MazumaBusinessAccounting

MAY 27, 2021

Financial reports can be an incredibly helpful tool for small businesses. They can help you determine how much money you can pay yourself each month. Or they can help you decide if it’s time to expand your business. As helpful as financial reports are, they can only help you if you understand how to read them. Luckily, Ben Sutton, Mazuma’s co-founder and CPA, took the time to explain how an income statement and balance sheet work.

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Indigo Marketing Agency

MAY 24, 2021

Do you have a “tee box” branding statement? Ya know, that one-sentence answer you give when you’re about to tee off at the golf course and someone asks, So, what do you do? So many advisors don’t have an answer to this question—and they stumble over their words when trying to articulate who they are and what they do. But by creating a one-sentence, “tee box” branding statement, you ALWAYS have a short and sweet answer ready to go—one that piques people’s interest, helps you connect with them,

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The Irrelevant Investor

MAY 29, 2021

Articles Long term is harder than most people imagine, which is why it’s more lucrative than many people assume. (By Morgan Housel) Pick a housing statistic at random, and it’s probably setting an all-time record (By Derek Thompson) You don’t control your own media platform if you run it on a centralized service. (By Fred Wilson) Owning ETH is like owning shares of the internet (By Packy McCormick) There’s something hypnotic about seeing funds compound continuously in real time (By Marc Rubinste

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Brown Advisory

MAY 28, 2021

U.S. Expat Series: The Top 7 Pitfalls and What You Need to Know jharrison Fri, 05/28/2021 - 06:26 We have worked with U.S. connected clients living in the U.K. for many years and have identified the top 7 pitfalls we see time and time again. Georgina Guy and Billy Mathews walk through these pitfalls and discuss what you can do to avoid them, and what can be done (if possible) to get out of them.

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Speaker: Amanda Adams, Fractional CFO, CPA

Are you ready to elevate your accounting processes for 2025? 🚀 Join us for an exclusive webinar led by Amanda Adams, 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.

Accounting

Fortune Financial

MAY 26, 2021

I have long been a proponent of investing in the defense and tobacco industries, which offer investors the unique combination of ‘quality’, typically measured by such things as low debt and low earnings variability, and ‘value’, or undemanding valuations. That this is unique to defense and tobacco can be seen in the scatterplot below, where other high-quality businesses in technology and consumer staples, – both stalwarts of the broad ‘quality’ universe

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MazumaBusinessAccounting

MAY 10, 2021

Even though we’re accountants, we get that financial reports aren’t at the top of every small business owner’s to do list. Most small businesses run on slim budgets and personnel staff of one or just a few. But whether you keep your own books or employ the services of a bookkeeper or accountant, understanding the numbers can help your small business just as much as it could help a large corporation.

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Indigo Marketing Agency

MAY 3, 2021

FMG Suite is arguably the largest financial advisor marketing platform out there. It’s no surprise that when people find Indigo Marketing Agency, their first question is: What makes us different from FMG Suite? Believe it or not, I used to work at FMG Suite before I started Indigo Marketing Agency. And while there is a little bit of overlap between our services, we couldn’t be more different.

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The Irrelevant Investor

MAY 28, 2021

Today’s Animal Spirits is brought to you by NaviPlan by Advicent On today’s show Ben and I answer listener questions on : How to learn about crypto Why it's okay to invest in things you don't understand How to talk about inherited assets What would the market look like without Covid-19? Crypto correlations Stages of saving and investing Active versus passive in international markets, and much more Listen here: Links: Which investments benefit from a weaker dollar?

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Brown Advisory

MAY 28, 2021

U.S. Expat Series: The Top 7 Pitfalls and What You Need to Know. jharrison. Fri, 05/28/2021 - 06:26. We have worked with U.S. connected clients living in the U.K. for many years and have identified the top 7 pitfalls we see time and time again. Georgina Guy and Billy Mathews walk through these pitfalls and discuss what you can do to avoid them, and what can be done (if possible) to get out of them.

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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.

Accounting

Clever Girl Finance

MAY 20, 2021

Let’s talk about how to build wealth in your 20s! In your 20s, it might seem like you’ll never reach your financial goals. After all, according to a credit report by Experian, the average Gen Z consumer under age 24 has $10,942 worth of debt. And that increases as you age, as the average Millennial consumer (ages 25 to 40) has $27,251 worth of debt.

