MazumaBusinessAccounting
MAY 28, 2020
June Newsletter. As a small business owner, I am constantly hiring new employees and am immersed in the hiring process. I love the beginning of the process, particularly looking through resumes. Each resume has a story. The single piece of paper has years of hard work, dedication, experience, and discipline. I often ponder at my own experience and wonder “what’s my story, and what’s the next chapter?
The Irrelevant Investor
MAY 31, 2020
Articles Large growth stocks’ breakthrough innovations and fat profit margins attract capital like bees to a honeypot By Brian Chingono Cheap stocks have underperformed expensive stocks by over 30% this year By Drew Dickson People don’t want accuracy. They want certainty. By Morgan Housel Noobwhales of all shapes and sizes were lured into the stock market by the promise of easy money and overnight riches By Ben Carlson Better is all the buyers ever asked for.
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AdvisorPR
MAY 20, 2020
Steps to staying relevant while working remotely Your four office walls didn’t get smaller. In fact, they got a lot bigger and now include the vastness of the internet. There is a lot more competition in your new virtual world that is also vying for your ideal client’s attention. To generate exposure and establish your trust and credibility, you need to think bigger.
Brown Advisory
MAY 20, 2020
Our Communications to Clients Regarding the COVID-19 Outbreak ajackson Wed, 05/20/2020 - 09:19 In the face of the rapidly evolving COVID-19 outbreak and its impact on financial markets, Brown Advisory’s top priorities are the well-being of our clients, colleagues and communities, and the uninterrupted delivery of performance, advice and service to our clients.
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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
Truemind Capital
MAY 19, 2020
Don’t fight the forces, use them. – R. Buckminster Fuller. Everyone thinks that due to the recent events caused by Coronavirus we are in uncertain times. I believe we are always in uncertain times. The emergence of any event has multiple co-dependent factors and nothing gets created out of a vacuum. Since we cannot know and control all the factors that lead to the manifestation of any situation; we cannot be 100% certain about any event.
Indigo Marketing Agency
MAY 14, 2020
Do you need to improve your marketing as a financial advisor? 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 improve your marketing—beef up your online presence and attract your ideal clients—without even leaving your couch.
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
The Irrelevant Investor
MAY 27, 2020
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 Listen here: On today’s show we discuss: Joe Rogan going to Spotify Joining Bill Simmons People are using their stimulus checks to gamble Commercial rent plummeting Netflix turning off inactive accounts Call her daddy Amazon buying J.C.
AdvisorPR
MAY 13, 2020
An Advisor’s Guide to “The New Normal” of Business During COVID-19 It’s the “new normal” they say. “We could see a resurgence in the fall,” some warn. #Stayhomestaysafe or some iteration is everywhere you look. So how is a financial advisor supposed to “advise” amidst a lingering pandemic? While a pandemic in it of itself is mind-boggling to grapple with, and if you are an advisor who caters to the retirement demographic, you cannot ignore the fact that they are most impacted by this virus.
Brown Advisory
MAY 20, 2020
Our Communications to Clients Regarding the COVID-19 Outbreak. ajackson. Wed, 05/20/2020 - 09:19. In the face of the rapidly evolving COVID-19 outbreak and its impact on financial markets, Brown Advisory’s top priorities are the well-being of our clients, colleagues and communities, and the uninterrupted delivery of performance, advice and service to our clients.
Mr. Money Mustache
MAY 3, 2020
A Quick Foreword: Although the world is still in Pandemic mode, we are shifting gears back to personal finance mode here at MMM. Partly because we could all use a distraction right now, and even more important because forced time off like this is the ideal time to re-invest in optimizing parts of your life such as your fitness, food and finances. Canadian Readers – we have also collected some recommendations for you at a new Canadian Mobile Phone recommendations page. — Every now and
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.
Indigo Marketing Agency
MAY 5, 2020
How To Grow Your Retirement Plan Business In The 2020 Economic Crisis. If you’re like most advisors, you’re likely starting to come up for air after the shock of the coronavirus pandemic. Now that you’ve contacted your clients, rebalanced accounts, and communicated your plans, it’s time to think about growing your business during this crisis.
