Norman Marks
APRIL 5, 2022
The latest headline topic for internal auditors seems to be Environmental, Social, and Corporate Governance (ESG). For background, I refer you to a sensible piece by Richard Chambers. SEC Climate Disclosure Proposal May Be the Next SOX for Internal Audit summarizes in a clear and concise way (thank you, Richard) the SEC’s proposed climate-related disclosure […].
Walkner Condon Financial Advisors
APRIL 6, 2022
With the death of a loved one, one question we often get is, “What assets are entitled to a step-up in basis and what assets aren’t entitled to a step-up in basis at death?” To define what we mean by step-up in basis , sometimes referred to as stepped-up basis, here is an example: Your mother purchased 100 shares of XYZ company at $10 per share in 1950, costing her $1,000, which is her “basis.
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Bell Investment Advisors
APRIL 8, 2022
On March 4, the Oakland Symphony took to the stage of the Paramount Theatre in a moving tribute to the late Bonnie Bonetti-Bell , co-founder of Bell Investment Advisors and patron of the Oakland arts community. She passed away in November 2019. . James F. Bell , Chairman and fellow co-founder, underwrote the performance in memory of his late wife. The performance had been long in the making, as James began talks with the Symphony over a year ago to organize and curate the program.
The Irrelevant Investor
APRIL 5, 2022
Today’s Animal Spirits is sponsored by Masterworks : Go to Masterworks.io/animal to learn more about investing in contemporary art. And check out our most recent interview with Masterworks CEO Scott Lynn here. On today’s show we discuss: Elon Musk takes a 9.2% stake in Twitter Tiger Global down 34% Using the yield curve to time the market (2019) US corporations have the best year since 1950 Layoffs are at record lows Nebraska unemployment The strategy a janitor used to build an $8M portfol
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.
Yardley Wealth Management
APRIL 6, 2022
The post Interest Rates, Inflation, and Investment Strategy-Part 1: Understanding Interest Rates appeared first on Yardley Wealth Management, LLC. Interest Rates, Inflation, and Investment Strategy Part 1: Understanding Interest Rates At its March 15–16 Federal Open Market Committee (FOMC) meeting, the U.S. Federal Reserve raised its federal target funds rate by a quarter-point.
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Walkner Condon Financial Advisors
APRIL 6, 2022
With the adoption of digital assets such as non-fungible tokens, or NFTs, questions around estate planning will become more prevalent. At the date of death, many assets “step-up” in basis , effectively wiping away any unrealized gains. NFTs are treated as either property or as a collectible depending on the type of asset it is. Both property and real estate are eligible for a step-up in basis at the date of death for the beneficiary. .
Bell Investment Advisors
APRIL 6, 2022
Forrest Bell, CFP®. After starting 2022 with two negative months, March delivered a reprieve to stock investors. After global markets dropped 5.8% during the first two weeks of the month, equity prices suddenly changed direction and closed the month with a gain of 2.2%. While the reprieve is nice, the pace of it is hard to explain. The war in Ukraine has not ended and will likely drag on far into the future.
AdvicePay
APRIL 6, 2022
Welcome to AdvicePay’s quarterly release notes! After a break this winter to give our team the space to focus on some big projects, we’re ushering in spring with a full tour of the most popular new features. We’ve got updates all over our platform, so let’s get to the fun stuff!
Tobias Financial
APRIL 5, 2022
Are you considering a Roth Conversion? If so, you may want to act when the stock market drops. Recently, our CEO Marianela Collado was quoted on CNBC sharing what to consider regarding the potential upfront costs. “If you’re willing to pay upfront taxes on a Roth conversion, you may project how many years it will take to break even.”. To learn more, click here: [link].
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.
Your Richest Life
APRIL 5, 2022
If you’ve already filed your taxes and received your refund, you might already be thinking of ways to use that refund. Save it? Pay down debt? Book a summer trip? All of the above could be the right answer depending on your situation. Here are some tips for putting that money to the best possible use in 2022: Avoid impulse tax refund spending. If you received a tax refund, then you might already be imagining different ways to spend it.
