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The article offers information on David R. Jones, chief executive officer (CEO) at boutique investment bank CastleOak Securities, along with administration approaches. Topics discussed include proliferation of revenues for the boutique investment bank with equity offerings; consideration of strategic partnership approaches with global financial services firm; and adoption of underwriters for financial management execution in debt capital market.

The article offers tips on financial planning in a business in the wake of increasing market volatility. According to Investopedia, the current bull market may set a new all-time record for longevity before the end of August 2018. In addition, the U.S. Federal Reserve has raised short-term interest rates twice in 2018. Wandell Mackey, the chief investment officer (CIO) of Channing Capital Management, recommends investors to have a portfolio of mostly U.S. companies.

The article discusses the operations of finance management company Holland Capital. Topics covered include the history of the company's establishment in 1968 and popularity in the investment management industry. Also mentioned are the increase in the assets of the firm in 2012 and growth in its capital in 2014.

The article features three African American young adults (age 18-34) who are practicing responsible money management. According to Lanta Evans-Motte of the firm Raymond James, wealth creation should be planned carefully. The three featured African Americans are Suddenly There Productions chief executive officer (CEO) Kanyessa McMahon, real estate investor Marcel Umphery and CLD Financial Life owner Tiffany "The Budgetnista" Aliche.

The article offers advice to parents on finding financial management workshops, after-school programs or camps for their children. An overview of the Youth Investment Club, jointly operated by Literacy Institute for Financial Enrichment and Reid Temple AME Church, is given, including its crash course in budgeting, debt management and saving. Some things that parents should consider when choosing a program to boost the financial knowledge of their children are discussed, including understanding the learning process and finding the right program.

The article offers guidelines to conducting one's own financial checkup. It emphasizes the importance of ordering credit reports from major credit reporting agencies in the U.S., including Equifax, Experian and TransUnion. It relates the need to identify and change bad habits. It offers tips on keeping track of tax deductions and credits.

The article evaluates the financial management and savings strategies of several African American investors in the U.S. Considering the status of the 401(k) retirement savings plan allocation of rehabilitation counselor Kandria Daniels, she is recommended to increase her 401(k) contributions and reorganize her investments. To benefit more from his stock investments, portfolio reallocation is suggested to district court supervisor Corey Thompson.

The article discusses how certified financial planner Alfred McIntosh helped three generations of the Wynne-Allen family worked together to create a financial legacy in the U.S. The Allens started working with McIntosh to organize their finances, after which they introduced their son to the planner for advice on preparing for his own financial future. According to the author, the Wynnes signed up for the fee-only services of McIntosh based on a referral. Differences between the Wynnes and the Allens on how they handled their finances are discussed.

The article offers tips on investing for women. It says that women must invest earlier compared to men because they tend to live longer. According to the author, it is good to contribute to the retirement plan of a company as soon as possible, to start small and to remain committed to an investment plan. The need to develop a financial curriculum and the importance of attending workshops and seminars are also discussed.

The article discusses how women develop a money management plan while dealing with life challenges and stages. It features resources and a list of steps in developing financial action plan and building wealth that will last for generations to come. It tells about money management, investing, and tax and estate planning.

The article presets personal finance management tips from several African American financial planners, investment gurus, realtors and tax advisers. Chris Long, president and owner of Long & Associates, suggests rebalancing one's portfolio while sticking with long-term investing plan. Dorethia Conner, president of Conner Coaching, recommends consulting to generate income after a layoff.

The article offers tips on financial management from several African American women. Carla Butler began overhauling her financial life with the help of a financial planner. She suggests paying cash. Anita Dixon is the commander of the U.S. Army Garrison Fort Jackson in Columbia, South Carolina. She claims the military helped her control costs. Allyson Allen recommends having a joint account for married couples for financial responsibilities.

The article discusses professional achievements and financial management strategies of African American tennis player Sachia Vickery, as of September 2016. It states financial challenges faced by Vickery's single mother while sending her to the U.S. Tennis Association National Junior Championships for the first time and mentions that the player won National Championships. It notes her journey to the Grand Slams tournament and cites Vickery's wealth management principles like saving from income.

In this article, the author offers ideas for managing marital finances. According to the author, handling finances requires constant communication and creates intimacy and a shared investment in the relationship. She suggests to assess each other's credit reports, earnings and retirement accounts. In addition, the author advises to improve the couple's joint understanding and communication about money by discussing long- and short-term financial goals and divide the money management tasks in the household.

In this article, the author offers ideas for taking risks of a business in the U.S. The author reflects on the case of Richard Marshall Jr. whose personal situation allows him to take some risks. He emphasizes some strategies for risk management employed by Marshall, including the pursuit of aggressive strategies to realize sizable returns. He also informs that many investors are seeking the safely of money market funds.

The article focuses on ways to eliminate student loan debt. It says that solid money management skills, realization that interests rates are negotiable and familiarity with available government assistance programs are needed to avoid drowning in debt. Student lending expert Marc Woolf states that students can be permitted to postpone making payments if they would communicate with their school or lender.

