March 1995 – David R. Evanson, LLC

The 1,000 Word Mutual Fund Primer

I was retained by the trade group, Regional Investment Bankers Association (RIBA), to produce a series of articles about the basics of investing. The articles were written for retail investors who were beginners, and they were published under the by-line of (RIBA) members in their local news and business publication. The program was a successful tool for business development for members, publicity generation for the group and its’ members, and finally as an education tool to bolster RIBA’s non-profit status. The article below is the sixth in the series and offers an overview of mutual fund investing. Such a series, if written today, would need to include a separate article on exchange traded funds, which offer many compelling benefits over mutual funds.

Trading Places

Writing / By David Evanson

I was retained by the trade group, Regional Investment Bankers Association (RIBA), to produce a series of articles about the basics of investing. The articles were written for retail investors who were beginners, and they were published under the by-line of (RIBA) members in their local news and business publication. The program was a successful tool for business development for members, publicity generation for the group and its’ members, and finally as an education tool to bolster RIBA’s non-profit status. The article below is the third in the series and discusses the basic of asset allocation.

Finding a Broker Who’s Right For You

Writing / By David Evanson

I was retained by the trade group, Regional Investment Bankers Association (RIBA), to produce a series of articles about the basics of investing. The articles were written for retail investors who were beginners, and they were published under the by-line of (RIBA) members in their local news and business publication. The program was a successful tool for business development for members, publicity generation for the group and its’ members, and finally as an education tool to bolster RIBA’s non-profit status. The article below is the fourth in the series and discusses finding a financial advisors who’s right for you.

An Asset Allocation That’s Right For You

Writing / By David Evanson

I was retained by the trade group, Regional Investment Bankers Association (RIBA), to produce a series of articles about the basics of investing. The articles were written for retail investors who were beginners, and they were published under the by-line of (RIBA) members in their local news and business publication. The program was a successful tool for business development for members, publicity generation for the group and its’ members, and finally as an education tool to bolster RIBA’s non-profit status. The article below is the third in the series and discusses the basic of asset allocation.

Automated Collection May Be The Key to New Cash

Writing / By David Evanson

Though little known, Goldstein Golub Kessler is a huge accounting and consulting firm with a myriad of practices. One of these practices, Treasury Consulting, focused on helping treasurers and chief financial officers manage their payables and receivables in such a way as to squeeze more cash out of the balance sheet. In this assignment, I worked with practice manager Robert Jaffe to create an article on automating the accounts receivable process and increase cashflow to a middle market clothing manufacturer. Though the concept of automating the collections function is dated, the underlying principles regarding collections management remain germane.

Why Invest?

Writing / By David Evanson

I was retained by the trade group, Regional Investment Bankers Association (RIBA), to produce a series of articles about the basics of investing. The articles were written for retail investors who were beginners, and they were published under the by-line of (RIBA) members in their local news and business publication. The program was a successful tool for business development for members, publicity generation for the group and its’ members, and finally as an education tool to bolster RIBA’s non-profit status. The article below is the first in the series and makes the case for investing.

Payment Timing Optimization Analysis

Writing / By David Evanson

Though little known, Goldstein Golub Kessler is a huge accounting and consulting firm with a myriad of practices. One of these practices focused on helping treasurers and chief financial officers manage their payables and receivables in such a way as to squeeze more cash out of the balance sheet. In this assignment, I worked with practice manager Robert Jaffe to create an article on payment timing strategies that was published in Cashflow magazine.

Assessing Your Risk Profile

Writing / By David Evanson

I was retained by the trade group, Regional Investment Bankers Association (RIBA), to produce a series of articles about the basics of investing. The articles were written for retail investors who were beginners, and they were published under the by-line of (RIBA) members in their local news and business publication. The program was a successful tool for business development for members, publicity generation for the group and its’ members, and finally as an education tool to bolster RIBA’s non-profit status. The article below is the second in the series and helps investors determine their tolerance for risk.

Firing Customers

Writing / By David Evanson

This article was written in partnership with several PriceWaterhouseCoopers partners and explored the use of data warehouses to understand client profitability.