- Subscribe to this page:
- RSS
- Email Alert
strategic planning and analysis
(866 results)-
White Papers
Don't Overpay Today For Growth Tomorrow
Nov 2008
Any list of long-term stock market winners is dominated by companies that grew Earnings Per Share (EPS) much faster than market averages. Therefore, the key to future portfolio success must be to...
Provided by Charles Schwab
-
White Papers
What About Cash?
Nov 2008
At times, depending on what's going on with the markets, the economy and interest rates, you might hear some financial gurus warn, "Cash is trash!" Other times, these market mavens might proclaim,...
Provided by Charles Schwab
-
White Papers
Bond Funds For The Long Term
Oct 2008
Recent economic and market turmoil has sent investors big and small seeking safe places to invest their money. The markets have been under fire since July 2007, as the crumbling of the U.S....
Provided by Charles Schwab
-
White Papers
Building An Emergency Fund
Oct 2008
An emergency fund isn't just for lower-income people who live paycheck to paycheck - many high earners live close to or beyond their means, maxed out on credit card debt and with large mortgage...
Provided by Charles Schwab
-
White Papers
Are Stop-Loss Orders A Good Idea?
Sep 2008
Many investors find stop-loss orders (also called sell-stops) intuitively appealing. If you can limit your loss in any given stock to, say, 10%, then other stock holdings that provide large gains...
Provided by Charles Schwab
-
White Papers
Protecting Your Cash Assets
Oct 2008
Finding out your bank has failed is nerve-wracking, and once it has happened, there's not much you can do after the fact. However, with a little bit of planning beforehand, depositors can greatly...
Provided by Charles Schwab
-
White Papers
Do You Have A Reason To Sell?
Aug 2007
Most of us know it's a good idea to keep sufficient cash reserves for unexpected expenses and only commit long-term investment money to volatile markets. Ultimately, however, your portfolio is a...
Provided by Charles Schwab
-
White Papers
Inside Earnings: Quality Is Key
Jan 2008
After a rash of Enron-style accounting scandals, investors have become understandably obsessed with the quality of corporate earnings. After all, fortunes were lost. And when the economy slows,...
Provided by Charles Schwab
-
White Papers
Managing Your Mortgage
Jan 2008
For most of us, a home mortgage represents the single biggest liability on our personal net worth statement (your net worth equals your assets, or what you own, minus your liabilities, or what you...
Provided by Charles Schwab
-
White Papers
Calculate The Cost Before You Sell
Jan 2008
Planning to sell an investment that's appreciated in value? Being familiar with the tax rules may help you pay less in taxes and keep more of your gain. Whether short-term or long-term, the gain...
Provided by Charles Schwab
-
White Papers
Borrowing Smart
Feb 2008
The liability side of your personal net worth statement deserves as much attention as the asset side. Just as a well-run business might wisely manage debt to add shareholder value, you can benefit...
Provided by Charles Schwab
-
White Papers
Climb A Ladder
Jul 2007
With the recent rapid rise in Treasury yields grabbing the headlines, you might be thinking it's a good time to lock in those higher interest rates. But what if bond yields go even higher? The...
Provided by Charles Schwab
-
White Papers
Asset Allocation: The 90% Question
Jan 2008
Have you heard the expression that asset allocation explains more than 90% of the variability in portfolio returns? If not, you're bound to hear it eventually, since it's one of the most commonly...
Provided by Charles Schwab
-
White Papers
What Are The Long-Term Market Prospects For Stocks And Bonds?
Jun 2008
In the late 1990s, many investors got used to seeing double-digit returns on their investments. Then the calendar turned, the Internet bubble burst, and the only thing many investors saw in double...
Provided by Charles Schwab
-
White Papers
What's The Right Time To Invest?
Apr 2008
Imagine for a moment that you've just received a year-end bonus or income tax refund. You're not sure whether to invest now or wait. After all, the market recently hit an all-time high. Now...
