MazumaBusinessAccounting
OCTOBER 15, 2021
When the financial crisis hit in 2007, Claudia McKinney had no way of knowing it would mark the start of her new career. Nothing good—in her own family or across the nation—seemed to be coming from the economic slump. “My husband’s business suffered tremendously,” McKinney states. “And it went under.” In addition to their source of income, the McKinney’s lost their house.
The Irrelevant Investor
OCTOBER 15, 2021
Doing nothing has been one of the best strategies of the last few decades. I'm talking about the tried and true 60/40 portfolio. 60% stocks. 40% bonds. You had to rebalance, so not exactly nothing, but as close to it as you can get. Nothing and easy, however, aren't the same thing. You had to sit through multiple 50% crashes in the stock market. You had to sit on your hands during periods where "everyone" was getting rich.
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Indigo Marketing Agency
OCTOBER 14, 2021
I recently had the pleasure of being a guest on Swift Chats —a video podcast series about best practices in the financial services industry, hosted by Marie Swift of Impact Communications. For those of you who don’t know, Marie and I both run digital marketing firms for financial advisors. And while you may think this would be breeding grounds for competition, Marie and I have taken an abundance approach instead.
Yardley Wealth Management
OCTOBER 13, 2021
The post Is Inflation Haunting Your Dreams? appeared first on Yardley Wealth Management, LLC. Is Inflation Haunting Your Dreams? Part 2: What We Can Do About It. Our last piece covered the recent uptick in Inflation and what to make of it in a historical context. For investors, it’s important to take a step back and look at the big picture before acting on breaking news.
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.
MazumaBusinessAccounting
OCTOBER 15, 2021
Did you know you can deduct Halloween candy from your taxes? As a business, you can use Halloween candy as a tax write-off if you figure out a way to make it business-related. Here are five ways to deduct those over-priced bags of snack-size chocolates this October: Make a promotion out of it. Attach your business card or a promotional flyer to packets of M&M’s and voila!
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
Indigo Marketing Agency
OCTOBER 13, 2021
How much money have you wasted on marketing tactics that promised good results and never delivered? Whenever I talk to financial advisors who are frustrated with their marketing, almost all of them have one thing in common: they don’t have a strong marketing foundation. Building a strong marketing foundation is key to seeing successful, long-term results in your marketing.
Brown Advisory
OCTOBER 12, 2021
The QSBS Tax Exemption: A Valuable Benefit for Startup Founders and Builders ajackson Tue, 10/12/2021 - 08:00 The Qualified Small Business Stock (QSBS) tax exemption may allow you to avoid 100% of the capital gains taxes incurred when you sell a stake in a startup or small business. Here we discuss how you can apply this exemption and what you need to do to qualify.
MazumaBusinessAccounting
OCTOBER 10, 2021
In 2017, Senga Nuga invested his last $100 to start his own business, desperate to provide for his wife and one-year-old daughter. Earlier that year, Senga had been let go from his job as a security guard, and the idea to form his own company resulted from a conversation with a friend who was a contractor. “I asked him, ‘How was your day?
The Irrelevant Investor
OCTOBER 12, 2021
Nobody wants cash flow when money costs nothing. This is playing out right now in consumer staples stocks, which, according to Sentimentrader, have shrunk below 6% of the S&P 500 for only the 2nd time in 30 years. I'll give you one guess as to when that other time was. Yep, you nailed it. There are 26 detergent and toilet paper stocks with a market cap north of $10 billion that have a higher yield than the 10-year treasury.
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.
Brown Advisory
OCTOBER 12, 2021
The QSBS Tax Exemption: A Valuable Benefit for Startup Founders and Builders. ajackson. Tue, 10/12/2021 - 08:00. The Qualified Small Business Stock (QSBS) tax exemption may allow you to avoid 100% of the capital gains taxes incurred when you sell a stake in a startup or small business. Here we discuss how you can apply this exemption and what you need to do to qualify.
Brown Advisory
OCTOBER 11, 2021
Are Alternatives Right for Our Organization? ajackson Mon, 10/11/2021 - 11:55 Endowment and Foundation (E&F) Investment Committees often consider the value of alternatives for their nonprofit. Typically, there is an interest in the additional diversification alternatives may offer and the potential to increase return and manage risk. In this brief paper, we will touch on what we believe are some of the most important issues and questions—including the different types of assets, return potential,
Brown Advisory
OCTOBER 11, 2021
Are Alternatives Right for Our Organization? ajackson. Mon, 10/11/2021 - 11:55. Endowment and Foundation (E&F) Investment Committees often consider the value of alternatives for their nonprofit. Typically, there is an interest in the additional diversification alternatives may offer and the potential to increase return and manage risk. In this brief paper, we will touch on what we believe are some of the most important issues and questions—including the different types of assets, return potentia
The Irrelevant Investor
OCTOBER 9, 2021
Articles Zillow is actually losing money on their iBuyer segment. To date, they’ve lost 667 million dollars. (By Coby Lefkowitz) We already know when we’re out of breath. We don’t always need a device or an app to tell us. (By Phil Pearlman) We have a relatively sanguine view on the likelihood of inflation becoming ingrained in the system (much as it pains us to agree with the Fed) (By James Montier) It’s a cloud of existential dread that hangs over an organization whose best days are behind i
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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
OCTOBER 10, 2021
A listener asked something that's on a lot of investors' minds? Should I be taking way more risk? I'm 34 y/o and a couple of years ago a friend of mine took enormous financial risk, betting his life savings on obscure crypto coins (Elrond and Fantom). The bet paid off and he has managed to turn $30k into $6 million. Can you please help me make sense of this?
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