Yardley Wealth Management
MAY 29, 2020
The post Should Pre-Retirees Take a New Look at #Retirement Income? appeared first on Yardley Wealth Management, LLC. Should Pre-Retirees Take a New Look at #Retirement Income? By Michael Garry Yardley Wealth Management May 21, 2020. I recently was interviewed for an article in a national publication on retirement income, given the current market and job losses.
The Irrelevant Investor
MAY 24, 2020
Articles If capitalism is driven by a search for profit, the food delivery business confuses the hell out of me By Ranjan Roy Rather than seeing trillion-dollar relief packages as “large” or even “bold,” you should see them for what they really are: an appropriate response to a once-in-a-century economic calamity By Derek Thompson As I watch all these commentators, I realize nobody really has any idea By Brooklyn Investor The reason value has underperformed recently is because cheap stocks have
SEI
MAY 27, 2020
Linh Nguyen Named Rising Star by Human Resources Executive
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.
Brown Advisory
MAY 12, 2020
Reflections for Five Years of Global Leaders ajackson Tue, 05/12/2020 - 09:38 The Global Leaders strategy is focused on delivering long-term performance by building a concentrated portfolio of market-leading companies from across the globe. We believe that companies that combine exceptional outcomes for their customers with strong leadership can generate high and sustainable returns on invested capital (ROIC) which can lead to outstanding shareholder returns.
MazumaBusinessAccounting
MAY 5, 2020
May Newsletter. Nine years ago, we started a small company that helps small businesses with their bookkeeping, taxes, and accounting…a simple but needed service. I value the entrepreneurial spirit and understand the hard work and dedication it takes to run a small business. There are few pursuits that demand more character and grit than keeping your doors open amidst the chaos and risks the world throws at you.
The Irrelevant Investor
MAY 24, 2020
People are trading stocks like it's 1999. Between the quarantine lock-down, free trading commissions, and absence of sports to bet on, this is the perfect storm for brokerage accounts. At first blush you might think that gambling on sports and gambling on stocks are no different, this was my knee-jerk reaction. And while there certainly are similarities, there are many more differences, and these differences would suggest, generally speaking, that betting on stocks is far more dangerous to your
The Irrelevant Investor
MAY 21, 2020
7% a year for ten years sounds like a pretty decent return, and yet everybody has been complaining about it. This 7% represents the return of large value stocks the last decade, which is pretty good. That is until you consider that few things are more relative in this world than investing, where people compare their returns to what they could have earned elsewhere. 7% isn't bad, but compared to 14%, which is what large growth did over the same time, it's downright awful.
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.
The Irrelevant Investor
MAY 20, 2020
On today’s show we discuss: Pizza arbitrage Vaccine volatility Buffett dumping stocks Uber layoffs Retail hurt by the virus, existing trends, and private equity JC Penney paying bonuses ahead of possible bankruptcy Softbank posts $17.7 billion loss on WeWork and Uber Powell on 60 Minutes Housing demand is through the roof The richest neighborhoods emptying out Damodaran on current markets Vanguard on the benefits of.private equity Softbank slide deck Listen here: Charts: Contact us at animalspi
The Irrelevant Investor
MAY 18, 2020
Something changed in the market today. The winners became the losers and the losers became the winners. With beaten down names like airlines, cruises, and retail bouncing, and the winners like Clorox and Regeneron lagging, the market is sending a message of hope that this is the beginning of the end of our battle with COVID-19. Being long the "stay-at-home stocks" has been the trade of the year.
The Irrelevant Investor
MAY 16, 2020
I wrote a version of this post four years ago. It was true then and is true today and will be true tomorrow. The world has always been populated by young bulls and old bears. What do Bill Gross, Sam Zell, Jeremy Grantham and Carl Icahn have in common? They’re all old, they’ve all had brilliant careers, and they’re all bearish on the stock market. ( From April 2016 ) Whether it be in music or in sports or in markets, the prior generation never thinks “kids” will ever measure up.
