MazumaBusinessAccounting

JUNE 29, 2020

Did you know that poor bookkeeping, or lack thereof, is one of the top reasons small businesses fail? It may not sound like the most exciting thing, especially if you don’t consider yourself a “math person”, but let’s face the facts, bookkeeping is essential for the success of any small business. Here at Mazuma, we believe that each small business has the potential to succeed with the right tools, mindset, and organization.

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Brown Advisory

JUNE 30, 2020

Global Leaders Investment Letter - Q2 2020. ajackson. Tue, 06/30/2020 - 09:50. Global Leaders Strategy Investment Letter - Q2 2020. In this letter the Portfolio Managers discuss experiencing FOJI (the Fear of Joining In) in the current COVID crisis. They also comment on the team’s recent annual offsite. . . Download the Letter. . . Past performance is not a guarantee of future performance and you may not get back the amount invested.

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Yardley Wealth Management

JUNE 25, 2020

The post Why We (Still) Use DFA Funds appeared first on Yardley Wealth Management, LLC. Why We (Still) Use DFA Funds. Recently, a journalist asked me why Yardley Wealth continues to use the mutual funds available through Dimensional Fund Advisors (DFA). While Vanguard is probably familiar to you as the giant mutual fund family known for its low costs and passive indexing approach, DFA is also a low cost fund family that uses passive investing, and emphasizes small cap and value investing based o

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Workable Wealth

JUNE 24, 2020

In your quest for financial wellness, you have probably heard countless times the importance of investing as part of a well-rounded financial plan. While this is true, most articles don’t tell you how to invest wisely, what role investments play in your wealth-building journey or even what the Market can tell you. . We understand that you want to invest in a way that’s aligned with your goals and values.

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Technology is rapidly changing the way accountants perform and manage month-end activities. Spreadsheets, email, and shared drives no longer have to slow us down. Join us as we present a "sneak peek" recorded demo of SkyStem's month-end close solution – ART. In under four weeks, your team can start reaping the benefits of month-end close automation by vastly reducing spreadsheets, cut down on reconciliation work, speed up the month-end close, and better manage your remote team.

Accounting

Indigo Marketing Agency

JUNE 21, 2020

While you’re working from home, upload your contact lists to LinkedIn as an easy step to supercharge your marketing. . If you’re looking for an effective way to increase your online following, it doesn’t get any easier than LinkedIn. All you need is an exported contact list from your CRM, email marketing platform, or a spreadsheet of clients and prospects you created yourself.

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MazumaBusinessAccounting

JUNE 29, 2020

Although COVID-19 has prevented some of us from traveling, some are still planning on that fun summer vacation. One of the perks of being a small business owner is that you can deduct some of those expenses from your summer vacation. You just need to know your motives before you go! To begin, let’s change the name of your “Summer Vacation” to a “Business Trip” Your goal shouldn’t be to “write off my vacation” but “how do I add some vacatio

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Brown Advisory

JUNE 18, 2020

Brown Advisory 2020 Sustainability Report ajackson Thu, 06/18/2020 - 13:03 We are pleased to share Brown Advisory’s first corporate Sustainability Report. Our firm has had a long-term commitment to sustainability principles, and to the prosperity of our clients, colleagues, communities and society at large. We think we have demonstrated the importance of being a leader on these issues, and in recent years, we have recognized the need to raise the bar further—to expand our thinking and become mor

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Risk Management Guru

JUNE 29, 2020

I am always in search of free online resources regarding diverse outlooks on risk. Recently I stumbled upon a great source of risk related concepts after listening to an episode of The Knowledge Project podcast which featured a guest, I was unfamiliar with. This guest, some sort of investment expert, started catching my attention with his superb outlook on economic systems and the decision-making processes associated with them.

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MazumaBusinessAccounting

JUNE 3, 2020

Here at Mazuma, we live by three simple phrases: stay compliant, stay organized, and save on taxes. Our goal is to ensure your small business is compliant with the IRS, your books are organized and you save on taxes during tax season. We accomplish this goal by our Mazuma Portal Dashboard. Our portal is the software we use to connect our client’s information with our tax professionals.

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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.

Banking

MazumaBusinessAccounting

JUNE 3, 2020

Most small business owners are aware of the Paycheck Protection Program (PPP Loan) but are unaware of in depth details of the loan and how to spend those funds. This article will provide reasons to apply for the loan, how to spend the funds, and how to be forgiven for those funds. What is the Paycheck Protection Program? The PPP Loan was created to give relief to small business because of the COVID-19 pandemic.

