MazumaBusinessAccounting
JULY 15, 2021
Running your own business is rewarding, but it can also be overwhelming. There are dozens of administrative tasks to keep tabs on besides your day-to-day work. I’ve been there, and I’ve felt that nagging feeling that I am letting something important slip through the cracks. That’s why I wanted to put together these tips to help you stay on top of your finances while growing a successful business. 1.
Indigo Marketing Agency
JULY 27, 2021
Why do people really hire a financial advisor? As a financial professional, I’m sure this question has crossed your mind at least a dozen times. But in order to answer it, you have to look at why people buy any type of product or service. I once heard it said, “People buy aspirin. They don’t buy vitamins.” In other words, people are more concerned about solving their short-term ailments than they are about their long-term well-being.
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The Irrelevant Investor
JULY 31, 2021
Articles Over 85,000 self-help books were published in 2019. (By Bob Seawright) DeFi and stablecoins are now far too big and prominent for regulators to meet only with benign neglect (By Steve Randy Waldman) Despite making up only 3% of RH’s assets under custody, options drive 46% of total revenue (By Scott Galloway) Some of the things I’ve come to learn have never been taught in any textbook (By Josh Brown) There are many ways to be rich beyond the amount of money you have in your investment po
Talon Wealth
JULY 26, 2021
WEEKLY MARKET UPDATE – July 27, 2021. Markets rose this week as PMI data continues its streak of expansionary readings. Economic data was still mostly disappointing for the week, with housing indicators and unemployment claims coming in under expectations. 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, a new development that likely can be attributed to large swaths of the population hav
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.
Steve Feinberg
JULY 27, 2021
Dear Appletree Client: We want to take a few minutes to talk with you about some issues with the IRS as well as the new monthly child tax credit. Traditionally, many taxpayers use the IRS as their personal savings bank by aiming for large refunds, oftentimes being upset when they either owe money or the amount of refund is substantially less than what they expected.
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
MazumaBusinessAccounting
JULY 29, 2021
Are you looking to build your business? As small business owners, it is easy to get distracted by the length of our to-do list and lose sight of the important factors that drive our business’ success. It’s also easy to ignore financial reports when we don’t know how to translate the numbers on the report into key insights about the health and value of our business.
Indigo Marketing Agency
JULY 23, 2021
Do you know why your clients like working with you over other advisors? Do you know what traits clients look for? Contrary to popular belief, it likely has very little to do with your investment performance or fees. We did some research here at Indigo Marketing Agency. We sat down with our advisors’ clients and asked them why they love working with that particular advisor.
The Irrelevant Investor
JULY 27, 2021
Today’s Animal Spirits is brought to you by Acre Trader, Investing in Farmland. Simplified. Visit acretrader.com to learn more On today’s show we discuss: Crypto leverage Cutting leverage to 20x When to take profits from big winners? 18 years, lol Parents paying their kids' college costs "A struggle for the millenials" Competing against the bond market Ben is wrong on Robinhood Robinhood says most of their investors buy and hold.
Talon Wealth
JULY 19, 2021
WEEKLY MARKET UPDATE – July 19, 2021. Markets fell this week as markets grappled with a recovery that is looking more and more uncertain. Economic data was mixed, with disappointing readings coming from consumer sentiment along with industrial production, both of which came in under expectations. Retail sales came in above expectations, as did CPI.
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.
AdvisorPR
JULY 14, 2021
JConnelly, a communications agency serving clients worldwide, has acquired AdvisorPR, a boutique public relations and marketing company that specializes in working with wealth management firms. Based in Las Vegas , AdvisorPR Founder Alana Kohl and her team will operate AdvisorPR as a division within JConnelly’s financial practice group. “Now is the right time to augment our strong organic growth with an acquisition,” said Ray Hennessey , JConnelly President and CEO. “
Steve Feinberg
JULY 2, 2021
Don’t get caught by the nanny tax. This often overlooked bookkeeping and payroll tax requirement can cause a tangle of tax problems if not handled correctly. Could you be impacted? This is what you need to know. Nanny tax explained. In an effort to capture income from household employees, the tax code requires you to obtain employee information, pay the related state and federal taxes, and withhold taxes for anyone you employ around the house.
MazumaBusinessAccounting
JULY 7, 2021
Financial planning is essential for anyone who wants to achieve financial independence. The goal of financial planning is to help you reach your financial goals, whether that be retiring by a certain age or having the money to open a new business. For small business owners, financial planning is especially important because you need to ensure you’re planning for your business as well as yourself.
Brown Advisory
JULY 14, 2021
2021 Sustainability Report. tag-support. Wed, 07/14/2021 - 12:02. Read the 2021 Sustainability Report.
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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
JULY 27, 2021
You can't be bearish on the stock market unless you're bearish on the biggest group of stocks in said market. And it's hard to be bearish when you see the type of numbers they're putting up. We'll get to big tech's results in a minute, but first, I want to look at how they've been acting before their earnings, which are coming out right now. The big 5 are all at or near all-time highs (red dots), with a combined market cap approaching $10 trillion.
