MazumaBusinessAccounting
MAY 31, 2022
Have you ever wondered how long to keep important financial records such as receipts, bank statements, and credit card bills? You’re not alone! Rather than keep everything forever and let the stacks of paper reach the ceiling, develop an organized system of keeping receipts for the recommended amount of time. Remember, the IRS recommends keeping tax-related documents for at least six years.
Norman Marks
MAY 20, 2022
When I saw that Protiviti had published an article with the title What Is Embedded Assurance — and How Can It Benefit Enterprise Projects?, I was intrigued. What exactly is “embedded assurance”? I expected something along the lines of the new-fangled concept of ‘combined assurance’, which is really not new at all! In 2009, the […].
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Sara Grillo
MAY 9, 2022
Direct indexing sucks – don’t do it. Here are the reasons it will ruin your clients’ portfolios and you should run away as fast as you can. For those of you who are new to my blog/podcast, my name is Sara. I am a CFA® charterholder and financial advisor marketing consultant. I have a weekly newsletter in which I talk about financial advisor lead generation topics which is best described as “fun and irreverent.
Your Richest Life
MAY 30, 2022
If you’ve been in the market for a new house, then you have probably discovered that this is a tough time to be a buyer. Record high inflation, sky-high home prices and low inventory has kept competition steep, with no end in sight. The housing market will calm down – but potentially not for a couple of years. What if you can’t wait? Here are some tips to help you find a house you love (and can afford!
Speaker: Erroll Amacker
As businesses increasingly adopt automation, finance leaders must navigate the delicate balance between technology and human expertise. This webinar explores the critical role of human oversight in accounts payable (AP) automation and how a people-centric approach can drive better financial performance. Join us for an insightful discussion on how integrating human expertise into automated workflows enhances decision-making, reduces fraud risks, strengthens vendor relationships, and accelerates R
Indigo Marketing Agency
MAY 17, 2022
Join me in this quick video where I uncover the sweet spot for the length of a financial advisor’s blog post! We get this question all the time: What is the perfect blog post length—how many words—for a financial advisor? Google used to have in their algorithm that a longer blog post was better and that 2,300 words was the sweet spot, so you’ve likely heard that metric repeated a lot.
Investing Caffeine
MAY 2, 2022
L ong-term success is rarely achieved without some suffering. In other words, you are unlikely to enjoy gains without some pain. Last month was certainly painful for stock market investors. On the heels of concerns over the Russia-Ukraine war, Federal Reserve interest rate hikes, China-COVID lockdowns, inflation/supply chain disruptions, and a potential U.S. recession, the S&P 500 index declined -8.8% for the month, while the technology-heavy NASDAQ index fell -13.3%, and the Dow Jones Indus
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Norman Marks
MAY 16, 2022
Over the years as a CAE, I learned that there was a better way to steer the audit team. Instead of asking them to assess the system of internal control over a process or business unit (an approach that is disconnected from enterprise objectives), or whether the controls provide reasonable assurance that specified risks are […].
Mr. Money Mustache
MAY 20, 2022
Boom! Well, that was kinda sudden! In the three months or so since we last spoke, the world has become an entirely different place – at least for those of us who keep up with any sort of international, financial or stock market news. The headlines are new, and the problems are of course very real. Russia has started one of the biggest, shittiest wars in a generation – killing untold thousands of people, displacing millions, and halting trillions of dollars of production and trade.
The Irrelevant Investor
MAY 31, 2022
Investing is all about confidence. Low interest rates gave venture capitalists confidence and that gave founders confidence and that gave investors confidence and that gave consumers confidence. But inflation put a wrench in the chain and now we've gotta figure out how to get our groove back. For the first time in a long time, investors are no longer willing to believe every story.
Brown Advisory
MAY 31, 2022
2021 Impact Report: Sustainable Core Fixed Income Strategy ajackson Tue, 05/31/2022 - 13:10 A Letter of Introduction From The Portfolio Managers At Brown Advisory, we are deeply committed to sustainable investing. We firmly believe that there does not have to be a trade-off between strong performance and smart investments that help address society’s trickiest sustainability challenges.
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Based off SkyStem's popular e-Book, the book of secrets to the month-end close will be revealed in this one-hour webinar. Learn leading practices when it comes to building a strong and sustainable month-end close that has room to grow and evolve. Learn about the power of precise estimates, why reconciliations are critical to closing the books, how and when to automate, and how the chart of accounts play into your close process.
