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    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
  • Quicktips: Mad Men kitsch, real-estate glitch, Passover product pitch
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    Quicktips: Mad Men kitsch, real-estate glitch, Passover product pitch

    Beats, Featured, Media | Advertising, Melissa Preddy, Personal finance, Real estate | Econ development, Retail | Lifestyle, Story ideas

    We’re amid one of those stimulating times of year when the seasonal news pegs are so numerous it’s hard to keep up.  I missed National Love Your Produce Manager Day and going to have to take a pass on National Garlic Day; hoping to squeeze in some Earth Day ideas but meanwhile here are a [...]

  • Follow-up ideas to the gender-wage gap headlines
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    Follow-up ideas to the gender-wage gap headlines

    Beats, Companies | SEC data, Economy, Featured, Melissa Preddy, Personal finance, Story ideas

    President Obama commemorated Equal Pay Day by inking an executive order that addresses the wage gap between men and women, at least at federal contractors.  And while Equal Pay Day (the day a female worker catches up to a male worker’s total wages for the previous year) has come and gone, the issue remains along [...]

  • 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 [...]

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