MazumaBusinessAccounting

NOVEMBER 5, 2021

Stress, illness, and a near-death experience. That’s what propelled Maureen Wendy Dearborne to find her calling in life. From a broken engagement to missed promotions at work, Wendy felt like her life was unraveling. “I was blaming everybody and everything for every woe in my life,” she says. But Wendy’s perspective changed when her life was nearly cut short by illness. “I had a near-death experience when I was 21 years old,” she says, adding with a laugh, 

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Gen Y Planning

NOVEMBER 5, 2021

Year-end is a special time filled with traditions, old and new, and hopefully space to relax, decompress, and prepare for a wonderful new year. . As the final days of 2021 rapidly approach, it’s important to carve out intentional time to ready your finances for 2022. What should go on your year-end to-do list? Here are nine financial elements you won’t want to forget!

Taxes 75

Taxes Estate Planning Planning Budgeting 75

The Irrelevant Investor

NOVEMBER 5, 2021

In 2014 Josh wrote a post called The Relentless Bid. He described the phenomenon of selloffs, which were once measured in months and years, ending in days or weeks. Whereas yesterday’s brokers were principally concerned with keeping money in motion and generating activity each month, today’s brokers – who call themselves wealth managers by the way – are principally concerned with making client retirement accounts stretch out over decades.

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Wealth Management Retirement Accounting Assets 52

Brown Advisory

NOVEMBER 5, 2021

2021 Year-End Planning Letter. ajackson. Fri, 11/05/2021 - 13:01. The end of 2021 is notable for a host of reasons. Perhaps most significant for many of us is that after almost two years apart, loved ones will gather together for the holidays once again. Rarely has sharing a cocktail, watching a game, enjoying a meal and even engaging in friendly debate seemed so special.

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Planning Tax Planning Taxes Clients 52

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.

Accounting

Fortune Financial

NOVEMBER 4, 2021

As our identities and personal information become more regularly available on the internet, our risk of having our identities stolen increases. According to the Insurance Information Institute , there were 4.8 million identity theft and fraud reports received by the FTC in 2020, up 45% from 3.3 million in 2019. From an organizational standpoint, the number was equally as shocking, with a new company experiencing identity theft every 14 seconds. .

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Electronics Accounting Financial Advisor License 52

The Irrelevant Investor

NOVEMBER 2, 2021

Today’s Animal Spirits is brought to you Masterworks. For more information go to Masterworks.io/Animal to learn more On today’s show we discuss: Bill Ackman wants higher rates Probably never had households better prepared for either higher inflation or high rates How to invest in iBonds Shiba Inu is the third most googled crypto in 2021, new study shows SquidGame coin investors get rugged People are retiring too early 20-year truck driver on this mess Too much demand is a good problem Used ca

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Retirement Investing Investments 52

Brown Advisory

NOVEMBER 3, 2021

Karina Funk on Climate Risk in Investing (Financial Times Op-Ed) ajackson Wed, 11/03/2021 - 10:53 We are pleased to share "Why investors should collaborate to tackle climate change," an op-ed published in the Financial Times on Nov. 3 by Karina Funk, Brown Advisory's Chair of Sustainable Investing and co-manager of our U.S. Large-Cap Sustainable Growth equity strategy.

Investing 52

Investing Investments Clients Portfolio 52

Tucker Advisors

NOVEMBER 3, 2021

How Retirees Can Outpace Inflation. By Sam Deleo Tucker Advisors Senior Content Specialist/Editor. Follow Follow Follow Follow Follow Follow. As October drew to a close, our national rate of inflation rose to a whopping 5.4%. The Federal Reserve also announced they would not raise interest rates, but would gradually begin decreasing the bond-buying program they had enacted in order keep credit rates low.

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Retirement Portfolio Retirement Planning Financial Advisor 52

Indigo Marketing Agency

NOVEMBER 3, 2021

This has been our best year yet at Indigo Marketing Agency, with more marketing tips for financial advisors than ever before. Take a moment to review our top 10 blog posts of 2021! 10. How to Create a Provocative Value Proposition (Webinar). Your value proposition is THE keystone of your marketing strategy. It tells prospects how you’re different, why they should choose you over other advisors, and how their lives will be transformed by working with you.

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Financial Advisor Marketing Marketing Clients 52

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

The Irrelevant Investor

NOVEMBER 3, 2021

I was wrong. Not the first time. Won't be the last time. A listener wanted us to reflect on Tesla. Tesla is one of a small group of companies that has reached a 1T market valuation. For the most part, I’ve gotten the sense that the two of you have always viewed the stock as overvalued, and as recently as a couple of months ago, you chose Tesla among a list of companies that will not be in the top 10 a decade from now.

