Clever Girl Finance

JANUARY 1, 2021

Taking on new challenges and developing healthy habits can be done anytime. Whether it’s a new year, season, or month, you can improve your finances with a no spend challenge. Let’s learn how it works and why you should try it out! What is a no spend challenge? No spend challenges have become trendy over the past couple of years. If you’ve never heard of a no spend challenge, it refers to a time in which you intentionally choose not to spend any unnecessary money.

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Mr. Money Mustache

JANUARY 29, 2021

So, I kind of just bought the house next door to me. We’ve already gotten straight into the renovations with a symbolic first step: a new front door. This is already somewhat amazing, for a small-town boy who refuses to even buy himself a new car. But even stranger are the details that surround this deal: I’m not moving into it. I don’t really need or want a second house.

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The Irrelevant Investor

JANUARY 31, 2021

Articles I’ve been waiting for the day when being a failed mid-50’s former portfolio manager would come in handy! (By Dave Nadig) Social momentum is hard to model on a spreadsheet (By Morgan Housel) For a brief moment exactly than ten years ago, Volkswagen was 14x bigger than Amazon (By Drew Dickson) A quick trip through internet history (By Packy McCormick) Serious startups create serious value (By Jared Heyman) Can you imagine spending your entire career building a fund only to be taken down b

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Brown Advisory

JANUARY 28, 2021

2020 Impact Report: Sustainable Core Fixed Income Strategy ajackson Thu, 01/28/2021 - 12:56 A Letter of Introduction From The Portfolio Managers At Brown Advisory, we are deeply committed to sustainable investing. Our firm managed more than $16 billion* in client assets under various sustainable investment mandates for individuals, families and institutions, as of Dec. 31, 2020.

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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.

Accounting

Cordant Wealth Partners

JANUARY 28, 2021

Article Summary & Key Points. Employees of what was formerly Mentor Graphics, now Siemens, may find that they are eligible for Siemens’ Deferred Compensation Plan (DCP) and wonder if they should defer their salary and/or bonus into the plan. In this article, we lay out 4-steps to consider as you evaluate this decision: Why Defer? The Benefits of Deferred Compensation.

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Workable Wealth

JANUARY 20, 2021

Change and control go hand in hand. Some changes fall easily into your scope of control, whereas others remain just outside it. You can’t control the weather no matter how much you wish that sunny January morning was actually sparkling snow. But there are other times when it doesn’t feel like you have control over a situation when you really do — and your personal financial health (and money mindset) is certainly one of them.

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International College of Financial Planning

JANUARY 15, 2021

The stepping stone to success in life is choosing your career wisely. Unless you walk the right path in life, you cannot taste success. For a student it often becomes difficult to determine the right path in life. If you have until now followed the footsteps of your elders or blindly trusted the judgment of others, now is the time for you to step out of your cocoon and see the world in a new light.

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The Irrelevant Investor

JANUARY 31, 2021

There are about a million and one different angles to consider when talking about the big story in the stock market. The most important thing that's happening is the deterioration of faith that people have in financial institutions. Once trust is lost, it's almost impossible to gain it back. Memes aside, this is no laughing matter. A listener I'll call Jimmy asked us to comment on this: My wife recently came into a large sum of money about two weeks ago.

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Brown Advisory

JANUARY 28, 2021

2020 Impact Report: Large-Cap Sustainable Growth Strategy ajackson Thu, 01/28/2021 - 15:09 A Letter of Introduction From The Portfolio Managers At Brown Advisory, we are deeply committed to sustainable investing. Our firm managed more than $16 billion* in client assets under various sustainable investment mandates for individuals, families and institutions, as of Dec. 31, 2020.

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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.

Accounting

Midstream Marketing

JANUARY 14, 2021

Some advisors insist they generate only low-quality leads from Facebook. That need not be the case. With the right approach, Facebook marketing can be incredibly effective for financial services businesses in particular. There are those out there who insist that the quality of the leads they’re generating from Facebook users aren’t exactly good, I’ve seen first-hand that they CAN be—it just requires a deeper understanding of what is really going on to get to that point.

