The Chicago Financial Planner
AUGUST 24, 2021
While Bernie Madoff passed away in April of 2021, financial fraud is still very much an issue. Along with the “old fashioned” types of fraud, we now have cybercrime to worry about. Financial fraud is all over the news. Whether high-profile Ponzi Scheme cases via the likes of Madoff, Allen Stanford or many smaller cases, investors are being defrauded out of their hard-earned money at an alarming rate.
MazumaBusinessAccounting
AUGUST 26, 2021
What Is the Hobby Loss Rule? If your business goes too many years without making a profit, it can be classified as a hobby. When it becomes a hobby, you can no longer claim losses as business deductions. In order to determine if you are running a business or a growing hobby, the Internal Revenue Service (IRS) looks at the following qualifications: Do you put in the time to turn a profit?
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Indigo Marketing Agency
AUGUST 18, 2021
If you feel like you’re in a crowded space as a financial advisor, it’s because you are. There are over 300,000 advisors in this country (including seven in my office building alone). The financial services industry is getting more and more competitive every single year. Now more than ever, you need to work hard to differentiate yourself so you don’t sound like every other advisor on the block.
The Irrelevant Investor
AUGUST 31, 2021
[link] A lot of people are making a lot of money. Between crypto and NFTs, things are absolutely exploding. Earlier this year, you could have gotten a CryptoPunk for a couple of ETH when it was trading at$750. Fast forward to today, and you can't get one for less than 119 ETH, or $407,000. Earlier this year, you could have picked up Solana, a potential competitor to Ethereum, for under $2.
Speaker: Erroll Amacker
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
Talon Wealth
AUGUST 30, 2021
WEEKLY MARKET UPDATE – August 30, 2021. Equity markets were positive this week as the Jackson Hole symposium drew to a close. Fed Chair Powell’s contribution was encouraging to markets, as he reiterated further the Fed position that inflation will be largely transitory. On the negative side, consumer sentiment continues to sag. PMI numbers are also disappointed, but the most recent figures still reflect expansionary conditions.
Tucker Advisors
AUGUST 16, 2021
Client Appreciation Events: A Guide For Every Financial Advisor. 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. Why throw a client appreciation event? Client Event: What makes a good one?
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
MazumaBusinessAccounting
AUGUST 12, 2021
As a small business owner, there are many decisions you will need to make that will impact your company for years to come. Among these decisions is which corporate entity is best for your business. In this blog, we will review 5 different types of business entities along with their advantages and disadvantages so you can decide which works best for your business.
Indigo Marketing Agency
AUGUST 30, 2021
If you know me, you know I love creating videos. It’s one of the easiest, most efficient ways to reach your audience. It requires no editing, no proofreading, and no time spent at the keyboard trying to figure out what to write. Videos also perform really well. For the advisors we work with, we know that if we send out a blog post with a video, it will receive twice as many clicks as the same topic in text format.
The Irrelevant Investor
AUGUST 31, 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 Books That Help Explain Every Market Cycle of the Past 80 Years Bubble talk is for boomers Individuals matter now Social media stars who move markets NFT mania CAPE adjusted for tax rates Money supply is not inflation Death of the starter home Rents rising Startups are spending more on AirBnb than office Amazon strikes a deal
Talon Wealth
AUGUST 16, 2021
WEEKLY MARKET UPDATE – August 16, 2021. Markets were mixed this week as low consumer sentiment surprised analysts. The University of Michigan consumer sentiment index came in well under expectations, highlighting renewed economic fears surrounding inflation and the spread of COVID-19. CPI numbers continue to come in high, showing substantial upward price pressure.
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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.
Andrew Thrasher
AUGUST 13, 2021
Yesterday (August 12) I did an interview with Charles Payne on Fox Business, along with Katie Stockton, CMT, discussing several themes within the market. My focus was on while breadth has been improving for large caps, we still have poor Continue reading Fox Business Interview: ‘Buying the dip’ has been strong market theme all year long → The post Fox Business Interview: ‘Buying the dip’ has been strong market theme all year long first appeared on.