Inside Information
JULY 29, 2021
I ’ve been reviewing a lot more articles about the SRI and ESG investment movements lately than I ever did before, and I think that’s a sign that more people are interested in owning shares of companies that are behaving responsibly—however one might define that. I’m not surprised; the very first time I was exposed to the concept, I viewed the filters as a logical part of the equity research process.
AdvisorPR
JULY 13, 2021
Many industries ground to a halt as the COVID-19 pandemic gripped the nation and world. Not so for Alana Kohl, whose AdvisorPR firm kicked into high gear. “Whenever there is chaos in the economy or financial markets, people have questions as it relates to their finances,” Kohl said. “When people have questions or concerns, that’s when we get busy. COVID was no different.
Talon Wealth
JULY 12, 2021
WEEKLY MARKET UPDATE – July 12, 2021. Markets were mixed this week, with the S&P 500 reaching new all-time highs. Economic data was mixed, as PMI data in the services sector disappointed, but manufacturing PMI data came in at expectations. Both readings remain firmly in expansionary territory. Unemployment claims came in slightly above expectations, but still appear to be trending downward as the economic recovery soldiers on.
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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.
The Irrelevant Investor
JULY 25, 2021
So this is different. Inflation has never been this high, with bond yields this low. Rates should, in theory, be a way to gauge what market participants think about future inflation. Higher inflation would cripple today's coupons, so again, in theory, investors would demand higher rates for that risk. But investing isn't about theories. At some point, we need to acknowledge reality.
The Irrelevant Investor
JULY 25, 2021
Articles Kind of UBI is not actually UBI (By Allison Schrager) A job that lets you be open and honest pays a bonus that’s hard to measure. (By Morgan Housel) Nothing sends investors back to the drawing board like a long bout of disappointment (By Nir Kaissar) Why are the central bankers so keen to characterize the private issuance of money as inherently unstable?
The Irrelevant Investor
JULY 23, 2021
Now that lumber prices have cooled off, the cost to build a new home should come down. Just kidding. An analyst asked the CEO of KB Home if they would lower their prices, since they increased them after lumber spiked. Here's his response: “It will depend on the competitive landscape in each city.But our hope and expectation is we’ll take it to margin.
The Irrelevant Investor
JULY 22, 2021
My second child turns two in August, which means he has one more year of free living. On his third birthday, he'll get an allowance. By his fourth birthday, he's getting a job. My goal for him and his brother is to join the FIRE community by their eleventh birthday. Alright, maybe this is a little ambitious. But I do hope to instill in my children the value of money.
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
JULY 21, 2021
A few months ago, I was in front of my house playing with the kids. A car pulled up, and a stranger lowered her window. "Do you live here?" I was a bit taken aback. I gave her a "yeaaah" answer. Like yes, I live here, and why are you asking me? "I'm a real estate broker," she said. "And I have buyers looking to move into the area. We're not finding anything, and I was wondering if maybe you knew somebody who wanted to sell their house.
The Irrelevant Investor
JULY 20, 2021
Apple has a problem. They're too good at making money. Their most recent quarterly statement revealed that they are sitting on $38 billion in cash and cash equivalents. If we expand our definition of cash to include current and non-current marketable securities, think bonds, then they have $195 billion in cash. You know $195 billion is a lot of money.
The Irrelevant Investor
JULY 19, 2021
Today's Animal Spirits is brought to you by New Age Alpha On today’s show we discuss: How human behavior impacts stock prices What investors can learn from the horse track An actuarial approach to stock selection Listen here: Investor resources: An actuarial approach to stock selection New Age Alpha Launches First US Large-Cap Equity Avoider ETF New age alpha library CIO Outlook Avoiding the losers Follow us on Facebook , Instagram , and YouTube.
The Irrelevant Investor
JULY 17, 2021
Articles Within a year of its first moving assembly line, Ford was producing more cars than the rest of the industry combined. (By Matthew Ball) Newsletters are increasingly able to move stocks (By Byrne Hobart) Your job shouldn’t be centered around punching a time clock and putting in face time if the work is already done (By Ramp Capital) It’s only a matter of time before we begin adopting the beliefs and language of the tribe we’ve become a part of.
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
JULY 16, 2021
Houses have never been more or less affordable, depending on who you ask. On the one hand, we can point to charts like this and say that the cost of servicing your debt, the biggest piece being housing, has never been lower. [link] On the other hand, we have charts like this which show that buying a home has never been more expensive. So which is it?
The Irrelevant Investor
JULY 15, 2021
A billion-dollar valuation for a private company used to be so special that they had a special name for it. A unicorn. But what used to be extraordinary is now commonplace. More private companies are running a four-minute mile than ever before. In The State of Venture , CB Insights shows there were 136 newly minted unicorns in the second quarter. This is 167% more than the previous quarterly record.
The Irrelevant Investor
JULY 14, 2021
Today’s Animal Spirits is brought to you by Masterworks. Go to Masterworks.io/Animal to skip the waitlist. On today’s show we discuss: Is the Roaring 20s kind of already here? Bob Burgess Tweet - Household Debt Service as a % of Disposable Income 95% of workers want to change jobs, lol Subway and train traffic still way down Baby Bust Cash is disappearing Rewards for staking The risks of providing liquidity Dave Nadig on volatility Average account size Home prices rising fastest in areas without
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