Craig Anthony

Craig Anthony

Craig Anthony, CFA, is a financial advisor to high-net worth individuals. He advises clients on topics such as strategic and tactical asset allocation, investment selection, cash flow planning, retirement planning, tax, risk, and estate-planning. Craig is also the author of the personal finance books "A Simple Plan for Building Wealth" and "An Old Man and A Gentleman". Craig holds the Chartered Financial Analyst (CFA) designation and earned a Bachelor’s degree in finance.

cash-flow

Using the Cash Conversion Cycle in Cash Flow Analysis

Small wholesale or retail businesses require a delicate balance between inventory and cash flow. With too little inventory, you run the risk of not fulfilling customers’ needs, but if you have too much inventory, you might experience cash flow crunches. To avoid this situation, it helps to know how long you have to hold on […]

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finance-accounting

What is the DuPont Analysis?

Small wholesale or retail businesses require a delicate balance between inventory and cash flow. With too little inventory, you run the risk of not fulfilling customers’ needs, but if you have too much inventory, you might experience cash flow crunches. To avoid this situation, it helps to know how long you have to hold on […]

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funding-financing

How to Use a Vesting Schedule for Employee Equity and Profit Sharing

Small wholesale or retail businesses require a delicate balance between inventory and cash flow. With too little inventory, you run the risk of not fulfilling customers’ needs, but if you have too much inventory, you might experience cash flow crunches. To avoid this situation, it helps to know how long you have to hold on […]

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finance-accounting

How to Calculate the Break Even Point

Small wholesale or retail businesses require a delicate balance between inventory and cash flow. With too little inventory, you run the risk of not fulfilling customers’ needs, but if you have too much inventory, you might experience cash flow crunches. To avoid this situation, it helps to know how long you have to hold on […]

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taxes

How to Calculate Depreciable Assets

Small wholesale or retail businesses require a delicate balance between inventory and cash flow. With too little inventory, you run the risk of not fulfilling customers’ needs, but if you have too much inventory, you might experience cash flow crunches. To avoid this situation, it helps to know how long you have to hold on […]

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finance-accounting

Accounting for Foreign Currency Transactions on Financial Statements

Small wholesale or retail businesses require a delicate balance between inventory and cash flow. With too little inventory, you run the risk of not fulfilling customers’ needs, but if you have too much inventory, you might experience cash flow crunches. To avoid this situation, it helps to know how long you have to hold on […]

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self-employed

Making Your Business Decisions With Finance Methods and Models

Small wholesale or retail businesses require a delicate balance between inventory and cash flow. With too little inventory, you run the risk of not fulfilling customers’ needs, but if you have too much inventory, you might experience cash flow crunches. To avoid this situation, it helps to know how long you have to hold on […]

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taxes

What Is a Small to Medium-Sized Enterprise (SME) in Canada?

Small wholesale or retail businesses require a delicate balance between inventory and cash flow. With too little inventory, you run the risk of not fulfilling customers’ needs, but if you have too much inventory, you might experience cash flow crunches. To avoid this situation, it helps to know how long you have to hold on […]

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