Norman Marks
MARCH 3, 2022
What would you do as CAE if you were forbidden from writing a formal audit report? Let’s think about this challenge, as it may help us pinpoint the value of these documents. X Consider our customers in management first. What do they need to know and how can we best communicate (as the IIA Standards […].
Investing Caffeine
MARCH 1, 2022
If you were the chief executive of a newspaper, television, or magazine company, what headline stories would you run to generate the most viewers and readers? Which subjects will you choose to make me impulsively grab a magazine in the grocery line, keep me glued to the television news, or suck me in to click-bait advertisements on the web? For example, what topics below would you select to grab the most attention?
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Your Richest Life
FEBRUARY 28, 2022
Money problems and infidelity are two of the quickest ways to bring down a relationship, but when combined, they can be downright lethal. Unfortunately, “financial infidelity” is a fairly common occurrence in American relationships. According to a Creditcards.com poll , 32% of Americans in a serious relationship have cheated financially. That included spending more than their partners would be okay with, or having debt, credit cards or savings accounts that their partner knew nothing about.
The Irrelevant Investor
MARCH 4, 2022
I wasn't a very good trader. I never blew myself up. I didn't even lose a lot of money. But the problem was, I never made much either. I was looking at commodities today when I was reminded of my early days trying to master (lol) the market. DBC, an ETF that tracks a broad basket of commodities is up 60% over the last year. It's gone vertical in the last few sessions, tacking on another 4.5% today.
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.
The Financial Literates
MARCH 4, 2022
What is Financial Planning? Many times, you may have read the word What is Financial Planning? and you may have many complicated definitions as well.
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Bell Investment Advisors
MARCH 3, 2022
The recent unprovoked attacks on Ukraine have stunned and saddened us. While the U.S. and other nations coordinate to create enough economic pain in Russia to halt further aggression, too many deaths have already occurred. We mourn the loss of life, the displacement of hundreds of thousands of Ukrainians, and the fear that now cloaks their country. Last month, we thought that interest rate increases would consume investors’ attention for the foreseeable future.
The Irrelevant Investor
MARCH 4, 2022
On today's show we spoke with Meow co-founder Brandon Arvanaghi about how companies and advisors can earn higher yields on their cash in crypto. On today’s show we discuss: How companies, advisors and individuals can earn 4% on their cash How Meow provides high levels of interest The importance of compliance in crypto Competing with the Federal Reserve Meows product suite What's going on with regulations in the crypto space?
The Financial Literates
MARCH 4, 2022
What is Financial Planning? Many times, you may have read the word What is Financial Planning? and you may have many complicated definitions as well. Hope you have watched “3 IDIOTS” When Aamir was asked the definition of a machine, he said in simple language “Machine is anything that reduces human effort” Similarly in simple […].
Envision Wealth Planning
MARCH 1, 2022
Are you inadvertently harming women’s equity with your investing strategy? If you are investing to get the returns of the S&P 500 without considering how these investments affect women, then the answer is yes. Of the approximately 5000 stock indexes available in the U.S., the most widely known and followed is the S&P 500. The S&P 500, or Standard & Poor’s 500, is an index of the top 500 companies in the United States, representing approximately 80% of the total value of the
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.
Yardley Wealth Management
MARCH 1, 2022
The post Part 3: Tax-Wise Financial Planning appeared first on Yardley Wealth Management, LLC. Part 3: Tax-Wise Financial Planning In our last two pieces, we covered some tools of the tax-planning trade, as well as how to deploy them for tax-efficient investing. But tax planning isn’t just for your investments. Life happens. Often, we cannot predict its next moves.
The Irrelevant Investor
MARCH 1, 2022
There are those who would have you believe that the bull market was easy. That it was manipulated. That it wasn't earned, or some other nonsense. That couldn't be farther from the truth. Have stocks had wonderful returns over the last few years? Yes. Was it easy to earn those returns? No. I don't need to rehash every event on the chart below since they're recent enough to be fresh memories.
The Financial Literates
MARCH 3, 2022
Don’t “do it yourself” when it comes to Investing. If you or anyone in the personal finance fraternity feel I am crossing the line, so be it… Shoot me… When websites and pundits are all of a view that do-it-yourself investing is way ahead, I am totally against it.
Gen Y Planning
MARCH 1, 2022
Yep, it’s about that time—tax time, of course. . The sun’s out a little longer, we shed a few layers, the first blooms of the season are on full display, and taxes are due smack dab in the middle of it all. This year, your 2021 taxes are due on April 18th, 2022. But don’t let this impending annual chore dull your spring fever. This year, let’s make taxes fun!
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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.
