MazumaBusinessAccounting

SEPTEMBER 30, 2021

A new podcast launch and a $10,000 giveaway—there’s no question that Mazuma USA has an exciting grand finale planned for their 10-year anniversary. On October 11, 2021, Mazuma will launch Keep Going , a podcast that shares the struggles, insights, and everyday triumphs of business owners. In addition, Mazuma plans to give away $10,000 to help one business owner on their own business journey. “As we geared up for this 10-year milestone, we kept thinking about our journey to this point

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Risk Management Guru

SEPTEMBER 20, 2021

Whether you’ve just started in Risk Management or you’re already a professional in this arena, this article will interest you. We are highlighting some of the reference professionals we follow who are seasoned Risk Managers, each in its own area of expertise. Most of these professionals have lengthy experience in Risk Management and are at the centre of current topics and discussions.

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The Irrelevant Investor

SEPTEMBER 28, 2021

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: The biggest crash in world history is coming Every famous/rich person is a troll (even if they don't know it) Sports gambling hitting the mainstream Options Crypto paychecks Denominator Richer than ever Save now, buy later Apple IDs FedEx Warning Listen here: Recommendations: Scenes from a Marriage Squid Game Charts: Tweets: [link

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Cordant Wealth Partners

SEPTEMBER 27, 2021

In this article, we cover how compensation at Microsoft works and how you can maximize your benefits. Whether you’re a long-time employee wondering if you’re taking advantage of all the financial opportunities available to you or a new hire just trying to figure out how it all works—we’ve got you covered. Like any major corporation, Microsoft offers a host of compensation programs and benefits to its employees.

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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

Tucker Advisors

SEPTEMBER 27, 2021

Are Insurance Companies Safe? By Sam Deleo Tucker Advisors Senior Content Specialist/Editor. Follow Follow Follow Follow Follow Follow. They have been called the debt managers of the world. But just how solvent and safe are insurance companies? Shortly after The Great Recession began unraveling in 2008, many people feared insurance companies would suffer the same fate as investment banks like Lehman Brothers, Bear Sterns, Wachovia and Washington Mutual.

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MazumaBusinessAccounting

SEPTEMBER 2, 2021

Furnishing an office is a necessary but expensive endeavor. The Internal Revenue Service (IRS) understands that office furniture is a vital aspect of running a business, so they allow business owners to deduct those expenses from their taxable income. Office Furniture. There are rules when it comes to deducting office furniture. First, the IRS only allows you to deduct $5,000 worth of furniture if you are just starting your business.

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Risk Management Guru

SEPTEMBER 27, 2021

Founded by Boris Agranovich in 2010, the Global Risk Community (GRC) is the world’s leading community for Risk Managers. According to its official information, GRC is also the world’s first crowdsourced training platform for Risk Managers. GRC provides hundreds of materials and resources in its website, among which videos and very interesting podcasts.

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The Irrelevant Investor

SEPTEMBER 28, 2021

The stock market is up 17% year-to-date. Last year it was up 18%. The year before that it gained 31%. If this is the beginning of the end, which I'm not saying it is, but if it is, I wanted to remind you that the market has done very well over the years. A pullback in the indices would be normal. The uninterrupted gains that we've grown accustomed to are an outlier.

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Cordant Wealth Partners

SEPTEMBER 21, 2021

The Mega Backdoor Roth is a powerful new feature in many employer 401(k) plans that can turbocharge your savings. In this guide, we will walk you through everything you need to know about how the Mega Backdoor Roth works, why you should consider it, and some of the rules you need to know—including contribution limits for 2021. What is a Mega Backdoor Roth 401(k).

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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

Talon Wealth

SEPTEMBER 20, 2021

WEEKLY MARKET UPDATE – September 20, 2021. Equity markets were mixed this week as macroeconomic indicators were mixed. Manufacturing data and retail sales impressed analysts, returning readings above consensus expectations. Industrial production and consumer sentiment disappointed, however, with readings below expectations. Another potential macroeconomic problem is emerging, as the large Chinese property developer Evergrande threatens to unsettle debt markets and potentially threatens the

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Steve Feinberg

SEPTEMBER 20, 2021

Running and owning a business is difficult enough, but one of the most consequential decisions you’ll have to make is finding the business entity type that best suits your company’s goals and operations. Your business entity type is your company’s official classification in the eyes of the state, and it affects things like how much you’ll pay in taxes, what documents to file , or how much you’re personally liable against instances of lawsuits or bankruptcy.

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Truemind Capital

SEPTEMBER 13, 2021

Sentiments of greed, fear, and confusion are transient in the equity market. The sentiment cycles are permanent. Most of us have come across the following chart of the sentiment cycle. For those who are uninitiated, the below chart represents the cycle of greed and fear in any asset class with varying degrees of emotions. Sentiment cycles move from one extreme of greed to another extreme of fear which takes valuations also to extremes from their long-term averages.

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Risk Management Guru

SEPTEMBER 22, 2021

The Risk Awareness Week 2021 is upcoming! It will be 5 days of the most interesting workshops and will occur between 11th and 15th of October. This event is considered to be the biggest virtual conference about Risk Management topics, delivering more than 50 interactive workshops with more than 30 speakers, including the best Risk Management professionals in the planet.

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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

SEPTEMBER 27, 2021

Today’s Animal Spirits Talk Your Book is presented by Innovator ETFs. For more information, click here. On today’s show we discuss: The state of the ETF industry How to capture more upside without accepting more downside Why investors are clamoring for defined outcome ETFs, and much more Listen here: Listener Resources: Innovator ETFs pricing tools Accelerated ETFs How accelerated ETFs work Contact us at animalspiritspod@gmail.com with any feedback, recommendations, or questions.

