Norman Marks
MAY 27, 2022
Some years ago, the IIA developed a methodology that helps people use the top-down and risk-based methodology required by the regulators (required by the PCAOB for the audit firms and recommended by the SEC for companies) when it comes to determining which IT General Controls (ITGC) to include for SOX. The GAI Methodology (download it […].
The Irrelevant Investor
MAY 27, 2022
"Most portfolios are still dominated based on what's been great for the last decade" Greg Jensen, the co-CIO at Bridgewater was talking about this on the Odd Lots podcast. The last decade has been dominated by U.S. megacap tech stocks. And to Jensen's point, people are positioned for that trend to continue. This chart shows the 50 stocks that most frequently appear among the largest 10 holdings of hedge funds.
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Dear Mr. Market
MAY 27, 2022
Dear Mr. Market: Simple title. Simple reality. That’s exactly where we’re at right now. We’re not going to wait for the financial media to announce it or tell us that it’s only a bear market if we officially drop -20% or more. The intent of this article is to explain not only what a real bear market is, and how this one has behaved differently, but also what to do next.
Walkner Condon Financial Advisors
MAY 27, 2022
I originally wrote this blog post in July 2021. I am updating the post as a great deal has changed in our lives since last summer. We are still dealing with the impact of COVID on a daily basis; albeit, it is in many different ways. Our consumer habits are much closer to pre-pandemic patterns. We are dining in restaurants and shopping in stores. Travel is returning to more normal levels 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
Norman Marks
MAY 23, 2022
One of the issues that has concerned me over the years is who is not only responsible for understanding what might happen (both risks and opportunities) but also has the capability to do so. The easy answer is that operating management is responsible for understanding, evaluating, and addressing what might happen that could affect their […].
Diamond Consultants
MAY 27, 2022
What’s changed at Edward Jones—and what’s driving so many advisors to seek other options? While many brokerage firms have seen noticeable advisor attrition in recent years, the velocity of moves away from Ed Jones, a firm that built its legacy on a strong culture, begs a few important questions. What’s driving momentum? Where are these advisors going?
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BlueMind
MAY 26, 2022
Category: Client Relations. Every business has those clients that are difficult to deal with. These clients are usually irate, emotional, and short-tempered. Difficult clients are unavoidable in any business and while facing them, an advisor must have the temperament and patience to deal with them in a calm and professional manner no matter how unreasonable or inappropriate they might become.
Conneqtor
MAY 26, 2022
Why did you choose to work from home? For me, it was to have more balance in my life. But what is work from home creep, and how do we avoid it? In a recent LinkedIn post, I shared my thoughts on Work From Home Creep after reading this article by The Atlantic here.
Twenty Over Ten
MAY 26, 2022
As a financial advisor, it can be difficult to market your firm and get your message out, especially with the rules and regulations that come with working within the financial industry.
Wealthfront
MAY 26, 2022
Stock market volatility can be unnerving. No investor, whether they’re new to investing or have been making deposits for years, likes to see the value of their portfolio go down—even if it’s just temporary. When the market takes a turn, some people will inevitably sell investments in an attempt to minimize their losses, while others […]. The post The Stock Market Is Down—What Should I Do?
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The Better Letter
MAY 26, 2022
I love Top Gun , the quintessential San Diego movie, and am excited to see the new sequel this weekend. But it offers the antithesis of critical thinking and scientific reasoning. “You don’t have time to think up there,” Maverick explains, the faintest glimpse of a furrow working its way across Tom Cruise’s perfectly airbrushed brow ( quoting a guy with the perfect film critic name, Adam Nayman). “If you think, you’re dead.” Critical thinking – sci
Steven J. Wilson
MAY 25, 2022
Financial services companies are under constant pressure to keep up with the latest trends and technologies. They also face intense competition from other companies offering similar products and services. As a result, innovation is essential for financial services companies to stay ahead of the curve and meet the needs of their customers. However, innovation can […].
Integrity Financial Planning
MAY 25, 2022
In the news, we’re hearing a lot about inflation and the stock market. What do you need to watch out for and what does Brian have to say about it? After months of rising inflation, April’s inflation numbers went down the slightest bit. How do these numbers factor into a financial plan? Brian talks about a company that tracks inflation and how now compares to how it was calculated in the past.
Aleph
MAY 25, 2022
Photo Credit: mark m || Every now and then, a change in tactics is justified. In 1994, there did come a limit where valuations of long debt undershot and started to come back. After more thought, the short-term yield effect of convexity hedging probably peaks out around 2.5-3.0% on 30-year mortgages. Unless the Fed becomes an aggressive seller of the their long bonds, and now-long MBS, I don’t see long rates going past their recent highs.
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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?
Accounting for Good
MAY 25, 2022
The post The importance of volunteers first appeared on ACCOUNTING FOR GOOD.
The Irrelevant Investor
MAY 24, 2022
The bad news is piling up. The recession that people are looking for may already be here. We heard about inventory buildup at Target and Walmart last week and the stocks responded with their worst day since.1987. Those were not isolated incidents. This week we heard the same from Kohl's and Abercrombie, whose stock is cratering 30% on the news. In other news, Snap just warned of an imminent slowdown.
