The Chicago Financial Planner
AUGUST 24, 2021
While Bernie Madoff passed away in April of 2021, financial fraud is still very much an issue. Along with the “old fashioned” types of fraud, we now have cybercrime to worry about. Financial fraud is all over the news. Whether high-profile Ponzi Scheme cases via the likes of Madoff, Allen Stanford or many smaller cases, investors are being defrauded out of their hard-earned money at an alarming rate.
MazumaBusinessAccounting
AUGUST 26, 2021
What Is the Hobby Loss Rule? If your business goes too many years without making a profit, it can be classified as a hobby. When it becomes a hobby, you can no longer claim losses as business deductions. In order to determine if you are running a business or a growing hobby, the Internal Revenue Service (IRS) looks at the following qualifications: Do you put in the time to turn a profit?
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Talon Wealth
AUGUST 30, 2021
WEEKLY MARKET UPDATE – August 30, 2021. Equity markets were positive this week as the Jackson Hole symposium drew to a close. Fed Chair Powell’s contribution was encouraging to markets, as he reiterated further the Fed position that inflation will be largely transitory. On the negative side, consumer sentiment continues to sag. PMI numbers are also disappointed, but the most recent figures still reflect expansionary conditions.
Indigo Marketing Agency
AUGUST 30, 2021
If you know me, you know I love creating videos. It’s one of the easiest, most efficient ways to reach your audience. It requires no editing, no proofreading, and no time spent at the keyboard trying to figure out what to write. Videos also perform really well. For the advisors we work with, we know that if we send out a blog post with a video, it will receive twice as many clicks as the same topic in text format.
Speaker: Nancy Wu, Head of Sales and Customer Success at SkyStem
Join us for an enlightening webinar as we delve into the transformative realm of modern accounting practices. In today's digital age, the convergence of outsourcing and automation has revolutionized how businesses manage their financial operations. In this webinar we will explore the synergistic potential of these two strategies to streamline processes, enhance accuracy, save cost and drive strategic decision-making.
Tucker Advisors
AUGUST 16, 2021
Client Appreciation Events: A Guide For Every Financial Advisor. 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. Why throw a client appreciation event? Client Event: What makes a good one?
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
Andrew Thrasher
AUGUST 13, 2021
Yesterday (August 12) I did an interview with Charles Payne on Fox Business, along with Katie Stockton, CMT, discussing several themes within the market. My focus was on while breadth has been improving for large caps, we still have poor Continue reading Fox Business Interview: ‘Buying the dip’ has been strong market theme all year long → The post Fox Business Interview: ‘Buying the dip’ has been strong market theme all year long first appeared on.
MazumaBusinessAccounting
AUGUST 5, 2021
It’s tax time and you don’t have receipts for last year’s business expenses. Now what? You can still claim deductions on your taxes without receipts for every transaction. Keep in mind that you don’t have to send your shoebox full of receipts to the IRS. You’ll only need them if you’re audited (which can happen up to 6 years after filing your taxes).
Talon Wealth
AUGUST 16, 2021
WEEKLY MARKET UPDATE – August 16, 2021. Markets were mixed this week as low consumer sentiment surprised analysts. The University of Michigan consumer sentiment index came in well under expectations, highlighting renewed economic fears surrounding inflation and the spread of COVID-19. CPI numbers continue to come in high, showing substantial upward price pressure.
Indigo Marketing Agency
AUGUST 25, 2021
Did you know guest expert articles are one of the best ways to get out in front of prospects and gain more clients as a financial advisor? This is a strategy that we deploy for several of our advisor clients—and it’s one of my personal favorites. Watch this three-minute video as I explain how guest expert articles can help you get more clients as a financial advisor: Here’s how it works… How to Do Guest Articles As a Financial Advisor With this strategy, you bring in a guest expert to talk abou
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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.
Brown Advisory
AUGUST 9, 2021
2020 Global Leaders Impact Report ajackson Mon, 08/09/2021 - 09:43 Download the Report A Letter of Introduction From The Portfolio Managers We are pleased to introduce our new Impact Report which reflects our activity and progress throughout 2020. The report reviews how we seek to use ESG research in our investment process, and how we seek companies with what we call Sustainable Business Advantage drivers (“SBA drivers”) and strong ESG risk management.
International College of Financial Planning
AUGUST 2, 2021
There is a huge demand for Financial Advisors in India. In this write-up, we look at how one can become a financial advisor in India along with the opportunities and challenges in this career. Are you looking at a career as a Financial Advisor in India? There cannot be a better time to be one. Count out the short-term headwinds and slowdown in the economy, India is often being seen as the next big powerhouse for growth.
Mauldin Economics
AUGUST 2, 2021
“$430,000 for THAT?” My colleague, Chris Reilly, nearly spat coffee on his laptop when I showed him the house my mom just sold. It’s the white door on the right: This was the house I grew up in. It gets damp and moldy in the winter. The walls have water damage. The paint is peeling. And it’s tiny—with two rooms upstairs and two rooms downstairs.
