• Mark Kolta | Measuring Financial Risk to Current Lifestyle Goals

    Instead of traditional measures of risk and return, client’s goals are used to measure portfolio efficiency.

  • Mark Kolta | Bank Statement And The Cash Book

    The ledger account maintained by the bank is the opposite way round to the cash book. This is because the bank records balances from their perspective. Therefore if a client has a positive bank balance the bank would display this as a credit balance because they have a liability to pay it back to the client. If the client is overdrawn this would be shown as a debit because the bank are owed a repayment from the client.

  • Mark Kolta | Cash Management Models

    Cash itself does not produce goods and services. It is used as a medium to acquire other assets. It is the other assets which are used in manufacturing goods or providing services. The idle cash can be deposited in bank to earn interest. A business has to keep required cash for meeting various needs. These remains a gap between cash inflows and cash outflow. Sometimes cash receipts are more than the payments or it may be vice verse at another time. A financial manger tries to synchronies the cash inflows and cash outflows.

  • Mark Kolta | Capital Budgeting Tools And Techniques

    Capital budgeting (is the planning process used to determine whether a firm's long term investments such as new machinery, replacement machinery, new plants, new products, and research and development projects are worth pursuing.

  • Mark Kolta |Getting The Best Financial Plan For Your Future

    Some financial planners assess every aspect of your financial life—including saving, investments, insurance, taxes, retirement, and estate planning—and help you develop a detailed strategy or financial plan for meeting all your financial goals.

  • Mark Kolta | Credit Records And Laws

    Your credit history is on file at a credit bureau, a company that gathers, stores, and sells credit information to business subscribers.

  • Mark Kolta | Analyse Different Sorcas Of Long, Medium And Short-Term Finance

    without some evidence that the business managers have thought about and planned for the future it is most unlikely that the lenders will invest money in the business.

  • Mark Kolta - Various Sources Of Finance For Your Business

    In order to determine if you have the resources to finance your business, begin by assessing your Net Worth (or equity).

  • Mark Kolta - Introduction To Small Business Tax Management

    After making plans profit successfully, an corporation needs to govern income. Profit manage includes measuring the distance between the envisioned level and the real degree of earnings achieved by means of an agency.

  • Mark Kolta - Important Aspects Of Short Term And Long Term Investments

    Share or stock is a document issued by a company, which entitles its holder to be one of the owners of the company. A share is issued by a company or can be purchased from the stock market.

  • Mark Kolta - Investment Statements

    Businesses receive money from selling goods and services.

  • Mark Kolta - Tax System Of USA

    Payroll taxes are imposed by the federal and all state governments. These include Social Security and Medicare taxes imposed on both employers and employees, at a combined rate of 15.3%.

  • Mark Kolta - Basic Guidelines for Financial Record Keeping

    Keeps the private finances of the business owner separate from the business finances.

  • Mark Kolta - Features of Forensic Accounting

    Different from old debit or credit accounting. It provides a scientific accounting analysis which help in resolving the disputes that arises in the organization.

  • Mark Kolta - FUNCTIONS OF MERCHANT BANKING

    Merchant Banking although a non banking financial activity, resembles banking function.

  • Mark Kolta - Functions Of Investment Banking

    Investment banking is a particular form of banking which finances capital requirements of an enterprises. Investment banking assists as it performs IPOs, private placement and bond offerings, acts as broker and carries through mergers and acquisitions.

  • Mark Kolta - Load vs. No Load Mutual Funds

    Mutual funds are a type of investment that takes money from many investors and uses it to make investments based on a stated investment objective.

  • Mark Kolta- Important Facts About Investment

    VALUATION HELPS THE INVESTOR TO DETERMINE THE RETURN AND RISK EXPECTED FROM AN INVESTMENT IN THE COMMON STOCK.