Steven J. Wilson
MAY 24, 2022
Financial services companies have long been struggling to harness the power of social media. The problem is that financial services are regulated industries, and social media platforms are largely unregulated. This means that financial companies must be cautious about the way they use social media or risk violating industry regulations. However, there are ways for […].
Diamond Consultants
MAY 24, 2022
Many advisors cite “improving client service” as the catalyst for a move—but knowing what the real impact will be is critical. What motivates top advisors who are knocking the cover off the ball to risk disrupting momentum by making a move? No doubt, every advisor wants to improve their ability to grow the business. But ultimately, most will share that the quest to deliver more – and better – service for clients drove them to make the leap.
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
Steve Sanduski
MAY 24, 2022
Marcus Buckingham says love, the most powerful of human emotions, has been systematically drained from our lives – our work, teams, and classrooms, and it’s time we brought love back in. Does everyone who works for you spend at least 20% of their workday doing something that they love? More importantly, perhaps: Do you? According to work and leadership expert Marcus Buckingham, truly successful people don’t chase work-life balance.
The Irrelevant Investor
MAY 24, 2022
Today’s Animal Spirits is brought to you by YCharts: See here for YCharts' latest research on the real impact of mega-cap stocks on your portfolio. On today’s show we discuss: Strong household finances mean the Fed might have to do more $8 trillion in household wealth lost compared to the end of 2021 Softbank cutting startup investments 50-75% The average age of US vehicles hit a record 12.2 years New car prices continue to rise UK inflation hits 40-year high Fed will keep pushing until inflat
MainStreet Financial Planning
MAY 24, 2022
Many friends and clients are changing jobs these days as part of the Great Resignation which is making for a very competitive job market. In response, more and more U.S. companies are using equity compensation to attract and retain talent. The most common form of equity compensation given is Restricted Stock Units (RSUs). Amazon, Apple, Google and other companies have recently announced that they will give existing employees additional RSUs to entice employees to stay.
Accounting for Good
MAY 24, 2022
The post Financial automation in not for profit organisations first appeared on ACCOUNTING FOR GOOD.
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.
XY Planning Network
MAY 23, 2022
XY Planning Network members regularly serve as subject matter experts for major media outlets—impressive, we know. (We help make connections by inviting our journalist friends to submit requests for XYPN members' expert input using our media portal.) We've compiled this roundup of recent articles featuring some superstar XYPN member advisors.
Don Connelly & Associates
MAY 23, 2022
The first meeting with a new client should be a momentous event for both you and the client. For your client, it's the first opportunity to validate their decision to select you as their advisor. For you, it's the first opportunity to showcase your professionalism and reinforce your new client's decision. You both hope this will be the beginning of a long and trusting relationship.
Envision Wealth Planning
MAY 23, 2022
Ethical financial advisors are on the rise and are now doing things within their businesses with the hope to serve as an example of the right behavior for the rest of the industry to follow. I’m tired of the nonsense “top advisor” lists based on AUM or how many Twitter followers somebody has. I feel that to proclaim that somebody is a top advisor based on AUM or Twitter followers is an abridgment of morality, and it is my goal to overshadow any media voice that claims such.
The Irrelevant Investor
MAY 22, 2022
Articles Let’s face it: there is no blueprint to be found in any of these stories. There is no shortcut to wealth (By Frederik Gieschen) I think we can now safely say inflation is not transitory. (By Allison Schrager) Financial systems tend towards instability (By Marc Rubinstein) The rules of the system are baked into the code. (With Mario Gabriele and Chris Dixon) Investors used to put a premium on growth.
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Norman Marks
MAY 27, 2022
Every so often, the firm of Audit Analytics shares a report with information of interest. Their latest is 2021 Financial Restatements: A Twenty-One-Year Review. They introduce it: In this report, we cover twenty-one years of trends in financial restatements – including a closer look at the effect of SPACs on recent trends in financial restatements. […].
ModernAdvisor
MAY 25, 2022
April was a difficult month for equity markets around the world, while bonds continued to suffer. April 2022 Market Performance All index returns are total return (includes reinvestment of dividends) and are in Canadian Dollars unless noted. *Absolute change in yield, not the return from holding the security. April was a difficult month for equity markets around the world, […].
Sara Grillo
MAY 23, 2022
This interview with Cody Garrett, CFP, of Measure Twice Financial was mind-blowing. It’s so clear to me what the future of financial advice is – what it should be – and what it will be. The advice-only movement is a bigger move than a shift in fees – it’s a transcendence to a higher level of morality, transparency, and service to the consumer.
The Irrelevant Investor
MAY 22, 2022
Today's listener mailbag is brought to you by Rocket Dollar : Click here to get the Rocket Dollar Guide to Self-Directed Retirement Plans for free. We discuss: Wash sale rules and selling in a taxable account Where to invest after you're no longer allowed to fund a Roth IRA The Backdoor Roth Investing in the private markets Mortgage rates and HELOCs Buy a home now or wait for a dip later?
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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