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Indigo Marketing Agency

JUNE 21, 2020

While you’re working from home, create a professional email signature as an easy step to supercharge your marketing. . Want to create an eye-catching email signature for free ? HubSpot’s simple online tool lets you generate a professional email signature that’s brand cohesive and includes all your important contact information (a win-win in our book).

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Indigo Marketing Agency

JUNE 21, 2020

While you’re working from home, set up Calendly to allow your prospects to schedule an online call with you at any time. This easy step will supercharge your marketing. . An appointment scheduler allows prospects to schedule a call with you at any time. Instead of having to go back and forth with you via email to set something up, they can instantly look at your availability and choose a time slot that works for them. .

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Indigo Marketing Agency

JUNE 21, 2020

Now that you have Calendly set up (if not, read our previous post on setting it up here ), it’s time to add it to your website. We recommend adding it as a floating Schedule a Call button that remains in the bottom right corner of your website at all times. Here’s an example of what we mean: A floating button is beneficial because it allows prospects to quickly schedule a call with you—no matter where they are on your website.

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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.

Financial Advice

Indigo Marketing Agency

JUNE 20, 2020

While you’re working from home, take this easy step to supercharge your marketing. . Financial advisors across the country are now working from home due to the coronavirus pandemic. Even if you can’t meet with prospects face-to-face, there are steps you can take to beef up your online presence and attract your ideal clients—without even leaving your couch.

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Brown Advisory

JUNE 18, 2020

Brown Advisory 2020 Sustainability Report. ajackson. Thu, 06/18/2020 - 13:03. We are pleased to share Brown Advisory’s first corporate Sustainability Report. Our firm has had a long-term commitment to sustainability principles, and to the prosperity of our clients, colleagues, communities and society at large. We think we have demonstrated the importance of being a leader on these issues, and in recent years, we have recognized the need to raise the bar further—to expand our thinking and become

Fiduciary Duty 52

Fiduciary Duty Ethics Clients Education 52

Brown Advisory

JUNE 5, 2020

Justice achen Fri, 06/05/2020 - 08:20 On Friday, June 5, 2020, we sent a letter to our clients expressing our thoughts on the brutal and horrible murders of George Floyd, Breonna Taylor, Ahmaud Arbery and others and the virulent and painful racism that continues to exist in this country. We intended for the letter to convey our commitment to understanding the problem and to taking steps to eliminate any form of discrimination, racism, bigotry or hatred at Brown Advisory or in the communities in

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Brown Advisory

JUNE 5, 2020

Justice. achen. Fri, 06/05/2020 - 08:20. On Friday, June 5, we sent a letter to our clients expressing our thoughts on the brutal and horrible murders of George Floyd, Breonna Taylor, Ahmaud Arbery and others and the virulent and painful racism that continues to exist in this country. We intended for the letter to convey our commitment to understanding the problem and to taking steps to eliminate any form of discrimination, racism, bigotry or hatred at Brown Advisory or in the communities in whi

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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.

Financial Planning

Indigo Marketing Agency

JUNE 3, 2020

At Indigo, we’re constantly searching for innovative ways to improve financial advisor digital marketing. Over the past few years, we’ve seen a surge in advisors wanting to use a YouTube channel to advertise their services—so much so that we’ve decided to offer YouTube channel setup and optimization as part of our onboarding process for advisors who already have video content or want to add it. .

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Indigo Marketing Agency

JUNE 22, 2020

When I think about the future of marketing for financial advisors, I’m excited about two things: webinars and YouTube. Webinars are an incredible solution to get in front of your ideal prospects 24/7 online with an up-front investment of 4 to 8 hours of your time. YouTube for financial advisors is an up-and-coming way to get exposure to millions of people searching for the exact answers you’re offering. .

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Indigo Marketing Agency

JUNE 22, 2020

Bill Cates, The Referral Coach , is one of my mentors and a true expert in our industry. His recent book Radical Relevance is a fantastic read I recommend to all advisors. He and I are huge proponents of embracing niches for financial advisors to help their marketing cut through the noise. You can watch our webinar together on the subject here. Be sure to check out Bill’s brand-new webinar video below, Your Riches Are In Niches.

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Brown Advisory

JUNE 26, 2020

A Structured Approach: ESG and Securitized Bonds. ajackson. Fri, 06/26/2020 - 10:55. Sustainable investing principles are rapidly gaining mainstream traction, but investors have prioritized these principles in some asset classes more than others. The securitized bond sector is an area that has not received much attention from an environmental, social and governance (ESG) perspective; ESG research coverage in this sector is still in the formative stages.

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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!

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