Provided by Charles Schwab
-
White Papers
Know Yourself, Know Your Risk Tolerance
Feb 2008
Because money is an emotional subject and our emotions often lead us in the wrong directions, there are few things more important than knowing yourself as an investor. And that means examining...
Provided by Charles Schwab
-
White Papers
Reduce Risk - Not Returns
Dec 2007
Many investors spend a lot of their time searching for the next hot stock or mutual fund. A much wiser - and perhaps more profitable - use of their time would be analyzing their portfolio risk and...
Provided by Charles Schwab
-
White Papers
Why You Should Rebalance Your Portfolio
Nov 2007
Rebalancing your portfolio - buying or selling assets to restore your portfolio to your original target allocation - is an important step in controlling risk. It is one of those things that sounds...
Provided by Charles Schwab
-
White Papers
The Portfolio Pyramid: How To Diversify Your Investments
Oct 2007
Remember the food pyramid for building a balanced diet? The portfolio pyramid covers the essential elements of a healthy, balanced portfolio. The portfolio pyramid is a way of looking at your...
Provided by Charles Schwab
-
White Papers
Strategies For Hedging And Diversification
Jul 2007
Going Short Against the Box (SAB) means you sell short a position equal to the long position you wish to protect (selling short means you borrow shares from your broker and sell them). The word...
Provided by Charles Schwab
-
White Papers
How Much Pain Can You Take?
Jun 2007
Could you recover from a 25% drop in the value of your portfolio? How about a 50% drop? It may be tougher - and take longer - than you think. Unfortunately, many investors are unaware just how...
Provided by Charles Schwab
-
White Papers
Put Savings (And Yourself) First With A Budget
Jan 2008
Where does that money go? America, it seems, is in the midst of a savings crisis. Personal savings rates have dropped in recent years and remain low by historical standards as many people continue...
Provided by Ameriprise Financial
-
White Papers
Estate Planning Checklist
Jan 2008
Because you've worked hard to create a secure and comfortable lifestyle for your family and loved ones, you'll want to ensure that you have a sound financial plan that includes trust and estate...
Provided by Ameriprise Financial
-
White Papers
Creating A Plan To Make A Difference
Jan 2008
Whether you want to give hundreds of dollars or hundreds of thousands, a planned approach to charitable giving will help your donations go farther and have a bigger impact. By integrating your...
Provided by Ameriprise Financial
-
White Papers
What Is A Personal Financial Plan?
Jan 2008
Personal financial plan is an effective way to manage all areas of your financial life. You might think of your personal financial plan as a map that shows you how to save, spend and invest to...
Provided by Ameriprise Financial
-
White Papers
Discover What's Making Automated Accounts Payable a Reality
Feb 2009
Read Making Automated Accounts Payable a Reality and learn about technology that delivers the benefits of paperless vendor invoice processing — either as a powerful on-premise software solution or...
Provided by Esker
-
White Papers
Why BI is Ripe - NOW! - for Businesses of Any Size: Exploring the Vast Potential of BI and EPM
Jan 2009
The idea that businesses of all sizes should have real insight into their operations and their customers - to be able to do their planning, forecasting, modeling and adjusting based on data that...
Provided by Oracle
-
White Papers
Strategic Planning Consulting
Jul 2007
Strategic planning and consulting is the strategy roadmap to manage business very effectively. To improve the performance in each business level, business strategic planning & consulting is...
Provided by InfoServe Media
-
White Papers
Back On Track
Jun 2008
Several years after being forced to restate financials, a large U.S. financial services company was still struggling to get its financial processes in order. In the meantime, its external auditors...
Provided by Deloitte Development
-
White Papers
Lessons Learned: Emerging Best Practices Amid The Financial Crisis
Jan 2009
As the subprime credit crunch worsened into a full-blown crisis, it affected most corners of the financial world. Institutions have disappeared or been reshaped. The U.S. government, along with...
Provided by Deloitte LLP
-
White Papers
Profitable Growth In The Emerging Retail Marketplace: Implementing A Targeted Approach
Sep 2008
Health plans historically have focused on the employer-sponsored (group) market to drive revenue and enrollment. Over the last few years, however, many health plans have begun to shift their...
