MazumaBusinessAccounting
MAY 31, 2022
Have you ever wondered how long to keep important financial records such as receipts, bank statements, and credit card bills? You’re not alone! Rather than keep everything forever and let the stacks of paper reach the ceiling, develop an organized system of keeping receipts for the recommended amount of time. Remember, the IRS recommends keeping tax-related documents for at least six years.
Sara Grillo
JUNE 2, 2022
This blog is not for the faint of heart. I am writing it because I’m sick of the BS narratives perpetrated by the financial media, a prime example being the Barron’s Top Advisor List. There are other nonsense financial advisor rankings such as Forbes and CNBC that I rip apart here too. I’m keeping a running tally of these BS advisor ranking lists and please let me know if there are any I am missing, I’ll put them on my hit list.
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Clever Girl Finance
JUNE 2, 2022
We all have them - those self-limiting beliefs that keep us from achieving our goals and living our best lives. Those voices inside our heads that tell us we’re not good enough or capable of reaching for the stars. In this article, we'll explore the top 10 self-limiting beliefs and how to let them go for good. We'll also discuss how to change limiting beliefs.
Investing Caffeine
JUNE 1, 2022
It was time to freshen up the digital scenery. Check out our new and improved website (Sidoxia.com). www.Sidoxia.com. After almost a decade, we decided to revitalize our website (Sidoxia.com). We invite you to stop by and explore our brand new website – its first facelift since 2013. By visiting the site, you can get a bird’s-eye view of our workplace, read our monthly blog (Investing Caffeine), meet the Sidoxia team, watch informative videos, make an appointment, or you can simply contact
Speaker: Amanda Adams, Fractional CFO, CPA
Are you ready to elevate your accounting processes for 2025? 🚀 Join us for an exclusive webinar led by Amanda Adams, 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.
Your Richest Life
MAY 30, 2022
If you’ve been in the market for a new house, then you have probably discovered that this is a tough time to be a buyer. Record high inflation, sky-high home prices and low inventory has kept competition steep, with no end in sight. The housing market will calm down – but potentially not for a couple of years. What if you can’t wait? Here are some tips to help you find a house you love (and can afford!
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
Covisum
JUNE 3, 2022
There may be a significant tax opportunity for your clients who have company stock in their 401(k) plans that have highly appreciated over time. Net Unrealized Appreciation (NUA) allows clients to roll dollars in company stock into a brokerage account. They'll pay ordinary income tax only on the basis in the company's stock, and they will be able to pay capital gains tax , which is most often at a lower rate on the appreciation when they sell it in the brokerage account.
Investing Caffeine
JUNE 1, 2022
I t was a stormy month in the stock market, but the sun eventually came out and the Dow Jones Industrial Average rallied more than 2,300+ points before eking out a small gain (up +0.04%) and the S&P 500 index also posted an incremental increase (+0.005%). But there are clouds on the horizon. Although the economy is currently very strong (i.e., record corporate profits and a generationally low unemployment rate of 3.6% – see chart below), some forecasters are predicting a recession duri
The Better Letter
JUNE 2, 2022
On the walls of the city hall of Gouda in the Netherlands is written the Latin motto: Audite et alteram partem (Listen even to the other side). It’s an admonition honored mainly in the breach. To begin with, we don’t listen all that well very often. We’re too busy thinking about what we’re going to say next. And when it’s one of them who’s speaking?
Steven J. Wilson
JUNE 2, 2022
A solid financial website design is no longer a “nice to have” for financial services companies – it’s now a necessity. In today’s digital world, customers expect easy-to-use websites that provide them with the information they need when they need it. The financial services industry has been behind the curve when it comes to website […].
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.
Integrity Financial Planning
JUNE 1, 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? What Warren Buffet has to say about managing a portfolio might be a bit different than what’s best for you. What does Brian think you should pay attention to? When balancing assets in your portfolio, remember to keep the whole picture in mind.
Tobias Financial
JUNE 2, 2022
On June 10 th , Tobias Financial Advisors is proud to sponsor the 2022 Women’s Leadership Summit organized by FICPA. The Summit is designed to bring together novice and experienced professionals for a day-long program of education, collaboration and inspiration. We are always honored to support initiatives of personal and professional development and The Women’s Leadership Summit provides a great opportunity to network, exchange ideas with other women in the business and learn leadership, commun
Elevating Your Business
JUNE 1, 2022
If you have an email list of over 2,000 subscribers and want to reduce your email marketing costs, consider Sendy. I've been using this email newsletter program since 2016. It is also useful if you have multiple email lists to manage. What is Sendy? Sendy is a newsletter or ezine service that makes it possible. The post Sendy for Large Email Lists and Savings appeared first on Women Financial Advisor Coach Consultant.
Darrow Wealth Management
JUNE 2, 2022
Quite simply, a down round is when a company raises money at a lower valuation per share relative to earlier financing rounds. A simple example: a startup raises a Series B at a $30M post-money valuation and a Series C at a $20M post-money valuation. Working for a startup involves risk. Employees with equity or stock options are participants in the ups – and downs – along the way.
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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.
