MazumaBusinessAccounting
APRIL 10, 2021
It can be tempting to cut corners when laying the foundation of your business. Most new business owners try to pinch pennies where they can—even in areas they shouldn’t. For almost all businesses, making money is a priority, but how you manage that money is equally important. When you try to manage the accounting and bookkeeping for your business yourself, you may run into trouble.
Mauldin Economics
APRIL 29, 2021
Disasters, wars, and pandemics should be times in which everyone works together against the common threat. We’re all in the same boat, so to speak. Except we’re not in the same boat. Some have been able to work at home, have food delivered, and largely avoid the threat. Others—including those who made it possible for the first group to stay safe—remained exposed.
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The Irrelevant Investor
APRIL 28, 2021
We just heard from the most important company in the world that business is booming. $89 billion in sales is by far the largest number for the second quarter than they've ever had. I know we have to take y/o/y numbers with a grain of salt, but come on. This is absolutely insane! The iPhone is without a doubt the best-selling consumer product of all time. $133 billion in sales in the last 2 quarters alone!
Indigo Marketing Agency
APRIL 26, 2021
Explore the 12 Best Books for Financial Advisors. I’ve read hundreds of books for financial advisors over the years. Some of them were okay and others completely revolutionized the way I do business. As a financial advisor, I know you’re busy. You don’t have time to waste on “yet another book” that promises results but doesn’t deliver. To help you out, I’ve gathered a list of the top books for financial advisors.
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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
Brown Advisory
APRIL 22, 2021
Corporate Engagement Spotlight: Ethical AI Practices ajackson Thu, 04/22/2021 - 11:37 Right now, as you read this, there are computers and network servers all over the world pondering one topic: you. They are improving your life invisibly—streamlining traffic on your commute, helping drive down your utility costs, curating playlists for you on your favorite streaming app, possibly improving the health care diagnoses you receive.
Mr. Money Mustache
APRIL 18, 2021
Little MM and me self-educating with some Orson Scott Card, way back in 2017. We’ve come so far together since then! So it looks like my 15-year-old is officially a high-school dropout. Halfway through ninth grade, emboldened perhaps by the taste of freedom that Covid-era remote learning had provided, he realized that the whole system was just too slow and inefficient for him, and was “Getting in the way of his work.” So as it looks now, he’ll probably never return to any
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
International College of Financial Planning
APRIL 16, 2021
A Masters’ degree in business administration is more than just a certificate. It is your claim to a better future, enhanced career opportunities, a better life and the chance to make your own destiny. There is no wonder that with a MBA degree you can do a lot in life that may not otherwise be possible with any ordinary degree. But in order to accelerate growth and fulfill all your dreams, doing just any MBA course may not be enough.
The Irrelevant Investor
APRIL 24, 2021
Brokerage accounts are for investing. If you want an adrenaline rush, drink a couple of Four Lokos*. The volatility of Bitcoin makes the S&P 500 look like a short-term bond. Imagine investing in Bitcoin and thinking "I need 20:1 leverage." Evidently, there are people out there doing this with a lot of money. According to data provider Bybt, crypto traders lost $10.1 billion last Sunday to liquidations after Bitcoin fell 17% in 20 minutes.
Indigo Marketing Agency
APRIL 1, 2021
Why you should publish your advisory fees and services on your website. Today I want to talk to you about a subject I’m passionate about: putting your pricing and services front and center on your website. There are so many advisors who are hesitant to do this (and most don’t have their fees listed on their sites at all). Watch this short video to learn three reasons why you should list your fees and services on your website.
Brown Advisory
APRIL 22, 2021
Corporate Engagement Spotlight: Ethical AI Practices. ajackson. Thu, 04/22/2021 - 11:37. Right now, as you read this, there are computers and network servers all over the world pondering one topic: you. They are improving your life invisibly—streamlining traffic on your commute, helping drive down your utility costs, curating playlists for you on your favorite streaming app, possibly improving the health care diagnoses you receive.
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.
SEI
APRIL 21, 2021
SEI honored for partnership with Hill Top Preparatory School.
MazumaBusinessAccounting
APRIL 20, 2021
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.