Provided by Deloitte Development
-
White Papers
Contract Administration, Rebates, And Chargebacks For The Life Sciences Industry
Nov 2008
Life sciences manufacturers typically secure the business of key customers and distribution channels through contracting. However, as health care cost containment pressures continue to grow, the...
Provided by Deloitte Development
-
White Papers
Mastering Finance In Business: The Role And Impact Of Financial Management On Strategy, Operations
Jan 2009
From mining in South Africa and commodity production in Asia to sales and service networks in North America, the business operations of some of the world's largest and most sophisticated...
Provided by Deloitte Development
-
White Papers
Tick...Tick...Tick: How To Spot Finance Timebombs Before They Explode
Sep 2007
In the bad old days of Enron and worldcom the finance function was sometime a willing participant - if not the primary trigger - for earnings inflation and other financial shenanigans. Thankfully,...
Provided by Deloitte Touche Tohmatsu
-
White Papers
Finance Masters: How Finance Is Quietly Emerging As A Key To Business Transformation
Jul 2008
Apart from encompassing key roles of corporate strategy and execution, finance transformation must have an important role across operational business departments such as marketing, sales and...
Provided by Deloitte Development
-
White Papers
Hedge Fund Risk Management: The Challenge Of Managing Operational Risk And Addressing Transparency
Sep 2008
With increased inflows of capital, a growing institutional investor base and recently publicized losses and failures, the demand for better insight into hedge fund operations endures among both...
Provided by Deloitte Development
-
White Papers
The Benefits Of Employing A Holistic approach To Managing Outsourcing And Offshoring Risks
May 2008
Many major financial institutions employ outsourcing and offshoring strategies to gain a competitive advantage, but how do many of these organizations take a comprehensive or holistic...
Provided by Deloitte Development
-
White Papers
Finance Function Performance: Executives Use Industry Benchmarking To Raise The Bar
Sep 2008
More and more, finance executives are charged with helping to drive strategy and impact overall performance. With significant pressure to perform, it's critical that executives have access to...
Provided by Deloitte Development
-
White Papers
Anatomy Of A Meltdown
Dec 2008
The object of this paper is to identify some of the broad themes driving the current financial meltdown and the housing bubble that preceded it. Section 1 focuses on leverage, with special...
Provided by Bank of New York Mellon
-
White Papers
Fed To Expand Its Balance Sheet Further... Buying Treasuries!
Mar 2009
To no one's surprise, the Federal Reserve's monetary policymaking committee, the Federal Open Market Committee (FOMC) announced today that it has decided to keep its target overnight interest...
Provided by Charles Schwab
-
White Papers
Administration Of Change: The Obama Impact On Economic Policy
Jan 2008
The Obama administration faces some of the greatest economic challenges the nation has encountered in two generations, and expectations for change are high. Explore a Deloitte resource center of...
Provided by Deloitte LLP
-
White Papers
Why Clearing Is More Than A Settlement Process
Jan 2008
Thanks to the efficiency of our global financial infrastructure, clearing services are these days viewed as a commodity business. In other words, all treasurers expect flawless settlement of high...
Provided by JPMorgan Chase
-
White Papers
Resource-Aware Deployment and Configuration of QoS-Enabled Middleware
Dec 2008
Ad hoc Deployment and Configuration (D&C) of fault-tolerance mechanisms can lead to unacceptable response times, overloads, and low-availability for soft real-time applications. This paper...
Provided by Vanderbilt University (Owen)
-
White Papers
The Green Gap: Avoiding Pitfalls On The Sustainability Path To Shareholder Value
Nov 2008
Whether driven by consumer interest, rising commodity prices, retailer requirements, or pending legislation, senior executives are beginning to make sustainability a top agenda item. The markets...
Provided by Deloitte LLP
-
White Papers
Opportunities For Wealth Managers To Connect With Gen X And Gen Y
Dec 2008
A typical wealth management advertisement features individuals and couples in their 50s and 60s, enjoying the fruits of their labor - playing golf, sailing, traveling, etc. The much discussed...
