Financial Planning Archives | Vistage Research Center https://www.vistage.com/research-center Resource for Business Leadership, Coaching, and CEOs Thu, 20 Oct 2022 17:58:25 +0000 en-US hourly 1 https://wordpress.org/?v=6.0.3 UBS on ‘The New Paradigm’ https://www.vistage.com/research-center/business-financials/financial-management/20220921-ubs-new-paradigm/?utm_source=rss&utm_medium=rss&utm_campaign=20220921-ubs-new-paradigm https://www.vistage.com/research-center/business-financials/financial-management/20220921-ubs-new-paradigm/#respond Fri, 14 Oct 2022 08:10:00 +0000 https://www.vistage.com/research-center/?p=43422 This webinar from UBS discusses the ongoing challenges that business owners are facing in light of record-high inflation, supply chain issues, changing workplace dynamics and the state of M&A. About the presenter James is the Head of the Business Owner...

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]]> https://www.vistage.com/research-center/business-financials/financial-management/20220921-ubs-new-paradigm/feed/ 0 How can you make your finances more resilient? https://www.vistage.com/research-center/business-financials/financial-management/20220412-make-finances-more-resilient/?utm_source=rss&utm_medium=rss&utm_campaign=20220412-make-finances-more-resilient https://www.vistage.com/research-center/business-financials/financial-management/20220412-make-finances-more-resilient/#respond Tue, 12 Apr 2022 15:14:00 +0000 https://www.vistage.com/research-center/?p=40351 Investing can sometimes seem like an exercise in crisis management. This has been especially so in recent years with threats to portfolios including the war in Ukraine, the COVID-19 pandemic, and the US-China trade dispute.  Along with these external perils,...

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]]> https://www.vistage.com/research-center/business-financials/financial-management/20220412-make-finances-more-resilient/feed/ 0 Decision factors – 2019 and beyond https://www.vistage.com/research-center/business-financials/economic-trends/20190905-decision-factors-2019-and-beyond-webinar/?utm_source=rss&utm_medium=rss&utm_campaign=20190905-decision-factors-2019-and-beyond-webinar https://www.vistage.com/research-center/business-financials/economic-trends/20190905-decision-factors-2019-and-beyond-webinar/#respond Thu, 05 Sep 2019 20:29:16 +0000 https://www.vistage.com/research-center/?p=32306 To make smart decisions, mitigate risk and capitalize on opportunities, it’s critical that CEOs stay on top of key economic trends. In this webinar, based on latest research from Vistage, you’ll learn recommended actions for planning for 2020 across a...

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]]> https://www.vistage.com/research-center/business-financials/economic-trends/20190905-decision-factors-2019-and-beyond-webinar/feed/ 0 Cashing in without cashing out: Dividend-levered recapitalizations https://www.vistage.com/research-center/business-financials/capital-cash-management/20190712-cashing-in-without-cashing-out-dividend-levered-recapitalizations/?utm_source=rss&utm_medium=rss&utm_campaign=20190712-cashing-in-without-cashing-out-dividend-levered-recapitalizations https://www.vistage.com/research-center/business-financials/capital-cash-management/20190712-cashing-in-without-cashing-out-dividend-levered-recapitalizations/#respond Tue, 09 Jul 2019 08:33:05 +0000 https://www.vistage.com/research-center/?p=31746 How can a dividend-levered recapitalization help your business? Let’s picture this scenario: You own and run a successful company.  You feel strongly that your company will do well, grow and increase in value.  The business is run by you and...

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]]> https://www.vistage.com/research-center/business-financials/capital-cash-management/20190712-cashing-in-without-cashing-out-dividend-levered-recapitalizations/feed/ 0 Market forces impacting your planning in 2017 Part III: Politics https://www.vistage.com/research-center/business-leadership/strategic-planning/20170112-market-forces-impacting-planning-2017-part-iii-politics/?utm_source=rss&utm_medium=rss&utm_campaign=20170112-market-forces-impacting-planning-2017-part-iii-politics https://www.vistage.com/research-center/business-leadership/strategic-planning/20170112-market-forces-impacting-planning-2017-part-iii-politics/#respond Thu, 12 Jan 2017 18:00:06 +0000 https://2017.vistage.com/research-center/?p=20873 In this post, the last in a three-part series, we set out to provide a comprehensive review of current political trends. (Read Part I and Part II in this series.) How will the political environment impact business in 2017 and...

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]]> https://www.vistage.com/research-center/business-leadership/strategic-planning/20170112-market-forces-impacting-planning-2017-part-iii-politics/feed/ 0 Trading Retirement for Kids’ College Ed https://www.vistage.com/research-center/business-financials/trading-retirement-for-kids-college-ed/?utm_source=rss&utm_medium=rss&utm_campaign=trading-retirement-for-kids-college-ed https://www.vistage.com/research-center/business-financials/trading-retirement-for-kids-college-ed/#comments Thu, 16 Feb 2012 17:47:52 +0000 http://blog.vistage.com/?p=9534 Why do so many Americans think it’s their responsibility to pay for their child’s college education?  When are people going to stop thinking in a herd mentality, and start thinking for themselves about this issue?  The idea of paying for...

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