MazumaBusinessAccounting
DECEMBER 3, 2019
As we approach tax season, it is important to understand different types of tax forms, and why we need them. If you’re hiring a new employee, or trying to report your income tax returns, you have come to the right place! Tax forms are essential for all small businesses and must be filled out properly. The Internal Revenue Service (IRS) is constantly on the move and requires every small business to file their taxes.
Indigo Marketing Agency
OCTOBER 25, 2019
Embracing a Niche As a Financial Advisor. We know that embracing a specialty is the most critical decision you can make in your marketing. But where should you start developing a niche as a financial advisor? In this episode, we’ll visit with a top-performing specialist advisor, Landon Loveall of KB Financial Advisors. We will review how he built his firm from the ground up by embracing a niche, including: How he chose his specialty.
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The Irrelevant Investor
DECEMBER 31, 2019
On today's show we discuss: Why you never have time Why people are miserable at work Most people say they deserve to make more money People are bearish on college Super Saturday record spending Beyond Meat falls -0.01% Listen here Tweets [link] [link] Recommendations Happy Gilmore rewatachables Do you shave in the shower? My first detective book Charts The post Animal Spirits: Everybody’s Busy appeared first on The Irrelevant Investor.
Brown Advisory
DECEMBER 31, 2019
Global Leaders Investment Letter - Q4 2019 ajackson Tue, 12/31/2019 - 09:50 Global Leaders Strategy Investment Letter - Q4 2019 In this edition, the team discuss their view of human psychology and herd mentality, and how this can result in certain investing concepts becoming overly simplified and detached from economic reality. A pertinent example of this is the increase in companies buying back equity.
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.
Midstream Marketing
DECEMBER 29, 2019
As someone who has been tasked with helping independent financial advisors, RIAs and other financial professionals deliver predictable, quality leads over the last decade, I often find that most of these pros ultimately have the exact same goal when it comes to their online presence. At the end of the day, they just want to be able to generate more leads – either because they want to secure a better future for their firm or because they simply want to grow their AUM as much as possible.
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
Mauldin Economics
MAY 13, 2019
By Robert Ross We’ve recently got some bad news about Social Security. A new report says the program will cost more than it takes in by 2020. By 2035, its back-up trust fund will also run dry. This makes sense: America is greying. We’re having fewer children, living longer, and wages are growing at a slower pace. That means there are fewer workers, those workers are making less money, and they’re supporting more retirees.
MazumaBusinessAccounting
DECEMBER 10, 2019
Here at Mazuma, we know financial statements are important for running a small business. There are three basic financial statements; the balance sheet, income statement, and the statement of cash flow. A balance sheet is a description of a company’s assets, liabilities and equity at a specific point in time. This is a snap shot of the business of what it owns, owes, and the amount of investments it has.
Brown Advisory
DECEMBER 31, 2019
Global Leaders Investment Letter - Q4 2019. ajackson. Tue, 12/31/2019 - 09:50. Global Leaders Strategy Investment Letter - Q4 2019. In this edition, the team discuss their view of human psychology and herd mentality, and how this can result in certain investing concepts becoming overly simplified and detached from economic reality. A pertinent example of this is the increase in companies buying back equity.
The Irrelevant Investor
DECEMBER 28, 2019
Articles The global political future may be uncertain, but the environmental and technological trends are pretty clear — and pointing in the right direction By Matt Ridley What is in the SECURE Act, and how will it affect your retirement plan? By Blair duQuesnay You haven’t seen this movie before. No one has By Charlie Bilello Process over outcome has gotten too crowded in the age of analytics By Ryan Krueger Work expands to fill the available time.
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.
The Irrelevant Investor
DECEMBER 27, 2019
The S&P 500 is up 29%* this year, but it has been more of a grind than a blistering advance. This is fairly common bull markets. You might think that big annual gains are defined by big daily gains, but that's not necessarily the case. This year there have been 20 days where the S&P 500 gained between 1 and 2%. Last year, that happened 27 times even though the market was down nearly 5%.