Provided by Deloitte LLP
-
White Papers
Making The Most Of The Economic Downturn: Seven Steps States Can Take Today
Aug 2008
After years of prosperity, tough times have returned for state budgets. But there is an upside. Today's downturn presents an opportunity to attack both the current crisis and the longstanding...
Provided by Deloitte LLP
-
White Papers
Why Financial Planning Matters
Nov 2008
Financial planning is about achieving your hopes and dreams: a comfortable retirement, paying for your children's education, buying a home, providing for loved ones, charitable pursuits, and so...
Provided by Charles Schwab
-
White Papers
A Great Benefit Of Financial Planning
Jan 2008
A host of benefits can be derived through an efficient financial planning. Foremost is that it helps to eliminate needless expenditure and helps for better monitoring of cash flows. Another great...
Provided by Articlesisland.com
-
Webcasts
Beyond the Basics: How to Stay Lean and Leverage More
Sep 2008
The provisions of the Economic Stimulus Act of 2008 can actually reduce your debt service. Learn about this and other options for cutting costs and increasing your financial leverage in this...
Provided by SAP
-
White Papers
Find the Silver Lining: How your business can thrive during an economic storm
Jul 2008
Most businesses are impacted by the slow economy. Sales may be down, costs are up, and credit is tight. Only smart companies will be able to manage the challenges and become stronger and more...
Provided by SAP
-
White Papers
BI and the Power of Choice
May 2008
This eBook from Oracle and DMReview.com discusses how companies implement and use Business Intelligence (BI) in different ways to overcome challenges.
Provided by Oracle
-
White Papers
Forensic Data Recovery From Flash Memory
Jun 2007
Current forensic tools for examination of embedded systems like mobile phones and PDA's mostly perform data extraction on a logical level and do not consider the type of storage media during data...
Provided by Purdue University (Krannert)
-
White Papers
Strategic Financial Planning
Jan 2008
One of the chief characteristics of successful hospitals and health systems, defined as those able to sustain strong financial performance over long periods of time, is disciplined planning....
Provided by Health Forum
-
White Papers
Inside Business Finance - 10 Fundamental Strategies for Finance and Accounting
Aug 2008
Learn the industry's top 10 fundamental strategies to grow your company and revenue by upgrading from out-of-the-box Finance & Accounting software. Imagine the possibilities if your Finance and...
Provided by Inside Business Finance
-
White Papers
Strategic Planning Processes And Hospital Financial Performance
May 2008
Many common management practices in healthcare organizations, including the practice of strategic planning, have not been subject to widespread assessment through empirical research. If management...
Provided by Entrepreneur.com
-
Book chapters
Enhance Your Financial Intelligence
Mar 2008
As an employee, you can't stay at the same job forever and hope that a miracle will happen and your boss will suddenly give you a raise. You will be lucky that there is no downsizing in your...
Provided by Free-eBooks.net
-
White Papers
Your Perfect Business Plan
Jan 2008
If you plan on receiving third party financing for you home business then creating a small business plan is something that you absolutely must do. Most people starting small businesses do not...
Provided by KalAajKal.com
-
White Papers
How To Write The Right Business Plan!
Jan 2008
A concrete idea is the first and most important step in regard to any new venture, but there are definitely other distinct components necessary for propelling a business to success. The first is...
Provided by KalAajKal.com
-
White Papers
Writing A Business Plan For Success In Business And For Funding
Jan 2008
Writing a business plan to help you direct and manage your company is a key part of starting you new company that will help lead you and your company to success. Creating a "Living and breathing"...
Provided by KalAajKal.com
-
White Papers
Five Crucial Components Of A Business Plan
Jan 2008
The format of a Business Plan is something that has been developed and refined over the years and is something that should not be changed. Like a good recipe, a business plan needs to include...
