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An investmentfonds wikipedia free fund also index tracker is a mutual fund or exchange-traded fund ETF designed to follow certain preset rules so that the fund can track a specified basket johann pfeiffer iforex underlying investments. Index funds may also have rules that screen for social and sustainable criteria. An index fund's rules of construction clearly identify the type of companies suitable for the fund. Additional index funds within these geographic markets may include indexes of companies that include rules based on company characteristics or factors, such as companies that are small, mid-sized, large, small value, large value, small growth, large growth, the level of gross profitability or investment capital, real estate, or indexes based on commodities and fixed-income. Companies are purchased and held within the index fund when they meet the specific index rules or parameters and are sold when they move outside of those rules or parameters. Think of an index fund as an investment utilizing rules-based investing.

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He is also an Army Veteran; serving as an Infantryman in Afghanistan. Michael finds working with business owners as his passion in which he has devoted a lifetime of learning, passing on the experiences of both successes and failures along the way. In his spare time, he enjoys road cycling and mountain biking.

He has worked with a variety of business owners over the past 26 years in providing comprehensive business advisory strategies for small, mid-size and family-owned businesses. He has increased business value, created strategic financial and transition plans, and executed successfully the full selling process for business owners. Jeff developed The Accretive Process which transforms companies into highly valuable acquisition targets. The result is a business that is a joy to own and has multiple options regarding its future transition.

Successful business owner and corporate leader in sales and marketing who enjoys helping small businesses and entrepreneurs be successful. From Start up through Growth, into transition or needing a turnaround, Stephanie can assist in all areas of Strategic Planning exploring opportunities, facilitating decision making, and developing a tactical plan of action for execution. Key areas of expertise include business math-understanding profit and loss as well as breakeven, targeted marketing strategies, sales mapping, exploring foreign markets with exporting, and valuing businesses for purchase or sell.

David is the founding Partner of Emerge Dynamics. Eric is a Partner at Emerge Dynamics with a proven track record for developing talent while leading teams through times of high growth and transition. Disciplined yet collaborative approach to business analytics to drive informed decisions. Expertise in acquisitions, due diligence, crisis management and SEC compliance.

Tony is a senior-level business leader with over twenty years of leadership experience growing businesses in a breadth of industries including Information Services, Technology, Hospitality, Food Service, Manufacturing, Warehousing and Distribution. His responsibilities include reviews, audits, and preparation of financial statements for clients in a variety of industries.

Jeremy also prepares tax returns for various types of entities, including not for profits. Maria is a seasoned consultant, facilitator, collaborator, and coach who teams up with other business professionals e. Berkshire Money Management, Inc. Brent has worked in various roles at Thomson Financial, TheMarkets. Brent co-founded BulldogResearch. BTA, Inc. Tom spent the first half of his career working in the high-tech field, holding positions in finance and operations.

He gained practical, first-hand experience during each of his transitions and became passionate about helping other business owners maximize their company value and achieve their transition and exit goals. Bob and his team assist clients in developing financial statements. Clients also look to Bob and his team to help them navigate financial statement questions from banks or other investors. She prepares and reviews federal and state income taxes for individuals and businesses, managing mulitiple clients, budgets and production goals.

With over 20 years of public accounting experience, Judi has worked at New England regional and local firms, as well local government and non-profits. Prescient Strategists, LLC. Curtis Odom has over 20 years of international experience in enterprise change management, organizational effectiveness, talent management, and performance consulting as a practitioner, researcher, author, and speaker.

Curtis has been a consultant and an employee with Fortune companies in the industries of aerospace and defense, software engineering, consumer packaged goods, insurance and financial services, telecommunications, and healthcare. Jonathan J. His consulting and business advisory services range from helping clients launch a new entity, to preparing to sell a company, as well as how best to pass a company on to the next generation.

Kerri Salls, Managing Director at This Way Out Group LLC, a boutique management consulting firm, is a thought leader creating a revolution in the family business succession planning field. Legacy Partners, LLP : : cvanderzyden legacypartnersllp. Chris is the best-selling author of 7 Steps to Entrepreneurial Victory.

Her next book 7 Steps to Exiting Your Business is scheduled for release in Since , he has served manufacturing, distribution, service, retail and other industry clients with the primary purpose of helping them accomplish their goals. The CVGA certification furthers his ability to help clients reach their goals, such as; increase business value, improve operations and financial results, and reduce risk.

In turn, clients can approach the future with increased confidence gained from proper planning, goal setting, risk management, and communications. Ken has 30 years of cross-functional experience in sales, engineering, marketing, business development, strategy, entrepreneurship and business coaching. Industry experience includes manufacturing, IT, software, digital marketing, clean energy, materials, real estate and small business ownership. Together, we will achieve great things!

Eagle Corporate Advisors works with businesses to improve and streamline all areas of their organization, from mission and vision, to market and operational drivers, helping leaders achieve their business goals and dreams. Other benefits are value enhancement, transition planning, due diligence and strategy, to name a few.

Ron continues to serve clients in a variety of industries and is skilled at both counseling retired individuals on estate planning and advising growing corporations on the tax consequences of their activities. Ron frequently acts as a consultant to business and nonprofit organizations on strategic planning and budgeting issues.