International College of Financial Planning
AUGUST 2, 2021
There is a huge demand for Financial Advisors in India. In this write-up, we look at how one can become a financial advisor in India along with the opportunities and challenges in this career. Are you looking at a career as a Financial Advisor in India? There cannot be a better time to be one. Count out the short-term headwinds and slowdown in the economy, India is often being seen as the next big powerhouse for growth.
MazumaBusinessAccounting
AUGUST 5, 2021
It’s tax time and you don’t have receipts for last year’s business expenses. Now what? You can still claim deductions on your taxes without receipts for every transaction. Keep in mind that you don’t have to send your shoebox full of receipts to the IRS. You’ll only need them if you’re audited (which can happen up to 6 years after filing your taxes).
Indigo Marketing Agency
AUGUST 25, 2021
Did you know guest expert articles are one of the best ways to get out in front of prospects and gain more clients as a financial advisor? This is a strategy that we deploy for several of our advisor clients—and it’s one of my personal favorites. Watch this three-minute video as I explain how guest expert articles can help you get more clients as a financial advisor: Here’s how it works… How to Do Guest Articles As a Financial Advisor With this strategy, you bring in a guest expert to talk abou
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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?
The Irrelevant Investor
AUGUST 29, 2021
Today’s Animal Spirits is brought to you by NaviPlan by InvestCloud On today’s show Ben and I answer listener questions on : When frugality becomes a hindrance Is renting a waste of money? How to think about stock options in a privately-held company How faster markets impact target-date funds Listen here: Links: How to become a financial advisor SecFi.
Talon Wealth
AUGUST 9, 2021
WEEKLY MARKET UPDATE – August 9, 2021. Markets were up this week as nonfarm payroll numbers impressed analysts. July’s hiring figures came in at 943K, pushing the official unemployment rate down to 5.4%. PMI numbers continue to show expansion, revealing a mostly healthy business environment. COVID-19 cases have been rising nationally again, with most new cases being attributed to the “Delta” variant, but so far deaths have not been spiking with infections, a new development that likely can
Mauldin Economics
AUGUST 2, 2021
“$430,000 for THAT?” My colleague, Chris Reilly, nearly spat coffee on his laptop when I showed him the house my mom just sold. It’s the white door on the right: This was the house I grew up in. It gets damp and moldy in the winter. The walls have water damage. The paint is peeling. And it’s tiny—with two rooms upstairs and two rooms downstairs.
Robert B. Ritter Jr.
AUGUST 30, 2021
The Center for Tax Strategies & Resources is a premiere coaching resource for the financial industry. It is also one of only two organizations to which InsMark has extended serious product discounts (the other is First Financial Resources). Watch a video regarding InsMark from mega-producer Simon “Stuffy” Singer, Founder of the Center. With the link […].
Speaker: Aaron Berson
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
Tucker Advisors
AUGUST 9, 2021
WILL I HAVE TO BECOME A FIDUCIARY? . By Sam Deleo Tucker Advisors Senior Content Specialist/Editor. Follow Follow Follow Follow Follow Follow. If you’re a financial advisor, you have likely heard about the Department of Labor’s recent fiduciary rules. The larger question for the industry as a whole remains, where will these rules take us next? The word “fiduciary” refers to any advisors who must legally prioritize their clients’ interests above of their own.
Indigo Marketing Agency
AUGUST 2, 2021
If you’re like most advisors, you probably have a few concerns about the new testimonial rule. Your gut may be telling you to play it safe and wait to see how it goes for other advisors first. But here’s the truth: there’s a HUGE advantage to getting out there before the crowd and having testimonials and reviews on your site before anyone else. The fear of being non-compliant shouldn’t hold you back from seizing this opportunity.
The Irrelevant Investor
AUGUST 28, 2021
Articles The financial services sector comprises 20-25% of the world economy, and crypto is still very early in stealing away share. (By Packy McCormick) 82% of U.S. consumer spending came from people who earn less than $200,000 a year. (By Matthew Klein) A Veblen good is a good for which demand increases as the price increases, be cause of its exclusive nature and appeal as a status symbol.
