MazumaBusinessAccounting
OCTOBER 6, 2020
Social Media Tips For Your Small Business. Social media has become a game-changer for small businesses. It has become the marketing platform that provides the best results for the lowest cost. Accounts are free and easy to maintain. In this article, we’ll explore five things you can do to get the most out of social media. Post Consistently. Consistency is key.
The Irrelevant Investor
OCTOBER 31, 2020
[link] If you're a fan of the show, please leave a review on iTunes , we would really appreciate it. Hope everyone has a happy Halloween! Contact us at animalspiritspod@gmail.com with any feedback, recommendations, or questions. Follow us on Facebook , Instagram , and YouTube. Check out our t-shirts, stickers, coffee mugs, and other swag here. Subscribe here: iTunes Android Google Play Stitcher Spotify The post Animal Spirits: The Highlights appeared first on The Irrelevant Investor.
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Brown Advisory
OCTOBER 31, 2020
Global Leaders Investment Letter - Q3 2020 ajackson Sat, 10/31/2020 - 09:50 Global Leaders Strategy Investment Letter - Q3 2020 In this letter, the Portfolio Managers discuss the way they embrace ESG in their analysis whilst being cognizant of the power of confirmation bias. Download the Letter Past performance is not a guarantee of future performance and you may not get back the amount invested.
AdvisorPR
OCTOBER 28, 2020
Identifying COIs to force it in your direction. We all know referrals are the most impactful way to grow your business. An endorsement from someone you already like and trust goes a long way in getting you to want to take the next steps with the recommended vendor. Whether it’s a car repair, new restaurant or the latest show on Prime Video – if someone in your trusted network says to do it, they’ve already done half the work for you – the research.
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.
Workable Wealth
OCTOBER 28, 2020
Much of our daily behavior relies on habits. Take your morning routine. Do you jump right out of bed or do you snooze a few cycles? Are you a brush-your-teeth-before-breakfast or after- breakfast type of person? Do you tie your shoes with a single or double loop? Some of these things you might not even notice unless pointed out to you. They are learned behaviors and preferences that move you through the world, and they greatly impact your life.
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
Mr. Money Mustache
OCTOBER 23, 2020
Way back in the olden days, people used to be amazed at my life story. I was “The Man Who Retired at 30”, and it was so unusual that it would show up in news headlines all over the place. Thankfully, this is no longer such a surprising story. The idea of financial independence has spread far and wide with the rise of the FIRE movement , and people now realize it’s not such a big deal after all.
The Irrelevant Investor
OCTOBER 29, 2020
Today’s Animal Spirits Talk Your Book is presented by Innovator ETFs. For more information, click here. On today’s show we discuss: The use case for defined outcome investment solutions How to get leverage without using leverage Where these products can fit inside a portfolio How the caps change over time Investor materials Stacker investor guide Triple Stacker ETF summary Full product lineup Listen here: Charts Video [link] Contact us at animalspiritspod@gmail.com with any feedback, recommen
Brown Advisory
OCTOBER 31, 2020
Global Leaders Investment Letter - Q3 2020. ajackson. Sat, 10/31/2020 - 09:50. Global Leaders Strategy Investment Letter - Q3 2020. In this letter, the Portfolio Managers discuss the way they embrace ESG in their analysis whilst being cognizant of the power of confirmation bias. . . Download the Letter. . . Past performance is not a guarantee of future performance and you may not get back the amount invested.
AdvisorPR
OCTOBER 28, 2020
If you look at your hometown newspaper or TV station’s website, you’ll notice a common theme when scanning the headlines. Many of the articles are localizing national news stories. Whether it’s related to the pandemic, the current economic climate or even politics, news reporters are often looking for that local hook. When not reporting or localizing the national news, reporters also cover local stories that directly impact the majority of its city’s residents.
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.
C2P Enterprises
OCTOBER 22, 2020
It can be confusing to know how, or why, to charge fees for your financial planning services. Especially if you don’t understand the value of the wisdom you’re providing, how can you put a monetary value on that wisdom and how can you expect your client to buy into that value? In a recent [.]. The post Monetize Your Wisdom: Charge Planning Fees appeared first on Clarity 2 Prosperity.
Indigo Marketing Agency
OCTOBER 22, 2020
Struggling to figure out the best niche for your firm? You’re not alone. When a financial advisor tells us they need help to select their niche, we recommend they do three things: . Watch our workshop webinar on embracing a specialty. Send out a client survey. Create a “Who We Serve” statement. We’ve had dozens of advisors follow these three foolproof steps.
Workable Wealth
OCTOBER 14, 2020
Money is a tool; a tool that can help you shape, design, and live the life you want. Way too often, people talk about money as the destination, when it’s really a medium to facilitate the journey. Financial planning can take your money game up a notch by bringing clarity, strategy, and intention to your financial life. It can illuminate your priorities and get you thinking about money differently.
The Irrelevant Investor
OCTOBER 30, 2020
"The stock market hates uncertainty" is one of the more trite phrases in the financial lexicon. That doesn't mean it's not true. Certainty can never be found in the markets, but reasonable people might agree that there is more for investors to consider at this very moment than there was say in April of last year. Between the election, the rising number of Covid cases, and companies pulling their forecasts in earnings calls, there is a lot for investors to juggle.
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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.
Yardley Wealth Management
OCTOBER 7, 2020
The post Is COVID-19 affecting your Retirement Planning? Here’s what you should do. appeared first on Yardley Wealth Management, LLC. Is COVID-19 affecting your Retirement Planning? Here’s what you should do. Retirement Planning Financial Planning Risk. [link]. This year has been a real eye-opener for many pre-retirees and retirees. Over their lifetimes, most people have heard warnings and advice from retirement advisors about various aspects of their plans.