The article offers advice on managing personal finances. It details the approaches that can be taken to reduce expenses. It cites the benefits of investing in exchange-traded funds (ETFs). It emphasizes the need for individuals to secure sufficient insurance coverage such as life, home and automobile.

The article deals with the reasons why many people await their fortune through betting on a lottery. It's the get-rich-quick dream shared by millions of people nationwide: to strike it big by winning the lottery. For Chicago, Illinois resident Sterling Plumpp, that dream came true in August 2001. He won $ 1 million from a $10 instant lottery pick. Things on money management is also discussed.

The article looks at what happened to the four 2004 African American financial fitness contest winners after they were given expert advice on financial management. Dwayne and Hermennia took action and eliminated their credit card bill when they refinanced their second mortgage. They were advised to develop a secondary wealth-creation vehicle.

Provides information on several African Americans who used the guiding principles of the Declaration of Financial Empowerment (DOFE) wealth-building initiative of "Black Enterprise" magazine. Advantage of the Wealth Building Kit provided by the periodical to Althea Denkins, a former Limited clothing store employee; Lessons learned by David Johns, a Magic Johnson Foundation scholar, from the Wealth Building Seminars; Influence of DOFE principles on conference planner Rahim Mahdi.

Features Paul Viera, chief executive officer of Atlanta, Georgia-based Earnest Partners. Views on money management; Career background; Financial performance of the company in 2002 and 2003.

Offers financial advice for people looking to take control of their money. Definition of asset; Maintenance of a good debt-to-income ratio; Tips on avoiding the advertising hype.

Offers money management strategies for any type of family structure. Financial planning options for single individuals; How single parents can save finances for education and retirement; Key steps to building a financial foundation with success for newlyweds or married couples.

Presents the winners of the 2000 Financial Fitness Contest of the magazine `Black Enterprise.' Nicole Simpkins, an account executive; Jennifer Jones, a designer of data circuits at AT&T Wireless; Laurie A. Henry, an employee of the University of Pennsylvania.

Discusses the importance of a comprehensive saving strategy to help one to secure his or her financial future . Key to accumulating wealth; First goal in saving; Advantages of regular saving.

Part II. Presents strategies on financial management for self-employed business owners. Formulation of financial projections; Maintenance of accurate financial records; Taxation issues; Employee selection; Insurance options.

Discusses how to build retirement income. Different experiences undergone by two Afro-American couples in handling their finance; Assistance from a financial planner; Choice of companies to invest in; Entrepreneurial visions and debt-free dreams.

The article discusses how to talk about financial management issues with the entire family, particularly in the U.S. It features the family of Jerome and Juley Haynes, who focuses on savings, salary, spreadsheets and stocks in their family conversations. The opinion of Sterling Investment Management Inc. president and chief executive officer (CEO), Jacquette M. Timmons, on financial management is also cited.

The article discusses the financial advise given to Christopher and Genevie Jones, a couple who wants to ensure they will reach their financial goals. The couple is advised to maintain a balance of 30,000 dollars in savings to provide a meaningful cushion against unforeseen expenses. Christopher is also urged to open a Roth IRA and contribute a maximum of 5,500 dollars annually. In addition, the couple is advised to spread their investing wings to include alternative assets.

The article features black American Edgar L. Smith Jr., chairman and chief executive officer (CEO) of World Pac Paper L.L.C. It explains how diversification has helped the company through hard times and positioned if for future growth, noting that print media and catalogs, once two of the firm's largest revenue drivers, have struggled as businesses reduced paper consumption. It details his education and career, refocusing during the recession, and World Pac's five-year revenues from 2007-2011.

The article features African American Lachelle Story, focusing on her job, finances and her plans of running her own business, as it offers expert guidance to help her strengthen her financial position and develop her business. The Alexandria, Virginia resident plans to leave her post as a family care coordinator early 2014 to operate her home-based venture full time. It presents her financial snapshot, noting a negative net worth due to her student loan and credit cards.

The article presents several common money mistakes. One mistake is not creating an emergency fund that can provide a cushion for unplanned events such as home repairs or short-term unemployment. Lending to family members or friends instead of first paying the bills or remitting to retirement accounts is another mistake that could jeopardize one's financial well-being. Another potential financial mistake is mindless spending, a result from being unaware of one's daily spending habits.

The article profiles Eddie C. Brown, chief executive officer (CEO) at Brown Capital Management LLC. His rise in the financial services market is detailed in his autobiography "Beating the Odds." He is honored by the "Black Enterprise" magazine with an A.G. Gaston Lifetime Achievement Award. Some lessons he shares with entrepreneurs to help them achieve business longevity are discussed, including having sufficient cash reserves when launching a business and rewarding top employees with an opportunity to purchase equity.

The article focuses on African-American couple Terry and Tyra Johnson. It highlights their living principle which sticks to few simple practices to cut expenses and save more money.Their financial credo is to spend less and save more. According to the article, they are planning to eliminate most of their debt by the end of 2011.

