Author's Note

I express appreciation to the Rollins Center for eBusiness of the Marriott School of Management for its help and support in maintaining the web site. I also express appreciation to the H. Taylor Peery Institute of Financial Services for its help and support with the content. A special thanks also goes to the many faculty, professionals, teaching assistants, and students who have reviewed this material and made comments to make it better and more useful. 

While this web site has been approved by the Marriott School of Management for distribution, the material remains the work of the author and those who have so generously given their time and resources on this project. While there may be differences of opinion as to best practices in many of the areas discussed in this series, this platform was developed to facilitate review and discussion of those best practices. Moreover, I would appreciate additional feedback to help make this a better and more useful web site. While I have tried to present the material in as fair and balanced a framework as possible and am incorporating changes into the platform as they become apparent, there may be errors of omission or commission. These errors are solely my responsibility, and are not the responsibility of the Marriott School of Management, the faculty, or Brigham Young University.

Bryan Lorin Sudweeks, Ph.D., CFA