the following questions…

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Robot Tax – Good or Bad for Manufacturing Businesses?

Placing robots into your manufacturing plant can be a valuable time and money saving strategy to improve your business’ overall bottom line. However, are there underlying issues with the robotics “revolution” that could lead to potential future taxes?

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Student Loan Debt: It Isn’t Just for Millennials

The increasing student loan debt burden of older Americans has serious implications for their financial security.

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Passive Investments and Active Decisions

While the industry may call using index funds ‘passive,’ the investment process does not have to be.

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Improving Accounts Receivable Collections (Part 6 of 6): You Probably Have an A/R Collections Problem and You Don’t Even Know

Cash flow is the lifeblood of every business and slow paying customers can seriously affect it. There are four fundamental best practices that every business should implement to expedite collections of past due accounts receivable.

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Top Financial Concerns of Baby Boomers, Generation Xers, and Millennials

Many differences exist among baby boomers, Generation Xers, and millennials. But one thing that brings all three generations together is a concern about their financial situations.

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