The Irrelevant Investor
DECEMBER 25, 2019
On today's show we discuss A look back on the 2018 bear market What we said during decline Peter Lynch in Barron's Peter Lynch's track record The best decade in human history Gradual improvements go unnoticed A new look at the illiquidity premium Robo annuities Tesla short sellers Disney crushed the box office in 2019 Listen here Recommendations One up on Wall Street Charts Tweets [link] [link] [link] [link] The post Animal Spirits: The Best Decade In Human History appeared first on The Irreleva
The Irrelevant Investor
DECEMBER 23, 2019
This time last year we were on the doorstep of a bear market. Or were we? The decline in stocks in the fourth quarter of 2018 won't make it into the textbooks because on a closing basis, stocks never fell 20%. But as you can see, if we go from high to low on an intraday basis, then stocks did break the plane. To me this is tom-ay-toe tom-ah-toe. If you're going to make the argument that this wasn't a bear market, then it should have less to do with depth and more to do with duration.
The Irrelevant Investor
DECEMBER 21, 2019
Articles The fund has beaten the S&P 500--at least over the past four and a half decades--even though it has largely missed out on the booms in technology and healthcare By Kevin McDevitt Anyone who tells you that money is a commodity has never raised capital, done a deal, or had a partner By Brent Beshore None of us is as good as we think we are By Bob Seawright What if investors will actually pay a higher price and accept a lower expected return for very illiquid assets?
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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
DECEMBER 18, 2019
Today’s Animal Spirits is brought to you by YCharts. Mention Animal Spirits to receive 20% off (*New YCharts users only) Listen here On today’s show we discuss The charts of the decade Jerome Powell's burner account The slow demise of mutual funds Wall Street predictions Why mom and pop don't chase anymore Does this make any sense? Check out Myles Udland's new newsletter 52 things learned in 2019 Best memes of 2019 Drunk shopping survey Adventur.es Scout Network Charts Recommendations Rotten
The Irrelevant Investor
DECEMBER 18, 2019
In Charlie Ellis's Winning the Loser's Game , he talks about three ways to win*. The first option is physically exhausting. You work harder than the competition in hopes of gaining an informational edge*. There are ten times as many CFA charterholders per stock as there were in the early 1990s, meaning few stones are left unturned. And the days of people getting information before others has disappeared, thanks to reg FD.
Indigo Marketing Agency
DECEMBER 18, 2019
Why Do Financial Advisors Benefit From Working With Marketing Companies? Most financial advisors don’t have a lot of time to devote to their marketing strategy. Not only are they busy running their business and serving their clients, marketing may not be their expertise or interest. That’s why top advisors outsource their marketing to proven professionals that understand our industry and compliance. .
The Irrelevant Investor
DECEMBER 16, 2019
Today's Animal Spirits Talk Your Book is presented by Newfound Research. You can find Corey's blog here and his excellent podcast here Listen here: On today's show we discuss: The Newfound/ReSolve Robust Equity Momentum Index Fact sheet with hypothetical performance ROMO website ROMO fact sheet Fragility case study Global Equity Momentum: A Craftsman's Perspective Fast and slow failure The post Animal Spirits, Talk Your Book: The Case for Tactical Equity appeared first on The Irrelevant Investor
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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.
The Irrelevant Investor
DECEMBER 16, 2019
The What Abouter Now show Japan The Just So You Knower I didn't like this (post, tweet, take, etc) The Philosopher This is what happens when Socrates meets Silicon Valley The Burner Kevin Durant The Lurker Jerome Powell The Ratio(e) This person gets dunked on more than Shawn Bradley The Blocker Look at this person wrong and they will block you The Sub Tweeter If you have nothing nice to say, don't say anything at all say something without @'ing them The Martian Responses never make any sense, i
Indigo Marketing Agency
DECEMBER 16, 2019
Released Today: The Marketing Guide for Financial Advisors! I am proud to announce that my new book, The Marketing Guide for Financial Advisors , was officially released today! This book includes everything that I know about marketing including: Why digital marketing is so challenging in financial services. How to create a website that converts. Email marketing strategies for financial advisors.