Paul has spent the past 30 years helping small to mid-size business owners to be more successful. As Fargo Center Director for the ND Small Business Development Centers, he assists entrepreneurs and small business owners to start, manage and grow their companies by providing a range of professional business advising services. Areas of expertise include financial modeling, cash flow and break-even analysis, strategic plan development and implementation, and buying and selling a business.

The CVGA certification furthers his ability to help clients achieve their goals, improve operations, enhance financial performance, increase business value and reduce risk. Areas of specialization include entrepreneurial business challenges, including building financial models to illustrate corporate goals, and assisting in plan implementation, business transition and succession consulting to help business owners, including family firms, successfully reach financial goals,CFO services, which help business owners secure the financial resources needed to grow their businesses, value their businesses, and create strategic plans.

William Vaughan : : kate. As a result, her clients have come to rely on her practical business guidance and assistance in meeting their objectives. He brings extensive expertise to contractors, retail businesses and distribution and manufacturing companies. A leader with a history of significantly enhancing the enterprise value of SMEs.

Bobbi L. Legacy Law Firm, P. Both Legacy Law Firm, P. Jayna M. Certified Value Growth Advisor, Shaun is a highly motivated entrepreneur with over 40, hours of experience in building and scaling companies. His entrepreneurial journey started at the age of 15 with an advertising company and has led him to have founded and sold multiple companies that generate millions of dollars in annual revenue.

Shaun is said to be a thought leader and innovator in building scalable systems that propel companies and their leadership to their highest level of potential. Justin A. Through Financially Simple, Justin uses his skills to guide business owners through business sales, mergers, or buy-outs, ultimately preparing them for the next chapters in their lives. His work in Financially Simple has catapulted Justin into the national press where he writes for Kiplinger, Forbes, and Investopedia and where his name appears in many national media venues and in a litany of written publications.

Justin also speaks regularly about business at national conventions, trade associations, business events, and seminars around the nation. Clients have included both domestic and international public and private companies in the manufacturing, distribution, retail, technology, and healthcare industries.

Also, extensive experience working with private equity companies. Before joining PricewaterhouseCoopers, worked for a boutique accounting firm providing assurance, tax, and broad-based business advisory services. John has a wide variety of industry experience including manufacturing, retail, restaurants, and insurance and risk management. He has been involved in many aspects of business across national and international boundaries.

John has a passion for helping others achieve personal and professional success. He believes success for an individual or a business is based on passion and clarity. People and businesses succeed when they are clear on what they do really well and what they want to achieve.

Working with Leaders to develop clarity and create alignment as the platform for change, John has developed a track record of helping companies achieve industry leading results. With expertise in strategy and strategic planning; organizational alignment; organizational development; change management; marketing and sales; and operations John has helped small and medium sized businesses achieve improvement through focus, accountability, discipline, and organizational alignment.

An avid reader and learner, husband, father of three, John enjoys cars, residential construction and running. Professionally, Joy has worked with Investment Advisors and CPAs for over 25 years as an expert in business development strategies, brand differentiation, building strategic alliances and crafting CPE and professional development forums. In addition to her business coaching Joy does consulting and volunteer work for schools that are exploring how to build child-centric, experiential curriculums that integrate emotional intelligence and environmental literacy to better engage students, improve learning, increase cognitive performance and enhance overall wellness and empowerment.

He also serves on the advisory board of the MidMarket Alliance as its educational leader, and serves on the Boards of Directors of several privately held companies. He is also the Board President of Solutions at Work, a charitable organization focused on breaking the cycle of recurring poverty and homelessness.

Art brings more than 20 years of progressive experience in auditing, ERP software, data warehousing, and financial management to the cause of business performance improvement. Previously, Art provided senior finance and business intelligence advisory services at several firms, most recently Cervello, Inc.

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Alison lives in the north of England with her husband Steve no, not Car Talk Steve and their awesome 5-year-old son, Lukas. She's also studying roundabouts, central reservations, boots and bonnets so she can pass her UK driver's licence test. And she claims she's not affected by the idiosyncrasies of the British language.

Such vulgar insinuations, she says, are rubbish and the senseless yammerings of a bloody duffer who's had a pint too many. Geraldine McGowan, a. But don't let the Irish surname fool you Gerri is actually half Sicilian and wields her blue editing pencil like a stiletto, taking every misplaced comma as a personal affront to the "Family.

Although her personal history is shadowy okay, some would say boring , Car Talk has learned through various channels that Gerri grew up on Long Island, where she was raised as a general contracting princess - she had her own tool belt in pink. Her age is also cloaked in mystery. Suffice it to say that she is old enough to remember when the Datsun Z was a hot car! Before joining Car Talk, Gerri worked in a variety of positions in the publishing field - including a brief stint as chocolate reviewer for a magazine devoted to all things chocolate.

