The Chicago Financial Planner
OCTOBER 21, 2021
Saving for retirement is a major undertaking for most of us. Increasing healthcare costs and longer life expectancies make the hill a bit steeper to climb each year. Health savings accounts (HSA) provide another vehicle to save for retirement. Many of you have the option to enroll in high-deductible insurance plans that allow the use of a health savings account via your employer.
MazumaBusinessAccounting
OCTOBER 15, 2021
When the financial crisis hit in 2007, Claudia McKinney had no way of knowing it would mark the start of her new career. Nothing good—in her own family or across the nation—seemed to be coming from the economic slump. “My husband’s business suffered tremendously,” McKinney states. “And it went under.” In addition to their source of income, the McKinney’s lost their house.
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The Irrelevant Investor
OCTOBER 30, 2021
The U.S. public stock market closed at an all-time high in October. Private markets are enjoying the same up only type of activity. In a new report from AngelList, they shared that: In 4Q20, 80% of startups that changed valuations were marked up or had a positive exit—a new record for startups on AngelList at the time. That record was broken in 1Q21 (85%) and then again in 2Q21 (90%).3Q21 fell just short of setting a new record for positive activity.
Brown Advisory
OCTOBER 28, 2021
Raising Women's Voices Webinar Series jharrison Thu, 10/28/2021 - 05:00 The goal of Raising Women's Voices is to elevate women’s voices so that we may educate, inspire and challenge each other to raise the future. The Science Behind Climate Change November 18, 2021 We are always trying to deepen our understanding of the science behind climate risk.
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
Dear Mr. Market
OCTOBER 27, 2021
Dear Mr. Market: This isn’t the type of letter we like to write you. Our brief note today will not center around anything of stock market or economic interest. Mr. Market dupes people with his manic, unpredictable, and volatile ways but one thing that we can guard ourselves from is the ever growing threat of phishing. What exactly is “phishing”?
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
MazumaBusinessAccounting
OCTOBER 22, 2021
When Tyson Harvey offered to take over a skydiving center in Snohomish, Washington , there was only one problem—he had never been skydiving. Aviation is a staple in the Harvey family, who own and operate Harvey Airfield. “My whole life I have grown up on the airport,” Tyson says. But he admits he considered skydiving as an “aviation sideshow.” But when the owner of the Snohomish skydiving center became ill, the skydiving community begged the Harvey family to keep the oppo
The Irrelevant Investor
OCTOBER 30, 2021
Articles When everything is burnt to the ground, there’s room for new ideas and institutions to grow (By Packy McCormick) If the world changed in the last 18 months, can you really use data that is 10 years old? (By Allison Schrager) There are two ways to measure how you’re doing: Against yourself and against others. (By Morgan Housel) In the long run, physical exchanges lower the price and increase the use of the underlying commodity being traded.
Brown Advisory
OCTOBER 28, 2021
Raising Women's Voices Webinar Series. jharrison. Thu, 10/28/2021 - 05:00. The goal of Raising Women's Voices is to elevate women’s voices so that we may educate, inspire and challenge each other to raise the future. . . The Science Behind Climate Change. November 18, 2021. We are always trying to deepen our understanding of the science behind climate risk.
Cordant Wealth Partners
OCTOBER 25, 2021
[Editor’s note: Information contained in this post is current based on the 2022 guide for Intel SERPLUS open enrollment.]. In this article, we cover everything you need to know about the Intel SERPLUS program for the upcoming enrollment period. We’ll outline how it works, the four most common questions we hear about SERPLUS elections and provide free resources to help with your enrollment for 2022.
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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.
Truemind Capital
OCTOBER 22, 2021
When the booze is overflowing non-stop in a party riding on high octane, very few drinkers really think about the consequent hangover when the party stops. In such a high adrenaline atmosphere, many grossly overestimate their capacity to drink, encouraged by behaviour of their friends & crowd around them. The world markets are going through a similar party.
C2P Enterprises
OCTOBER 21, 2021
FOR IMMEDIATE RELEASE. AdvisorPR® (702) 685-7450. “Days Can Be Sunny for Bunnies and Money” Now Available for Purchase. The children’s book is inspired by Clarity 2 Prosperity’s signature financial planning process and the bestselling book, “The Bucket Plan: Protecting and Growing Your Assets for a Worry-Free Retirement”. Cleveland [.]. The post “Days Can Be Sunny for Bunnies and Money” Now Available for Purchase appeared first on Clarity 2 Prosperity.
MazumaBusinessAccounting
OCTOBER 15, 2021
Did you know you can deduct Halloween candy from your taxes? As a business, you can use Halloween candy as a tax write-off if you figure out a way to make it business-related. Here are five ways to deduct those over-priced bags of snack-size chocolates this October: Make a promotion out of it. Attach your business card or a promotional flyer to packets of M&M’s and voila!
The Irrelevant Investor
OCTOBER 29, 2021
On this week's TCAF Josh and I had on one of the sharpest minds in finance, Dan McMurtrie, sometimes known SuperMugatu. On today's show we spoke about Google, which somehow is still growing its top line like it's a mid-cap stock. Remember in 2018 when Apple was the first company to hit a $1 trillion market cap? That was cute. Google is now worth twice as much.
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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?
Brown Advisory
OCTOBER 28, 2021
NOW Podcast Series. achen. Thu, 10/28/2021 - 11:51. Visit the NOW Podcast Website.
