Editor's note: This article originally ran on Oct. 2, 2017. University of Chicago professor Harold Pollack gained some well-deserved attention for his "financial advice on an index card" concept. His ...

A business bank statement tracks transactions, balances, and cash flow. Learn key components and tips for better financial management. A business bank statement is an official financial document ...

An income statement is a financial document that details the revenue and expenses of a company. Some investors and analysts use income statements to make investing decisions. The income statement, ...

Charlene Rhinehart is a CPA , CFE, chair of an Illinois CPA Society committee, and has a degree in accounting and finance from DePaul University. Katrina Ávila Munichiello is an experienced editor, ...

Troy Segal is an editor and writer. She has 20+ years of experience covering personal finance, wealth management, and business news. Marguerita is a Certified Financial Planner (CFP), Chartered ...

Proxy statements offer insights on board recommendations and executive compensation. Investors can learn about compensation and conflicts of interest in proxy statements. Reading proxy statements ...

A version of this article was published in June 2017. Some financial advisors prepare complicated investment policy statements for their clients, complete with appendixes, footnotes, and legal ...