Mauldin Economics
APRIL 14, 2021
Three million pets are euthanized every year for economic reasons. It's one of the saddest things you will ever hear. People put down their dog or cat because they can't come up with $500 to take care of them. If you don't have at least $10,000 set aside for emergencies, it's time to change that. Everybody needs emergency funds. Your car breaks down, your roof leaks, or you tear your ACL.
The Irrelevant Investor
APRIL 24, 2021
Articles Employee stock options are the lifeblood of a startup. (By Packy McCormick) The pie continues to grow (By Blair duQuesnay) If you had put the three U.S. stimulus checks into Dogecoin around the time they were sent out, you would have over $300,000 now (By Nick Maggiulli) Double down on the things you love to do (By Ben Carlson) 30-year mortgage rates are back below 3.0% (By Tadas Viskanta) Podcasts Keep costs down and pass the savings onto its customers (With Patrick O'Shaughnessy, Zack
Speaker: David Worrell, CFO, Author & Speaker
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.
Fortune Financial
APRIL 1, 2021
I have recently finished historian and economist Marc Levinson’s masterful The Great A&P and the Struggle for Small Business in America. While the story focuses largely on two brothers, John & George Hartford, and the rise of grocery chain they managed with great skill, readers will also learn much about the fascinating history of food retail.
Brown Advisory
APRIL 30, 2021
The American Families Plan eberkwits Fri, 04/30/2021 - 12:33 On April 28th, the White House released details on The American Families Plan. This is a $1.8 trillion spending and tax proposal intended to enhance or create universal benefits for areas impacting families including child care, paid family/medical leave, universal access to preschool, tuition-free two-year community college and related tax cuts for low and middle income families. $1 trillion of the cost of the bill is investment in th
MazumaBusinessAccounting
APRIL 19, 2021
Once you’ve ironed out your marketing message, you’ll want to decide what channels will work best to get your message to the right customers. As you consider each channel, think about where your audience “hangs out”. Does your audience spend a lot of time on social media? Does your audience read the newspaper or listen to the radio? Focus your marketing efforts on the channels that are most likely to grab your audience’s attention.
MazumaBusinessAccounting
APRIL 17, 2021
In our last post, we covered how to find your target audience. Now that you’ve defined your target audience, how do you talk to them in a way that makes them convert? . When thinking about your marketing strategy, it’s best to define a core message. Some refer to this an elevator pitch—a short blurb that explains what your business does, who your business is targeting, and why your business exists. .
Speaker: Erroll Amacker
Automation is transforming finance but without strong financial oversight it can introduce more risk than reward. From missed discrepancies to strained vendor relationships, accounts payable automation needs a human touch to deliver lasting value. This session is your playbook to get automation right. We’ll explore how to balance speed with control, boost decision-making through human-machine collaboration, and unlock ROI with fewer errors, stronger fraud prevention, and smoother operations.
MazumaBusinessAccounting
APRIL 23, 2021
It’s no secret that being an entrepreneur is stressful. You’ve got a million things on your plate. From ordering inventory to dealing with customer concerns, to staying within budget and beyond, the stress of daily responsibilities can wear on you. As an entrepreneur, it’s important to reduce stress so that you can have a clear mind when making business decisions, pitching, or dealing with customers. .
MazumaBusinessAccounting
APRIL 16, 2021
As a business owner, it can be easy to see dollar signs on things that aren’t actually going to drive revenue for your business. Identifying the markets that are going to be lucrative for your business will help you to define your niche and—more importantly—nail it. It’s tempting to try to reach every customer who could possibly be interested in your products, but taking the time to find your perfect fit will help you to iron out your offering and help your business to be more scalable.
The Irrelevant Investor
APRIL 21, 2021
$126 billion of value creation. This is the amount of money that Amazon delivered to its prime members in 2020, according to Jeff Bezos. He got to this number by doing some arithmetic on the amount of time people spend on Amazon versus going to a store. I don't even view Amazon as a store. People go to a store to shop. I go to Amazon to buy. They say that 28% of purchases on Amazon happen in three minutes or less.
The Irrelevant Investor
APRIL 20, 2021
There are 45 cryptocurrencies with a market cap greater than $1 billion. At nearly $2 trillion in these 45 names alone, we're talking serious numbers. Bitcoin is still the biggest, but it's no longer the only kid on the block. Cryptocurrencies have created hundreds of billions of dollars out of thin air. If I'm reading this chart right , it looks like more than 60% of Bitcoin's $1t market cap is profits.