Yardley Wealth Management
MARCH 1, 2022
The post Part 3: Tax-Wise Financial Planning appeared first on Yardley Wealth Management, LLC. Part 3: Tax-Wise Financial Planning. In our last two pieces, we covered some tools of the tax-planning trade, as well as how to deploy them for tax-efficient investing. . But tax planning isn’t just for your investments. Life happens. Often, we cannot predict its next moves.
The Irrelevant Investor
MARCH 1, 2022
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: 2001 Pentagon defense report on the future Russian swaps signal a 56% chance of defaulting Matt Levine's take on Russia Re-Visiting the 1998 bear market (2016) Three ways to win during a market correction Strategy for war-time investing Charting a Black Swan Risk SPACs aren't living up to promises Is the 5-day work week dying?
The Financial Literates
MARCH 3, 2022
Financial planning is a long-term process. Additionally, many factors such as earning capacity, market conditions, family situations, mental framework play a key role in the financial plan and its execution. Therefore, there is a chance that we make mistakes along the way.
MazumaBusinessAccounting
MARCH 1, 2022
If you are self-employed or a contract worker and you are generating a profit, you may need to pay estimated quarterly taxes. This is the Internal Revenue Service’s (IRS) way of collecting taxes from people who don’t have them withheld from their paychecks through payroll. Our guide on estimated quarterly taxes will help you understand who needs to pay them, how to calculate them, and how to pay your quarterly taxes.
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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.
Andrew Thrasher
FEBRUARY 28, 2022
There’s a lot going on in the world right now and I’m thankful I don’t need to pretend to be a war general or an Eastern European expert to complete my analysis of the financial markets. Instead, I focus on Continue reading Bond Spreads Are Widening → The post Bond Spreads Are Widening first appeared on.
The Irrelevant Investor
FEBRUARY 28, 2022
A week ago, most of the world had never heard of Ukraine's President, Volodymyr Zelenskyy. Today, he's a profile in courage. The face of the resistance is inspiring millions of people around the world. In the last week, pleading with Russia before the invasion began, he said: "We know for sure that we don’t need the war. Not a Cold War, not a hot war.
The Financial Literates
MARCH 3, 2022
Don’t “do it yourself” when it comes to Investing. If you or anyone in the personal finance fraternity feel I am crossing the line, so be it… Shoot me… When websites and pundits are all of a view that do-it-yourself investing is way ahead, I am totally against it. In my experience, attained in one […].
Steve Feinberg
FEBRUARY 28, 2022
What Is A Tax Deduction? . Tax deductions (sometimes referred to as “write-off’s”) are expenses you make on behalf of your business throughout the year, the total of which can be subtracted from your final tax payment. The deductions are codified into law to help small businesses relieve some of their tax obligation and become more profitable—but there’s a catch. . .
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
Norman Marks
FEBRUARY 28, 2022
Dr. Rainer Lenz is more than a CAE and long-time practitioner. He also teaches corporate governance and auditing, and has been an independent board member and a finance executive. Rainer was recognized by Richard Chambers as one of the top ten internal audit thought influencers. He has been talking about the value of internal auditing […].
Clever Girl Finance
FEBRUARY 27, 2022
When it comes to saving money, the journey can often feel like a solo mission. Building and maintaining a savings account can be challenging, especially when you’re lacking accountability or motivation. If traditional saving methods aren’t working for you, or you want a more community-driven approach, a Susu might be the solution you need! Table of contents What is a Susu or Sou-Sou?
The Financial Literates
MARCH 3, 2022
Financial planning is a long-term process. Additionally, many factors such as earning capacity, market conditions, family situations, mental framework play a key role in the financial plan and its execution. Therefore, there is a chance that we make mistakes along the way. Let us look at some common but terrible mistakes and how to avoid […].
Robert B. Ritter Jr.
FEBRUARY 28, 2022
(Click here for Blog Archive)(Click here for Blog Index) (Presentations in this blog were created using the InsMark® Illustration System) Other than the principal owners, who are the key executives of any business? Minority-owner executives. These are often the firm’s key personnel. Anyone else? Several non-owner executives can also qualify. What are the benefit plans […].
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.
Ron A. Rhodes
FEBRUARY 27, 2022
Brilliant flashes of light Fuel chill during night. A dawn then reveals, The Sky Angel alight.
Inside Information
FEBRUARY 27, 2022
You may have read about a recent ruling by a Superior Court judge in Georgia who discovered what I think we all knew: that FINRA runs its arbitration system like a kangaroo court, putting its thumb firmly on the side of the scales of justice that benefit its member brokerage firms. I think it’s long past time for the financial planning community—and anybody who cares about protecting consumers—to call for an end to the arbitration agreements that the brokerage firms routinely had to their clien
The Financial Literates
MARCH 2, 2022
Home loans EMI is usually a big part of the monthly expenditure. It comprises the interest and principal components of the loan. In the beginning, a larger part of the EMI goes towards the interest, and over a period of time, the interest component reduces and the principal part becomes more.
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