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A new podcast launch and a $10,000 giveaway—there’s no question that Mazuma USA has an exciting grand finale planned for their 10-year anniversary. On October 11, 2021, Mazuma will launch Keep Going , a podcast that shares the struggles, insights, and everyday triumphs of business owners. In addition, Mazuma plans to give away $10,000 to help one business owner on their own business journey. “As we geared up for this 10-year milestone, we kept thinking about our journey to this point
Whether you’ve just started in Risk Management or you’re already a professional in this arena, this article will interest you. We are highlighting some of the reference professionals we follow who are seasoned Risk Managers, each in its own area of expertise. Most of these professionals have lengthy experience in Risk Management and are at the centre of current topics and discussions.
Near-Term Planning in Light of Proposed Tax Law Changes ajackson Thu, 09/30/2021 - 15:11 The House Ways and Means committee released tax proposals in mid-September that will require Democrats to largely act in concert to get passed. Many of these proposals, if made law, would have an impact on our private clients. We don’t know if this new tax legislation will pass or what its final form will be if it does.
The stock market is up 17% year-to-date. Last year it was up 18%. The year before that it gained 31%. If this is the beginning of the end, which I'm not saying it is, but if it is, I wanted to remind you that the market has done very well over the years. A pullback in the indices would be normal. The uninterrupted gains that we've grown accustomed to are an outlier.
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.
In this article, we cover how compensation at Microsoft works and how you can maximize your benefits. Whether you’re a long-time employee wondering if you’re taking advantage of all the financial opportunities available to you or a new hire just trying to figure out how it all works—we’ve got you covered. Like any major corporation, Microsoft offers a host of compensation programs and benefits to its employees.
Are Insurance Companies Safe? By Sam Deleo Tucker Advisors Senior Content Specialist/Editor. Follow Follow Follow Follow Follow Follow. They have been called the debt managers of the world. But just how solvent and safe are insurance companies? Shortly after The Great Recession began unraveling in 2008, many people feared insurance companies would suffer the same fate as investment banks like Lehman Brothers, Bear Sterns, Wachovia and Washington Mutual.
Furnishing an office is a necessary but expensive endeavor. The Internal Revenue Service (IRS) understands that office furniture is a vital aspect of running a business, so they allow business owners to deduct those expenses from their taxable income. Office Furniture. There are rules when it comes to deducting office furniture. First, the IRS only allows you to deduct $5,000 worth of furniture if you are just starting your business.
Furnishing an office is a necessary but expensive endeavor. The Internal Revenue Service (IRS) understands that office furniture is a vital aspect of running a business, so they allow business owners to deduct those expenses from their taxable income. Office Furniture. There are rules when it comes to deducting office furniture. First, the IRS only allows you to deduct $5,000 worth of furniture if you are just starting your business.
Founded by Boris Agranovich in 2010, the Global Risk Community (GRC) is the world’s leading community for Risk Managers. According to its official information, GRC is also the world’s first crowdsourced training platform for Risk Managers. GRC provides hundreds of materials and resources in its website, among which videos and very interesting podcasts.
Near-Term Planning in Light of Proposed Tax Law Changes. ajackson. Thu, 09/30/2021 - 15:11. The House Ways and Means committee released tax proposals in mid-September that will require Democrats to largely act in concert to get passed. Many of these proposals, if made law, would have an impact on our private clients. We don’t know if this new tax legislation will pass or what its final form will be if it does.
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: The biggest crash in world history is coming Every famous/rich person is a troll (even if they don't know it) Sports gambling hitting the mainstream Options Crypto paychecks Denominator Richer than ever Save now, buy later Apple IDs FedEx Warning Listen here: Recommendations: Scenes from a Marriage Squid Game Charts: Tweets: [link
The following is provided by Dimensional Fund Advisors. We’ve learned a lot about investing over the past 60 years, a period that has seen many breakthroughs in the world of finance. What we know comes from studying public markets and is grounded in serious academic research. The lessons are clear: Investing in markets is an excellent plan for meeting long-term goals, like maximizing your retirement income.
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.
The post 5 Steps for Creating a Financial Plan appeared first on Yardley Wealth Management, LLC. 5 Steps for Creating a Financial Plan. In a year of epic surprises, investors have taken a ride with the stock market’s volatility, found ways to cope with new realities and living in the midst of a pandemic, turned more attention than usual to the ongoing civil unrest, and continue to speculate regarding the meaning of 2020’s unprecedented voter turnout and the presidential election.
The Mega Backdoor Roth is a powerful new feature in many employer 401(k) plans that can turbocharge your savings. In this guide, we will walk you through everything you need to know about how the Mega Backdoor Roth works, why you should consider it, and some of the rules you need to know—including contribution limits for 2021. What is a Mega Backdoor Roth 401(k).
The Risk Awareness Week 2021 is upcoming! It will be 5 days of the most interesting workshops and will occur between 11th and 15th of October. This event is considered to be the biggest virtual conference about Risk Management topics, delivering more than 50 interactive workshops with more than 30 speakers, including the best Risk Management professionals in the planet.
WEEKLY MARKET UPDATE – September 20, 2021. Equity markets were mixed this week as macroeconomic indicators were mixed. Manufacturing data and retail sales impressed analysts, returning readings above consensus expectations. Industrial production and consumer sentiment disappointed, however, with readings below expectations. Another potential macroeconomic problem is emerging, as the large Chinese property developer Evergrande threatens to unsettle debt markets and potentially threatens the
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.
