May, 2020

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Taking Advantage of Your Home Office

MazumaBusinessAccounting

“Stay home and stay safe” has been the common phrase these last few months because of the pandemic development. Are you using your home for business? If so, you can deduct those expenses. Small business owners have been asked to run their company from their homes. Here at Mazuma, we want to help all of our clients stay compliant, stay organized and, most important save on taxes.

Taxes 87
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Your Office Walls Just Got Bigger

AdvisorPR

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.

Media 52
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Our Communications to Clients Regarding the COVID-19 Outbreak

Brown Advisory

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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How to prepare your portfolio for the uncertain future?

Truemind Capital

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.

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Register Now: Sneak Peek Into Close Automation SkyStem Web Demo

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.

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Staying Home? Take These 5 Easy Steps To Supercharge Your Marketing (Video)

Indigo Marketing Agency

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.

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Should Pre-Retirees Take a New Look at #Retirement Income?

Yardley Wealth Management

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.

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Creating a Digital Storefront

AdvisorPR

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.

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Our Communications to Clients Regarding the COVID-19 Outbreak

Brown Advisory

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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Ben’s Message

MazumaBusinessAccounting

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.

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2024 Lending Outlook: Innovations and Evolutions in the Financial Sector

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.

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How To Grow Your Retirement Business In The 2020 Economic Crisis (Webinar)

Indigo Marketing Agency

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.

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Linh Nguyen Named Rising Star by Human Resources Executive

SEI

Linh Nguyen Named Rising Star by Human Resources Executive

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Reflections for Five Years of Global Leaders

Brown Advisory

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.

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Reflections for Five Years of Global Leaders

Brown Advisory

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.

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Banking on Loyalty: Holistic Financial Advice for Unparalleled Business Growth

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.

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Sustainable Investing Webcast

Brown Advisory

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.

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Beyond Investing: Strategic Advice for Nonprofits

Brown Advisory

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.

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Ben’s Message

MazumaBusinessAccounting

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?