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Risk Management Valuation Marketing Marketing 52

Brown Advisory

NOVEMBER 3, 2021

Karina Funk on Climate Risk in Investing (Financial Times Op-Ed). ajackson. Wed, 11/03/2021 - 10:53. We are pleased to share "Why investors should collaborate to tackle climate change," an op-ed published in the Financial Times on Nov. 3 by Karina Funk, Brown Advisory's Chair of Sustainable Investing and co-manager of our U.S. Large-Cap Sustainable Growth equity strategy.

Investing 52

Investing Investments Clients Portfolio 52

Prosperity Coaching

NOVEMBER 1, 2021

🙋‍♂️ Are you writing your Financial Advisor Business Plan for 2022? Are you happy with your business revenue? Is your revenue stagnant or growing? 🚣 🚗 Motivated, ambitious advisors plan their business growth each year by reviewing results from prior years and deciding where they’re going this year. 🏆 The […].

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Business Planning Financial Advisor Planning 52

Indigo Marketing Agency

NOVEMBER 3, 2021

At Indigo Marketing Agency, we got together as a team, identified our favorite financial advisor clients, and picked apart some of the characteristics they share. Whether you’re a new client of ours or are thinking about partnering with us, you may be wondering if you’re a good fit for our services. In this two-minute video, I walk you through the four characteristics we look for in a new client.

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Financial Advisor Clients Compliance Marketing 52

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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

NOVEMBER 1, 2021

Today’s Animal Spirits is brought to you by Kalshi On today’s show we discuss: How to bet on binary outcomes Why it's hard to be right and also make money How Kalshi got CFTC approval, and much more Listen here Links Kalshi raised $30 million Kalshi wins CFTC approval Contact us at animalspiritspod@gmail.com with any feedback, recommendations, or questions.

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Marketing Marketing 52

Investing Caffeine

NOVEMBER 1, 2021

Normally, investors equate the month of October with scary, blood-curdling screams because horrifying losses during the 1929 and 1987 crashes occurred during this month. Fortunately, for those invested in stocks, they experienced the opposite this last month – a flood of green (new all-time record highs), despite a whole host of frightening factors, including the following: · Inflation. · Supply chain disruptions. · Federal Reserve monetary policy. · COVID variants. · Evergrande’s impact o

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Government Valuation Economics Investing 52

Robert B. Ritter Jr.

OCTOBER 30, 2021

(Click here for Blog Archive)(Click here for Blog Index) This is a re-release of Blog #214 due to several needed edits. So what is it? It’s an analysis of a Roth Conversion with the income tax paid by a Reverse Mortgage coupled with Indexed Universal Life — all illustrated with Wealthy and Wise®. Case Study […]. The post Blog #214: Roth Conversion Magic first appeared on Bob Ritter's Blog, ideas for financial service professionals.

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Financial Services Taxes Certified Financial Planner Financial Planner 40

Inside Information

OCTOBER 30, 2021

B y now, I’m sure most of you are familiar with the Committee for the Fiduciary Standard—but if not, well, it’s a group of prominent advisors who advocate that anybody who holds out as a financial planner or advisor be held to a strict fiduciary standard. I participate in their discussions, though I’m not formally a member. Every year, the Committee selects a worthy candidate to be given its “Fiduciary of the Year” award.

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CFP Commission Education Investing 40

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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

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.

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Taxes Economy Assets 52

Gemini BITRIA

NOVEMBER 4, 2021

Wealth Management 52

Wealth Management Management Investing Investments 52

ClearMoney

NOVEMBER 4, 2021

The following is provided by Dimensional Fund Advisors. Nearly 30 years after its formal discovery,1 the appeal of stock price momentum2 remains in the eye of the beholder. Some see its outsize historical premium, 9.1% per year in the US,3 as validation for investing in momentum-focused strategies. Others point to the extreme turnover and occasional catastrophic outcomes4 for the premium as insurmountable hurdles to real-world implementation.

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Asset Allocation Commission Portfolio Assets 52

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.

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Startup Valuation Portfolio Investing 52

Speaker: Igli Laci, Strategic Finance Leader

In today’s competitive market, pricing is more than just a number — it’s the cornerstone of profitability. The right pricing strategy ensures that you capture the true value of your offering, paving the way for sustainable growth and long-term success. Join Igli Laci, Strategic Finance Leader, in this exclusive session where he will explore how a well-crafted pricing approach balances customer perception with business objectives, creating a powerful tool for securing both competitive advantage a

Numbers

Gemini BITRIA

NOVEMBER 4, 2021

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Gemini BITRIA

NOVEMBER 4, 2021

Financial Advisor 52

Financial Advisor Investing Investments 52

Gemini BITRIA

NOVEMBER 2, 2021

Assets 40

Assets 40