Harness Wealth
MAY 31, 2022
Using Equity Tax Insights from Harness Wealth. Whether you’re making $50,000 or $5,000,000 of W-2 income, there are only so many actions you can take to dramatically change your tax burden. With company equity, the tax treatment of those profits can be radically different. We built Equity Tax Insights to help startup employees better navigate these big choices.
XY Planning Network
MAY 31, 2022
5 MIN READ. “Every dream has a price.”. Want to take a guess at where that quote is from? We’ll get to that later, but for now, I want to position that behavioral finance is all about planning towards what’s important to someone. When you deeply understand what a client values and wants most, you can serve as a trusted guide ensuring their financial plan lands them right where they want to be.
Norman Marks
MAY 3, 2022
Every year, the Association of Certified Fraud Examiners (ACFE) publishes a report on fraud. The latest is the 12th in the series, Occupational Fraud 2022: A Report to the nations. My congratulations and thanks go to the ACFE for an excellent report. I remember how early reports included the employees’ use of company assets like […].
Steve Sanduski
MAY 31, 2022
Your business may not be for sale, but it should always be salable. According to a 2019 study by J.D. Power , the average age of a financial advisor is 55; approximately one-fifth of advisors are 65 and older. If you’re within 5 – 7 years of exiting the business, succession planning should be one of your key strategic initiatives. Paul Blease advises that preparing to sell your practice is a process of analysis and optimization that requires a multi-year runway.
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Like being inches from the end zone, many advisors are frustratingly close to their next level of success. You work hard. You put in the hours. But if your closing rate is stuck or your pipeline feels like a revolving door… something has to change. Most advisors are just one small shift away from dramatically increasing their revenue. The difference?
The Irrelevant Investor
MAY 31, 2022
Today’s Animal Spirits is brought to you by Nasdaq and Masterworks: See here for Nasdaq's research on the shifting profile of retail investors. Go to Masterworks.io/animal to learn more about investing in contemporary art. On today’s show we discuss: Why housing is more important than the stock market Sequoia warns of a crucible moment Klarna to lay off 10% of workforce Substack drops fundraising efforts Terra crash shatters dreams Lumber prices drop 50% What's happening in the global econom
Brown Advisory
MAY 31, 2022
2021 Impact Report: Tax-Exempt Sustainable Fixed Income Strategy ajackson Tue, 05/31/2022 - 15:22 A Letter of Introduction From The Portfolio Managers At Brown Advisory, we are deeply committed to sustainable investing. We firmly believe that there does not have to be a trade-off between strong performance and smart investments that help address society’s trickiest sustainability challenges.
Harness Wealth
MAY 31, 2022
See the big picture with your Personal Balance Sheet. Management guru Peter Drucker is often cited for advocating that “you can’t improve what you don’t measure.” When it comes to personal finance, this mantra is also largely true. It’s nearly impossible to make the most profitable investment and financial planning decisions without having a comprehensive view of your assets and liabilities.
WiserAdvisor
MAY 31, 2022
Financial frauds are more common than you think. Most often, until someone has been a victim of financial fraud, they fail to recognize the growing intensity of these crimes. However, the numbers tell a different story. According to the Federal Trade Commission (FTC), in 2021, American consumers lost over $5.8 billion because of fraud, which is nearly $3.4 billion higher than the 2020 estimate.
Speaker: Aaron Berson
Managing spend is more than a cost cutting exercise – it's a pathway to smarter decisions that unlock efficiency and drive growth. By understanding and refining the spending process, financial leaders can empower their organizations to achieve more with less. Explore the art of balancing financial control with operational growth. From uncovering hidden inefficiencies to designing workflows that scale your business, we’ll share strategies to align your organization’s spending with its strategic g
Norman Marks
MAY 27, 2022
Some years ago, the IIA developed a methodology that helps people use the top-down and risk-based methodology required by the regulators (required by the PCAOB for the audit firms and recommended by the SEC for companies) when it comes to determining which IT General Controls (ITGC) to include for SOX. The GAI Methodology (download it […].
Don Connelly & Associates
MAY 30, 2022
In their interactions with prospects, financial advisors reach a critical juncture when they must determine when or if a prospect is ready to become a client. If they make the wrong determination, it will likely result in a missed opportunity. Trying to close prospects before they are ready can push them away, while waiting too long can cause them to lose interest.
Financial Symmetry
MAY 30, 2022
? Do you have an estate plan? Is it up to date? Was it prepared by an estate planning professional? If you answered “no” to any of these questions, you need to listen to this episode. Today on the show, … Continued. The post Why You Need a Professionally Prepared Estate Plan, Ep #165 appeared first on Financial Symmetry, Inc.