Today’s Animal Spirits Talk Your Book is presented by Innovator ETFs. For more information, click here. On today’s show we discuss: The state of the ETF industry How to capture more upside without accepting more downside Why investors are clamoring for defined outcome ETFs, and much more Listen here: Listener Resources: Innovator ETFs pricing tools Accelerated ETFs How accelerated ETFs work Contact us at animalspiritspod@gmail.com with any feedback, recommendations, or questions.
Running and owning a business is difficult enough, but one of the most consequential decisions you’ll have to make is finding the business entity type that best suits your company’s goals and operations. Your business entity type is your company’s official classification in the eyes of the state, and it affects things like how much you’ll pay in taxes, what documents to file , or how much you’re personally liable against instances of lawsuits or bankruptcy.
5 Financial Advisor Branding Tips You Can Implement Today. By Jordan Collins Tucker Advisors Senior Digital Marketing Specialist. Follow Follow Follow Follow Follow Follow. Table of Contents . Click the links below to jump to a client appreciation event page section specific to your needs. Create a professional email signature. Connect your offline materials to your online presence.
If you’re a financial advisor, you probably know that creating consistent content is key to increasing your online presence and generating referrals. But when it comes to your blog, what should you write about? Every time I meet an advisor who hasn’t done much marketing in the past, one of the first questions they ask is, “What should I post on my blog?
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.
Sentiments of greed, fear, and confusion are transient in the equity market. The sentiment cycles are permanent. Most of us have come across the following chart of the sentiment cycle. For those who are uninitiated, the below chart represents the cycle of greed and fear in any asset class with varying degrees of emotions. Sentiment cycles move from one extreme of greed to another extreme of fear which takes valuations also to extremes from their long-term averages.
WEEKLY MARKET UPDATE – August 30, 2021. Equity markets fell this week as the producer price index came in well above expectations Friday, possibly helping to drive an end-of-week sell-off. Inflation has been a nuisance to markets for most of 2021, with all observed inflation measurements showing readings well above the 2% Fed target. Volatility movements reflected the market conditions for the week, as the VIX “fear” index spiked almost 24%.
Articles Evergrande is the biggest player in the biggest industry sector in one of the biggest economies in the world. (By Marc Rubinstein) There is nothing wrong with rejoicing in bull markets; but we must always remember that they do eventually end (By Liz Ann Sonders) What if a normal economic recovery replaces the pandemic slowdown? (By Barry Ritholtz) The real, tangible impact that zero percent interest rate policies visit upon Main Street (By Josh Brown) Advantages slowly get arbitraged aw
Global Leaders Investment Letter: September 2021. jharrison. Mon, 09/13/2021 - 15:33. Just want the PDF? Download it here >. The Marshmallow Test. We investigated some thoughts on intangible assets and invested capital in our last letter and subsequently we have been discussing the reinvestment rate and long-term growth of some of our investments. Reinvestment rate is one of the most important yet often hidden contributors to long-term compounding.
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
Entrepreneurs and small business owners are good at wearing multiple hats. They’re the marketing department, the production assistant, the CEO, the customer service rep, and much more. If you’ve been in business long, odds are you’ve learned quite a bit about finances (or you want to) and you might have even gotten pretty savvy at handling your books.
Indexed Annuities: The New Retirement Pensions? By Sam Deleo Tucker Advisors Senior Content Specialist/Editor. Follow Follow Follow Follow Follow Follow. Defined-benefit plans. Those of us who are older might remember them better as “pensions,” but in 2021 they seem about as common as a rotary phone. (Sorry, but we don’t have time to explain what that is.).
There are many ways to slice and dice the market but in today’s post I want to share one of the primarily models that gets discussed each week in the Thrasher Analytics letter to subscribers…. As a practitioner technical analysis Continue reading One of my Primary Tools To Evaluate The Equity Market → The post One of my Primary Tools To Evaluate The Equity Market first appeared on.
When it comes to choosing a financial planner, it’s important to choose the right fit for you. To get you started on your search, here are some suggestions that will help you find the right one. To ensure that an advisor who will help you plan your finance, follow these steps. Do the research of the available advisors – the first step is to find a financial planner who will help you plan your finances.
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.
A wise man once said, "Stocks usually go up." This is true, most of the time. We're in one of those times, however, where the opposite is true. In September, stocks usually go down. It's the only month where historically, stocks were more likely to be down than up. And on average, it's the only month with negative returns. I wanted to take a closer look at the numbers to see if the average was being dragged down by one or two outliers.
As the Covid-19 pandemic self employed tax deductions offices and workspaces around the country, many American workers had to adapt to doing their jobs or running their businesses from home. Of course, home offices are not a new concept, and the IRS has had a framework in place for granting work from home tax deductions for home offices for decades.
I n case you missed it, the XY Planning Network—Michael Kitces and Alan Moore—have filed two petitions with the SEC, and they’re far more ambitious in what they’re asking for than anything I’ve seen from our trade or professional organizations. In fact, they make the case that the SEC has totally perverted its consumer protection mission, which is clearly spelled out in the law, for at least the past 20 years. .
Global Leaders Investment Letter: September 2021 jharrison Mon, 09/13/2021 - 15:33 Just want the PDF? Download it here > The Marshmallow Test We investigated some thoughts on intangible assets and invested capital in our last letter and subsequently we have been discussing the reinvestment rate and long-term growth of some of our investments. Reinvestment rate is one of the most important yet often hidden contributors to long-term compounding.
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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