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Financial reports can be an incredibly helpful tool for small businesses. They can help you determine how much money you can pay yourself each month. Or they can help you decide if it’s time to expand your business. As helpful as financial reports are, they can only help you if you understand how to read them. Luckily, Ben Sutton, Mazuma’s co-founder and CPA, took the time to explain how an income statement and balance sheet work.
Do you have a “tee box” branding statement? Ya know, that one-sentence answer you give when you’re about to tee off at the golf course and someone asks, So, what do you do? So many advisors don’t have an answer to this question—and they stumble over their words when trying to articulate who they are and what they do. But by creating a one-sentence, “tee box” branding statement, you ALWAYS have a short and sweet answer ready to go—one that piques people’s interest, helps you connect with them,
It's hard to ignore what's happening in decentralized finance. It's harder to understand what's happening. Like many of you, I've listened to podcasts , and I've read dozens of blog posts. And yet, I still can't explain this to a layperson. And that's okay. I've been here before. We all have. I didn't get interested in the stock market until after college.
U.S. Expat Series: The Top 7 Pitfalls and What You Need to Know jharrison Fri, 05/28/2021 - 06:26 We have worked with U.S. connected clients living in the U.K. for many years and have identified the top 7 pitfalls we see time and time again. Georgina Guy and Billy Mathews walk through these pitfalls and discuss what you can do to avoid them, and what can be done (if possible) to get out of them.
Speaker: Dylan Secrest, Founder of Alamo Innovation and Construction Digital Transformation Consultant
Construction payment workflows are notoriously complex when you consider juggling multiple stakeholders, compliance requirements, and evolving project scopes. Delays in approvals or misaligned data between budgets, lien waivers, and pay applications can grind progress to a halt. The good news? It doesn't have to be this way! Join expert Dylan Secrest to discover how leading contractors are turning payment chaos into clarity using digital workflows, integrated systems, and automation strategies.
I have long been a proponent of investing in the defense and tobacco industries, which offer investors the unique combination of ‘quality’, typically measured by such things as low debt and low earnings variability, and ‘value’, or undemanding valuations. That this is unique to defense and tobacco can be seen in the scatterplot below, where other high-quality businesses in technology and consumer staples, – both stalwarts of the broad ‘quality’ universe
The post 5 Financial Advisor Hacks: A Cheat Sheet for People Saving For Retirement! appeared first on Yardley Wealth Management, LLC. 5 Financial Advisor Hacks: A Cheat Sheet for People Saving For Retirement! By Michael J. Garry, Founder/CEO. Yardley Wealth Management . Don’t Get Distracted. The 24-hour news cycle can be a bit insane these days, especially in 2020 when the pandemic dominated the news and murder hornets were on the way.
Even though we’re accountants, we get that financial reports aren’t at the top of every small business owner’s to do list. Most small businesses run on slim budgets and personnel staff of one or just a few. But whether you keep your own books or employ the services of a bookkeeper or accountant, understanding the numbers can help your small business just as much as it could help a large corporation.
Even though we’re accountants, we get that financial reports aren’t at the top of every small business owner’s to do list. Most small businesses run on slim budgets and personnel staff of one or just a few. But whether you keep your own books or employ the services of a bookkeeper or accountant, understanding the numbers can help your small business just as much as it could help a large corporation.
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.
Articles Long term is harder than most people imagine, which is why it’s more lucrative than many people assume. (By Morgan Housel) Pick a housing statistic at random, and it’s probably setting an all-time record (By Derek Thompson) You don’t control your own media platform if you run it on a centralized service. (By Fred Wilson) Owning ETH is like owning shares of the internet (By Packy McCormick) There’s something hypnotic about seeing funds compound continuously in real time (By Marc Rubinste
U.S. Expat Series: The Top 7 Pitfalls and What You Need to Know. jharrison. Fri, 05/28/2021 - 06:26. We have worked with U.S. connected clients living in the U.K. for many years and have identified the top 7 pitfalls we see time and time again. Georgina Guy and Billy Mathews walk through these pitfalls and discuss what you can do to avoid them, and what can be done (if possible) to get out of them.