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Based off SkyStem's popular e-Book, the book of secrets to the month-end close will be revealed in this one-hour webinar. Learn leading practices when it comes to building a strong and sustainable month-end close that has room to grow and evolve. Learn about the power of precise estimates, why reconciliations are critical to closing the books, how and when to automate, and how the chart of accounts play into your close process.
MazumaBusinessAccounting
APRIL 20, 2021
It takes a lot of different skill sets to keep a small business running. As a small business owner or entrepreneur you’re probably used to wearing a few different hats and overseeing things such as production, marketing, customer service, and so on. But even though you can do things, doesn’t always mean that it’s in your best interest to do so.
The Irrelevant Investor
APRIL 18, 2021
It's been a good run. If you own risk assets, you've probably done very well recently. Outside of shorting things, it would have been difficult to lose money over the past few months. Take a look at this chart, showing the year-over-year change in the S&P 500*. We've had bear markets before, but we've never had this type of rally in such a short period of time.
The Irrelevant Investor
APRIL 17, 2021
We've never seen a bear market like the one we just lived through. Nothing comes close in terms of how quickly it started and how quickly it ended. In just 19 days, the Dow was 20% below its highs. In 22 days, it was 30% below. And in just 27 days, it was all over. The bottom was in. To call this unusual is an understatement. You can see in the chart below that most bear markets take literally hundreds of days to bottom.
The Irrelevant Investor
APRIL 17, 2021
Articles You can't make a difference if you're not different (By Perth Tolle) Learn by doing (By Howard Lindzon) Irrational trends rarely follow rational timelines. (By Morgan Housel) I’m telling you that there’s something real happening, and ringing the bell for you to get involved. (By Packy McCormick) Imagine how long it must have taken for gold to become universally accepted as a currency or store of value.
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Like being inches from the end zone, many advisors are frustratingly close to their next level of success. You work hard. You put in the hours. But if your closing rate is stuck or your pipeline feels like a revolving door… something has to change. Most advisors are just one small shift away from dramatically increasing their revenue. The difference?
The Irrelevant Investor
APRIL 16, 2021
Today’s Animal Spirits is brought to you by BlockFi On today’s show we discuss: 95% of Bitcoin is controlled by 2.4% of accounts Gas fees on the Ethereum blockchain Crypto shadow banking explained Packy McCormick explains BlockFi Why I'm having trouble holding Listen here: Tweets: [link] [link] [link] Charts: Contact us at animalspiritspod@gmail.com with any feedback, recommendations, or questions.
The Irrelevant Investor
APRIL 16, 2021
From 2010 to 2017, the outperformance of growth over value was driven almost entirely by fundamentals. Over the past few years, however, the lead widened almost entirely due to investor enthusiasm. From Michael Cembalest and the team at J.P. Morgan From 2010 to 2017, relative P/E multiples were stable even as growth outperformed value. This reflects a growth stock rally that was driven by much faster earnings growth.
The Irrelevant Investor
APRIL 15, 2021
"Home prices are not in a bubble. It's not like people are collecting houses. These are first-time home buyers! The rise in prices was fueled by Covid, low interest rates, and most importantly, demographics. Are prices red hot? Yes. Is this a bubble that will pop? No." This has been my take on housing for the past few months on the podcast. I still stand by those sentiments, but one part of that statement is flat out wrong.
The Irrelevant Investor
APRIL 14, 2021
It seems corporate America has adopted MMT. At least that's the conclusion you could draw by looking at this chart below. And if that was your conclusion, then the implications are clear; The stock market is a house of cards. Thanks to a new report from Michael Mauboussin and Dan Callahan , we know that there is more to the story than meets the eye.
Speaker: Aaron Berson
Managing spend is more than a cost cutting exercise – it's a pathway to smarter decisions that unlock efficiency and drive growth. By understanding and refining the spending process, financial leaders can empower their organizations to achieve more with less. Explore the art of balancing financial control with operational growth. From uncovering hidden inefficiencies to designing workflows that scale your business, we’ll share strategies to align your organization’s spending with its strategic g
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