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Money Monday:  Don’t overlook personal finance stories for low-income families
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Money Monday: Don’t overlook personal finance stories for low-income families

One of the biggest limitations and frustrations of mainstream personal finance reporting is that it often includes nothing helpful for the people who need help the most: the poor and low-income people amid our audience. With a few days yet to go in National Financial Literacy Month, why not consider a round-up of services and institutions [...]

The basics to finding scoops
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The basics to finding scoops

In a previous post, I discussed how to respond to the scalding of being scooped. Let’s turn it around. Where do you find your own scoops? If you’re among the anointed that went to an Ivy League school and ended up at a globally prestigious news organization (you know who you are), many of the [...]

10-K Filings Guide: Introduction
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10-K Filings Guide: Introduction

If you use just one document when writing about a public company, use the 10-K – the annual report that publicly traded companies file with U.S. securities regulators. Beat Basics: MORE on 10-K Filings An introduction Basics Tips and Tricks Traps and mistakes Glossary of key terms Resources Video with Theo Francis At first glance, [...]

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Theo Francis: Video walk-through of a 10-K

Beat Basics: MORE on 10-K Filings An introduction Basics Tips and Tricks Traps and mistakes Glossary of key terms Resources Video with Theo Francis Theo Francis is an award-winning financial and investigative reporter for The Wall Street Journal, specializing in using regulatory documents to dig into corporate behavior. He has worked for BusinessWeek, footnoted.com, Bloomberg [...]

10-K Filings Guide: Basics
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10-K Filings Guide: Basics

Beat Basics: MORE on 10-K Filings An introduction Basics Tips and Tricks Traps and mistakes Glossary of key terms Resources Video with Theo Francis ANATOMY OF A 10-K Part I If you’re just getting to know a company, start at the beginning: Item I: Business. Here, the company describes what it does (often with a [...]

10-K Filings Guide: Traps and Mistakes
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10-K Filings Guide: Traps and Mistakes

Beat Basics: MORE on 10-K Filings An introduction Basics Tips and Tricks Traps and mistakes Glossary of key terms Resources Video with Theo Francis Find what’s missing In general, 10-K filings are much more consistent across companies and even industries than the more free-form 10-Q. There can be some quirks, however. For example, many companies [...]

10-K Filings Guide: Tips and Tricks
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10-K Filings Guide: Tips and Tricks

Beat Basics: MORE on 10-K Filings An introduction Basics Tips and Tricks Traps and mistakes Glossary of key terms Resources Video with Theo Francis Tips and Tricks One big use for the 10-K is context: If you want to put a number in context, you can compare it to the previous year’s net income or [...]

10-K Filings Guide: Resources
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10-K Filings Guide: Resources

Quite a few experts and organizations have written up quick (and not so quick) guides to using a 10-K. Each has slightly different emphasis — check out a few and see what works for you. Some of the best I’ve found: Beat Basics: MORE on 10-K Filings An introduction Basics Tips and Tricks Traps and [...]

AOL’s 401(k) brouhaha highlights retirement plan trends
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AOL’s 401(k) brouhaha highlights retirement plan trends

AOL’s chief created quite the brouhaha last week by not only making a big (and not worker-friendly) change to the company’s 401(k) program, but blaming the shift on high health-care costs generated by babies who needed intensive medical care. No, this blog post isn’t about managing a major public relations crisis, though the topic does [...]

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