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Did you know that poor bookkeeping, or lack thereof, is one of the top reasons small businesses fail? It may not sound like the most exciting thing, especially if you don’t consider yourself a “math person”, but let’s face the facts, bookkeeping is essential for the success of any small business. Here at Mazuma, we believe that each small business has the potential to succeed with the right tools, mindset, and organization.
On this edition of What Are Your Thoughts? Josh and I spoke about Is there a such thing as learning too much from economic history? The flight to the suburbs is real and probably not going to end anytime soon. What to make of lululemon's $500 million acquisition of home workout company Mirror. Small cap value historically leads the market coming out of a recession - will this time differ from the last 50 years?
Global Leaders Investment Letter - Q2 2020. ajackson. Tue, 06/30/2020 - 09:50. Global Leaders Strategy Investment Letter - Q2 2020. In this letter the Portfolio Managers discuss experiencing FOJI (the Fear of Joining In) in the current COVID crisis. They also comment on the team’s recent annual offsite. . . Download the Letter. . . Past performance is not a guarantee of future performance and you may not get back the amount invested.
The post Why We (Still) Use DFA Funds appeared first on Yardley Wealth Management, LLC. Why We (Still) Use DFA Funds. Recently, a journalist asked me why Yardley Wealth continues to use the mutual funds available through Dimensional Fund Advisors (DFA). While Vanguard is probably familiar to you as the giant mutual fund family known for its low costs and passive indexing approach, DFA is also a low cost fund family that uses passive investing, and emphasizes small cap and value investing based o
Finance teams are drowning in data—but is it actually helping them spend smarter? Without the right approach, excess spending, inefficiencies, and missed opportunities continue to drain profitability. While analytics offers powerful insights, financial intelligence requires more than just numbers—it takes the right blend of automation, strategy, and human expertise.
In your quest for financial wellness, you have probably heard countless times the importance of investing as part of a well-rounded financial plan. While this is true, most articles don’t tell you how to invest wisely, what role investments play in your wealth-building journey or even what the Market can tell you. . We understand that you want to invest in a way that’s aligned with your goals and values.
Bill Cates, The Referral Coach , is one of my mentors and a true expert in our industry. His recent book Radical Relevance is a fantastic read I recommend to all advisors. He and I are huge proponents of embracing niches for financial advisors to help their marketing cut through the noise. You can watch our webinar together on the subject here. Be sure to check out Bill’s brand-new webinar video below, Your Riches Are In Niches.
Although COVID-19 has prevented some of us from traveling, some are still planning on that fun summer vacation. One of the perks of being a small business owner is that you can deduct some of those expenses from your summer vacation. You just need to know your motives before you go! To begin, let’s change the name of your “Summer Vacation” to a “Business Trip” Your goal shouldn’t be to “write off my vacation” but “how do I add some vacatio
Although COVID-19 has prevented some of us from traveling, some are still planning on that fun summer vacation. One of the perks of being a small business owner is that you can deduct some of those expenses from your summer vacation. You just need to know your motives before you go! To begin, let’s change the name of your “Summer Vacation” to a “Business Trip” Your goal shouldn’t be to “write off my vacation” but “how do I add some vacatio
On today’s show we discuss: How cutting off the $600 relief checks could cause another recession Restaurants are closing Ben's take on double dip recessions The fed bans giant banks from buybacks and raising dividends New York office real estate is in trouble Berkshire Hathaway has fallen on tough times Now show Japan How COVID-19 is changing the future of travel The history of TIPS Listen here: Recommendations The Great Inflation and its Aftermath A Piece of the Action The Vast of Night The bes
A Structured Approach: ESG and Securitized Bonds. ajackson. Fri, 06/26/2020 - 10:55. Sustainable investing principles are rapidly gaining mainstream traction, but investors have prioritized these principles in some asset classes more than others. The securitized bond sector is an area that has not received much attention from an environmental, social and governance (ESG) perspective; ESG research coverage in this sector is still in the formative stages.
I am always in search of free online resources regarding diverse outlooks on risk. Recently I stumbled upon a great source of risk related concepts after listening to an episode of The Knowledge Project podcast which featured a guest, I was unfamiliar with. This guest, some sort of investment expert, started catching my attention with his superb outlook on economic systems and the decision-making processes associated with them.
Your financial statements hold powerful insights—but are you truly paying attention? Many finance professionals focus on the income statement while overlooking key signals hidden in the balance sheet and cash flow statement. Understanding these numbers can unlock smarter decision-making, uncover risks, and drive long-term success. Join David Worrell, accomplished CFO, finance expert, and author, for an engaging, nontraditional take on reading financial statements.
When I think about the future of marketing for financial advisors, I’m excited about two things: webinars and YouTube. Webinars are an incredible solution to get in front of your ideal prospects 24/7 online with an up-front investment of 4 to 8 hours of your time. YouTube for financial advisors is an up-and-coming way to get exposure to millions of people searching for the exact answers you’re offering. .
Here at Mazuma, we live by three simple phrases: stay compliant, stay organized, and save on taxes. Our goal is to ensure your small business is compliant with the IRS, your books are organized and you save on taxes during tax season. We accomplish this goal by our Mazuma Portal Dashboard. Our portal is the software we use to connect our client’s information with our tax professionals.
