Discover the crucial differences between pro forma and GAAP financial statements. Learn why companies use both and the ...

Spotting financial statement fraud is crucial. Learn key signs and detection methods to protect your investments from risky ...

Financial advisors who work with high-net-worth individuals, family offices and institutions can enhance their services to clients with the help of an investment policy statement. This formal document ...

In the wake of the DOL rulemaking, a financial advisory firm acts at its peril if it overlooks the prudent investor rule, a new research paper says. Concerned about conflicts of interest among ...

While some investors have a background in finance or accounting, you don’t need a specialized degree to read a company’s financial statements and glean valuable information that can help you make your ...

Every company produces three important financial reporting documents when the fiscal period comes to a close: the balance sheet, cash flow statement, and the profit and loss statement. Among these, ...

To create change, improve lives, or find a cure, philanthropists must approach their work as an investment and not simply as a gift. By definition, gift giving requires nothing in return. So when our ...

There are four key financial statements your company may have: a balance sheet, income statement, cash flow statement and statement of owners' or shareholders' equity (retained earnings). A balance ...

If you're the kind of financial adviser who doesn't take the time and effort to create specific investment policy statements for your clients you are, believe it or not, in the majority. Shocking as ...

Income statements, balance sheets and cash flow statements. If you're running a business, you probably have some knowledge of basic financial statements and how to use them. But do you know why ...

Bank statements are the kind of paperwork that quietly piles up until a drawer will not close or a downloads folder turns ...

This Investment Policy Statement is intended to summarize the underlying philosophy and processes for the selection, monitoring, and evaluation of investment options offered under the Boston College ...