Fed up with the "glamorous" read: low salary world of publishing, Gerri decided if she was going to work for low pay, she might as well work somewhere with equally low standards: Car Talk! As we keep telling her, the company motto is "It's only Car Talk! John is Car Talk's studio engineer. While the rest of the Car Talk staff dozes in various stages of REM sleep during the show, it's John's job to stay awake enough to put callers on the air, and remind Tommy to speak into the microphone.

John attended Emerson College, with dreams of engineering a respectable show. Like many graduates before him, John's degree prepared him admirably for a career in a local liquor store. After weighing his options over a few Pabst Blue Ribbons, John crushed a few beer cans on his forehead and took the plunge. Reason III. When he was a kid his father used to listen to Car Talk non-stop on Saturdays. He hated Car Talk so much, he would leave the house. Now, finally, he listens to Car Talk - and gets paid for it!

John "Bugsy Sebastian Mr. What does that mean? How the hell do we know? We never see the guy! Actually, Bugsy is one of the sweetest guys you'll ever meet. He shows up while we're on the air with a couple of dozen donuts. Fortunately, this is an assignment for which "The Bugster" is admirably prepared, having worked as a Boston police officer for more than a dozen years.

Bugsy has had a long and sordid career in the automotive world—beginning as a prepubescent punk, drag racing his '63 Corvette Convertible on Route 1 outside Boston. He even had his own automotive radio show on Boston's WBZ for several years—until the station manager over there found out. Bugsy is also in charge of dealing with all of the auto manufacturers and arranging for the new vehicles we test drive. For example, let's say we test drive the new Mercedes E for three months.

Then, on the show, we'll say something like, "What a hunk of Nazi junk—I'd rather have a Taurus" It then becomes Bugsy's job to explain to all the irate German executives that Tommy was having a hemorrhoidal flare-up and has no recollection whatsoever of having made such remarks. In his free time, J. Bugsy S. Lawlor scours the planet in search of his next free lunch. As listeners to our lousy show know, we report back each week as to where he happens to have located that week's gratis repast.

At his sprawling homestead, nicknamed "Bugsyworld" by the Car Talk staff, Bugsy is amassing an extensive collection of "antique car memorabilia" - A. A junk. It means, like a bad rash, he can't seem to get rid of us. The fact that Steve's a nerd is, in itself, somewhat unusual, because he got his start at Hampshire College - an institution known more for its earth-tone Birkenstocks than its Java-programming geeks.

When not engaged in pagan solstice rituals, Steve studied film, animation and, good thing for us, computer science. Realizing he was working far too hard, however, he moved to Boston and, fulfilling his dream to slack off more efficiently, he met us. In the years to come, Steve would buy a farm, raise goats, sell a farm, move to Portland, Oregon, meet a stunningly fabulous partner, move to London, Paris and various points in between.

Steve is thoroughly addicted to professional soccer and would find a way to travel to Pluto, if the U. Both equally plausible scenarios. Fun fact: Steve once worked at a car wash, and cherished those quiet moments he got to drive really fancy cars between the vacuum pit and the wash. Zuzu was adopted by Dougie, raised in a loving home, and trained to sit, stay, come, heel and catch a dog biscuit off her nose by a gentleman Tom and Ray refer to as "the dog Nazi.

Zuzu had a spectacularly sweet disposition. She was an expert swimmer, a decent typist and frequently filled in for Louie when she was on vacation. On August 22, , Zuzu succumbed to complications of bladder cancer, in the arms of her human companion, Dougie. Also nearby were her dog mom, Sip, and her adopted sister, Lucky. All were distraught. There were many mourners around Harvard Square, including a number of bums, who, noticing Zuzu's absence, asked, "Hey, where's your dog?

Spare some change? Zuzu received a number of accolades during her life, including being honored with Customer of the Week at the Peet's Coffee here in Harvard Square. She also co-starred in many Car Talk holiday cards over the years. Check them out - and see if you can find Zuzu! Doug Berman Doug's promising career took a wrong turn back in David Greene Although David Greene, our Associate Producer, didn't officially join our staff until the summer of , his relationship with Car Talk dates well back to the s.

David is married to an extremely patient woman. Doug Mayer Doug's first word in life was "car. Then, sadly, he met us. Talk about getting derailed! Connie Brichford Connie's inability to secure and maintain a steady job led her to the doorstep of Dewey, Cheetham and Howe in , where she sat blocking the fire escape and refused to move until she was offered the position of Junior Web Lackey.

Catherine Fenollosa Catherine Fenollosa serves as our Associate Producer, Emeritus - a title that roughly translates as, "She's married, has kids, can't work full time, but we still like having her around. Okay, we're lying. It was either that or living in a shipping container along the East River. That's two down, Catherine. Are we next? She knows her stuff. Big time. Despite all of this, she doesn't watch Star Trek. Or even Star Wars. Fun facts about Katrin? He has served on the Board of Trustees since and is currently vice chair.

John takes a keen interest in the well-being of the Los Angeles community. The organization provides affordable quality healthcare for underserved communities. John has served as president of the Los Angeles County Capital Asset Leasing Corporation, which issues hundreds of millions of dollars in debt instruments for the county. Previously, John was a founding partner in the Washington, D.

Law John C. John is married to Hope Warschaw.