Norman Marks
MARCH 3, 2022
What would you do as CAE if you were forbidden from writing a formal audit report? Let’s think about this challenge, as it may help us pinpoint the value of these documents. X Consider our customers in management first. What do they need to know and how can we best communicate (as the IIA Standards […].
The Financial Literates
MARCH 31, 2022
Money brings up all kinds of emotions within us. But the one that is more or less constant throughout and among many people is ‘Fear’ We fear talking about it, earning too much, earning too less, etc.
This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
Walkner Condon Financial Advisors
MARCH 31, 2022
With the rise of virtual currency – such as Bitcoin or Ethereum – there are many investors that have significant unrealized gains embedded in their holdings. But when someone passes away, their holdings may go through a step-up in basis (depending on what it is they’re holding and how it’s held, e.g. brokerage account, Roth IRA, etc.). Effectively, the value at the date of death becomes the new cost basis for that asset.
Envision Wealth Planning
MARCH 31, 2022
When it comes to women and money, anxiety can often ensue. Yes! Women can reduce their anxiety over money by making smarter moves. Over the course of a half-hour conversation, a new client used the word “anxiety” four or five times when talking about her finances. We addressed the fact that when women learn to make smarter money moves, they can reduce anxiety more than they may realize!
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
Brown Advisory
MARCH 30, 2022
Investing in Turbulent International Equity Markets, with Impact mhannan Wed, 03/30/2022 - 09:22 War, humanitarian crises, geopolitical tensions, inflation fears and uncertainty over interest rate policies have added turbulence to equity markets. We believe that a long-term investing approach focused on businesses with strong competitive advantages, with business models that generate high return on incremental invested capital, capable and rightly incentivized management teams and attractive val
The Irrelevant Investor
MARCH 29, 2022
Like most people, I'm fearful when others are fearful. I'll be the first to admit that ten days ago I was pretty nervous about the stock market. Still am. Did I think we would get a bounce? Yes. On March 12th I wrote about how nobody was bullish, myself included. Allow me to quote.myself. I said, "A lack of bulls doesn’t promise anything, but good things usually happen when nobody thinks they can.
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
The Financial Literates
MARCH 31, 2022
Money brings up all kinds of emotions within us. But the one that is more or less constant throughout and among many people is ‘Fear’ We fear talking about it, earning too much, earning too less, etc. Fear is deeply seated in our genetic drive to survive – this cannot be speedily wiped away with […].
Indigo Marketing Agency
MARCH 28, 2022
When I work with advisors to grow their businesses, we always start with assessing their email list. Email is still the bread and butter of marketing. But if you’re not growing your email list, it’s probably shrinking due to a small number of people unsubscribing each month. Here are my tips for growing your email list, as well as two videos to show how to add people to your email list in both Constant Contact and MailChimp!
Darrow Wealth Management
MARCH 28, 2022
“Far more money has been lost by investors preparing for corrections or trying to anticipate corrections than has been lost in corrections themselves.”. – Peter Lynch. Talking heads in the media and permabears love doomsday scenarios. They sky is always about to fall. Sometimes they’re right, most times they’re wrong. After all, even a broken clock can tell time twice a day.
Envision Wealth Planning
MARCH 28, 2022
YourStake Edition. Envision Wealth Planning has a passion for helping clients incorporate women’s empowerment and other personal values into their financial plans. We help clients invest in companies with strong financial records as well as how those companies treat the women who work for them. Our Founder and CEO, James Brewer wrote about the issue of women’s empowerment and investing for Forbes, Can Women Actually Retire Successfully by Investing in Gender Equality?
Advertisement
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 Irrelevant Investor
MARCH 29, 2022
Today’s Animal Spirits is brought to you by YCharts Enter here for the first 100 submissions to get a FREE YCharts Professional account until April 30th. On today’s show we discuss: The most actively traded ETF Stocks as an inflation hedge is the new narrative Recession v. non-recession insights Consumer wealth via Sam Ro Bonds are getting killed 37.9% of the adult US population has a bachelor's degree or higher When the optimists are too pessimistic A record number of US homebuyers are look
Norman Marks
MARCH 25, 2022
Yesterday, I was reviewing State of Cybersecurity 2022 from ISACA. They surveyed 2,031 people who “hold the ISACA Certified Information Security Manager® (CISM®) certification or have registered information security job titles”. The results are sad. They include (with my emphasis): Sixty-three percent of respondent enterprises have unfilled cybersecurity positions.
The Financial Literates
MARCH 29, 2022
Financial advisors have always played a crucial role in the development of the financial industry.
Indigo Marketing Agency
MARCH 28, 2022
When I work with advisors to grow their businesses, we always start with assessing their email list. Email is still the bread and butter of marketing. But if you’re not growing your email list, it’s probably shrinking due to a small number of people unsubscribing each month. Here are my tips for growing your email list, as well as two videos to show how to add people to your email list in both Constant Contact and MailChimp!
Advertisement
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?
Steve Feinberg
MARCH 28, 2022
Parsing any state’s tax code can be a multifaceted and complicated affair, but small business owners especially should understand what types of taxes they are required to pay if they live and operate their company in New Hampshire. New Hampshire is generally considered to be a business-friendly state when it comes to taxes—the state was ranked 6th in terms of state business tax climate—but there are a few things to know about what to expect when taxes are due.
Ron A. Rhodes
MARCH 27, 2022
Do cryptocurrencies possess any real value? Years from now, this fad will pass.