Zajac Group
OCTOBER 21, 2021
Most people understand that taxes can be a little more complicated when you have incentives stock options and other equity compensation. What they may not know is that income tax isn’t just about tax brackets to calculate your regular taxable income. The federal income tax system has a sister system that figures how much tax you may owe due to the Alternative Minimum Tax (AMT).
Tucker Advisors
OCTOBER 18, 2021
How to Get Qualified Leads from Facebook. 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. Setting Up Your Facebook Business Page. Facebook Ads Manager. Create a Facebook Ad Campaign.
Andrew Thrasher
OCTOBER 18, 2021
Commodities have been a big topic over the last couple of months, Europe and parts of Asia are in an energy crisis with natural gas prices rising nearly 1,000%. Meanwhile, coffee prices have also been climbing higher with futures up Continue reading Bearish Setups in Coffee and Natural Gas Charts → The post Bearish Setups in Coffee and Natural Gas Charts first appeared on.
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
MazumaBusinessAccounting
OCTOBER 10, 2021
In 2017, Senga Nuga invested his last $100 to start his own business, desperate to provide for his wife and one-year-old daughter. Earlier that year, Senga had been let go from his job as a security guard, and the idea to form his own company resulted from a conversation with a friend who was a contractor. “I asked him, ‘How was your day?
The Irrelevant Investor
OCTOBER 28, 2021
Let me tell you about the time when my brain was poisoned. It was October 2012 and I was at my first financial conference. I'm early in my career and had little reason to be optimistic. My experiences until that point had been nothing but negative. I spent my time during the GFC as a waiter at an upscale restaurant. Business was dead. The last 6 months of my tenure were spent playing arcade games while patrons mostly stayed home.
Brown Advisory
OCTOBER 26, 2021
Medium Size, Large Opportunity: Where to Look? ajackson. Tue, 10/26/2021 - 08:39. We believe U.S. mid-caps offer attractive historical performance and a broad swatch of companies with sound fundamentals. In fact, we believe that, today, many of the cutting-edge companies that growth investors seek reside in the mid-cap universe. Perhaps most importantly, we believe the midcap range offers investors a reprieve from two risks that have grown in other market segments: increased concentration in lar
Indigo Marketing Agency
OCTOBER 14, 2021
I recently had the pleasure of being a guest on Swift Chats —a video podcast series about best practices in the financial services industry, hosted by Marie Swift of Impact Communications. For those of you who don’t know, Marie and I both run digital marketing firms for financial advisors. And while you may think this would be breeding grounds for competition, Marie and I have taken an abundance approach instead.
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.
Yardley Wealth Management
OCTOBER 13, 2021
The post Is Inflation Haunting Your Dreams? appeared first on Yardley Wealth Management, LLC. Is Inflation Haunting Your Dreams? Part 2: What We Can Do About It. Our last piece covered the recent uptick in Inflation and what to make of it in a historical context. For investors, it’s important to take a step back and look at the big picture before acting on breaking news.
MazumaBusinessAccounting
OCTOBER 29, 2021
Matthew Bishop’s definition of success is simple and constant. “I’m able to financially take care of my family and have the time I need to spend with them. That’s pretty much it in a nutshell,” he says. While Matt isn’t afraid of six-day work weeks and twelve-hour work days, he enjoys the flexibility of owning his own business.
The Irrelevant Investor
OCTOBER 26, 2021
I'm not an early adopter, but there's one trend, or person in this case, that I absolutely nailed. Packy McCormick. $10,000 invested in Packy 1 year ago is worth 4 ETH, 7 SOL, and a gateway into what's coming next. I'm not very good at seeing around corners. Heck, I have a hard time seeing what's happening on the edges today. But thanks to Packy, who has shepherded me and thousands of readers into the metaverse, I understand what people are so excited about.
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
OCTOBER 22, 2021
Sustainable Sovereigns: Integrating ESG Analysis into Government Debt Research ajackson Fri, 10/22/2021 - 14:56 Brown Advisory has championed Environmental, Social and Governance (ESG) research and sustainable investing for more than a decade. We are now expanding our ESG framework into sovereign bonds, a relatively less developed area in sustainable fixed income.
Indigo Marketing Agency
OCTOBER 13, 2021
How much money have you wasted on marketing tactics that promised good results and never delivered? Whenever I talk to financial advisors who are frustrated with their marketing, almost all of them have one thing in common: they don’t have a strong marketing foundation. Building a strong marketing foundation is key to seeing successful, long-term results in your marketing.
Yardley Wealth Management
OCTOBER 6, 2021
The post Is Inflation Haunting Your Dreams? appeared first on Yardley Wealth Management, LLC. Part One. Is Inflation Haunting Your Dreams? What We Know. Michael J. Garry, Esquire, CFP©, MBA Founder & CEO. Has the specter of inflation got you spooked? Recent headlines are filled with sightings. In this two-part series, let’s take a closer look at what to make of all the commentary and what you can do about it as an investor.
International College of Financial Planning
OCTOBER 5, 2021
In this write up we look at the five most important elements of a Financial Advisor and the reasons it is important to have these traits to succeed in the industry. Are you exploring the career option as a Financial Advisor? You are about to choose one of the fastest-growing career options in India. As the country grows at a fast pace and creates a large middle class and HNI population, there is a growing demand for Financial Advisors.
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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