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Active Bond Portfolio Management: Strategies and Assets That Will Advantage Your Portfolio

Keeping your portfolio active with smart management strategies is critical to its success. While low-cost indexing is an excellent long-term strategy, actively managed funds can offer the potential for better risk-adjusted returns over the short term, especially in more volatile markets. If you’re an active investor looking for ways to optimize your portfolio, actively managed mutual funds are just what you need.

Best Ways To Prevent Money Laundering In Your Organization

Money laundering is a process that criminals use to cover the source of their illegal money by making it appear as if it came from a legitimate source. They do this by moving money through various accounts and organizations to make it appear as if it originated from a legitimate source.

Financial Modeling for Beginners: A Complete Guide

Unlevered free cash flow (FCF) is a measure of how much cash is available to repay debt and reinvest in the business after accounting for capital expenditures. In other words, it’s an indication of how profitable a firm is and how much cash it has left over after accounting for its fixed costs.

5 Best Practices for Capital Budgeting That You Should Know

Capital budgeting is a process whereby businesses allocate funds to potential projects. To do this, organizations set aside a certain amount of money for capital expenditures and then determine which proposed projects are the most beneficial from an ROI standpoint.

The Key to a Successful Asset Management Strategy: How to Do It Right

The key to effective asset management is being able to track assets and know their location at any given time. This may seem like a no-brainer, but many companies struggle with the best ways to implement a streamlined asset management strategy that works for them. They either have too many fragmented processes or one big mess of spreadsheets that need better organization.

Top Time Saving Tricks for Financial Modeling Process

In modeling, as in life, time is of the essence. Financial analysts who create models must carefully and exhaustively research their company’s financial statements to determine how to capture that data in a model. Each variable must be tested, assumptions made and implications checked.

The 5 Most Popular Data Sources in Financial Modeling

When it comes to financial modeling, data is the basis of any financial model. Data can come from a variety of sources, and you might not even realize how many different data sources are at your fingertips until you start digging into that financial statement. But what are the most common data sources in financial modeling?

Inheritance Tax - Everything You need to know before you file

The tax on private and business property is known as "inheritance tax." Many people think that they can't be affected by this tax because they aren't the biological parents of their deceased parent's property. However, this is not the case. The law states that every person who owns property that can be passed on to someone else (like a business or an estate) must pay inheritance tax on that property.

Accounts Payable vs Accounts Receivable - What's the Difference?

It's no secret that businesses have a difficult time managing their finances. As a result, many companies have begun charging customers—both personal and business—to manage cash flow. While this may seem like a convenient way for businesses to make money off of one specific customer, it can also be extremely expensive. When you charge customers to pay for goods and services instead of making cash, you'll need to track exactly what the customer paid for.

The 5 Assertions That Every Auditor Should Make

As you know by now, audits are complex and challenging processes that should not be undertaken lightly. When you hire an auditor to perform an audit of your organization, you’re essentially trusting them with keeping your sensitive financial information out of the wrong hands.

Pension Accounting for Beginners: A Step-By-Step Guide

When it comes to planning for retirement, many people focus on compound interest and good old-fashioned saving. The elusive Retirement Bucket isn’t a reality until you start putting away money for retirement. But what you save now doesn’t matter if you don’t save at least a portion of your income during your working years.

Tips & Tricks on How to Save On Your Insurance

Does your insurance cost keep going up each year? It’s probably not a good idea to let it. But according to statistics, Americans are spending more and more on their personal insurance every year. That’s because the cost of homeowner, auto, and liability coverage has been steadily rising over the past few decades.

The Different Types of Liabilities You Will Encounter in Business

There are different types of liabilities that you will encounter in your business. If you own a restaurant, for example, you’ll need to know how to manage your credit card, accounts receivable and cash reserves. If you operate an online store, you’ll need to know how to keep tabs on the security of your server notes, access data and inventory. So what are the most common types of liabilities in accounting?

How to Value and Analyze Your Stockholder Equity

As a company grows and expands its reach, it must invest in long-term growth through the acquisition of new businesses, the development of its existing businesses and the investment in its stockholders. In order to stay competitive and retain value for shareholders, a company must understand the true value of its stock. To determine how much stock should be given to each stockholder and how much stock is being issued too quickly or at the wrong price, an essential first step is to value your stockholder equity.

How to Make the Most Out of Trading Securities

Trading securities is a highly rewarding career path. As an investment professional, you will be working with funds that are looking to increase their returns while minimizing risk. In order to succeed in this venture, you will need to learn how to trade those securities effectively. There are a variety of different trading strategies available, and the best ones will require you to understand how securities markets work. Once you learn how to make the most out of trading securities, it will be easier for you to pick the right strategy for any situation.

The Future of Working Capital Cycle: Tips for Startups and Small Businesses

It’s no secret that businesses need to grow to succeed. Whether you are a start-up or an established company, having sufficient capital to fund your growth is essential. Working capital—also known as cash on hand—is the money that a business has available at any given moment. For startups and small businesses, working capital can literally mean life or death. In an effort to remain operational while simultaneously growing their customer base, many small businesses turn to banks for funding.