Archive for the ‘finances’ Category

Resolving the basic debt management problems (2010-5-14)

A classic example of this happened to a client of mine: an appliance manufacturing company. The sales and production departments worked together to ensure that stock was delivered on time to cover sales promotions. Things were going well, customers were buying appliances through the promotions, and back orders almost ceased to exist. Yet, while sales [...]

Emphasizing the credit opportunity (2010-2-18)

In a labor–management situation, for instance, a company may want to partner with its union to improve quality, productivity, or processes—yet it wants to be adversarial when it comes to negotiating benefits and wages. These two contrary positions may be difficult to understand. A true partnership needs to focus on mutual interests, but it doesn’t [...]

Index fund investors and pseudo-index fund investors (2009-10-5)

Index fund investors and pseudo-index fund investors must be prepared for a decade of mediocre returns. Stock investors looking for the fast lane will find it clogged. Frustration and other symptoms of unmanageability will be common. Should indexing lose popularity, returns will turn negative as investors seek alternatives. If the herd abandons the index funds [...]

Is the index the right finger to be pointing? (2009-8-28)

For investors tired of watching mutual fund managers make lousy decisions  and underperform the market, mutual fund families invented the index  fund. The manager of the index fund buys and holds the stocks in the market  index. Index funds return exactly what the market returns. Index funds  have become extremely popular in the last decade. [...]

The obstacle course overview (2009-8-5)

Each investment has its own emotional traps. Ancient tribes stored seeds through winter. These tribal savings were loaded with community and individual feelings. Today, few realize the embedded emotion in passbook savings accounts until banks begin to fail or inflation destroys the purchasing power of precious dollars. Investing produces a wide range of emotion. The [...]

How to deal with college costs (2009-7-21)

By getting your debts taken care of as soon as possible, you can begin taking care of this goal, so that it, too, doesn’t overwhelm you later. After all, your goal is not to just eliminate debt or save for the future, but to do what you need to do, so you can get on [...]

College costs (2009-7-7)

I’m not going to bore you with every possible financial goal, but if you plan on putting yourself or someone else through college in the future, it’s imperative that you begin to save for that now. Again, to save adequately, you’ll need to eliminate your monthly debt obligations as soon as possible. Failure to plan [...]

Strategic Financial Alliances (2009-4-28)

Service relationships—with vendors, consultants, and law and accounting firms—have been mentioned as a hidden part of a company’s intellectual capital. Partnerships and alliances can be even more important. To the extent that a company can effectively muster the energies and the brainpower of a powerful strategic partner, it can speed its product development, reduce the [...]