Provided by KalAajKal.com
-
White Papers
Write A Business Plan - Nah! I Can Do That Myself (And Why You Shouldn't)
Jan 2008
Every good potential lender or investor, be they bank, angel investor, venture capitalist or business partner, will require a business plan. They want to be comfortable that you have thought long...
Provided by Biz Guru
-
White Papers
Make Your Business Loan-Worthy
Apr 2008
Borrowed money is often the key to building and growing a successful small business. For independent business owners, however, courting lenders isn't always easy. This paper explains how to make a...
Provided by MasterCard
-
White Papers
How To Prepare A Business Loan Request For Your Bank
Jan 2008
A business plan is the company's plan for the future. The bank will want to know if the company intends to grow and how it will achieve its growth objectives. The bank will want to know how the...
Provided by BizPlanIt
-
Tools & Templates
Should I Refinance?
Jan 2008
When you refinance at a lower interest rate, you usually pay refinancing costs including points, fees, and closing costs. This tool will tell you if the amount you save in interest will exceed...
Provided by Farmers
-
Tools & Templates
Cash Flow Calculator
Jan 2008
Having adequate cash flow is essential to keep your business running. If you run out of available cash, you run the risk of not being able to meet your current obligations such as your payroll,...
Provided by KJE Computer Solutions
-
White Papers
Case Study: Finance Transformation In The Pharmaceuticals Industry - From The F Troop To The 82nd Airborne
Jun 2008
The finance organization at this leading pharmaceutical company generated considerable business value through its understanding of company issues, its analytical capabilities and its...
Provided by Deloitte Touche Tohmatsu
-
White Papers
Case Study: Finance Transformation In Telecom - Spreadsheets Begone
Jun 2008
Corporate executives at this large telecom company wanted more detailed visibility into the drivers of each business unit's financial performance. But a slow, spreadsheet-based budgeting, planning...
Provided by Deloitte Touche Tohmatsu
-
White Papers
Case Study: Finance Transformation At An Internet Company - Fasten Your Seat Belt
Jan 2008
A large Internet company was struggling to operate independently after its recent spin-off. Rapid growth and numerous restructurings had saddled the finance function with inadequate systems and...
Provided by Deloitte Touche Tohmatsu
-
White Papers
Case Study: Finance Transformation In Pharmaceuticals - When The Party's Over
Jan 2008
After years of record growth, declining profitability forced this large pharmaceutical company to increase its focus on efficiency and costs. Yet issues within its existing finance operations made...
Provided by Deloitte Touche Tohmatsu
-
White Papers
Case Study: Finance Transformation In Financial Services - Not Just Bookkeepers Anymore
Jun 2008
Finance departments in most companies traditionally spend too much time on transactional work - there isn't enough talent to support strategic financial analysis. One such company decided to...
Provided by Deloitte Touche Tohmatsu
-
Tools & Templates
How Will Taxes And Inflation Affect My Savings?
Jan 2008
This tool calculates the effect of inflation and income taxes on your savings plan. You enter how much you currently have saved, number of years to invest and a savings interest rate.
Provided by Leadfusion
-
White Papers
Planning For Financial Success
Jan 2008
If you want to be financially free and rich, you may need to have a good financial success system and also possess a sound financial intelligence. Financial success eludes so many of us, just...
Provided by contentdig.com
-
Tools & Templates
How Much Can I Spend Each Month In Retirement?
Jan 2008
Use this tool to compute how much you will be able to regularly withdraw from your savings account before you run out.
Provided by Farmers
-
White Papers
Measuring End-to-End Bandwidth With Iperf Using Web100
Jan 2008
End-to-end bandwidth estimation tools like Iperf though fairly accurate are intrusive. This paper describes how with an instrumented TCP stack (Web100), one can estimate the end-to-end bandwidth...
Provided by Stanford University
-
White Papers
Bankruptcy Alternatives - 5 Ways To Avoid Bankruptcy
Jan 2008
When you file for bankruptcy your life becomes an open book for the court appointed bankruptcy officials. They will pry into all aspects of your life and you will be required to provide all your...
