After reading hundreds, if not thousands, of financial models, I seriously believe you can read a company's soul through them. Twenty years ago, I was in a meeting with a startup's team that was ...

Preparing to raise a round of funding is one of the most important tasks every founder has to do. Compiling a deck, a teaser, and an executive summary requires a thorough understanding of a startup’s ...

Projecting the three statements in a financial model is crucial for several reasons, such as preparing a comprehensive financial forecast for a company to assess expected financial performance, ...

Financial projections are essential for any business, but in the case of tech startups, a financial model is one of the most important and overlooked tools available to a founder. Venture-backed ...

Choosing the right financial advisor can help secure your future. This article tackles common fee structures to help you make ...

Investor discomfort in handling financial issues is one of the most common reasons that they hire a financial advisor, according to recent research from our team. It’s not just about increasing ...

Principal Financial Group presents a compelling long-term investment opportunity due to its global expansion, and diversified product offerings. Despite risks like a competitive environment and ...

The U.S. retirement system faces challenges, prompting interest in Australia's Superannuation model. With a focus on ...

Discover the Harbor Dividend Growth Leaders ETF's Q3 2025 performance. Click here to learn about top contributors like ...

Within the financial advisory industry, there's plenty of debate about whether the fee-only model is always best for clients. That's a separate question from adhering to the fiduciary standard, which ...

A major trend in delivery system transformation is the explosion in Medicare and Medicaid of what we call “advanced primary care,” which comprises a high-touch care model focused on team-based care, ...