Financial statements report the business activities and financial performance of a company. Learn how they are used by executives, investors, and lenders.

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 ...

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, ...

A bank reconciliation statement is a summary of banking activity, supplied so that accountholders can check for errors or ...

You can create your own investment statements with a template from the Microsoft Office website. These free templates include a "Statements" category with predesigned forms for the Excel program. A ...

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 ...

The article below is reprinted with permission from The Capital Issue, a quarterly newsletter published by Lancaster Pollard.One of the major challenges that non-profit boards face is turnover among ...

Businesses regularly put out financial statements such as the income statement, balance sheet and statement of cash flows. When these financial statements are released, they can have large impacts on ...

Failing to read your investment statements that arrive each month creates unnecessary risk and missed opportunities to catch errors, track progress, and stay aligned with your financial goals.

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 ...

A question that has come up rather often of late is, “What’s going on with the market?” A brief review of history provides a rather plain and simple answer: nothing out of the ordinary. This is the ...