AdvisorPR
OCTOBER 15, 2020
Alana Kohl for Elements. Hosted By: Reese Harper of Dentist Advisors. In this week’s episode of Elementality , Reese Harper brings in Alana Kohl, founder, and president of AdvisorPR, to talk about marketing communications for financial advisors. They discuss the key components of good marketing, strategies for differentiating yourself in a “me too” market, and all-too-common advisor mistakes.
SEI
OCTOBER 14, 2020
We’re proud to have launched our Neurodiversity@Work program in 2018.
Indigo Marketing Agency
OCTOBER 6, 2020
Millennials—you either love ’em or you hate ’em. They’re passionate about causes like sustainability and social responsibility, but they’re also upending traditional American institutions like marriage and casual dining. . Either way, millennials now make up the majority of the global workforce, and as they rise to the top, they’ll be looking for financial advisors to help them manage their growing wealth. .
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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.
Brown Advisory
OCTOBER 6, 2020
How Municipal Bonds Influence Justice & Equality ajackson Tue, 10/06/2020 - 16:56 Our firm has intentionally expanded its focus on sustainable investing over the past decade—in part because we believe it helps us make better investment decisions, and in part because we believe it helps our clients make a positive impact on the world with their capital.
The Irrelevant Investor
OCTOBER 27, 2020
Today’s Animal Spirits is brought to you by YCharts Mention Animal Spirits to receive 20% off when you initially sign up for the service On today’s show we discuss: Some Things I’ve Learned Over The Last 30 Years The consumerization of finance A closer look at momentum funds My friend Jon Boorman Richer, but not happier It's not just Robinhood Who owns the stock market?
The Irrelevant Investor
OCTOBER 27, 2020
“I’m certainly in the camp that we are not out of the woods. I think a retest of the low is very plausible.I think we’d take out the low.” -Jeffrey Gundlach, April 27, 2020 “The risk-reward for equity is maybe as bad as I’ve seen it in my career.” -Stanley Druckenmiller, May 13, 2020 "I would say that 99 was more overvalued, but yeah i would say it's one of the most overvalued markets i've ever seen, maybe the second most overvalued" -David Tepper, May 13, 2020 Earlier in the year as the stock m
The Irrelevant Investor
OCTOBER 25, 2020
Articles Good news takes time but bad news happens instantly (By Morgan Housel) A quantitative look at what drives box office results (By Harrison Burke) Amazon has actually lost share in e-commerce during Covid (By Gavin Baker) The distinction between investing and speculating is not only a fine one, but very much in the eyes of the beholder (By Aswath Damodaran) The weakest links derail everything (By Tony Isola) It’s cheap, simple, automated, easy and convenient (By Ben Carlson) Why should I
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.
The Irrelevant Investor
OCTOBER 25, 2020
Have you ever wondered who actually owns the stock market? Now we know, thanks to a new piece from the Urban-Brookings Tax Policy Center. Two things jump out at me from this chart. First, at 40% of the U.S. stock market, foreigners own more than taxable accounts (25%), and retirement accounts (30%). The second thing that stands out is that the ownership of the stock market used to be concentrated in taxable accounts.
The Irrelevant Investor
OCTOBER 22, 2020
Today’s Animal Spirits is brought to you by State Street. See State Street's latest quarterly report on fixed income here. On today’s show we discuss: Will fiscal stimulus be the norm to combat recessions going forward? Why inflation isn't showing up in the data Has the fed caused or contributed to wealth inequality? Why interest rates are so low How the bond market is responding to the polls, and much more Listen here Charts Contact us at animalspiritspod@gmail.com with any feedback, recommen
The Irrelevant Investor
OCTOBER 23, 2020
"You were bearish the whole way up" Ben said , with a smile on his face. Surprised, yes. Bearish? I don't think so. Today I want to set the record straight. Sell first, ask questions later. That was the mindset of investors in the first half of this year. Nobody could be sure of the ramifications of a pandemic that was spreading at such a rapid rate that it forced us to shut down the entire economy.
The Irrelevant Investor
OCTOBER 20, 2020
Today’s Animal Spirits is brought to you by Interactive Brokers. Check out Portfolio Analyst here On today’s show we discuss: Older Americans are slowly selling the stock market America is having a moral convulsion A value investor calling it quits Howard Marks memo Corey Hoffstein's latest is must read Companies are borrowing a lot of money The 4% rule Ark's bad ideas Credit scores are going.up?
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.
The Irrelevant Investor
OCTOBER 21, 2020
"Oh my god you have to write about that" "No no, it wouldn't be right." One night in, I don't know, 2015 or so, Jon Boorman came out to dinner in New York City. He told an incredible story about investor psychology that I'll never forget. That week he had just sold a stock for a big gain, roughly a double if I recall correctly. What made that particular trade so interesting is not what he gained, but what he lost.
The Irrelevant Investor
OCTOBER 20, 2020
The Covid economy has been a tailwind for companies that didn't need any help. Exhibit A, Amazon. North American sales in the second quarter came in at $55.44 billion, up from $38.65 billion a year earlier. That 43% growth is remarkable considering how large these numbers are. Amazon has experienced incredible growth for the last 20 years with only a few hiccups along the way.
The Irrelevant Investor
OCTOBER 18, 2020
Articles A crisis of trust (By David Brooks) The median European stock trades at about half the valuation of the median US stock (By Verdad) The most popular video service in the United States is now YouTube, which is almost entirely user-generated content (By Matthew Ball) Pessimists are underappreciated (By Scott Galloway) Buy now pay later (By Marc Rubinstein) We have ourselves a pressure cooker of uncertainty (By Blair duQuesnay) You want the odds in your favor but the majority of the time y
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