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C2P Enterprises

MAY 19, 2021

We all know how time-consuming and difficult it can be to collect and organize all of your client documents. We’ve all been there and have all tried different strategies to help with this process. That’s why in this episode of The Bucket Plan On-Demand Series, Dave Alison sits down with business partner and fellow financial [.]. The post Build Client Relationships with the Family Estate Organizer appeared first on Clarity 2 Prosperity.

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MazumaBusinessAccounting

MAY 17, 2021

Tax day has come and gone and you didn’t have time to file your taxes. As long as you filed a tax extension, you have an extra six months to get your tax return to the Internal Revenue Service (IRS). The IRS will allow you to file an extension for any reason, as long as you file form 4868 by the original tax deadline or they will automatically grant you an extension if you have paid your taxes by the original deadline.

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Mauldin Economics

MAY 14, 2021

When it comes to the US jobs situation, the “One of these things is not like the others” song from Sesame Street comes to mind. We have two competing narratives. Official data says millions are unemployed and seeking work. At the same time, businesses say they can’t find enough workers. A skills mismatch between the workers who need jobs and the job openings themselves isn’t unusual.

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Join us in this webinar, where we share best practices on how to think about the reconciliation work each month, when best to do reconciliations, how they should be prepared, and some common pitfalls to avoid. Learning Objectives: This course objective is to understand how to properly prepare and review balance sheet reconciliations and its impact on the financial statements.

Accounting

The Irrelevant Investor

MAY 25, 2021

My first job out of college was in sales at an insurance company. I've told parts of this story before, but I never shared this aspect of it. On the first day on the job, I was told to write down the names and phone numbers of 50 people that I knew. I didn't have to worry about knowing anything. All I had to do was get in front of them. If they would agree to a meeting, I could bring along a sales manager who would be able to explain everything.

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Brown Advisory

MAY 25, 2021

Inflation in the U.S. Economy: Risks & Recommendations ajackson Tue, 05/25/2021 - 08:12 Our new report, “Inflation in the U.S. Economy: Risks & Recommendations”, by Sid Ahl, Taylor Graff and Tom Graff is now available. In it, we review the inflation risks and opportunities that we are monitoring in today’s markets, and how we are positioning our clients’ balanced portfolios in response.

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Fortune Financial

MAY 4, 2021

Deborah Cadbury’s Chocolate Wars is a wonderfully detailed history of the chocolate industry and the struggle for global market share among the titans of confectionery. While Ms. Cadbury, a descendant of the Quaker patriarchs of the Cadbury corporation (now part of Mondelez), focuses much of the early parts of the book on the Cadburys and their initial struggles to build their company, she also writes skillfully on the histories of Milton Hershey, Henri Nestle, and Forrest Mars, who, alon

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SEI

MAY 5, 2021

Military Friendly also recognized SEI as a 2021 Military Friendly Spouse Employer.

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As we step into 2024, the lending landscape evolves rapidly with technology, regulations, and market dynamics driving change. For banks and financial institutions to stay competitive and meet the evolving needs of their customers, these drivers must be understood and engaged with. Lenders can anticipate significant transformation fueled by technological advancements, regulatory shifts, and changing consumer behaviors.

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MazumaBusinessAccounting

MAY 9, 2021

We work with small business owners and entrepreneurs. Some are seasoned, others are just growing their side hustle. Their skills are varied and they have a wide variety of talents. We often get asked to explain the ins and outs of financial reports and have found that providing our favorite clients with a working knowledge of accounting terms is helpful.

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Mauldin Economics

MAY 3, 2021

If you own a home or you're thinking about buying one, I have some bad news. Even after you pay off the mortgage , you still don't own the property. Not fully, anyway. From a philosophical standpoint, you're renting the house from the government. That payment comes due in the form of property taxes. Property taxes are the worst kind of taxes. However… I'm Happy to Pay Another Kind of Tax It isn't income taxes.

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The Irrelevant Investor

MAY 22, 2021

Articles There are bad things that become bigger problems when you try to eliminate them (By Morgan Housel) Where the advisor had spotted an investing problem, I saw a much more mundane issue: a savings shortfall. (By Christine Benz) Secular growth stocks have been dramatic relative underperformers for the last 11 months. (By Gavin Baker) Scarcity doesn’t matter if no one else wants it.

