MazumaBusinessAccounting
JUNE 18, 2021
If you’re wondering, “How many years can I take a loss on my business?” then you’re probably reaching a point where you’ve been claiming too many losses on your taxes. The Internal Revenue Service (IRS) only allows your business to be in the negative for a certain number of years before it declassifies it as a business.
Cordant Wealth Partners
JUNE 8, 2021
In this article, we will review everything you need to know about your Employee Stock Purchase Plan (ESPP), including how it works, how it is taxed, and how to incorporate it into your overall wealth building strategy. And, if you’re wondering how your ESPP compares to other employer plans, check out our article on that topic. If I offer to sell you a nice, crisp $100 bill for $85, would you buy it?
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The Irrelevant Investor
JUNE 29, 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: Marc Andreesen is smart a16z is launching a $2 billion crypto fund Tital insurance is a scam The free money in Bitcoin is disappearing "Risk free" 18% Jeremy Grantham is bearish Robinhood IPO delayed Home prices still climbing Blackstone is buying homes Bill McBride on housing.
C2P Enterprises
JUNE 30, 2021
Are you nervous about asking your clients for referrals? Does it make you feel uncomfortable or pushy to approach the subject? What if we told you there was a process to get your clients telling you if they’d like to make a referral? No more nerves; no more uneasiness. In our latest episode of the [.]. The post How to Turn Happy Clients into Your Best Referral Sources appeared first on Clarity 2 Prosperity.
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.
Tucker Advisors
JUNE 28, 2021
How to Track Your Direct Mail Campaign Digitally. 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 page section specific to your needs. “What gets measured gets improved” How to track direct mail. What are my options: Tracking Links.
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
MazumaBusinessAccounting
JUNE 30, 2021
There are many obvious perks that come with owning your own business, including setting your own schedule, being your own boss, and having control over your career. But there are also many tax benefits business owners can take advantage of to maximize their profits. Here’s a quick guide that covers important tax deductions for your business. What Will a Deduction Save Me?
Brown Advisory
JUNE 16, 2021
Global Leaders Investment Letter: Software is Eating the World jharrison Wed, 06/16/2021 - 05:37 Just want the PDF? Download it here > The Global Leaders strategy passed its sixth anniversary on May 1 and we would like to thank our co-investors and all those who have supported, challenged and helped us along the journey so far. It’s a marathon not a sprint and like all those on a life-long odyssey we rely on a good team around us both professional and personal.
The Irrelevant Investor
JUNE 29, 2021
I'm a house-picking genius. In the two and a half years since I moved in, my home has appreciated by 40%. I learned of this through an appraisal for a refinance that I'm going through. Everyone has anecdotes like this, but what we're seeing and hearing is confirmed by the data. Prices have gotten completely out of hand. Today we learned that home prices across the country gained 14.6% y/o/y, which is the biggest gain on record.
Indigo Marketing Agency
JUNE 16, 2021
Did you know the topic you choose for your webinar is the most important factor determining its success? Do you need webinar topic ideas? First of all, congratulations! You’ve decided that a webinar is just what you need to warm up prospects and convert them into clients. But now the big question is: Which webinar topic do you choose? There’s a lot of pressure weighing on this decision.
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.
Mauldin Economics
JUNE 11, 2021
There is an inflationary connection among energy, housing, and wages. Louis Gave, co-founder and CEO of Gavekal Research, recently said that most economic activity is simply transformed energy of one sort or another. Modern economies developed as we found more efficient energy sources, moving from coal to oil to natural gas and nuclear. Now we want to transition from carbon to renewables like solar and wind.
MazumaBusinessAccounting
JUNE 4, 2021
Whether you know it or not, you could be leaving hundreds—even thousands—of dollars on the table by missing a few lesser-known small business tax deductions. Entrepreneurs often miss some small business deductions they could qualify for because they didn’t keep accurate records throughout the year, or they shy away from the complications of itemizing each expense.
The Irrelevant Investor
JUNE 26, 2021
Articles Software is our modern alchemy (By Noah Smith and Marc Andreesen) If markets aren’t worried, maybe we shouldn’t be either (By Alison Schrager) We know one version of history (By Morgan Housel) I am concerned about house prices (By Bill McBride) They couldn’t sell their oil at zero. (By Drew Dickson) Some young people don’t want to get tied down with a 30 year mortgage (By Ben Carlson) Spending determines everything when it comes to reaching financial independence.
The Irrelevant Investor
JUNE 25, 2021
Investor expectations are way out of whack with reality, according to the global survey of individuals. U.S. investors* expect 17.5% real returns over the long term. If these survey numbers are to be believed, investors are about to be very disappointed. The S&P 500 has returned 10.4% over the long term. The idea that we're going to get 17% real, after getting 17% nominal over the last 5 years, is nothing short of absurd.
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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
JUNE 25, 2021
Today’s Animal Spirits is brought to you by Simplify Asset Management On today’s show we discuss: Picking pennies up in front of a steam roller while not getting steamrolled How to get exposure to Bitcoin and stocks in one wrapper Finding income in a low rate world, and much more Investor Resources: Advisor hub Volatility premium harvesting Simplify Volatility Premium ETF Simplify US equity plus GBTC Listen here: Contact us at animalspiritspod@gmail.com with any feedback, recommendations, or
The Irrelevant Investor
JUNE 22, 2021
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: Bond traders aren't better than anyone else at predicting inflation Ben on why it's so hard to predict inflation Inflation is personal Cuban calling for crypto regulation. Tough scene.