Provided by Article-Content-King.com
-
White Papers
Avoiding Bankruptcy - How To Avoid A Financial Problem
Nov 2007
Bankruptcy may seem like a quick and relatively easy fix to a big problem, but it isn't. First, it can haunt your financial life for a decade or more, keeping you from owning a home, buying a new...
Provided by Articlesisland.com
-
Tools & Templates
Savings Calculator
Jan 2008
Consistent investments over a number of years can be an effective strategy to accumulate wealth. Even small additions to your savings add up over time. This tool demonstrates how to put this...
Provided by KJE Computer Solutions
-
White Papers
How To Set Your Financial Goals With Goal Setting Strategies
Jan 2008
When it comes to succeeding in the financial goals you have set for yourself, you should know that this is a process that isn't achieved overnight. Dealing with financial matters is a process that...
Provided by Articles-Hub
-
Tools & Templates
What Are My Long-Term Care Needs?
Jan 2008
There are three typical ways to fund long-term care needs: self-insure, qualify for Medicaid, or obtain long-term care insurance. Use this tool to determine your potential long-term care needs and...
Provided by Yahoo
-
Tools & Templates
Break Even Calculator
Jan 2008
Break-even analysis is an expected component of most business plans, especially for startup companies. This tool helps determine your company's break-even point, the amount of revenue you need to...
Provided by Palo Alto Software
-
White Papers
Building An Emergency Fund
Oct 2008
An emergency fund isn't just for lower-income people who live paycheck to paycheck - many high earners live close to or beyond their means, maxed out on credit card debt and with large mortgage...
Provided by Charles Schwab
-
White Papers
Are Stop-Loss Orders A Good Idea?
Sep 2008
Many investors find stop-loss orders (also called sell-stops) intuitively appealing. If you can limit your loss in any given stock to, say, 10%, then other stock holdings that provide large gains...
Provided by Charles Schwab
-
White Papers
Protecting Your Cash Assets
Oct 2008
Finding out your bank has failed is nerve-wracking, and once it has happened, there's not much you can do after the fact. However, with a little bit of planning beforehand, depositors can greatly...
Provided by Charles Schwab
-
White Papers
Do You Have A Reason To Sell?
Aug 2007
Most of us know it's a good idea to keep sufficient cash reserves for unexpected expenses and only commit long-term investment money to volatile markets. Ultimately, however, your portfolio is a...
Provided by Charles Schwab
-
White Papers
Inside Earnings: Quality Is Key
Jan 2008
After a rash of Enron-style accounting scandals, investors have become understandably obsessed with the quality of corporate earnings. After all, fortunes were lost. And when the economy slows,...
Provided by Charles Schwab
-
White Papers
Managing Your Mortgage
Jan 2008
For most of us, a home mortgage represents the single biggest liability on our personal net worth statement (your net worth equals your assets, or what you own, minus your liabilities, or what you...
Provided by Charles Schwab
-
White Papers
Calculate The Cost Before You Sell
Jan 2008
Planning to sell an investment that's appreciated in value? Being familiar with the tax rules may help you pay less in taxes and keep more of your gain. Whether short-term or long-term, the gain...
Provided by Charles Schwab
-
White Papers
Borrowing Smart
Feb 2008
The liability side of your personal net worth statement deserves as much attention as the asset side. Just as a well-run business might wisely manage debt to add shareholder value, you can benefit...
Provided by Charles Schwab
-
White Papers
Climb A Ladder
Jul 2007
With the recent rapid rise in Treasury yields grabbing the headlines, you might be thinking it's a good time to lock in those higher interest rates. But what if bond yields go even higher? The...
Provided by Charles Schwab
-
White Papers
Asset Allocation: The 90% Question
Jan 2008
Have you heard the expression that asset allocation explains more than 90% of the variability in portfolio returns? If not, you're bound to hear it eventually, since it's one of the most commonly...
Provided by Charles Schwab
-
White Papers
What Are The Long-Term Market Prospects For Stocks And Bonds?