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C2P Enterprises

JANUARY 12, 2021

In our January episode of the Bucket Plan On-Demand podcast series, Dave Alison sat down with longtime friend and business partner, Greg Hammer, to discuss Greg’s experience and success running The Bucket Plan® Process in his office. Greg is a top advisor in the country, gathering $40,000,000+ in new client assets each year. He [.]. The post Holistic Financial Planning: A Success Story appeared first on Clarity 2 Prosperity.

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Indigo Marketing Agency

JANUARY 11, 2021

We are thrilled to have a new article published in the December 2020 issue of the Investments & Wealth Monitor , a bimonthly educational magazine for financial professionals published by Investments & Wealth Institute. The November/December 2020 issue was all about behavioral science; most notably how advisors can help clients make rational investment decisions by understanding and identifying common biases they hold.

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Workable Wealth

JANUARY 6, 2021

When you look back on 2020and the pandemic, what would you like to reset? Perhaps it’s more time with your loved ones, better work-life balance, adopting healthier eating habits, getting more sleep, or using your money wisely. There are likely many areas of your life that you want to revamp. The whirlwind of 2020 taught us many lessons – how to work, maintain relationships, and experience personal growth during a pandemic. .

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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.

Accounting

The Irrelevant Investor

JANUARY 28, 2021

When Wall Streeters take advantage of the system, it's called capitalism, but when outsiders do it, it's called manipulation. This is where the narrative has been over the past 48 hours. At the heart of the debate is a question about what's right and wrong: how can there be more shares are sold short than are outstanding. Over the past two days, I've seen variations of the following question: "How is this even possible, and how is this legal?

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Brown Advisory

JANUARY 28, 2021

2020 Impact Report: Tax-Exempt Sustainable Fixed Income Strategy ajackson Thu, 01/28/2021 - 15:15 A Letter of Introduction From The Portfolio Managers At Brown Advisory, we are deeply committed to sustainable investing. Our firm managed more than $16 billion* in client assets under various sustainable investment mandates for individuals, families and institutions, as of Dec. 31, 2020.

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Brown Advisory

JANUARY 28, 2021

Brown Advisory Global Leaders Strategy: Ted Seides interviews Mick Dillon jharrison Fri, 01/29/2021 - 00:00 In this podcast, Ted Seides of Capital Allocators interviews Portfolio Manager Mick Dillon. They discuss the Global Leaders strategy in detail, as well as how Mick came to be an investor, his experience in the industry and lessons learned along the way.

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Brown Advisory

JANUARY 28, 2021

2020 Impact Report: Sustainable Core Fixed Income Strategy. ajackson. Thu, 01/28/2021 - 12:56. . A Letter of Introduction From The Portfolio Managers. At Brown Advisory, we are deeply committed to sustainable investing. Our firm managed more than $16 billion* in client assets under various sustainable investment mandates for individuals, families and institutions, as of Dec. 31, 2020.

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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.

Banking

Brown Advisory

JANUARY 28, 2021

2020 Summary Report on Engagement. ajackson. Thu, 01/28/2021 - 13:19. . We are pleased to present our 2020 Summary Report on Engagement, which contains an overview of our ESG-related engagement activity throughout the past year, and offers a view into the issues where we have focused our engagement efforts. We regularly interact, or “engage,” with various stakeholders who have an interest in the equity and fixed income securities we hold, including the companies and issuers themselves.

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Brown Advisory

JANUARY 28, 2021

2020 Impact Report: Large-Cap Sustainable Growth Strategy. ajackson. Thu, 01/28/2021 - 15:09. . A Letter of Introduction From The Portfolio Managers. At Brown Advisory, we are deeply committed to sustainable investing. Our firm managed more than $16 billion* in client assets under various sustainable investment mandates for individuals, families and institutions, as of Dec. 31, 2020.

