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.

starting-business

Your Business Plan is Your Blueprint for Success

While not always required, most entrepreneurs construct business plans before launching their businesses. A business plan is an important document that acts as a road map for your actions across all components of the business, and it can help to attract talent and investors. Learn more about the key sections of a business plan, and […]

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marketing

A Guide to Snapchat for Small Business

While not always required, most entrepreneurs construct business plans before launching their businesses. A business plan is an important document that acts as a road map for your actions across all components of the business, and it can help to attract talent and investors. Learn more about the key sections of a business plan, and […]

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finance-accounting

Accounting for Foreign Currency Transactions on Financial Statements

While not always required, most entrepreneurs construct business plans before launching their businesses. A business plan is an important document that acts as a road map for your actions across all components of the business, and it can help to attract talent and investors. Learn more about the key sections of a business plan, and […]

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profit-loss

How to Determine Your Minimum Monthly Profit

While not always required, most entrepreneurs construct business plans before launching their businesses. A business plan is an important document that acts as a road map for your actions across all components of the business, and it can help to attract talent and investors. Learn more about the key sections of a business plan, and […]

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funding-financing

Don’t Use Withheld Funds for Short-Term Working Capital

While not always required, most entrepreneurs construct business plans before launching their businesses. A business plan is an important document that acts as a road map for your actions across all components of the business, and it can help to attract talent and investors. Learn more about the key sections of a business plan, and […]

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growing-business

Effective Training Needs Analysis for Business Growth

While not always required, most entrepreneurs construct business plans before launching their businesses. A business plan is an important document that acts as a road map for your actions across all components of the business, and it can help to attract talent and investors. Learn more about the key sections of a business plan, and […]

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finance-accounting

What Is Net Profit Margin?

While not always required, most entrepreneurs construct business plans before launching their businesses. A business plan is an important document that acts as a road map for your actions across all components of the business, and it can help to attract talent and investors. Learn more about the key sections of a business plan, and […]

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finance-accounting

What Is the Receivables Turnover Ratio?

While not always required, most entrepreneurs construct business plans before launching their businesses. A business plan is an important document that acts as a road map for your actions across all components of the business, and it can help to attract talent and investors. Learn more about the key sections of a business plan, and […]

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