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 […].
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.
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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.
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.
Speaker: Erroll Amacker
As businesses increasingly adopt automation, finance leaders must navigate the delicate balance between technology and human expertise. This webinar explores the critical role of human oversight in accounts payable (AP) automation and how a people-centric approach can drive better financial performance. Join us for an insightful discussion on how integrating human expertise into automated workflows enhances decision-making, reduces fraud risks, strengthens vendor relationships, and accelerates R
Advisor Websites
MARCH 4, 2022
It's likely that you are using a digital calendar to keep track of your meetings and appointments, but have you automated those bookings with an appointment setting software?
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.
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
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
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.
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Based off SkyStem's popular e-Book, the book of secrets to the month-end close will be revealed in this one-hour webinar. Learn leading practices when it comes to building a strong and sustainable month-end close that has room to grow and evolve. Learn about the power of precise estimates, why reconciliations are critical to closing the books, how and when to automate, and how the chart of accounts play into your close process.
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!
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.
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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Like being inches from the end zone, many advisors are frustratingly close to their next level of success. You work hard. You put in the hours. But if your closing rate is stuck or your pipeline feels like a revolving door… something has to change. Most advisors are just one small shift away from dramatically increasing their revenue. The difference?
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.
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.
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.
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: Aaron Berson
Managing spend is more than a cost cutting exercise – it's a pathway to smarter decisions that unlock efficiency and drive growth. By understanding and refining the spending process, financial leaders can empower their organizations to achieve more with less. Explore the art of balancing financial control with operational growth. From uncovering hidden inefficiencies to designing workflows that scale your business, we’ll share strategies to align your organization’s spending with its strategic g
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 […].
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?
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: Sierre Lindgren
Fraud is a battle that every organization must face – it’s no longer a question of “if” but “when.” Every organization is a potential target for fraud, and the finance department is often the bullseye. From cleverly disguised emails to fraudulent payment requests, the tactics of cybercriminals are advancing rapidly. Drawing insights from real-world cases and industry expertise, we’ll explore the vulnerabilities in your processes and how to fortify them effectively.
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 […].
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
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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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.
Envision Wealth Planning
MARCH 2, 2022
Values based financial planning is about pursuing financial goals based on your values. Unfortunately, way too many people just do not take the time to sort out what matters to them! Believe it or not, what most people get when it comes to creating the traditional financial plan is someone else’s idea of what your values should be! Unfortunately, financial planning has been way out of reach for many Americans.
ClearMoney
MARCH 1, 2022
The following is provided by Dimensional Fund Advisors. As a member of probably the last generation to grow up with a rotary dial phone in the house, I can still recall when there was clear distinction between phones and computers. Phones were utilitarian devices, while computers were gateways to limitless knowledge and entertainment.1 Nowadays, that distinction has dissolved.
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?
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.
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