Let’s talk about how to build wealth in your 20s! In your 20s, it might seem like you’ll never reach your financial goals. After all, according to a credit report by Experian, the average Gen Z consumer under age 24 has $10,942 worth of debt. And that increases as you age, as the average Millennial consumer (ages 25 to 40) has $27,251 worth of debt.
You wouldn’t keep using a 2009 flip phone - so why settle for outdated close processes? It’s time for an upgrade. SkyStem's Guide to Month-End Close Software walks you through what today’s best tools can do (and what your team shouldn’t have to deal with anymore). Get smart, fast, and a whole lot less stressed when it’s time to close the books.
We all know how time-consuming and difficult it can be to collect and organize all of your client documents. We’ve all been there and have all tried different strategies to help with this process. That’s why in this episode of The Bucket Plan On-Demand Series, Dave Alison sits down with business partner and fellow financial [.]. The post Build Client Relationships with the Family Estate Organizer appeared first on Clarity 2 Prosperity.
Tax day has come and gone and you didn’t have time to file your taxes. As long as you filed a tax extension, you have an extra six months to get your tax return to the Internal Revenue Service (IRS). The IRS will allow you to file an extension for any reason, as long as you file form 4868 by the original tax deadline or they will automatically grant you an extension if you have paid your taxes by the original deadline.
When it comes to the US jobs situation, the “One of these things is not like the others” song from Sesame Street comes to mind. We have two competing narratives. Official data says millions are unemployed and seeking work. At the same time, businesses say they can’t find enough workers. A skills mismatch between the workers who need jobs and the job openings themselves isn’t unusual.
Today’s Animal Spirits is brought to you by NaviPlan by Advicent On today’s show Ben and I answer listener questions on : How to learn about crypto Why it's okay to invest in things you don't understand How to talk about inherited assets What would the market look like without Covid-19? Crypto correlations Stages of saving and investing Active versus passive in international markets, and much more Listen here: Links: Which investments benefit from a weaker dollar?
In the climb from contributor to leader, the rules quietly change. If you’re aiming for the summit, the air gets thinner—and what got you here won’t be enough to get you to the top (a concept first popularized by Marshall Goldsmith in his book What Got You Here Won’t Get You There ). What made you successful early in your finance career—technical accuracy, sharp analysis, flawless execution—won’t be what carries you to the next level.
Inflation in the U.S. Economy: Risks & Recommendations ajackson Tue, 05/25/2021 - 08:12 Our new report, “Inflation in the U.S. Economy: Risks & Recommendations”, by Sid Ahl, Taylor Graff and Tom Graff is now available. In it, we review the inflation risks and opportunities that we are monitoring in today’s markets, and how we are positioning our clients’ balanced portfolios in response.
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
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 most overlooked, yet most critical, element of transformation is preparing people for change. Automation and AI aren't just technical upgrades, they’re cultural shifts which can challenge identities. That’s why change management isn’t a side project—it’s the foundation. In finance, where precision and process rule, navigating change can feel especially disruptive.
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.
Today’s Animal Spirits is brought to you by YCharts Mention Animal Spirits to receive 20% off when you initially sign up for the service. On today’s show we discuss: Robinhood is democratizing the IPO market No-fee brokerage account for teenagers Black people are getting more involved in the stock market Why the bitcoin crash was a big win for crypto Bitcoin liquidation numbers Secular growth stocks are becoming more attractive Houses are selling so fast The worst time to be a first-time home b
Inflation in the U.S. Economy: Risks & Recommendations. ajackson. Tue, 05/25/2021 - 08:12. Our new report, “Inflation in the U.S. Economy: Risks & Recommendations”, by Sid Ahl, Taylor Graff and Tom Graff is now available. In it, we review the inflation risks and opportunities that we are monitoring in today’s markets, and how we are positioning our clients’ balanced portfolios in response.
Articles There are bad things that become bigger problems when you try to eliminate them (By Morgan Housel) Where the advisor had spotted an investing problem, I saw a much more mundane issue: a savings shortfall. (By Christine Benz) Secular growth stocks have been dramatic relative underperformers for the last 11 months. (By Gavin Baker) Scarcity doesn’t matter if no one else wants it.