Brown Advisory
MAY 31, 2022
2021 Impact Report: Sustainable Core Fixed Income Strategy. ajackson. Tue, 05/31/2022 - 13:10. . A Letter of Introduction From The Portfolio Managers. At Brown Advisory, we are deeply committed to sustainable investing. We firmly believe that there does not have to be a trade-off between strong performance and smart investments that help address society’s trickiest sustainability challenges. .
Speaker: Duke Heninger, Partner and Fractional CFO at Ampleo & Creator of CFO System
Are you ready to elevate your accounting processes for 2025? 🚀 Join us for an exclusive webinar led by Duke Heninger, a seasoned fractional CFO and CPA passionate about transforming back-office operations for finance teams. This session will cover critical best practices and process improvements tailored specifically for accounting professionals.
Investment Writing
MAY 30, 2022
Can you spot what’s wrong in the image below? Please post your answer as a comment. Unfortunately, people make this mistake too often. I post these challenges to raise awareness of the importance of proofreading. The post MISTAKE MONDAY for May 30: Can YOU spot what’s wrong? appeared first on Susan Weiner Investment Writing.
The Irrelevant Investor
MAY 28, 2022
Articles Each of these developments was believed to be capable of changing the world, such that the past realities of business need not constrain investors' imaginations and willingness to pay up (By Howard Marks) There’s a lot riding on when inflation peaks (By Michael Cembalest) The laundry list of worrisome news in 2022 is exhausting (By Phil Huber) The world isn’t yours for the taking, but for the trying.
Norman Marks
MAY 23, 2022
One of the issues that has concerned me over the years is who is not only responsible for understanding what might happen (both risks and opportunities) but also has the capability to do so. The easy answer is that operating management is responsible for understanding, evaluating, and addressing what might happen that could affect their […].
Dear Mr. Market
MAY 27, 2022
Dear Mr. Market: Simple title. Simple reality. That’s exactly where we’re at right now. We’re not going to wait for the financial media to announce it or tell us that it’s only a bear market if we officially drop -20% or more. The intent of this article is to explain not only what a real bear market is, and how this one has behaved differently, but also what to do next.
Speaker: Abdi Ali, Sr. Lease Accounting Consultant
Join this insightful webinar with industry expert Abdi Ali, who will discuss the challenges that can arise from managing lease accounting with spreadsheets! He will share real-world examples of errors, compliance issues, and risks that may be present within your spreadsheets. Learn how these tools, while useful, can sometimes lead to inefficiencies that affect your time, resources, and peace of mind.
Walkner Condon Financial Advisors
MAY 27, 2022
I originally wrote this blog post in July 2021. I am updating the post as a great deal has changed in our lives since last summer. We are still dealing with the impact of COVID on a daily basis; albeit, it is in many different ways. Our consumer habits are much closer to pre-pandemic patterns. We are dining in restaurants and shopping in stores. Travel is returning to more normal levels as well.
Brown Advisory
MAY 31, 2022
2021 Impact Report: Tax-Exempt Sustainable Fixed Income Strategy. ajackson. Tue, 05/31/2022 - 15:22. . A Letter of Introduction From The Portfolio Managers. At Brown Advisory, we are deeply committed to sustainable investing. We firmly believe that there does not have to be a trade-off between strong performance and smart investments that help address society’s trickiest sustainability challenges. .
Diamond Consultants
MAY 27, 2022
What’s changed at Edward Jones—and what’s driving so many advisors to seek other options? While many brokerage firms have seen noticeable advisor attrition in recent years, the velocity of moves away from Ed Jones, a firm that built its legacy on a strong culture, begs a few important questions. What’s driving momentum? Where are these advisors going?
The Irrelevant Investor
MAY 27, 2022
"Most portfolios are still dominated based on what's been great for the last decade" Greg Jensen, the co-CIO at Bridgewater was talking about this on the Odd Lots podcast. The last decade has been dominated by U.S. megacap tech stocks. And to Jensen's point, people are positioned for that trend to continue. This chart shows the 50 stocks that most frequently appear among the largest 10 holdings of hedge funds.
Speaker: Sierre Lindgren
Fraud is a battle that every organization must face – it’s no longer a question of “if” but “when.” Every organization is a potential target for fraud, and the finance department is often the bullseye. From cleverly disguised emails to fraudulent payment requests, the tactics of cybercriminals are advancing rapidly. Drawing insights from real-world cases and industry expertise, we’ll explore the vulnerabilities in your processes and how to fortify them effectively.
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