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Tucker Advisors

SEPTEMBER 14, 2021

5 Financial Advisor Branding Tips You Can Implement Today. By Jordan Collins Tucker Advisors Senior Digital Marketing Specialist. Follow Follow Follow Follow Follow Follow. Table of Contents . Click the links below to jump to a client appreciation event page section specific to your needs. Create a professional email signature. Connect your offline materials to your online presence.

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Talon Wealth

SEPTEMBER 14, 2021

WEEKLY MARKET UPDATE – August 30, 2021. Equity markets fell this week as the producer price index came in well above expectations Friday, possibly helping to drive an end-of-week sell-off. Inflation has been a nuisance to markets for most of 2021, with all observed inflation measurements showing readings well above the 2% Fed target. Volatility movements reflected the market conditions for the week, as the VIX “fear” index spiked almost 24%.

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Indigo Marketing Agency

SEPTEMBER 14, 2021

If you’re a financial advisor, you probably know that creating consistent content is key to increasing your online presence and generating referrals. But when it comes to your blog, what should you write about? Every time I meet an advisor who hasn’t done much marketing in the past, one of the first questions they ask is, “What should I post on my blog?

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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.

Banking

Brown Advisory

SEPTEMBER 13, 2021

Global Leaders Investment Letter: September 2021. jharrison. Mon, 09/13/2021 - 15:33. Just want the PDF? Download it here >. The Marshmallow Test. We investigated some thoughts on intangible assets and invested capital in our last letter and subsequently we have been discussing the reinvestment rate and long-term growth of some of our investments. Reinvestment rate is one of the most important yet often hidden contributors to long-term compounding.

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MazumaBusinessAccounting

SEPTEMBER 9, 2021

Entrepreneurs and small business owners are good at wearing multiple hats. They’re the marketing department, the production assistant, the CEO, the customer service rep, and much more. If you’ve been in business long, odds are you’ve learned quite a bit about finances (or you want to) and you might have even gotten pretty savvy at handling your books.

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The Irrelevant Investor

SEPTEMBER 26, 2021

Articles Evergrande is the biggest player in the biggest industry sector in one of the biggest economies in the world. (By Marc Rubinstein) There is nothing wrong with rejoicing in bull markets; but we must always remember that they do eventually end (By Liz Ann Sonders) What if a normal economic recovery replaces the pandemic slowdown? (By Barry Ritholtz) The real, tangible impact that zero percent interest rate policies visit upon Main Street (By Josh Brown) Advantages slowly get arbitraged aw

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Tucker Advisors

SEPTEMBER 8, 2021

Indexed Annuities: The New Retirement Pensions? By Sam Deleo Tucker Advisors Senior Content Specialist/Editor. Follow Follow Follow Follow Follow Follow. Defined-benefit plans. Those of us who are older might remember them better as “pensions,” but in 2021 they seem about as common as a rotary phone. (Sorry, but we don’t have time to explain what that is.).

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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

Andrew Thrasher

SEPTEMBER 8, 2021

There are many ways to slice and dice the market but in today’s post I want to share one of the primarily models that gets discussed each week in the Thrasher Analytics letter to subscribers…. As a practitioner technical analysis Continue reading One of my Primary Tools To Evaluate The Equity Market → The post One of my Primary Tools To Evaluate The Equity Market first appeared on.

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International College of Financial Planning

SEPTEMBER 3, 2021

When it comes to choosing a financial planner, it’s important to choose the right fit for you. To get you started on your search, here are some suggestions that will help you find the right one. To ensure that an advisor who will help you plan your finance, follow these steps. Do the research of the available advisors – the first step is to find a financial planner who will help you plan your finances.

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Steve Feinberg

SEPTEMBER 2, 2021

As the Covid-19 pandemic self employed tax deductions offices and workspaces around the country, many American workers had to adapt to doing their jobs or running their businesses from home. Of course, home offices are not a new concept, and the IRS has had a framework in place for granting work from home tax deductions for home offices for decades.

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Inside Information

SEPTEMBER 28, 2021

I n case you missed it, the XY Planning Network—Michael Kitces and Alan Moore—have filed two petitions with the SEC, and they’re far more ambitious in what they’re asking for than anything I’ve seen from our trade or professional organizations. In fact, they make the case that the SEC has totally perverted its consumer protection mission, which is clearly spelled out in the law, for at least the past 20 years. .

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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

SEPTEMBER 21, 2021

Today’s Animal Spirits is brought to you by BlockFi On today’s show we discuss: Alternative data Robinhood is going on a college tour NFT insider trading Crypto ponzi Fidelity met with the SEC Transitory wins? Child care is broken Why do we not pay daycare people like teachers? Some surprising stats Listen here: Recommendations Don't Look Up Triplets Ronin Crank Vacation Friends Hotel Mumbai Norm MacDonald's biography Boy Plunger - Jesse Livermore The North Water Charts: Contact us at animalsp

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Brown Advisory

SEPTEMBER 13, 2021

Global Leaders Investment Letter: September 2021 jharrison Mon, 09/13/2021 - 15:33 Just want the PDF? Download it here > The Marshmallow Test We investigated some thoughts on intangible assets and invested capital in our last letter and subsequently we have been discussing the reinvestment rate and long-term growth of some of our investments. Reinvestment rate is one of the most important yet often hidden contributors to long-term compounding.

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Robert B. Ritter Jr.

SEPTEMBER 8, 2021

Did you miss our May 2021 Virtual Symposium? Don’t worry. Register now for FREE to access the meeting recordings, PowerPoints, and the many resources from our Exhibit Hall Booths. (You don’t need to be licensed for any InsMark products to view our Symposium site.) If you are interested, don’t delay — registration is available only […]. The post Blog #213: Missed our May 2021 Virtual Symposium?

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