The Irrelevant Investor
MARCH 27, 2022
Today’s Talk Your Book is brought to you by Innovator ETFs Ben and I had Co-Founder and CEO Bruce Bond back on the show to talk about caps and buffers in today's market. On today’s show we discuss: Innovator ETFs in today's market How buffers, ladders, and step-ups work and when to utilize them Understanding the options embedded in Innovator ETFs Innovators Defined Wealth Shield ETF Innovators hedged Tesla ETF and the difference between a buffer and a floor Who these products benefit the most Li
BlueMind
MARCH 25, 2022
Category: Business Growth. Everyone in this world lays preference to quality over quantity for most things that matter in life. The same can be said for financial advisors looking for quality leads as opposed to simply generating leads. This article covers some key aspects and how to use Facebook Ads for financial advisors. When attempting to generate leads via Facebook, it is essential that your marketing campaign is well thought out and you have a solid strategy in place.
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
The Financial Literates
MARCH 29, 2022
Financial advisors have always played a crucial role in the development of the financial industry. Historically, we have seen individual advisors selling mutual fund units of Unit Trust of India, insurance policies of Life Insurance Corporation, bank and post office fixed deposits, NSC, PPF, public issue of shares of the company either directly or as […].
Aleph
MARCH 25, 2022
Picture Credit: Kailash Gyawali || There are times when despair is rational. “There are two hard things in trading — buying higher, and selling lower.” Currently I am selling out my position in an illiquid stock. I am patient, but I can tell that my selling is having an impact on the market. Back when I was a corporate bond manager, I quickly learned that I had to scale in and out of positions.
Clever Girl Finance
MARCH 24, 2022
Are you considering starting a side hustle? Perhaps you imagine quitting your job one day to take your business full time? Or maybe you need to make a little extra money in your spare time. Wondering what things you should be focusing on upfront? When launching a successful side hustle, you must have several foundational things in place. But before we dive into how to start a side hustle, let’s talk about what is a side hustle and the benefits you can gain from having one!
Walkner Condon Financial Advisors
MARCH 24, 2022
As Spring springs and we approach the end of the first quarter of 2022, it is a good time to familiarize yourself with the changes to the more popular savings vehicles. It is imperative to understand the basics of these accounts to avoid mistakes, as the penalties can be quite onerous. This is not an exhaustive list, but it is a good place to start. .
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.
The Irrelevant Investor
MARCH 26, 2022
Articles Most of what people share is what they want you to see. Skills are advertised, flaws are hidden. (By Morgan Housel) Once people belong , they automatically oppose or shut down any idea that seems to threaten their side (By Dror Poleg) I spent 140 ETH on a cartoon picture of an Ape. Yeah, that is around $400,000. (By Raoul Pal) Out of twenty-seven investments, ten have returned a gross MOIC of 10x or more already, with many stretching far beyond that figure (By Mario Gabriele) Ramp is th
Zajac Group
MARCH 24, 2022
When you receive equity compensation in the form of restricted stock, non-qualified stock options , or incentive stock options, you may have the opportunity to make an 83(b) election. In short, an 83(b) election is used to cause a taxable event to occur sooner than it otherwise would by making the election and making the IRS filing within the appropriate timeframe (the election must be filed with the IRS within 30 days after the grant of restricted stock or early exercise of an option).
Advisor Websites
MARCH 24, 2022
Establishing a client base as a financial advisor can be challenging, especially in a very competitive market. But because you operate in the service industry, you cannot afford to rely on just your existing client base. You need to be constantly growing your client list.
Envision Wealth Planning
MARCH 24, 2022
Retirement planning for women can be trickier than most people may think. Most women I talk to are more concerned about paying less in taxes today than when they retire. In my opinion, women should shift their focus to paying less over their lifetime. For example, what if a $2,400 refund leads you to pay $100,000 more in taxes over your life? Women need to think differently!
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 Better Letter
MARCH 24, 2022
“Chaos is a friend of mine.” ( Bob Dylan ). These are the saddest of possible words: | “Complexity, Chaos and Chance.” | Trio of disrupters, fleeter than memes, | Complexity, Chaos, and Chance. | Ruthlessly pricking our grandiose schemes, | Turning to feces our favorite themes – | Words that are heavy, despoiling our dreams: | “Complexity, Chaos, and Chance.” “I returned, and saw under the sun, that the race is not to the swift, nor the battle to t
The Financial Literates
MARCH 23, 2022
10 Myths About Retirement planning Retirement planning has gained prime importance largely due to changes in the lifestyle of people, an increase in life expectancy, the concept of nuclear families, and an urge to live independent retirement life without being financially dependent on children.
The Irrelevant Investor
MARCH 25, 2022
This week's episode of The Compound and Friends was one of my favorite episodes yet. Nick Colas from DataTrek is a lifelong New Yorker who spent his entire career on Wall Street. He was an auto analyst in the 90s, spent time trading for Steve Cohen, and now runs a research shop called DataTrek. Nick has some incredible stories and is a fountain of knowledge.
The Richer Geek
MARCH 23, 2022
Today we have Galen Hair is the owner of insurance Claim HQ. It is a property-casualty insurance attorney firm that operates in more than seven states. And what they do is they help families rebuild their homes and businesses. They've dedicated their practice to fighting for the rights of policyholders when they experience a loss, a lot of us don't realize that we actually have someone that can voice and help us.
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.
Expert insights. Personalized for you.
75 
Let's personalize your content