The article deals with the financial management advice given to Sherley Bretous-Carré and Edenswear Carreé, a married couple who invested in real estate as a way to build wealth. It describes the problems facing the Carrés in line with the dowturn in the real estate market and the dismissal of Edenswear. It discusses the real properties acquired by the couple over the years. It describes how the Carrés can increase their cash flow. It advises the couple to refinance the mortgage on the family's primary residence.

The article deals with cash flow management through the case of Veronica Stewart who is investing in real estate properties to achieve her goal of being financially self-sufficient. A background of her real-estate deals is presented, emphasizing on her financial status. According to financial executive Gwendolyn Kirkland, Stewart should track her monthly expenditures to determine her financial status. It is also important to maintaining a list of debts from the smallest to largest. Other suggestions from Kirkland are discussed.

Focuses on the aim of Frank Davis, an African American logistics staff officer, to improve his fiscal maneuvers to secure his family's future. Impact of his exposure to life threatening danger on his priorities in life; Priorities of the officer; Challenges faced by the officer in meeting his priorities; Outline of a plan developed by David Hinson of Wealth Management Network to help the Davis family in mapping out their financial strategy.

Discusses strategies on how Afro-Americans can achieve or exceed financial goals. Need to build wealth; Benefits of online investment; Importance of focusing on technology, healthcare and globalization.

The article offers tips for people of color in searching for a home to buy. These involve financial management, credit maintenance and avoiding significant purchases. He also notes the challenges experienced by people of color in homebuying which include discrimination, denial rates and insufficient funds.

An interview with inspirational speaker Iyanla Vanzant is presented. Topics discussed include important things about money such as inability of money to solve money problem; efforts to use money lessons to help Marie Holmes, winner of the Powerball lottery; and her childhood experiences and struggle with her parents to teach her money handling.

The article focuses on the couple Denise and Terrance Hill of New York who taught and introduced money management principles to their children. Topics discussed include the World of Money program which teaches young people on how to manager their financial, the statement of Laura Levine of Jump$tart, a educational media franchise, on the role of parents in their children's finance, and the need to take advantage of investment programs.

The article focuses on the analysis by businesswoman Alice Barnes which shows the failure of the black women in getting the knowledge and information they needed for their financial growth. Topics discussed include the challenges faced by women in the development of confidence, the debt-management skills of the African-American women, and the determination of black women.

An interview with Melissa Hanna, chief executive officer of the digital health company Mahmee.com, is presented. She talks about the services provided by Mahmee, her involvement with the technology sector, and the inspiration for starting Mahmee. She discusses her financial planning for starting the business, strategies for improving the company, her experience as an African American woman in the technology industry.

The article focuses on challenges faced by African Americans while growing up in racial isolation that impacts their financial life. Topics discussed include suggestion to be honest and keeping a clear vision on goals and budget; need to ask advice on financial management from such as the Financial Therapy Association offering a list of financial therapists; and views of Tracey Laszloffy, licensed marriage therapist, on the same.

The article offers information on a workshop by the Los Angeles Housewives of Finance, a subsidiary of professional financial group Houston Housewives of Finance, at a pre-basketball game in Los Angeles, California where they provides tips to fans on how to become financially literate.

The article presents financial management advice from Washington, D.C.-based flight attendant Rafer Johnson and his husband, Ph.D. student Kelly Johnson. Topics discussed include their efforts in monitoring their budget and their success in saving nine months of expenses for emergency savings. Consideration for the benefits offered by companies for same-sex couples and the suggestion for examining credit, tax, and insurance are also mentioned.

The article discusses money management by education administrator Kara Stevens. Topics addressed include money missteps because of credit card and student debt in 2001, impact of the book "Girl, Get Your Money Straight! A Sister's Guide to Healing Your Bank Account and Funding Your Dreams in 7 Simple Steps" by Glinda Bridgforth on her saving habit, and commitment to save 10 percent of her income. Also mentioned is the website she launched called Frugal Feminista to empower women about money.

The article focuses on the personal finance management of Michael Jackson, former professional quarterback in the Arena Football League, which leads to the opening of Jacksonville restaurant in Paterson, New Jersey in 2003. It says that the revenues for Jacksonville in 2013 will exceed $1 million while the revenues in 2014 will reach $2.2 million. It says that Jackson keeps personal expenses separate from business expenses as well as separate credit cards and checking accounts.

The article reviews the progress of past winners of Black Enterprise's Financial Fitness Contest including May 2004 winner Mikia Potter, August 2005 winners Marvin and Rhonda Vinson and September 2009 winner Tyvi Small. In January, 2000, the Black Wealth Initiative was launched which included the Financial Fitness Contest featuring the Declaration of Financial Empowerment principles for developing stable financial habits. In 2010, the principles were renamed Wealth for Life.

The article looks at the financial problems of New York City residents John and Therese Myers, along with recommendations to solve them. It provides an overview of the financial status of the Myerses including household income, assets, and liabilities. The family is advised to stop overspending, make automatic deductions toward savings accounts, and redirect college savings.