What Management Must Learn From Finance – Forbes
New York Stock Exchange Getty Images Given the cliché that professionals are often inward looking, and talk mainly to each other, it perhaps should not be a surprise that the discipline of management pays relatively little systematic attention to financial and market data, even though making money is a vital goal, and key to very […]
Financial Planning: What It’s NOT And What It IS – Forbes
I’m noticing an increasing proliferation of proprietary financial services companies—like discount brokerage firms and mutual fund families—suggesting that they do “financial planning” or will offer their would-be customers a “financial plan.” But then they go on to discuss said “financial plan” as a mere review of one’s investment holdings, as though an investment plan and […]
