This site uses cookies to improve your experience. To help us insure we adhere to various privacy regulations, please select your country/region of residence. If you do not select a country, we will assume you are from the United States. Select your Cookie Settings or view our Privacy Policy and Terms of Use.
Cookie Settings
Cookies and similar technologies are used on this website for proper function of the website, for tracking performance analytics and for marketing purposes. We and some of our third-party providers may use cookie data for various purposes. Please review the cookie settings below and choose your preference.
Used for the proper function of the website
Used for monitoring website traffic and interactions
Cookie Settings
Cookies and similar technologies are used on this website for proper function of the website, for tracking performance analytics and for marketing purposes. We and some of our third-party providers may use cookie data for various purposes. Please review the cookie settings below and choose your preference.
Strictly Necessary: Used for the proper function of the website
Performance/Analytics: Used for monitoring website traffic and interactions
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.
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,
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
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.
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
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
The post 5 Financial Advisor Hacks: A Cheat Sheet for People Saving For Retirement! appeared first on Yardley Wealth Management, LLC. 5 Financial Advisor Hacks: A Cheat Sheet for People Saving For Retirement! By Michael J. Garry, Founder/CEO. Yardley Wealth Management . Don’t Get Distracted. The 24-hour news cycle can be a bit insane these days, especially in 2020 when the pandemic dominated the news and murder hornets were on the way.
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.
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.
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.
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?
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.
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.
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.
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.
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.
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.
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.
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?
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.
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
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.
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
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.
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.
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.
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.
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.
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.
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.
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
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.
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.
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
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?
On today's show we talk with Clay Gardner about how Titan is disrupting mutual funds. For more information on Titan go here On today's show we discuss: The pros and cons of the retail trading boom Lessons learned from the buy-side Avoiding moonshots One of Clay's biggest mistakes The catalyst for growth's selloff Listen here Research links How we're investing through inflation Three things (May 13th) Fastly's air pocket slump Titan's investment process Contact us at animalspiritspod@gmail.com wi
Fear of missing out is a feeling that builds over time. Fear of lower prices happens in the blink of an eye. It's incredible how quickly the tide can come out on some of the most beloved stocks. Things that have done nothing but go up can have their gains vanish before investors know what hit them. There is serious carnage out there in some corners of the market.
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.
We organize all of the trending information in your field so you don't have to. Join 36,000+ users and stay up to date on the latest articles your peers are reading.
You know about us, now we want to get to know you!
Let's personalize your content
Let's get even more personalized
We recognize your account from another site in our network, please click 'Send Email' below to continue with verifying your account and setting a password.
98 
Let's personalize your content