Excel Basics Introduction Video #5 - Formatting

Excel Basics Introduction Video #5 – Formatting

By The Banker | Audio Posts, Blog Posts, Texas, Video

Small business owners need to know how to organize their customers, costs, revenues, loans, financial information, and more in spreadsheet format.  This video, #5 in a  series produced for a regional micro lending organization, continues to introduce key skills to help you get started with Excel.  Formatting cells, columns, and rows saves a ton of [&hellip

Ask an Ex-Banker: Should I open an IRA?

Ask an Ex-Banker: Should I open an IRA?

By The Banker | Ask an Ex-Banker, Blog Posts, Investing, Personal Finance, Taxes

Dear Banker, I’m ready to purchase IRAs for my husband and me. We had fun as young 20-somethings and didn’t start saving anything for retirement until our 30s, and even then, sometimes one of us was not always able to set aside money into the 401K/403b offered by employers. So, I figured an IRA would [&hellip

Excel Basics Introduction Video #4 - Sums and Averages

Excel Basics Introduction Video #4 – Sums and Averages

By The Banker | Audio Posts, Personal Finance, Texas, Video

Small business owners need to track all of their business numbers in Excel, and this video introduces the most commonly used functions, Sum and Average.  This is video #4 (of a total of 6) that I made on behalf of a regional micro lending organization, Accion Texas. If you’ve never learned to use Excel before, [&hellip

David Simon Says It All

David Simon Says It All

By The Banker | Blog Posts, Inequality

David Simon, creator of The Wire, wrote the best piece I’ve read in a long time about inequality in the West, and our impoverished political dialogue about it. Please read this in full because  Simon engages with complexity, and that doesn’t work in just one paragraph.  Nevertheless, I will summarize it for you:  “Capitalism is [&hellip

Mexican Democracy - Something Hopeful This Week

Mexican Democracy – Something Hopeful This Week

By The Banker | Blog Posts

And now for something completely different:  Mexican Democracy. No, that’s not the name of Axl Rose’s next tortured, long-awaited, magnum opus. Mexican democracy is a topic I used to obsess over before I became a finance guy, on my distinguished journey to the pinnacle of achievement: an obscure ex-banker typing up his opinions on finance, [&hellip