Indigo Marketing Agency
MAY 3, 2021
FMG Suite is arguably the largest financial advisor marketing platform out there. It’s no surprise that when people find Indigo Marketing Agency, their first question is: What makes us different from FMG Suite? Believe it or not, I used to work at FMG Suite before I started Indigo Marketing Agency. And while there is a little bit of overlap between our services, we couldn’t be more different.
The Irrelevant Investor
MAY 7, 2021
For ARKK investors, these last 3 months have been about as bad as it's ever gotten. The fund, which dominated all the headlines over the last year, is more than 30% below its all-time high. Despite this drop, investors in aggregate have done more than okay. This chart from George Pearkes tells the story. And now for the coup de grâce. ARKK has seen inflows from retail investors for 109 of the last 110 days.
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Brown Advisory
MAY 7, 2021
CIO Roundtable: Lessons from the Late 1990s Bubble and the Road Ahead jharrison Fri, 05/07/2021 - 14:37 As signs of market froth abound, our CIOs discuss the most important dynamics for investing in the current environment. Drawing on experiences as technology and consumer analysts, respectively, during the bubble of the late 1990s for perspective. The vantage point allows for insights in investing in frothy markets and avoiding pockets of overvaluation.
MazumaBusinessAccounting
MAY 7, 2021
We work with small business owners and entrepreneurs. Some are seasoned, others are just growing their side hustle. Their skills are varied and they have a wide variety of talents. We often get asked to explain the ins and outs of financial reports and have found that providing our favorite clients with a working knowledge of accounting terms is helpful.
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.
Fortune Financial
MAY 4, 2021
Deborah Cadbury’s Chocolate Wars is a wonderfully detailed history of the chocolate industry and the struggle for global market share among the titans of confectionery. While Ms. Cadbury, a descendant of the Quaker patriarchs of the Cadbury corporation (now part of Mondelez), focuses much of the early parts of the book on the Cadburys and their initial struggles to build their company, she also writes skillfully on the histories of Milton Hershey, Henri Nestle, and Forrest Mars, who, alon
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Brown Advisory
MAY 7, 2021
CIO Roundtable: Lessons from the Late 1990s Bubble and the Road Ahead. jharrison. Fri, 05/07/2021 - 14:37. As signs of market froth abound, our CIOs discuss the most important dynamics for investing in the current environment. Drawing on experiences as technology and consumer analysts, respectively, during the bubble of the late 1990s for perspective.
MazumaBusinessAccounting
MAY 6, 2021
We work with small business owners and entrepreneurs. Some are seasoned, others are just growing their side hustle. Their skills are varied and they have a wide variety of talents. We often get asked to explain the ins and outs of financial reports and have found that providing our favorite clients with a working knowledge of accounting terms is helpful.
Mauldin Economics
MAY 3, 2021
If you own a home or you're thinking about buying one, I have some bad news. Even after you pay off the mortgage , you still don't own the property. Not fully, anyway. From a philosophical standpoint, you're renting the house from the government. That payment comes due in the form of property taxes. Property taxes are the worst kind of taxes. However… I'm Happy to Pay Another Kind of Tax It isn't income taxes.
The Irrelevant Investor
MAY 5, 2021
Today’s Animal Spirits Talk Your Book is brought to you by Masterworks For more information please visit their site here. On today’s show we discuss: Apple is on fire Rational bubbles How many stocks beat the stock market? Don't be so quick to write people off Robinhood clapped back at Munger Robinhood has a customer service problem Robinhood is hiring 40 financial advisors Yahoo!
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.
SEI
MAY 5, 2021
Military Friendly also recognized SEI as a 2021 Military Friendly Spouse Employer.
MazumaBusinessAccounting
MAY 2, 2021
We work with small business owners and entrepreneurs. Some are seasoned, others are just growing their side hustle. Their skills are varied and they have a wide variety of talents. We often get asked to explain the ins and outs of financial reports and have found that providing our favorite clients with a working knowledge of accounting terms is helpful.
The Irrelevant Investor
MAY 5, 2021
"What's going on in the stock market?" This usually isn't an easy question to answer. But we live in unusual times and right now the stock market is very easy to explain. Look through a few dozen charts and you'll find a very clean narrative. Today's winners were last year's losers and today's losers were last year's winners. Said differently, stocks in the physical world are outperforming stocks that live in the digital world.
The Irrelevant Investor
MAY 4, 2021
The tech giant's growth continues unabated. The big six now command nearly one-quarter of the entire S&P 500 by market cap. The most amazing part about this whole thing is that it is justified. It's hard to claim that these stocks are in a bubble when analyst estimates are continually behind the curve. They just continue to raise the bar. For example, the iPad, which is the smallest of Apple's five segments, made more revenue last quarter than Netflix or McDonald's.
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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.
The Irrelevant Investor
MAY 2, 2021
Articles Disruption always looks obvious in hindsight (By Packy McCormick) Is there any there there in the price of Bitcoin? (By Ben Hunt) Even during a decade marked by an almost uninterrupted bull market, the average stock wasn’t much good (By Jon Rekenthaler) The adulation of young people is like oxygen to the aging billionaire businessman for whom the prospect of making “more money” no longer serves as the intoxicant it once did.
The Irrelevant Investor
MAY 2, 2021
At the annual Berkshire Hathaway meeting, Warren Buffett was asked about Bitcoin. He dodged the question. His partner, Charlie Munger, did not. "I hate the bitcoin success. And I don’t welcome a currency that’s so useful to kidnappers and extortionists and so forth,” he said. “So I think I should say modestly that I think the whole development is disgusting and contrary to the interest of civilization.
MazumaBusinessAccounting
MAY 2, 2021
As a business owner, you spend a lot of time finding and presenting your business to the right customers. You spend hours meticulously arranging your products, perfecting your pitch, or figuring out how to connect with your clients to close the deal. These are all important ways for you to present yourself to your clients. However, you may be missing a strong online presence. .
MazumaBusinessAccounting
MAY 1, 2021
We work with small business owners and entrepreneurs. Some are seasoned, others are just growing their side hustle. Their skills are varied and they have a wide variety of talents. We often get asked to explain the ins and outs of financial reports and have found that providing our favorite clients with a working knowledge of accounting terms is helpful.
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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.
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