The Irrelevant Investor
MAY 13, 2020
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 Listen here: On today’s show we discuss: The Fed's going to buy junk bonds Airlines are in big trouble Shanghai Disney Land Air BnB layoffs Air BnB signaling a V shaped recovery Uber Layoffs NBC Universal paycuts Ben's Peloton quote in New York Times The S&P 500 is not a momentum fund $4.5 trillion in stimulus There's a Beef shortage How to save the rest
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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.
The Irrelevant Investor
MAY 12, 2020
On February 19th, Chipotle had a market capitalization of $25.93 billion. Today it hit a new all-time high of $26.78 billion. What makes this story so interesting is what happened in between. From the peak of ~$26 billion February, in just 20 sessions, the market cap fell to ~$13 billion. 57 sessions later, it's at a new all-time high. I understand that we just experienced an economic shutdown that is without precedent, but come on, how hard is it to value a burrito company?
Brown Advisory
MAY 12, 2020
Reflections for Five Years of Global Leaders. ajackson. Tue, 05/12/2020 - 09:38. The Global Leaders strategy is focused on delivering long-term performance by building a concentrated portfolio of market-leading companies from across the globe. We believe that companies that combine exceptional outcomes for their customers with strong leadership can generate high and sustainable returns on invested capital (ROIC) which can lead to outstanding shareholder returns.
The Irrelevant Investor
MAY 10, 2020
Articles Tech is not driving the extreme valuations today vs. the past By Cliff Asness The cost of rolling into new contracts is the main reason ETF returns differ from physical commodity prices By Adam Collins Genius is obvious, only after it was crazy By Scott Galloway The one and only other time that Berkshire's relative strength hit a five-year low, it didn't stay low for long By Bespoke Investment Group Which value screen is right?
The Irrelevant Investor
MAY 6, 2020
Listen here: On today’s show we discuss: Buffett didn't have time to swing Buffett on buybacks Robinhood raised $280 million Other startups aren't faring so well Worst economy in our lifetime Roubini is not bullish Another vol strategy blew up Population growth and commodities Iconic brands could disappear J. Crew files for bankruptcy Almost half of America has credit card debt (survey) How Hong-Kong beat COVID-19 Recommendations: Michael Lewis with Tim Ferriss Charts: Tweets: [link] [link] [lin
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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
MAY 6, 2020
Private payrolls were just released, and we found out that they fell by more than 20 million in April, which is the worst drop in ADP survey history. This chart , like so many others, has been permanently impaired by the complete halt in economic activity. Oil went off the charts. Initial jobless claims will never look the same This chart from the WSJ shows the massive amount of unemployment benefits being paid out by the federal government.
Brown Advisory
MAY 6, 2020
Sustainable Investing Webcast. mmckenna. Wed, 05/06/2020 - 14:50. Portfolio managers Karina Funk, CFA and Amy Hauter, CFA discuss how our ESG research philosophy and process have guided portfolio decision making during this period of market volatility due to COVID-19. . Please register or sign in to your Brighttalk account in order to access this webcast.
The Irrelevant Investor
MAY 5, 2020
There is no investment strategy so good that it cannot be undone by excessive leverage. The New York Times ran an article, ‘A Bargain With the Devil’—Bill Comes Due for Overextended Airbnb Hosts. They wrote: For years, Cheryl Dopp considered the ding on her phone from a new Airbnb Inc. booking to be the sound of what she called “magical money”.Now, Ms.
Brown Advisory
MAY 4, 2020
Beyond Investing: Strategic Advice for Nonprofits ajackson Mon, 05/04/2020 - 14:54 Running a nonprofit is a tall order. The missions that these organizations tackle— helping vulnerable families, advancing health care, and protecting the environment, just to name a few—are incredibly challenging. And in parallel with their program work, nonprofit leaders must also build the financial and organizational infrastructure to sustain those programs.
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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