Traceview Finance

The Intelligent Investor vs Security Analysis: Which Benjamin Graham Book Should You Read First in 2023?

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Benjamin Graham is one of the most influential educators in modern finance. Considered the “Father of Value Investing,” his books The Intelligent Investor and Security Analysis have influenced a whole generations of both professional money managers and novice investors. In fact, after reading The Intelligent Investor, Warren Buffett credits Graham’s influence in shaping his career and investing …

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Finance Gifts: 7 Best Gift Ideas for Stock Traders in 2023

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This year has started off with markets taking center stage. Inflation and the potential, looming recession has taken markets for a wild ride. While short-term trading is no substitute to a long-term investing strategy, it can be an introduction to the market for young, novice investors. Plus, let’s be honest, making a quick profit in …

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The 13 Best Gift Ideas in 2023 for Investors or Stock Market Enthusiasts

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Give the gift of education As Benjamin Franklin famously declared, “An investment in knowledge pays the best interest.” For most market enthusiasts, we’re always looking for ways to improve our portfolio performance. The best way most of us can improve is by imitating the philosophies of some of the greatest investors of all time! One …

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3 Proven Strategies for How to Transition from Accounting to Finance

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After 3 years in Big 4 public accounting, I was ready to make a switch to finance. Accounting was never the long-term plan. However, for someone with my background as a Certified Public Accountant, jobs in accounting seemed to offer the path of least resistance. However, I longed to stretch my skill-set by performing more …

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What is a Good Minor for Accounting Majors for 2023 and Beyond?

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The world of accounting is drastically changing. In order to ensure you get the most out of your career as a CPA, you must carefully consider the current business environment. You’ll also need to gauge where the profession is heading. Lastly, you should evaluate your career goals when deciding on the best minor in college. …

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5 Reasons Accountants (CPAs) Should Know Financial Modeling

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Financial modeling is one of the most sought after skills in the world of finance. In practice, financial modeling combines historical accounting and traditional finance skills to provide a representation of a particular company. By discounting future cash flows using flexible assumptions, financial professionals can “model” various scenarios. Adjusting the model inputs and viewing the …

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Should I Contribute to My 401(k) if There’s No Match?

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For most Americans, 401(k) plans are a wonderful HR benefit provided by employers to encourage saving for retirement. During normal economic times, many employers facilitate additional savings by “matching” a certain amount of employee contributions. For every $1 the employee contributes, the employer may contribute a certain amount (generally, $.25 to $1+) up to a …

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