Nerd's Eye View
SEPTEMBER 21, 2023
Regardless of the size of a financial advisory firm, clients are a constant necessity to sustain a profitable business. Ultimately, advisors who can provide exceptional service to their clients don't necessarily need to promote themselves through commonly used avenues of advertising (e.g., Read More.
Nerd's Eye View
MAY 1, 2023
This month's edition kicks off with the news that robo-advisor Betterment entered into a $9M settlement with the SEC for misrepresenting its tax-loss harvesting practices in its client agreements and marketing materials compared with its actual practices (e.g.,
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MazumaBusinessAccounting
JULY 15, 2021
Plan for Current Business Needs. First, let’s talk about the importance of a business plan. How does an idea develop into a fully functioning business? It takes vision, work, and a good plan. For entrepreneurs, we call this map a business plan. Tax Planning.
Steve Feinberg
AUGUST 9, 2023
In addition to creating visually stunning websites for clients, business owners must also manage the financial side of operations. From invoicing to income tracking, bookkeeping, and tax preparation, the financial aspects of running a web design business can be time-consuming and complicated, even for the most organized business owners.
Carson Wealth
JUNE 16, 2023
There are two key ways to gauge the health of your business to arrive at a valuation: Income approach focuses on the cash flow you’re generating Asset approach assesses the business’s worth through its assets Which one you use depends on the type of business you own.
The Big Picture
OCTOBER 19, 2022
We didn’t do advertising. Actually, Jack Bogle wouldn’t let us say the word seller, product or advertising. How does Vanguard operate and not advertise, not pay shelf space? So there’s the, “Hey, I’ll work with you and we’ll develop goals and a plan how to get there.” RITHOLTZ: Sure.
Steve Feinberg
NOVEMBER 9, 2021
If you’ve been thinking about turning your hobby into a full-time job, or you have an idea for a product that people can’t live without, then New Hampshire is a business-friendly state in which to incorporate your new venture. Making a Business Plan. Start by conducting a brainstorming session about your overall business idea.
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