MazumaBusinessAccounting
APRIL 10, 2021
It can be tempting to cut corners when laying the foundation of your business. Most new business owners try to pinch pennies where they can—even in areas they shouldn’t. For almost all businesses, making money is a priority, but how you manage that money is equally important. When you try to manage the accounting and bookkeeping for your business yourself, you may run into trouble.
Mauldin Economics
APRIL 29, 2021
Disasters, wars, and pandemics should be times in which everyone works together against the common threat. We’re all in the same boat, so to speak. Except we’re not in the same boat. Some have been able to work at home, have food delivered, and largely avoid the threat. Others—including those who made it possible for the first group to stay safe—remained exposed.
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The Irrelevant Investor
APRIL 28, 2021
We just heard from the most important company in the world that business is booming. $89 billion in sales is by far the largest number for the second quarter than they've ever had. I know we have to take y/o/y numbers with a grain of salt, but come on. This is absolutely insane! The iPhone is without a doubt the best-selling consumer product of all time. $133 billion in sales in the last 2 quarters alone!
Indigo Marketing Agency
APRIL 26, 2021
Explore the 12 Best Books for Financial Advisors. I’ve read hundreds of books for financial advisors over the years. Some of them were okay and others completely revolutionized the way I do business. As a financial advisor, I know you’re busy. You don’t have time to waste on “yet another book” that promises results but doesn’t deliver. To help you out, I’ve gathered a list of the top books for financial advisors.
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.
Brown Advisory
APRIL 22, 2021
Corporate Engagement Spotlight: Ethical AI Practices ajackson Thu, 04/22/2021 - 11:37 Right now, as you read this, there are computers and network servers all over the world pondering one topic: you. They are improving your life invisibly—streamlining traffic on your commute, helping drive down your utility costs, curating playlists for you on your favorite streaming app, possibly improving the health care diagnoses you receive.
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
MazumaBusinessAccounting
APRIL 25, 2021
Knowing how to pay yourself as a small business owner may seem simple, but there are quite a few options when it comes to doing it right. The information below will help you learn the basics of how to pay yourself as a small business owner, but we highly recommend talking to a tax or financial expert ( we’d love to chat with you! ) when it comes to the specifics of your business.
International College of Financial Planning
APRIL 16, 2021
A Masters’ degree in business administration is more than just a certificate. It is your claim to a better future, enhanced career opportunities, a better life and the chance to make your own destiny. There is no wonder that with a MBA degree you can do a lot in life that may not otherwise be possible with any ordinary degree. But in order to accelerate growth and fulfill all your dreams, doing just any MBA course may not be enough.
The Irrelevant Investor
APRIL 27, 2021
This made me laugh. 74% of respondents said that value stocks will outperform growth stocks over the next 12 months. This comes from Barron's Big Money Poll , where they ask 152 money managers across the country were polled about their outlook for various investments over the next 12 months. We've gone from "is value investing dead" to "of course value will outperform" in less than 6 months.
Fortune Financial
APRIL 1, 2021
I have recently finished historian and economist Marc Levinson’s masterful The Great A&P and the Struggle for Small Business in America. While the story focuses largely on two brothers, John & George Hartford, and the rise of grocery chain they managed with great skill, readers will also learn much about the fascinating history of food retail.
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.
Brown Advisory
APRIL 22, 2021
Corporate Engagement Spotlight: Ethical AI Practices. ajackson. Thu, 04/22/2021 - 11:37. Right now, as you read this, there are computers and network servers all over the world pondering one topic: you. They are improving your life invisibly—streamlining traffic on your commute, helping drive down your utility costs, curating playlists for you on your favorite streaming app, possibly improving the health care diagnoses you receive.
Indigo Marketing Agency
APRIL 1, 2021
Why you should publish your advisory fees and services on your website. Today I want to talk to you about a subject I’m passionate about: putting your pricing and services front and center on your website. There are so many advisors who are hesitant to do this (and most don’t have their fees listed on their sites at all). Watch this short video to learn three reasons why you should list your fees and services on your website.
MazumaBusinessAccounting
APRIL 20, 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.
Mauldin Economics
APRIL 29, 2021
By the numbers, the US looks much better than it did than a few months ago. Jobless claims dropped to their lowest levels of the pandemic; COVID-19 vaccine shots went into arms at a record rate. But we’ve seen how this goes. The virus spreads in waves that recede and then return, often stronger. Some areas of the US are experiencing their fourth wave of coronavirus cases.
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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.
The Irrelevant Investor
APRIL 24, 2021
Brokerage accounts are for investing. If you want an adrenaline rush, drink a couple of Four Lokos*. The volatility of Bitcoin makes the S&P 500 look like a short-term bond. Imagine investing in Bitcoin and thinking "I need 20:1 leverage." Evidently, there are people out there doing this with a lot of money. According to data provider Bybt, crypto traders lost $10.1 billion last Sunday to liquidations after Bitcoin fell 17% in 20 minutes.
SEI
APRIL 21, 2021
SEI honored for partnership with Hill Top Preparatory School.
