MazumaBusinessAccounting

JUNE 29, 2020

Did you know that poor bookkeeping, or lack thereof, is one of the top reasons small businesses fail? It may not sound like the most exciting thing, especially if you don’t consider yourself a “math person”, but let’s face the facts, bookkeeping is essential for the success of any small business. Here at Mazuma, we believe that each small business has the potential to succeed with the right tools, mindset, and organization.

Math 83

Math Accounting Medical Budgeting 83

The Irrelevant Investor

JULY 3, 2020

A listener asked Ben and I about owning just the best performing stocks About mid-late 2019 I said f*ck it and put most of my portfolio into Facebook, Apple and Microsoft and I’ve done really well. Why shouldn’t I put every penny I have into these stocks (and Amazon, Netflix and Google) and just wait for some other businesses to to even get close to them?

Portfolio 52

Portfolio 52

Indigo Marketing Agency

JULY 1, 2020

At Indigo Marketing Agency, we’re always looking for ways to better serve financial advisors. One way we do this is through an annual client survey. . On May 31, we sent out an email to our current clients asking them to fill out a 5-minute survey online. All the questions were open-ended to encourage advisors to give us feedback in their own words.

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Clients Marketing Marketing Financial Advisor 52

Brown Advisory

JUNE 30, 2020

Global Leaders Investment Letter - Q2 2020. ajackson. Tue, 06/30/2020 - 09:50. Global Leaders Strategy Investment Letter - Q2 2020. In this letter the Portfolio Managers discuss experiencing FOJI (the Fear of Joining In) in the current COVID crisis. They also comment on the team’s recent annual offsite. . . Download the Letter. . . Past performance is not a guarantee of future performance and you may not get back the amount invested.

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Investing Investments Portfolio Management Clients 52

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.

Accounting

MazumaBusinessAccounting

JUNE 29, 2020

Although COVID-19 has prevented some of us from traveling, some are still planning on that fun summer vacation. One of the perks of being a small business owner is that you can deduct some of those expenses from your summer vacation. You just need to know your motives before you go! To begin, let’s change the name of your “Summer Vacation” to a “Business Trip” Your goal shouldn’t be to “write off my vacation” but “how do I add some vacatio

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Planning Accounting Clients 75

Indigo Marketing Agency

JULY 1, 2020

What are the trends in business for 2020? Well, the financial services industry has experienced a lot of change these past six months. There’s no denying it. The real question is, what trends have emerged from these economic and social changes? And how can advisors use them to their advantage? At Indigo Marketing Agency, we send out a client survey each year asking advisors to share their feedback on how we can improve our services.

Financial Planning 52

Financial Planning Clients Planning Financial Services 52

SEI

JUNE 30, 2020

SEI Named a Great Place to Work®

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Risk Management Guru

JUNE 29, 2020

I am always in search of free online resources regarding diverse outlooks on risk. Recently I stumbled upon a great source of risk related concepts after listening to an episode of The Knowledge Project podcast which featured a guest, I was unfamiliar with. This guest, some sort of investment expert, started catching my attention with his superb outlook on economic systems and the decision-making processes associated with them.

Risk Management 52

Risk Management Economics Education Medicine 52

The Irrelevant Investor

JUNE 30, 2020

On this edition of What Are Your Thoughts? Josh and I spoke about Is there a such thing as learning too much from economic history? The flight to the suburbs is real and probably not going to end anytime soon. What to make of lululemon's $500 million acquisition of home workout company Mirror. Small cap value historically leads the market coming out of a recession - will this time differ from the last 50 years?

Investing 52

Investing Investments Valuation Economy 52

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.

Accounting

The Irrelevant Investor

JUNE 30, 2020

On today’s show we discuss: How cutting off the $600 relief checks could cause another recession Restaurants are closing Ben's take on double dip recessions The fed bans giant banks from buybacks and raising dividends New York office real estate is in trouble Berkshire Hathaway has fallen on tough times Now show Japan How COVID-19 is changing the future of travel The history of TIPS Listen here: Recommendations The Great Inflation and its Aftermath A Piece of the Action The Vast of Night The bes

Financial Advisor 52

Financial Advisor Banking 52

The Irrelevant Investor

JUNE 28, 2020

Articles What a company does well is not necessarily what it gets paid for ( By Byrne Hobart ) Almost 60% of the Small Value Index’s companies operate cyclical businesses (By John Rekenthaler) People can’t unlearn what they’ve learned is possible ( By Morgan Housel ) The S&P 500 Index is not a representation of your local economy. It never was (By Blair duQuesnay) There’s something to hate in here for everyone ( By Josh Brown ) Podcasts The people who get the best coaches aren't the ones who

Economy 52

Economy 52

The Irrelevant Investor

JUNE 27, 2020

Inflation is a silent killer to investor's portfolios. Thankfully, it's been dormant for the last few decades, leaving nominal returns mostly intact. However, people are starting to look over their shoulder now, and wondering if the nominal robber will rear its ugly head, thanks to all the money that the fed and treasury are pumping into the system.

Portfolio 52

Portfolio Marketing Marketing 52