The Irrelevant Investor
JUNE 22, 2021
When the S&P 500 fell in March last year, it brought Bitcoin down with it. So if stocks can bring down Bitcoin, it's reasonable to ask if Bitcoin can bring down stocks.* If you thought the Bitcoin run-up to 60k was emblematic of investor** euphoria, then you probably wondered what would happen if it were to come crashing down. Would that take other high-flying areas of the market down with it?
The Irrelevant Investor
JUNE 19, 2021
Articles Credit doesn’t come last, it comes first (By Marc Rubinstein) It’s easiest to convince people that you’re special if they don’t know you well enough to see all the ways you’re not (By Morgan Housel) The Hype Cycle works because it’s a big mirror. (By Packy McCormick and Jill Carlson) Profits are of no use. (By Mark Cuban) The combination of memes and investing is a powerful cocktail that I have been ignoring for a long time, probably incorrectly.
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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
JUNE 19, 2021
There are two extremes when it comes to saving and spending. People who pinch every penny, and people who spend every dollar they earn. In between are people who save responsibly and spend aggressively on things that make them happy. I want to live in this green zone. Lifestyle creep has a negative connotation, but it's a great way to live if done responsibly.
The Irrelevant Investor
JUNE 18, 2021
Inflation is an interesting thing. People who have an opinion before they see the data don't update their priors once the numbers are revealed. Imagine this for a second. General Motors reports revenue of $32 billion. One group of people argue that it's understated, while another group argues that it's overstated. You would never see this because General Motors revenue isn't personal.
The Irrelevant Investor
JUNE 17, 2021
I can't believe it's been ten years since my mother passed away. The passage of time felt like the blink of an eye. I was only 26 when my mother died. She only had 26 years with me. My fingers are shaking while I type because this is the most painful part. It's not that I didn't have enough time with her. It's that she didn't have enough time with me.
The Irrelevant Investor
JUNE 15, 2021
Today’s Animal Spirits is brought to you by Groundfloor On today’s show we discuss: Ben called the housing shortage in 2018. Credit to him Lumber prices are dropping Teen traders on the cover of Barron's Excellent piece on the potential of DeFi from John Street Capital And another great one from Marc Rubinstein And here's one from Mark Cuban I thought Bitcoin was traceable.Oh wait, it is.
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.
Brown Advisory
JUNE 16, 2021
Small Caps: The Big Picture ajackson Wed, 06/16/2021 - 08:44 With record 94.8% returns over the past 12 months—the second best in the history of the Russell 2000 ® Index—and on the heels of one of the worst quarters since inception in 1984 (-30.6% return in the first quarter of 2020), U.S. small-caps continue to attract attention from market participants around the globe.
Brown Advisory
JUNE 16, 2021
Global Leaders Investment Letter: Software is Eating the World. jharrison. Wed, 06/16/2021 - 05:37. Just want the PDF? Download it here >. The Global Leaders strategy passed its sixth anniversary on May 1 and we would like to thank our co-investors and all those who have supported, challenged and helped us along the journey so far. It’s a marathon not a sprint and like all those on a life-long odyssey we rely on a good team around us both professional and personal.
Brown Advisory
JUNE 16, 2021
Small Caps: The Big Picture. ajackson. Wed, 06/16/2021 - 08:44. With record 94.8% returns over the past 12 months—the second best in the history of the Russell 2000 ® Index—and on the heels of one of the worst quarters since inception in 1984 (-30.6% return in the first quarter of 2020), U.S. small-caps continue to attract attention from market participants around the globe.
The Irrelevant Investor
JUNE 14, 2021
I'm not a believer in the idea that you can formulate a successful investment strategy based on the cover of a magazine. If I was, and again I'm not, but if I were, then I would have this one from Barron's tattoed on my forehead. We all know the story. The economic shutdown forced people to stay home, leaving them with more time than they knew what to do with.
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
JUNE 15, 2021
The story inside the stock market has been all about rotation. It's like the baton keeps getting handed from sector to sector. One week it's energy and materials. Next week it's tech and discretionary. So individual stocks go up and down while the group of stocks continues to rise. The S&P 500 hit an all-time high today, and it's doing it without any help from Amazon and Apple, two of the three biggest stocks in the index.
Brown Advisory
JUNE 15, 2021
Help wanted: May jobs report may shed light on the labor shortage, Fed policy and inflation ajackson Tue, 06/15/2021 - 13:18 The latest monthly jobs report may offer investors clues into key market themes including a potential labor shortage, the next steps for the Federal Reserve and what it might mean for inflationary pressures. (Please see our latest report Inflation in the U.S.
Brown Advisory
JUNE 15, 2021
Help wanted: May jobs report may shed light on the labor shortage, Fed policy and inflation. ajackson. Tue, 06/15/2021 - 13:18. The latest monthly jobs report may offer investors clues into key market themes including a potential labor shortage, the next steps for the Federal Reserve and what it might mean for inflationary pressures. (Please see our latest report Inflation in the U.S.
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