Where are top advisors focusing in 2025? AcquireUp’s 2025 Industry Index reveals it all. Based on insights from 200+ financial professionals nationwide, discover why 74% say seminars and referrals deliver the best ROI, how automation is helping advisors scale faster, and why only 8% are tapping into niche marketing (a major growth opportunity!). Whether you're refining your client acquisition strategy or scaling your practice, this report gives you the real-world data, benchmarks, and action ste
One of the biggest stories in the housing market is the decline of the starter home. In the late 1970s, they were building 418,000 entry-level homes per year. This is what that number looked like over the next few decades. 1980s - 314,000 1990s - 207,000 2000s - 150,000 2010s - 55,000 Less than 10% of new homes being built are starter homes, which is a 50-year low.
A trade becomes an investment when it goes against you. Instead of just taking a small loss, people go to extraordinary lengths to justify their original decision. We'll look for something, anything, that confirms our priors. But every once in a while, you buy something as an investment, and it goes so well that it can turn into a trade. That's what my experience was like with Bitcoin.
Today’s Animal Spirits is brought to you by Acre Trader, Investing in Farmland. Simplified. Visit acretrader.com to learn more On today’s show we discuss: Jeremy Siegel sees 20% inflation over the next 3 years Barron's: Inflation is here and rising Also Barron's: Don't worry about inflation Also also Barron's: The economy is humming Dogecoin outmemeing Bitcoin There are no more starter homes Amazon is going on a hiring spree AirBNB Q1 Letter An update on ARKK Why investors always underperform ho
There are countless people out there who told themselves they were going to buy Bitcoin the next time they got the opportunity to do so at lower prices. I can't prove this, but I'd bet good money that most of them aren't doing what they said they were going to do. If you were too scared to buy on the way up, you're definitely going to be too scared to buy on the way down.
Your financial statements hold powerful insights—but are you truly paying attention? Many finance professionals focus on the income statement while overlooking key signals hidden in the balance sheet and cash flow statement. Understanding these numbers can unlock smarter decision-making, uncover risks, and drive long-term success. Join David Worrell, accomplished CFO, finance expert, and author, for an engaging, nontraditional take on reading financial statements.
Bitcoin looks terrible. You don't have to be a Chartered Market Technician to know that at $43,800, this thing is breaking all sorts of trendlines and potential support levels. Technical analysis is nothing more than the study of buyers and sellers, and right now, the sellers have the upper hand. No need to make it any more complicated than that. Bitcoin momentum has petered out over the last few months, and it's clear that Elon Musk's recent shenanigans are the paper straw that's breaking the c
Articles The Great Online Game is an infinite video game that plays out constantly across the internet (By Packy McCormick) I think it’s very strange that policy is doing so much to favor monopolistic firms with big profits (By Allison Schrager) Countries lose reserve currency status over hundreds of years (By Cullen Roche) How can we truly embrace and celebrate the success of others if we are not at peace with ourselves?
On today's show we talk with Clay Gardner about how Titan is disrupting mutual funds. For more information on Titan go here On today's show we discuss: The pros and cons of the retail trading boom Lessons learned from the buy-side Avoiding moonshots One of Clay's biggest mistakes The catalyst for growth's selloff Listen here Research links How we're investing through inflation Three things (May 13th) Fastly's air pocket slump Titan's investment process Contact us at animalspiritspod@gmail.com wi
Fear of missing out is a feeling that builds over time. Fear of lower prices happens in the blink of an eye. It's incredible how quickly the tide can come out on some of the most beloved stocks. Things that have done nothing but go up can have their gains vanish before investors know what hit them. There is serious carnage out there in some corners of the market.
Speaker: Claire Grosjean, Global Finance & Operations Executive
Finance teams are drowning in data—but is it actually helping them spend smarter? Without the right approach, excess spending, inefficiencies, and missed opportunities continue to drain profitability. While analytics offers powerful insights, financial intelligence requires more than just numbers—it takes the right blend of automation, strategy, and human expertise.
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