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

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

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

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

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?

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

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

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

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