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Brown Advisory

MAY 25, 2021

Inflation in the U.S. Economy: Risks & Recommendations. ajackson. Tue, 05/25/2021 - 08:12. Our new report, “Inflation in the U.S. Economy: Risks & Recommendations”, by Sid Ahl, Taylor Graff and Tom Graff is now available. In it, we review the inflation risks and opportunities that we are monitoring in today’s markets, and how we are positioning our clients’ balanced portfolios in response.

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Speaker: Joe Buhrmann, MBA, CFP®, CLU®, ChFC® Senior Financial Planning Practice Management Consultant eMoney Advisor

During an era of evolving consumer preferences, the banking sector is undergoing a profound shift. As customers continue to broaden their perspectives, banking professionals must support their customers' financial wellness by providing holistic financial advice that aligns with individual goals and circumstances. Without adapting, financial institutions will find that loyalty may crumble amid uncertainty.

Financial Advice

The Irrelevant Investor

MAY 21, 2021

One of the biggest stories in the housing market is the decline of the starter home. In the late 1970s, they were building 418,000 entry-level homes per year. This is what that number looked like over the next few decades. 1980s - 314,000 1990s - 207,000 2000s - 150,000 2010s - 55,000 Less than 10% of new homes being built are starter homes, which is a 50-year low.

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The Irrelevant Investor

MAY 18, 2021

Today’s Animal Spirits is brought to you by Acre Trader, Investing in Farmland. Simplified. Visit acretrader.com to learn more On today’s show we discuss: Jeremy Siegel sees 20% inflation over the next 3 years Barron's: Inflation is here and rising Also Barron's: Don't worry about inflation Also also Barron's: The economy is humming Dogecoin outmemeing Bitcoin There are no more starter homes Amazon is going on a hiring spree AirBNB Q1 Letter An update on ARKK Why investors always underperform ho

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The Irrelevant Investor

MAY 19, 2021

A trade becomes an investment when it goes against you. Instead of just taking a small loss, people go to extraordinary lengths to justify their original decision. We'll look for something, anything, that confirms our priors. But every once in a while, you buy something as an investment, and it goes so well that it can turn into a trade. That's what my experience was like with Bitcoin.

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The Irrelevant Investor

MAY 18, 2021

Inflation is the word du jour. The cover story in this weekend's Barron's was Inflation Is Here and Hotter Than It Looks. Why It's Time to Worry. But people don't have to read a financial publication to know there's inflation. They feel it all around them, especially business owners. A near-record number of companies plan on raising their prices. Higher costs are bad for consumers but can be okay for businesses.

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Speaker: Carolina Aponte - Owner and CEO, Caja Holdings LLC

In today's rapidly changing business environment, building a resilient balance sheet is crucial to the survival of any business. A resilient balance sheet allows a company to withstand financial shocks and adapt to changing market conditions. To achieve this, companies need to focus on key strategies such as maintaining adequate liquidity, managing debt levels, diversifying revenue streams, and prioritizing profitability over growth.

Financial Planning

The Irrelevant Investor

MAY 17, 2021

There are countless people out there who told themselves they were going to buy Bitcoin the next time they got the opportunity to do so at lower prices. I can't prove this, but I'd bet good money that most of them aren't doing what they said they were going to do. If you were too scared to buy on the way up, you're definitely going to be too scared to buy on the way down.

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The Irrelevant Investor

MAY 15, 2021

Articles The Great Online Game is an infinite video game that plays out constantly across the internet (By Packy McCormick) I think it’s very strange that policy is doing so much to favor monopolistic firms with big profits (By Allison Schrager) Countries lose reserve currency status over hundreds of years (By Cullen Roche) How can we truly embrace and celebrate the success of others if we are not at peace with ourselves?

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The Irrelevant Investor

MAY 16, 2021

Bitcoin looks terrible. You don't have to be a Chartered Market Technician to know that at $43,800, this thing is breaking all sorts of trendlines and potential support levels. Technical analysis is nothing more than the study of buyers and sellers, and right now, the sellers have the upper hand. No need to make it any more complicated than that. Bitcoin momentum has petered out over the last few months, and it's clear that Elon Musk's recent shenanigans are the paper straw that's breaking the c

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