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  • What we’re talking about

    We're talking about

    DIGGING SEC DATA
    Theo Francis, a veteran financial and investigative reporter, has put together a step-by-step guide through SEC documents. We'll keep adding to it. | More

      8-K: Introduction
      10-Q: Introduction
      Proxy filings: Introduction
      Video: Tour of a 10-Q
      10-Q Filings: Resources
      Proxy Guide: Resources
  • Investigating Stockbrokers and Financial Advisers: Self-guided training
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    Investigating Stockbrokers and Financial Advisers: Self-guided training

    Business Beats, Investigative, Self-guided training, Training Archives

    Investigating Stockbrokers and Financial Advisers was originally held April 9, 2014.

    Learn whether stockbrokers or investment advisers have run afoul of regulators or been the subject of customer complaints. This one-hour webinar will guide you, step-by-step, through the FINRA BrokerCheck database and the SEC’s Investment Adviser registration database, which contain records on 1.3 million current and former professionals.

  • New state tax revenue data gives insight into consumer spending
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    New state tax revenue data gives insight into consumer spending

    Beats, Energy | Utilities | Mining, Featured, Melissa Preddy, Personal finance, Real estate | Econ development, Retail | Lifestyle, Small | Private | Non-profit, Story ideas

    New numbers from the U.S. Census Bureau on state tax revenues are just out for the fourth quarter of 2013, with the annual summary for the full year also due out April 8. Because these figures are broken down into categories ranging from property tax to alcohol purchases, you might consider using them as a [...]

  • Money Monday: Staving off student loan woes
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    Money Monday: Staving off student loan woes

    Beats, Featured, Melissa Preddy, Personal finance, Story ideas

    As National Financial Literacy Month unfolds, we’re taking a look at story ideas pegged to various life stages; last week we pondered personal finance topics for young children and their parents. Next up, a look at money issues that are front and center for young adults. This is the life stage at which establishing good [...]

  • Doing headlines right
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    Doing headlines right

    Best Practices, Featured, Story ideas

    @BizJournalism has @jontalton done a piece on biz headlines? I’d like to read that. — Alex Dalenberg (@alexdalenberg) March 31, 2014   A reader of the most recent post, on writing effective ledes, asked if I would do the same for headlines. Your wish is my desperately needed gift of an idea. First, my limitations. [...]

  • High-tech carts, speedier play: Golf industry courts new players
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    High-tech carts, speedier play: Golf industry courts new players

    Beats, Featured, Melissa Preddy, Personal finance, Retail | Lifestyle, Sports, Story ideas

    Golf’s premiere tournament, the Masters, will be swinging into action in a few days, and it’s a great peg for a look at the fiscal health of your region’s golf industry – from resorts and courses to equipment sales and lesson. As fewer time-pressed Americans opt for a slow stroll around the links, and demographics [...]

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