We have been in business for over 30 years, providing financial management services, and guidance, to the management teams of privately owned companies. I actually invented the concept and branding for what has become the “Fractional CFO” business. Our carefully...
I picked a book out of my library today, written by a successful executive and former basketball player under John Wooden, the GOAT of college basketball coaches. He quoted some of Wooden’s favorite trade secret phrases – he apparently had dozens of them. I think some...
While teachers likely don’t read the Wall Street Journal, that newspaper does some very solid investigative reporting, and on October 2019 they reported on one such investigation around the high cost of many 403(b) retirement plans. Costs were sometimes much higher...
The Wall Street Journal reported recently (7/18/19) that CFOs of public companies are retiring at the fastest pace in over a decade. Exit rates of nearly 18% annually are now thought to be higher than for CEOs, a historically high turnover job. The trend, captured by...
Some years ago (over 10, actually) I wrote an article that bore the tongue-in-cheek title “Financial Training Isn’t for Everyone!” I was then typically traveling virtually every month speaking to business audiences nationwide on the value of financial education, and...