Jun 2008
In the late 1990s, many investors got used to seeing double-digit returns on their investments. Then the calendar turned, the Internet bubble burst, and the only thing many investors saw in double...
Provided by Charles Schwab
-
White Papers
What's The Right Time To Invest?
Apr 2008
Imagine for a moment that you've just received a year-end bonus or income tax refund. You're not sure whether to invest now or wait. After all, the market recently hit an all-time high. Now...
Provided by Charles Schwab
-
White Papers
Know Yourself, Know Your Risk Tolerance
Feb 2008
Because money is an emotional subject and our emotions often lead us in the wrong directions, there are few things more important than knowing yourself as an investor. And that means examining...
Provided by Charles Schwab
-
White Papers
Reduce Risk - Not Returns
Dec 2007
Many investors spend a lot of their time searching for the next hot stock or mutual fund. A much wiser - and perhaps more profitable - use of their time would be analyzing their portfolio risk and...
Provided by Charles Schwab
-
White Papers
Why You Should Rebalance Your Portfolio
Nov 2007
Rebalancing your portfolio - buying or selling assets to restore your portfolio to your original target allocation - is an important step in controlling risk. It is one of those things that sounds...
Provided by Charles Schwab
-
White Papers
The Portfolio Pyramid: How To Diversify Your Investments
Oct 2007
Remember the food pyramid for building a balanced diet? The portfolio pyramid covers the essential elements of a healthy, balanced portfolio. The portfolio pyramid is a way of looking at your...
Provided by Charles Schwab
-
White Papers
Strategies For Hedging And Diversification
Jul 2007
Going Short Against the Box (SAB) means you sell short a position equal to the long position you wish to protect (selling short means you borrow shares from your broker and sell them). The word...
Provided by Charles Schwab
-
White Papers
How Much Pain Can You Take?
Jun 2007
Could you recover from a 25% drop in the value of your portfolio? How about a 50% drop? It may be tougher - and take longer - than you think. Unfortunately, many investors are unaware just how...
Provided by Charles Schwab
-
White Papers
Put Savings (And Yourself) First With A Budget
Jan 2008
Where does that money go? America, it seems, is in the midst of a savings crisis. Personal savings rates have dropped in recent years and remain low by historical standards as many people continue...
Provided by Ameriprise Financial
-
White Papers
Estate Planning Checklist
Jan 2008
Because you've worked hard to create a secure and comfortable lifestyle for your family and loved ones, you'll want to ensure that you have a sound financial plan that includes trust and estate...
Provided by Ameriprise Financial
-
White Papers
Creating A Plan To Make A Difference
Jan 2008
Whether you want to give hundreds of dollars or hundreds of thousands, a planned approach to charitable giving will help your donations go farther and have a bigger impact. By integrating your...
Provided by Ameriprise Financial
-
White Papers
What Is A Personal Financial Plan?
Jan 2008
Personal financial plan is an effective way to manage all areas of your financial life. You might think of your personal financial plan as a map that shows you how to save, spend and invest to...
Provided by Ameriprise Financial
-
White Papers
Discover What's Making Automated Accounts Payable a Reality
Feb 2009
Read Making Automated Accounts Payable a Reality and learn about technology that delivers the benefits of paperless vendor invoice processing — either as a powerful on-premise software solution or...
Provided by Esker
-
White Papers
Why BI is Ripe - NOW! - for Businesses of Any Size: Exploring the Vast Potential of BI and EPM
Jan 2009
The idea that businesses of all sizes should have real insight into their operations and their customers - to be able to do their planning, forecasting, modeling and adjusting based on data that...
Provided by Oracle
-
White Papers
Strategic Planning Consulting
Jul 2007
Strategic planning and consulting is the strategy roadmap to manage business very effectively. To improve the performance in each business level, business strategic planning & consulting is...
Provided by InfoServe Media
-
White Papers
Back On Track
Jun 2008
Several years after being forced to restate financials, a large U.S. financial services company was still struggling to get its financial processes in order. In the meantime, its external auditors...