Cordant Wealth Partners
AUGUST 25, 2021
In this post, we’ll outline everything you need to know about diversifying a concentrated stock position. We’ll cover what is too concentrated , the benefits of portfolio diversification (and the drawbacks), plus provide some tips on managing taxes. In our conversations with Tech professionals, we’ve learned that most know they should diversify their portfolio.
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
AUGUST 9, 2021
2020 Global Leaders Impact Report ajackson Mon, 08/09/2021 - 09:43 Download the Report A Letter of Introduction From The Portfolio Managers We are pleased to introduce our new Impact Report which reflects our activity and progress throughout 2020. The report reviews how we seek to use ESG research in our investment process, and how we seek companies with what we call Sustainable Business Advantage drivers (“SBA drivers”) and strong ESG risk management.
Inside Information
AUGUST 29, 2021
Y ou may have missed it, but Barbara Roper, who was the financial services face of the Consumer Federation of America—a tireless advocate for a fiduciary standard and consumer protection generally—has a new role to play. She is now working at the SEC, as senior advisor to SEC chair Gary Gensler. Roper’s best work at the CFA came when she would call out the hypocrisy of the brokerage firms, who would advertise that they worked diligently for the best interests of their customers, and then lobby
The Irrelevant Investor
AUGUST 24, 2021
Today’s Animal Spirits is brought to you by BlockFi On today’s show we discuss: The CFA is a colossal waste of time Coinbase is buying a lot of Bitcoin Visa bought a crypto punk My take on NFT mania Ben's Mona Lisa take People are working multiple jobs Jobless benefits and people going back to work 74% of homeowners haven't refinanced (survey) Why I'm going to a 30-year mortgage Why is Spotify buying back stock?
The Irrelevant Investor
AUGUST 23, 2021
Today’s Animal Spirits is brought to you by RocketDollar On today’s show we discuss: Investing beyond the 60/40 portfolio Why you should put your riskiest investments inside a tax-sheltered vehicle How Peter Thiel got billions of dollars in his Roth IRA, and how you can do the same Listen here: Links Rocket Dollar, explained Investing in a venture fund with a retirement account Contact us at animalspiritspod@gmail.com with any feedback, recommendations, or questions.
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.
The Irrelevant Investor
AUGUST 22, 2021
Articles The Fed sets the interest rate (the price of money), not the quantity of money. (By James Montier and Philip Pilkington) Life is easier, but deciding is more complex. (By Packy McCormick) On one hand the excitement is infectious, on the other hand the participation in absolute terms is nowhere even close to what we saw in 2017. (By Justin Paterno) I have lost my confidence as a blogger.
The Irrelevant Investor
AUGUST 22, 2021
The last time I wrote about non-fungible tokens, activity peaked a few days later. Like many casual observers, I thought that when the volume dried up, that would be the last we heard about NFTs. At least for a while. Well, it turns out the rumors of their demise have been greatly exaggerated. NFTs, once again, are on absolute fire. Remember back in February when a group of investors cobbled together $208,000 for a LeBron James moment.
The Irrelevant Investor
AUGUST 19, 2021
I can't believe I'm saying this, but I'm never going to pay off my house. Let me explain. In April 2019, I took out a 30-year mortgage at 4.625%. At the time, I gave little consideration to how I would manage the mortgage. There was no strategy. I just figured I would make the monthly payment, and that would be that. And then the world went and got itself in a big damn hurry.
The Irrelevant Investor
AUGUST 17, 2021
Lower interest rates encourage people to take more risks, in general. There is little question about this. By taking short-term interest rates to zero, which I had no objection to, the federal reserve "forced" me to find better ways to allocate my cash. Take a look at Marcus, my "high-yield" savings accounts. I wasn't exactly doing backflips when this was yielding 2%, but it was enough for me to keep a large-ish cash position.
Speaker: Sierre Lindgren
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.
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