Writing – Page 40 – David R. Evanson, LLC

Where to Go When The Bank Says No

By 1997 I had written for Entrepreneur magazine for more than 7 years. In my Raising Money column, I had explored almost every nook and cranny of entrepreneurial finance, and had the idea to bring my separate columns together in a book. Ultimately, I was never able to come to terms with Entrepreneur magazine, but shopped the manuscript and found a much more eager publisher: Bloomberg LP, which was getting into the publishing business and anxiously signing up talent. They offered me a deal after our first meeting, and put a lot of resources into helping me put together a first class book. Where to Go earned rave reviews including a four and a half star rating from the Wall Street Journal.

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Firing Customers

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

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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