Robert B. Ritter Jr.
AUGUST 30, 2021
The Center for Tax Strategies & Resources is a premiere coaching resource for the financial industry. It is also one of only two organizations to which InsMark has extended serious product discounts (the other is First Financial Resources). Watch a video regarding InsMark from mega-producer Simon “Stuffy” Singer, Founder of the Center. With the link […].
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.
Talon Wealth
AUGUST 9, 2021
WEEKLY MARKET UPDATE – August 9, 2021. Markets were up this week as nonfarm payroll numbers impressed analysts. July’s hiring figures came in at 943K, pushing the official unemployment rate down to 5.4%. PMI numbers continue to show expansion, revealing a mostly healthy business environment. COVID-19 cases have been rising nationally again, with most new cases being attributed to the “Delta” variant, but so far deaths have not been spiking with infections, a new development that likely can
Indigo Marketing Agency
AUGUST 2, 2021
If you’re like most advisors, you probably have a few concerns about the new testimonial rule. Your gut may be telling you to play it safe and wait to see how it goes for other advisors first. But here’s the truth: there’s a HUGE advantage to getting out there before the crowd and having testimonials and reviews on your site before anyone else. The fear of being non-compliant shouldn’t hold you back from seizing this opportunity.
Brown Advisory
AUGUST 9, 2021
2020 Global Leaders Impact Report. ajackson. Mon, 08/09/2021 - 09:43. Download the Report. . A Letter of Introduction From The Portfolio Managers. . We are pleased to introduce our new Impact Report which reflects our activity and progress throughout 2020. The report reviews how we seek to use ESG research in our investment process, and how we seek companies with what we call Sustainable Business Advantage drivers (“SBA drivers”) and strong ESG risk management.
Cordant Wealth Partners
AUGUST 25, 2021
In this post, we’ll outline everything you need to know about diversifying a concentrated stock position. We’ll cover what is too concentrated , the benefits of portfolio diversification (and the drawbacks), plus provide some tips on managing taxes. In our conversations with Tech professionals, we’ve learned that most know they should diversify their portfolio.
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.
Tucker Advisors
AUGUST 9, 2021
WILL I HAVE TO BECOME A FIDUCIARY? . By Sam Deleo Tucker Advisors Senior Content Specialist/Editor. Follow Follow Follow Follow Follow Follow. If you’re a financial advisor, you have likely heard about the Department of Labor’s recent fiduciary rules. The larger question for the industry as a whole remains, where will these rules take us next? The word “fiduciary” refers to any advisors who must legally prioritize their clients’ interests above of their own.
MazumaBusinessAccounting
AUGUST 12, 2021
As a small business owner, there are many decisions you will need to make that will impact your company for years to come. Among these decisions is which corporate entity is best for your business. In this blog, we will review 5 different types of business entities along with their advantages and disadvantages so you can decide which works best for your business.
Inside Information
AUGUST 29, 2021
Y ou may have missed it, but Barbara Roper, who was the financial services face of the Consumer Federation of America—a tireless advocate for a fiduciary standard and consumer protection generally—has a new role to play. She is now working at the SEC, as senior advisor to SEC chair Gary Gensler. Roper’s best work at the CFA came when she would call out the hypocrisy of the brokerage firms, who would advertise that they worked diligently for the best interests of their customers, and then lobby
Indigo Marketing Agency
AUGUST 18, 2021
If you feel like you’re in a crowded space as a financial advisor, it’s because you are. There are over 300,000 advisors in this country (including seven in my office building alone). The financial services industry is getting more and more competitive every single year. Now more than ever, you need to work hard to differentiate yourself so you don’t sound like every other advisor on the block.
Speaker: Wayne Spivak, President and CFO of SBA * Consulting Ltd., Industry Writer, Public Speaker
If you’re lost in the world of spend management needs and your GAP analysis is lacking perspective on the future state of your business performance, listen up! With the advancement of technology, the implementation of spend management best practices and concrete GAP analyses is more streamlined and accessible than ever before. And while this may sound like great news for you and your clients, it won’t be worthwhile unless you have the latest techniques to back up your ambitions!
Brown Advisory
AUGUST 27, 2021
Tax Tangle in Congress ajackson Fri, 08/27/2021 - 15:03 While there are no new details on the substance of any potential tax law changes, there is activity on Capitol Hill that could pave the way for a spending bill later this year that is supported by increased tax revenue. The recently passed budget resolution in the House and the early comments from members of Congress of potential tax law changes suggest that significant negotiations will be required to get to a unified approach for Democrat
Brown Advisory
AUGUST 27, 2021
Tax Tangle in Congress. ajackson. Fri, 08/27/2021 - 15:03. While there are no new details on the substance of any potential tax law changes, there is activity on Capitol Hill that could pave the way for a spending bill later this year that is supported by increased tax revenue. The recently passed budget resolution in the House and the early comments from members of Congress of potential tax law changes suggest that significant negotiations will be required to get to a unified approach for Democ
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