Articles What a company does well is not necessarily what it gets paid for ( By Byrne Hobart ) Almost 60% of the Small Value Index’s companies operate cyclical businesses (By John Rekenthaler) People can’t unlearn what they’ve learned is possible ( By Morgan Housel ) The S&P 500 Index is not a representation of your local economy. It never was (By Blair duQuesnay) There’s something to hate in here for everyone ( By Josh Brown ) Podcasts The people who get the best coaches aren't the ones who
Brown Advisory 2020 Sustainability Report ajackson Thu, 06/18/2020 - 13:03 We are pleased to share Brown Advisory’s first corporate Sustainability Report. Our firm has had a long-term commitment to sustainability principles, and to the prosperity of our clients, colleagues, communities and society at large. We think we have demonstrated the importance of being a leader on these issues, and in recent years, we have recognized the need to raise the bar further—to expand our thinking and become mor
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
Most small business owners are aware of the Paycheck Protection Program (PPP Loan) but are unaware of in depth details of the loan and how to spend those funds. This article will provide reasons to apply for the loan, how to spend the funds, and how to be forgiven for those funds. What is the Paycheck Protection Program? The PPP Loan was created to give relief to small business because of the COVID-19 pandemic.
Inflation is a silent killer to investor's portfolios. Thankfully, it's been dormant for the last few decades, leaving nominal returns mostly intact. However, people are starting to look over their shoulder now, and wondering if the nominal robber will rear its ugly head, thanks to all the money that the fed and treasury are pumping into the system.
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: Fidelity's data snafu Jeremy Siegel on the possible return of inflation Poverty levels kept in check by The CARES Act Home prices in the burbs are soaring Corporate profits tend to V at this level The new Saved By the Bell Day trading around the world A garbage portfolio Stocks might not be cheap, but this is not a bubble Grantham
People are worried that the Dollar is going to crash. On Google they're searching for it at a higher rate than they have over the last 5 years. These fears are likely linked to the fact that the Fed and the treasury have been hyper active trying to stabilize the economy and the markets. Their efforts, people fear, will lead to rising inflation and a weaker dollar.
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.
The stock market bottomed three months ago. In the 65 trading says since, the S&P 500 gained 41%, the strongest move off a bear market low in the history of the index. Whenever something unexpected happens, it's normal to look for tangible lessons that we can take with us. But since no two markets are exactly alike, it's more helpful for most investors to learn broad lessons rather than specific ones.
The big five just crossed $6 trillion in market cap for the first time ever. In the past I would point out that they're now as large as the bottom 359 stocks in the S&P 500. But I'm not going to do that today. In an effort to shake things up, perhaps a more effective way of showing their dominance is to compare them with the other mega cap stocks in the index.
Articles Robinhood is daytrading for the Tinder generation ( By Dave Nadig ) It’s a very bad idea to buy the equity in companies where the bonds are distressed.( By Greg Obenshain ) It’s fine for other investors to sell their overpriced stock to people who want fun, but it is a little unseemly when the company does it. ( By Matt Levine ) Google and Facebook could wipe out the entire radio industry, and they’d still wake up hungry for more profits within 24-36 months based on investors’ expectati
While you’re working from home, upload your contact lists to LinkedIn as an easy step to supercharge your marketing. . If you’re looking for an effective way to increase your online following, it doesn’t get any easier than LinkedIn. All you need is an exported contact list from your CRM, email marketing platform, or a spreadsheet of clients and prospects you created yourself.
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?
While you’re working from home, create a professional email signature as an easy step to supercharge your marketing. . Want to create an eye-catching email signature for free ? HubSpot’s simple online tool lets you generate a professional email signature that’s brand cohesive and includes all your important contact information (a win-win in our book).
While you’re working from home, set up Calendly to allow your prospects to schedule an online call with you at any time. This easy step will supercharge your marketing. . An appointment scheduler allows prospects to schedule a call with you at any time. Instead of having to go back and forth with you via email to set something up, they can instantly look at your availability and choose a time slot that works for them. .
Now that you have Calendly set up (if not, read our previous post on setting it up here ), it’s time to add it to your website. We recommend adding it as a floating Schedule a Call button that remains in the bottom right corner of your website at all times. Here’s an example of what we mean: A floating button is beneficial because it allows prospects to quickly schedule a call with you—no matter where they are on your website.
On this week's Animal Spirits , Ben and I spoke about Dave Portnoy and his army of day traders [link] The post An Army of Day Traders appeared first on The Irrelevant Investor.
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.
While you’re working from home, take this easy step to supercharge your marketing. . Financial advisors across the country are now working from home due to the coronavirus pandemic. Even if you can’t meet with prospects face-to-face, there are steps you can take to beef up your online presence and attract your ideal clients—without even leaving your couch.
The stock market falls because people want to sell and people want to sell because the stock market falls. Fidelity has the receipts. They showed that nearly one in five investors sold all of their stocks some time between February and May. Selling all of your stocks when the market is crashing is never a good idea. This isn't hindsight talking, this is just a fact.
Today's show is brought to you by Helios Quantitative. You can check them out here Listen here: On today's show we discuss: How financial advisors are leveraging Helios to focus on their core competency What's appealing about a quantitatively managed investment process How Helios teaches advisors about their investment strategies Links: Helios investment research Practice integration Advisor training Contact us at animalspiritspod@gmail.com with any feedback, recommendations, or questions.
Brown Advisory 2020 Sustainability Report. ajackson. Thu, 06/18/2020 - 13:03. We are pleased to share Brown Advisory’s first corporate Sustainability Report. Our firm has had a long-term commitment to sustainability principles, and to the prosperity of our clients, colleagues, communities and society at large. We think we have demonstrated the importance of being a leader on these issues, and in recent years, we have recognized the need to raise the bar further—to expand our thinking and become
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
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