Brown Advisory
APRIL 30, 2021
The American Families Plan eberkwits Fri, 04/30/2021 - 12:33 On April 28th, the White House released details on The American Families Plan. This is a $1.8 trillion spending and tax proposal intended to enhance or create universal benefits for areas impacting families including child care, paid family/medical leave, universal access to preschool, tuition-free two-year community college and related tax cuts for low and middle income families. $1 trillion of the cost of the bill is investment in th
MazumaBusinessAccounting
APRIL 19, 2021
Once you’ve ironed out your marketing message, you’ll want to decide what channels will work best to get your message to the right customers. As you consider each channel, think about where your audience “hangs out”. Does your audience spend a lot of time on social media? Does your audience read the newspaper or listen to the radio? Focus your marketing efforts on the channels that are most likely to grab your audience’s attention.
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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.
MazumaBusinessAccounting
APRIL 23, 2021
It’s no secret that being an entrepreneur is stressful. You’ve got a million things on your plate. From ordering inventory to dealing with customer concerns, to staying within budget and beyond, the stress of daily responsibilities can wear on you. As an entrepreneur, it’s important to reduce stress so that you can have a clear mind when making business decisions, pitching, or dealing with customers. .
MazumaBusinessAccounting
APRIL 16, 2021
As a business owner, it can be easy to see dollar signs on things that aren’t actually going to drive revenue for your business. Identifying the markets that are going to be lucrative for your business will help you to define your niche and—more importantly—nail it. It’s tempting to try to reach every customer who could possibly be interested in your products, but taking the time to find your perfect fit will help you to iron out your offering and help your business to be more scalable.
The Irrelevant Investor
APRIL 24, 2021
Articles Employee stock options are the lifeblood of a startup. (By Packy McCormick) The pie continues to grow (By Blair duQuesnay) If you had put the three U.S. stimulus checks into Dogecoin around the time they were sent out, you would have over $300,000 now (By Nick Maggiulli) Double down on the things you love to do (By Ben Carlson) 30-year mortgage rates are back below 3.0% (By Tadas Viskanta) Podcasts Keep costs down and pass the savings onto its customers (With Patrick O'Shaughnessy, Zack
The Irrelevant Investor
APRIL 21, 2021
$126 billion of value creation. This is the amount of money that Amazon delivered to its prime members in 2020, according to Jeff Bezos. He got to this number by doing some arithmetic on the amount of time people spend on Amazon versus going to a store. I don't even view Amazon as a store. People go to a store to shop. I go to Amazon to buy. They say that 28% of purchases on Amazon happen in three minutes or less.
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
APRIL 20, 2021
There are 45 cryptocurrencies with a market cap greater than $1 billion. At nearly $2 trillion in these 45 names alone, we're talking serious numbers. Bitcoin is still the biggest, but it's no longer the only kid on the block. Cryptocurrencies have created hundreds of billions of dollars out of thin air. If I'm reading this chart right , it looks like more than 60% of Bitcoin's $1t market cap is profits.
The Irrelevant Investor
APRIL 20, 2021
Today’s Animal Spirits is brought to you by Osprey. Click here for more information. On today’s show we discuss: The creator of Dogecoin sold all of his Dogecoin The CEO of Coinbase sold shares in a direct listing. This is not a scandal. Dogecoin crashed Robinhood Bill Miller's 1Q letter An explanation as to why companies are "losing money" This guy is disrupting the crypto market Listen to him on the Odd Lots podcast Robinhood is not helping investors on the tax side of things The $100 millio
MazumaBusinessAccounting
APRIL 20, 2021
It takes a lot of different skill sets to keep a small business running. As a small business owner or entrepreneur you’re probably used to wearing a few different hats and overseeing things such as production, marketing, customer service, and so on. But even though you can do things, doesn’t always mean that it’s in your best interest to do so.
The Irrelevant Investor
APRIL 18, 2021
It's been a good run. If you own risk assets, you've probably done very well recently. Outside of shorting things, it would have been difficult to lose money over the past few months. Take a look at this chart, showing the year-over-year change in the S&P 500*. We've had bear markets before, but we've never had this type of rally in such a short period of time.
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
APRIL 17, 2021
We've never seen a bear market like the one we just lived through. Nothing comes close in terms of how quickly it started and how quickly it ended. In just 19 days, the Dow was 20% below its highs. In 22 days, it was 30% below. And in just 27 days, it was all over. The bottom was in. To call this unusual is an understatement. You can see in the chart below that most bear markets take literally hundreds of days to bottom.
The Irrelevant Investor
APRIL 17, 2021
Articles You can't make a difference if you're not different (By Perth Tolle) Learn by doing (By Howard Lindzon) Irrational trends rarely follow rational timelines. (By Morgan Housel) I’m telling you that there’s something real happening, and ringing the bell for you to get involved. (By Packy McCormick) Imagine how long it must have taken for gold to become universally accepted as a currency or store of value.
The Irrelevant Investor
APRIL 16, 2021
Today’s Animal Spirits is brought to you by BlockFi On today’s show we discuss: 95% of Bitcoin is controlled by 2.4% of accounts Gas fees on the Ethereum blockchain Crypto shadow banking explained Packy McCormick explains BlockFi Why I'm having trouble holding Listen here: Tweets: [link] [link] [link] Charts: Contact us at animalspiritspod@gmail.com with any feedback, recommendations, or questions.
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