Indigo Marketing Agency
DECEMBER 16, 2019
Hi, financial advisors. It’s Claire Akin with Indigo Marketing Agency, and today I want to ask you for a favor. I hate asking for favors, but it’s really important and I need your help. Today, I want to ask you to leave a review on Amazon for my book The Marketing Guide for Financial Advisors. My book is coming out officially on January 1st, but I know a lot of you have already read it, or a lot of you have already benefited from the knowledge in this book through my blog posts, my w
The Irrelevant Investor
DECEMBER 15, 2019
Articles People hate asking sensitive questions. However, it turns out that people don’t hate being asked sensitive questions. By Tom Whitwell Stocks with unusually high growth rates get stretched well past fair value By Jamie Catherwood This didn’t show up in our backtest By Joe Wiggins The benchmarks are now arguably as smart as the pros. By Don Phillips I pride myself on being one of the biggest finance readers By Nick Maggiulli That $800 billion stockpile of commitments isn’t going to rush
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.
The Irrelevant Investor
DECEMBER 12, 2019
Suze Orman : If you waste money on coffee, it's like 'peeing $1 million down the drain. I don't know when this started, but there is a corner of the internet where personal finance has become a place that puts people down instead of lifting them up. Making people feel guilty about spending money does not motivate them to do the opposite. They've tapped into something here, because guilt is one of the most visceral emotions.
The Irrelevant Investor
DECEMBER 11, 2019
Today’s Animal Spirits is brought to you by YCharts. Mention Animal Spirits to receive 20% off (*New YCharts users only) Listen here On today’s show we discuss Buffered Annuities Dalio is more famous than ever JPM guide to alternatives CalPERS fires most of its equity managers Record outflows Stop trying to raise successful kids Pay off your student loans with your 401(k) The most popular search terms of 2019 AgeUp Banana on the wall Charts Recommendations The Economists' Hour Murder on The Or
The Irrelevant Investor
DECEMBER 10, 2019
10. It's a banana [link] 9. "Where the sun don't shine" has lost all its meaning [link] 8. The Fed cuts rates for the third time in 2019 [link] 7. Negative rate mortgages [link] 6. 40 pizzas in 30 nights [link] 5. Ray Dalio goes to burning man [link] 4. The worst (best?) product demo ever [link] 3. $91 million [link] 2. Infinite leverage [link] 1. LOL [link] H/t @vixologist for the idea The post 10 Weirdest Stories From 2019 appeared first on The Irrelevant Investor.
Indigo Marketing Agency
DECEMBER 10, 2019
Last Chance To Get Started On Your Marketing For 2020! It’s your last chance to get your marketing ready to hit the ground running in January 2020 with our Total Marketing Package. January is a critical time for financial advisors because prospects have an unprecedented urgency to act. It’s important to come out swinging with your marketing on January 1st.
Speaker: Carolina Aponte - Owner and CEO, Caja Holdings LLC
In today's rapidly changing business environment, building a resilient balance sheet is crucial to the survival of any business. A resilient balance sheet allows a company to withstand financial shocks and adapt to changing market conditions. To achieve this, companies need to focus on key strategies such as maintaining adequate liquidity, managing debt levels, diversifying revenue streams, and prioritizing profitability over growth.
The Irrelevant Investor
DECEMBER 8, 2019
Articles The most dangerous of all people is the fool who thinks he is brilliant. By Jason Zweig The lightspeed rejection we now get from communities that we’d previously not known we weren’t welcome heightens the sense that we need to be all-in or all-out. By Myles Udland A cocktail of self-interest, cooperation, the assembly line, brand, and the processor has yielded more stakeholder value, as measured by GDP, in the last 50 years than in the previous 2,000.
The Irrelevant Investor
DECEMBER 6, 2019
According to Robert Shiller's Narrative Economics, suitcases with wheels didn't become popular until the mid 90s. This was one of those things that made me stop and think, wow, I haven't once thought about what a pain in the neck it was to travel when you had to carry your luggage I can hear the eye balls rolling. I get it, in terms of life changing inventions, wheels on suitcases are pretty far down the totem pole, but it got me thinking about other things we take for granted, and the things we
Midstream Marketing
DECEMBER 5, 2019
As part of my job delivering predictable, quality leads for independent financial advisors on a regular basis, naturally a big part of my focus involves staying up-to-date on all things Google. So when I began hearing rumblings of yet another “major” Google algorithm change rolling out – this one affectionately called BERT – naturally a slow, creeping sense of dread began to take over.
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