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Brown Advisory

JANUARY 28, 2021

2020 Impact Report: Tax-Exempt Sustainable Fixed Income Strategy. ajackson. Thu, 01/28/2021 - 15:15. . A Letter of Introduction From The Portfolio Managers. At Brown Advisory, we are deeply committed to sustainable investing. Our firm managed more than $16 billion* in client assets under various sustainable investment mandates for individuals, families and institutions, as of Dec. 31, 2020.

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Brown Advisory

JANUARY 28, 2021

Brown Advisory Global Leaders Strategy: Ted Seides interviews Mick Dillon. jharrison. Fri, 01/29/2021 - 00:00. In this podcast, Ted Seides of Capital Allocators interviews Portfolio Manager Mick Dillon. They discuss the Global Leaders strategy in detail, as well as how Mick came to be an investor, his experience in the industry and lessons learned along the way.

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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.

Financial Advice

The Irrelevant Investor

JANUARY 26, 2021

I laid out this theory a few weeks back that the stock market is causing the bubbles. Gains from Apple are moving into Tesla. Gains from Tesla are moving into ARKK. Gains from ARKK are moving into SPACs. Gains from SPACs are moving into EV stocks. Flies are feeding on an oversized elephant and then having giant baby flies who are having giant baby flies and on and on we go.

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The Irrelevant Investor

JANUARY 25, 2021

Today was one of the most exciting days in the stock market for as long as I can remember. Shortly after the opening bell this morning, a basket of the 11 most shorted stocks were up 100%. Markets that are moving like this can make somebody's year or ruin somebody's life. This type of environment is fertile ground for blogging, so if you'll indulge me, I want to take a second to discuss a few timeless lessons that we can learn from all of this.

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The Irrelevant Investor

JANUARY 24, 2021

Articles It’s easier to predict what will happen, it turns out, than when it will happen (By Ahmed Elbakari, Tom Macky, and Igor Vasilachi) Save like a pessimist and invest like an optimist (By Morgan Housel) The markets have brought me to panic and fear on many occasions but mostly they bring me joy (By Howard Lindzon) ETFs are positioned to overtake mutual funds (By John Rekenthaler) Regret can be more painful than loss itself (By Phil Pearlman) Private equity finances large swathes of the mod

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The Irrelevant Investor

JANUARY 23, 2021

"You ever hear of Jumia?" "No," I said as I punched up the chart. "HOLY S**T!" "Crazy, right? It's supposed to be the Amazon of Africa. I bought a few thousand shares three weeks ago in the 20s, and now it's close to 50." This was a very real conversation I had on December 22nd with a family member. Take a look at this chart, and you'll see why I responded the way I did.

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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.

Financial Planning

The Irrelevant Investor

JANUARY 22, 2021

Today's Animal Spirits is brought to you by Smith Capital Investors On today's show we talk with Gibson Smith, founder, PM, and CIO of Smith Capital Investors about: How the structure of the fixed income market has evolved over time What happened to bond funds and ETFs in March? The potential problems with plain-vanilla bond indexes How should active bond managers be benchmarked?

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The Irrelevant Investor

JANUARY 22, 2021

It's different this time. How do I know? Look at this chart for goodness sake. We have never seen anything like this ever before. [link] If the Fed is the biggest player on the field, then WSB is the fastest. The speed at which some of these moves are taking place is breathtaking. Their favorite target these days are stocks with the most shorts to squeeze.

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The Irrelevant Investor

JANUARY 21, 2021

A listener asks an excellent question: Can top growth stocks really go truly out of style? I started with a diversified portfolio that eventually went the way of FAANG; however, over the past 3-4 years I’ve gravitated around the highest growth companies out there.If a company is producing a growth rate at +40% even during down turns in the market or a more “value oriented” time in the market, isn’t that company still going to get a premium and would it still make sense to own those plays?

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