Aleph
APRIL 4, 2022
Photo Credit: House Photography || I always read a lot when I was young. This a is follow-up to When I was a Boy… which I wrote ~5 1/2 years ago. It is also a response to an article posted by Jason Zweig , who I have talked with once or twice, and emailed a little more than that. In that article, he asks the question: How did you learn how to invest?
The Irrelevant Investor
APRIL 3, 2022
Today’s Talk Your Book is brought to you by Direxion Ben and I had Managing Director and Head of Product Dave Mazza on the show to talk about Direxion ETFs and their new mRNA-focused ETF. On today’s show we discuss: Why the mRNA ETF was needed How mRNA was misunderstood The threshold to get into the mRNA ETF How this thematic ETF can be used How to think about investing in biotechs Current events affecting the biotech space mRNA as a technology, incentives, and curing diseases Listen here: Books
Hubly
APRIL 4, 2022
Alison Miller was a Pre Dental Student when she realized she was more passionate about personal finance. She now works as a Client Service Associate and is working towards becoming a Certified Financial Planner™.
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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.
Tobias Financial
APRIL 4, 2022
Tobias Financial Advisors is proud to announce that our Wealth Advisor Catalina Franco-Cicero has been selected by InvestmentNews as a recipient of the Excellence in Diversity, Equity & Inclusion Award for 2022. This award recognizes Catalina’s commitment to positively impacting diversity, equity and inclusion in the field of financial planning, her community, and the next generation of planners. .
Risk Management Guru
APRIL 4, 2022
As more information technologies are developed, students are turning to the Internet for their studies more often than ever. Due to the COVID-19 pandemic, online courses and e-learning have become even more commonplace. However, these factors have encouraged cyber criminals to double their efforts at extorting personal information. These days, teachers, students, and even parents are facing increased danger.
The Irrelevant Investor
APRIL 3, 2022
When we decided to mint an NFT for Animal Spirits listeners, we had three primary motivations; Raise money for charity, help put Audiograph on the map, and give our super fans something special. A few years ago, my friend Tyrone Ross put me onto No Kid Hungry. I've been giving money to them every month (automated) for a while now. So when it came time to choose a charity, they were first on our list.
Hubly
APRIL 4, 2022
The demand for knowledge-based work isn’t going away, but to truly enable those who provide it to take full advantage of their time, it’s necessary for them to utilize software and its time-saving automations.
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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.
Advisor Websites
APRIL 8, 2022
An effective website is something that, when executed properly, can have a significant impact on your marketing initiatives, and the overall success of your practice.
Norman Marks
APRIL 8, 2022
I was recently interviewed for an article that appeared in BoardRoom Insider on Better Board Presentations. If each issue is as good as this excellent piece, you might want to consider subscribing. I want to thank Ralph Ward for providing me with a copy and permission to share it. The primary point in the issue […].
Ron A. Rhodes
APRIL 5, 2022
From ARGI’s Monthly Economic Update, April 2022 Executive Summary: Price Increases Abound; Federal Reserve Likely to Raise Fed Funds Rate to Above-Neutral Policy Levels; Some Relief Likely in Late 2022…
The Irrelevant Investor
APRIL 2, 2022
Articles When the crash actually came, people got scared. The dips that they were so looking forward to buying became a lot less appealing when they arrived. (By Packy McCormick) The genesis of a generational crisis in food that will leave few unaffected (By Doomberg) Research shows end-of-life regrets aren’t about the mistakes you made, but the risks you didn’t take (By Scott Galloway) Between team, product, and market, investors should focus on market ( By Mario Gabriele) It’s the most efficie
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
The Better Letter
APRIL 8, 2022
I begin with my thanks to those of you who emailed, texted, and DMed last week because TBL didn’t arrive as expected. Nearly all asked some variation of the same question: What’s goin’ on? What was goin’ on was that life happened. I had a lot going on in my day job. Grandchildren were visiting. I also wasn’t feeling well (Moderna #4).
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