Sat.Jul 24, 2021 - Fri.Jul 30, 2021

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Top 4 Numbers That Drive Your Business Success

MazumaBusinessAccounting

Are you looking to build your business? As small business owners, it is easy to get distracted by the length of our to-do list and lose sight of the important factors that drive our business’ success. It’s also easy to ignore financial reports when we don’t know how to translate the numbers on the report into key insights about the health and value of our business.

Numbers 98
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Why Do People Hire a Financial Advisor? (Video)

Indigo Marketing Agency

Why do people really hire a financial advisor? As a financial professional, I’m sure this question has crossed your mind at least a dozen times. But in order to answer it, you have to look at why people buy any type of product or service. I once heard it said, “People buy aspirin. They don’t buy vitamins.” In other words, people are more concerned about solving their short-term ailments than they are about their long-term well-being.

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Can’t Be Bearish

The Irrelevant Investor

You can't be bearish on the stock market unless you're bearish on the biggest group of stocks in said market. And it's hard to be bearish when you see the type of numbers they're putting up. We'll get to big tech's results in a minute, but first, I want to look at how they've been acting before their earnings, which are coming out right now. The big 5 are all at or near all-time highs (red dots), with a combined market cap approaching $10 trillion.

Sales 52
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Latest on IRS Refunds and Tax Credit

Steve Feinberg

Dear Appletree Client: We want to take a few minutes to talk with you about some issues with the IRS as well as the new monthly child tax credit. Traditionally, many taxpayers use the IRS as their personal savings bank by aiming for large refunds, oftentimes being upset when they either owe money or the amount of refund is substantially less than what they expected.

Taxes 52
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Are Robots Replacing You? Keeping Humans in the Loop in Automated Environments

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

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Mid Summer Heat

Talon Wealth

WEEKLY MARKET UPDATE – July 27, 2021. Markets rose this week as PMI data continues its streak of expansionary readings. Economic data was still mostly disappointing for the week, with housing indicators and unemployment claims coming in under expectations. COVID-19 cases have been rising nationally again, with most new cases being attributed to the “Delta” variant, but so far deaths have not been spiking, a new development that likely can be attributed to large swaths of the population hav

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Three Months of Slacking

Mr. Money Mustache

Unsuccessfully but Refreshingly trying to climb the local waterfall. “MMM, are you still alive?” – somebody on Twitter. Holy S**t! I just realized that the last time I wrote a blog post for you was on April 18th, and now it’s late July. That’s an entire quarter of a year that I have let this wonderful, golden field of interesting opportunities and people sit untended.

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The Misreading of ESG

Inside Information

I ’ve been reviewing a lot more articles about the SRI and ESG investment movements lately than I ever did before, and I think that’s a sign that more people are interested in owning shares of companies that are behaving responsibly—however one might define that. I’m not surprised; the very first time I was exposed to the concept, I viewed the filters as a logical part of the equity research process.

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These Are the Goods

The Irrelevant Investor

Articles Kind of UBI is not actually UBI (By Allison Schrager) A job that lets you be open and honest pays a bonus that’s hard to measure. (By Morgan Housel) Nothing sends investors back to the drawing board like a long bout of disappointment (By Nir Kaissar) Why are the central bankers so keen to characterize the private issuance of money as inherently unstable?

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Bonds and Inflation

The Irrelevant Investor

So this is different. Inflation has never been this high, with bond yields this low. Rates should, in theory, be a way to gauge what market participants think about future inflation. Higher inflation would cripple today's coupons, so again, in theory, investors would demand higher rates for that risk. But investing isn't about theories. At some point, we need to acknowledge reality.

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Something Money Can’t Buy

The Irrelevant Investor

I have a lot of flaws. Too many to list. Fine, I'll list a few. I'm disorganized. I'm forgetful. I can't plan anything to save my life. I'm messy. I procrastinate. I can go on, but I'll leave it there. If I had to point to one thing that's served me well in life, and it's a short list, it's that I tell the truth. I didn't decide to wake up today and pat myself on the back.

Banking 40
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Book of Secrets on the Month-End Close

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.