A Disciplined Approach to How to Rebalance Your Portfolio
As I sit down to write about how to rebalance your portfolio, I’m reminded of a common myth that frustrates me: that rebalancing is only necessary during times of market turmoil. The truth is, regular portfolio rebalancing is essential to…
A Guide to Debt Vs. Equity Financing for a Business
As I sat in the boardroom, listening to a young entrepreneur pitch their business plan, I couldn’t help but think about the countless times I’ve seen companies struggle with a guide to debt vs equity financing. The myth that debt…
A Guide on How to Determine Market Size for a New Product
I still remember the countless hours I spent as a market research director, pouring over spreadsheets and crunching numbers to help my clients understand their market size. It was a tedious process, but one that was essential to their business…
An Explainer: Qualitative Vs. Quantitative Market Analysis
I still remember the countless hours I spent as a market research director, pouring over qualitative vs quantitative market analysis reports, trying to make sense of the noise. It was like searching for a needle in a haystack, except the…
A Guide to a Three-fund Portfolio: the Simplest Way to Invest
As I sat down to read the latest shareholder letter from Warren Buffett, I couldn’t help but think about the countless investors who struggle to build a simple, yet effective portfolio. The idea of a three-fund portfolio is often met…
A Guide to What Is Working Capital Management
As I sit at my desk, surrounded by vintage stock tickers and biographies of financial leaders, I often find myself frustrated with the overly complicated explanations of what is working capital management. It’s a topic that’s frequently shrouded in jargon…
A Script for How to Talk to Your Boss About a Promotion
I still remember the day I had to talk to my boss about a promotion for the first time – it was a nerve-wracking experience, to say the least. The common advice I received back then was to “just be…
A Guide on How to Create Financial Projections for a Business Plan
As a professor of business strategy, I’ve seen many students struggle with how to create financial projections for a business plan. The common myth is that financial projections are about predicting the future with certainty, but the truth is, it’s…
An Explainer: Long-term Vs. Short-term Capital Gains
I still remember the countless times I’ve seen investors get caught up in the hype of long-term vs short-term capital gains, only to end up making decisions that undermine their financial goals. As someone who’s spent 15 years managing portfolios…
A Guide to Resume Writing for Executives
I still remember the day I had to review a stack of resumes for an open executive position at a Fortune 500 company. As the Chief Human Resources Officer, it was my job to find the best candidate, but what…