MainStreet Financial Planning
JUNE 2, 2022
Inflation, supply chain issues, labor shortages, and an uptick in natural disasters are all contributing to the rise in the cost of home construction and repairs. Without sufficient insurance coverage, a homeowner is at risk of having to pay out of pocket to rebuild their home after a disaster. If disaster strikes, you’ll want enough homeowner’s insurance to rebuild your home, help replace your belongings, defray costs if you’re unable to live in your home and protect your financial
The Irrelevant Investor
MAY 31, 2022
Investing is all about confidence. Low interest rates gave venture capitalists confidence and that gave founders confidence and that gave investors confidence and that gave consumers confidence. But inflation put a wrench in the chain and now we've gotta figure out how to get our groove back. For the first time in a long time, investors are no longer willing to believe every story.
The Richer Geek
JUNE 1, 2022
Today's guest is none other than Johnny Wolf. which is elevating the home sharing concept to a new level. Johnny Wolff is the CEO and Founder of HomeRoom Coliving – one of the fastest- growing coliving companies in the United States. After starting his career as a financial analyst in Silicon Valley (EA, SanDisk, Guidespark), he relocated to Austin, Texas to pursue real estate investing fulltime.
Twenty Over Ten
JUNE 1, 2022
The month of June is heating up with some brand new content. From risk management tips to summer financial advice and more, we can’t wait for you to check out this month’s library. Learn more below!
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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.
Zajac Group
JUNE 1, 2022
Do you hold Restricted Stock Units (RSUs) that are about to vest, or have recently vested? That probably means you’re a valued employee, so congrats on that. Still, vested RSUs are a taxable event in your life, as well as a financial planning conundrum : Are you better off hanging onto the vested company stock you now hold, or selling them, to reinvest the proceeds elsewhere?
The Irrelevant Investor
MAY 31, 2022
Today’s Animal Spirits is brought to you by Nasdaq and Masterworks: See here for Nasdaq's research on the shifting profile of retail investors. Go to Masterworks.io/animal to learn more about investing in contemporary art. On today’s show we discuss: Why housing is more important than the stock market Sequoia warns of a crucible moment Klarna to lay off 10% of workforce Substack drops fundraising efforts Terra crash shatters dreams Lumber prices drop 50% What's happening in the global econom
Advisor Websites
JUNE 1, 2022
Creating a consistent stream of new, high-quality content might be overwhelming for a financial advisor. While publishing content regularly is good for SEO and exposure, it might be time-consuming and challenging for an advisor who prefers to work with figures rather than words.
Gen Y Planning
JUNE 1, 2022
With all the juicy financial headlines—stock market movements, inflation, the housing market, student loan conversations, etc.—who would have thought that bonds would have their moment in the sun? Bonds have a reputation for being the safe and stable alternative to risky, daredevil stocks. Their reliable returns and ability to produce income make them integral in any well-diversified portfolio but typically keep them out of the spotlight.
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
Brown Advisory
MAY 31, 2022
2021 Impact Report: Sustainable Core Fixed Income Strategy ajackson Tue, 05/31/2022 - 13:10 A Letter of Introduction From The Portfolio Managers At Brown Advisory, we are deeply committed to sustainable investing. We firmly believe that there does not have to be a trade-off between strong performance and smart investments that help address society’s trickiest sustainability challenges.
The Irrelevant Investor
JUNE 1, 2022
Outside of the housing bubble that led to the GFC, this is the worst affordability since 1991. That's according to Bill McBride , who shares this terrific yet awful chart on his substack. With prices surging alongside interest rates, we're finally starting to see some relief out there. Mike Simonsen shows that for the last six weeks, we had fewer percent of listings as immediate sales; down to 23%, from a peak of 33% towards the end of last year.
Harness Wealth
MAY 31, 2022
Using Equity Tax Insights from Harness Wealth. Whether you’re making $50,000 or $5,000,000 of W-2 income, there are only so many actions you can take to dramatically change your tax burden. With company equity, the tax treatment of those profits can be radically different. We built Equity Tax Insights to help startup employees better navigate these big choices.
XY Planning Network
MAY 31, 2022
5 MIN READ. “Every dream has a price.”. Want to take a guess at where that quote is from? We’ll get to that later, but for now, I want to position that behavioral finance is all about planning towards what’s important to someone. When you deeply understand what a client values and wants most, you can serve as a trusted guide ensuring their financial plan lands them right where they want to be.
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.
Brown Advisory
MAY 31, 2022
2021 Impact Report: Tax-Exempt Sustainable Fixed Income Strategy ajackson Tue, 05/31/2022 - 15:22 A Letter of Introduction From The Portfolio Managers At Brown Advisory, we are deeply committed to sustainable investing. We firmly believe that there does not have to be a trade-off between strong performance and smart investments that help address society’s trickiest sustainability challenges.
Steve Sanduski
MAY 31, 2022
Your business may not be for sale, but it should always be salable. According to a 2019 study by J.D. Power , the average age of a financial advisor is 55; approximately one-fifth of advisors are 65 and older. If you’re within 5 – 7 years of exiting the business, succession planning should be one of your key strategic initiatives. Paul Blease advises that preparing to sell your practice is a process of analysis and optimization that requires a multi-year runway.
Harness Wealth
MAY 31, 2022
See the big picture with your Personal Balance Sheet. Management guru Peter Drucker is often cited for advocating that “you can’t improve what you don’t measure.” When it comes to personal finance, this mantra is also largely true. It’s nearly impossible to make the most profitable investment and financial planning decisions without having a comprehensive view of your assets and liabilities.
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