Provided by Deloitte Development
-
White Papers
Lessons Learned: Emerging Best Practices Amid The Financial Crisis
Jan 2009
As the subprime credit crunch worsened into a full-blown crisis, it affected most corners of the financial world. Institutions have disappeared or been reshaped. The U.S. government, along with...
Provided by Deloitte LLP
-
White Papers
Profitable Growth In The Emerging Retail Marketplace: Implementing A Targeted Approach
Sep 2008
Health plans historically have focused on the employer-sponsored (group) market to drive revenue and enrollment. Over the last few years, however, many health plans have begun to shift their...
Provided by Deloitte Development
-
White Papers
Contract Administration, Rebates, And Chargebacks For The Life Sciences Industry
Nov 2008
Life sciences manufacturers typically secure the business of key customers and distribution channels through contracting. However, as health care cost containment pressures continue to grow, the...
Provided by Deloitte Development
-
White Papers
Mastering Finance In Business: The Role And Impact Of Financial Management On Strategy, Operations
Jan 2009
From mining in South Africa and commodity production in Asia to sales and service networks in North America, the business operations of some of the world's largest and most sophisticated...
Provided by Deloitte Development
-
White Papers
Tick...Tick...Tick: How To Spot Finance Timebombs Before They Explode
Sep 2007
In the bad old days of Enron and worldcom the finance function was sometime a willing participant - if not the primary trigger - for earnings inflation and other financial shenanigans. Thankfully,...
Provided by Deloitte Touche Tohmatsu
-
White Papers
Finance Masters: How Finance Is Quietly Emerging As A Key To Business Transformation
Jul 2008
Apart from encompassing key roles of corporate strategy and execution, finance transformation must have an important role across operational business departments such as marketing, sales and...
Provided by Deloitte Development
-
White Papers
Hedge Fund Risk Management: The Challenge Of Managing Operational Risk And Addressing Transparency
Sep 2008
With increased inflows of capital, a growing institutional investor base and recently publicized losses and failures, the demand for better insight into hedge fund operations endures among both...
Provided by Deloitte Development
-
White Papers
The Benefits Of Employing A Holistic approach To Managing Outsourcing And Offshoring Risks
May 2008
Many major financial institutions employ outsourcing and offshoring strategies to gain a competitive advantage, but how do many of these organizations take a comprehensive or holistic...
Provided by Deloitte Development
-
White Papers
Finance Function Performance: Executives Use Industry Benchmarking To Raise The Bar
Sep 2008
More and more, finance executives are charged with helping to drive strategy and impact overall performance. With significant pressure to perform, it's critical that executives have access to...
Provided by Deloitte Development
-
White Papers
Anatomy Of A Meltdown
Dec 2008
The object of this paper is to identify some of the broad themes driving the current financial meltdown and the housing bubble that preceded it. Section 1 focuses on leverage, with special...
Provided by Bank of New York Mellon
-
White Papers
Fed To Expand Its Balance Sheet Further... Buying Treasuries!
Mar 2009
To no one's surprise, the Federal Reserve's monetary policymaking committee, the Federal Open Market Committee (FOMC) announced today that it has decided to keep its target overnight interest...
Provided by Charles Schwab
-
White Papers
Freeing Up Cash From Operations
Dec 2008
As the economy slows, companies should avoid the impulse to batten down their operations indiscriminately. Taking short-term steps and a balanced view of operations can keep cash flows healthy....
Provided by McKinsey & Company
-
White Papers
Fulfilling The Potential Of Latin America's Financial Systems
Mar 2007
Although the region's financial depth is low, Latin America could be on the verge of a breakthrough if policy makers continue reducing public debt and reforming the financial and legal systems....
Provided by McKinsey & Company
-
White Papers
The Elusive Goal Of Corporate Outperformance
Apr 2007
Many executives focused on growth assume that companies can sustain strong top- and bottom-line performance over long periods of time. McKinsey research, however, confirms that this kind of...
Provided by McKinsey & Company
