Learn about foreign exchange risk, its types, and effective hedging strategies. Discover how investors and businesses manage currency fluctuations to minimize loss.

By hiring a fractional CFO, small and midsized companies can leverage the same financial expertise without hiring a full-time ...

Setting financial goals is a key part of planning for your future. Common examples of financial goals include building an emergency fund, saving for retirement, paying off debt and investing for ...

Financial management involves planning, organizing and controlling an organization’s financial activities. Effective financial management helps businesses achieve their goals, optimize profits and ...

Investing in companies that pay high-quality, high-yielding dividends is the foundation of my strategy. I also invest in ETFs that generate income. Alternatives like private real estate and private ...

As financial pressures hold steady across the healthcare landscape, Charlie Brinkley III, CFO of Pensacola, Fla.-based Baptist Health Care, is rethinking ways to create a steady and sustainable ...

Bankruptcy is not a common niche for financial advisors, but many advisors offer support to clients who are rebuilding after a filing. Rather than focusing solely on bankruptcy, they usually include ...

In the financial services sector, aligning business processes with overarching strategic goals is not just beneficial; it's imperative for sustained growth and competitive advantage. The 2024 State of ...

As an adviser to high-net-worth individuals (HNWIs), I stress to our clients that investing is just one of many things that they need to consider as a part of their overall financial planning. An HNWI ...

If you want to grow your practice, building a high-converting sales funnel is a skill that’s worth developing. Developing ...

As college costs rise and financial strategies become more complex, many affluent families are asking if 529 plans are still the smartest way to save for a child's or grandchild's education. The short ...