MazumaBusinessAccounting
JULY 15, 2021
Running your own business is rewarding, but it can also be overwhelming. There are dozens of administrative tasks to keep tabs on besides your day-to-day work. I’ve been there, and I’ve felt that nagging feeling that I am letting something important slip through the cracks. That’s why I wanted to put together these tips to help you stay on top of your finances while growing a successful business. 1.
Indigo Marketing Agency
JULY 27, 2021
Why do people really hire a financial advisor? As a financial professional, I’m sure this question has crossed your mind at least a dozen times. But in order to answer it, you have to look at why people buy any type of product or service. I once heard it said, “People buy aspirin. They don’t buy vitamins.” In other words, people are more concerned about solving their short-term ailments than they are about their long-term well-being.
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The Irrelevant Investor
JULY 31, 2021
Articles Over 85,000 self-help books were published in 2019. (By Bob Seawright) DeFi and stablecoins are now far too big and prominent for regulators to meet only with benign neglect (By Steve Randy Waldman) Despite making up only 3% of RH’s assets under custody, options drive 46% of total revenue (By Scott Galloway) Some of the things I’ve come to learn have never been taught in any textbook (By Josh Brown) There are many ways to be rich beyond the amount of money you have in your investment po
Steve Feinberg
JULY 27, 2021
Dear Appletree Client: We want to take a few minutes to talk with you about some issues with the IRS as well as the new monthly child tax credit. Traditionally, many taxpayers use the IRS as their personal savings bank by aiming for large refunds, oftentimes being upset when they either owe money or the amount of refund is substantially less than what they expected.
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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
Mr. Money Mustache
JULY 25, 2021
Unsuccessfully but Refreshingly trying to climb the local waterfall. “MMM, are you still alive?” – somebody on Twitter. Holy S**t! I just realized that the last time I wrote a blog post for you was on April 18th, and now it’s late July. That’s an entire quarter of a year that I have let this wonderful, golden field of interesting opportunities and people sit untended.
Talon Wealth
JULY 19, 2021
WEEKLY MARKET UPDATE – July 19, 2021. Markets fell this week as markets grappled with a recovery that is looking more and more uncertain. Economic data was mixed, with disappointing readings coming from consumer sentiment along with industrial production, both of which came in under expectations. Retail sales came in above expectations, as did CPI.
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
Indigo Marketing Agency
JULY 23, 2021
Do you know why your clients like working with you over other advisors? Do you know what traits clients look for? Contrary to popular belief, it likely has very little to do with your investment performance or fees. We did some research here at Indigo Marketing Agency. We sat down with our advisors’ clients and asked them why they love working with that particular advisor.
The Irrelevant Investor
JULY 27, 2021
You can't be bearish on the stock market unless you're bearish on the biggest group of stocks in said market. And it's hard to be bearish when you see the type of numbers they're putting up. We'll get to big tech's results in a minute, but first, I want to look at how they've been acting before their earnings, which are coming out right now. The big 5 are all at or near all-time highs (red dots), with a combined market cap approaching $10 trillion.
Brown Advisory
JULY 14, 2021
2021 Sustainability Report tag-support Wed, 07/14/2021 - 12:02 Read the 2021 Sustainability Report
AdvisorPR
JULY 14, 2021
JConnelly, a communications agency serving clients worldwide, has acquired AdvisorPR, a boutique public relations and marketing company that specializes in working with wealth management firms. Based in Las Vegas , AdvisorPR Founder Alana Kohl and her team will operate AdvisorPR as a division within JConnelly’s financial practice group. “Now is the right time to augment our strong organic growth with an acquisition,” said Ray Hennessey , JConnelly President and CEO. “
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.
Steve Feinberg
JULY 2, 2021
Don’t get caught by the nanny tax. This often overlooked bookkeeping and payroll tax requirement can cause a tangle of tax problems if not handled correctly. Could you be impacted? This is what you need to know. Nanny tax explained. In an effort to capture income from household employees, the tax code requires you to obtain employee information, pay the related state and federal taxes, and withhold taxes for anyone you employ around the house.
Inside Information
JULY 29, 2021
I ’ve been reviewing a lot more articles about the SRI and ESG investment movements lately than I ever did before, and I think that’s a sign that more people are interested in owning shares of companies that are behaving responsibly—however one might define that. I’m not surprised; the very first time I was exposed to the concept, I viewed the filters as a logical part of the equity research process.
Talon Wealth
JULY 12, 2021
WEEKLY MARKET UPDATE – July 12, 2021. Markets were mixed this week, with the S&P 500 reaching new all-time highs. Economic data was mixed, as PMI data in the services sector disappointed, but manufacturing PMI data came in at expectations. Both readings remain firmly in expansionary territory. Unemployment claims came in slightly above expectations, but still appear to be trending downward as the economic recovery soldiers on.
The Irrelevant Investor
JULY 27, 2021
Today’s Animal Spirits is brought to you by Acre Trader, Investing in Farmland. Simplified. Visit acretrader.com to learn more On today’s show we discuss: Crypto leverage Cutting leverage to 20x When to take profits from big winners? 18 years, lol Parents paying their kids' college costs "A struggle for the millenials" Competing against the bond market Ben is wrong on Robinhood Robinhood says most of their investors buy and hold.
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
JULY 14, 2021
2021 Sustainability Report. tag-support. Wed, 07/14/2021 - 12:02. Read the 2021 Sustainability Report.
AdvisorPR
JULY 13, 2021
Many industries ground to a halt as the COVID-19 pandemic gripped the nation and world. Not so for Alana Kohl, whose AdvisorPR firm kicked into high gear. “Whenever there is chaos in the economy or financial markets, people have questions as it relates to their finances,” Kohl said. “When people have questions or concerns, that’s when we get busy. COVID was no different.
MazumaBusinessAccounting
JULY 7, 2021
Financial planning is essential for anyone who wants to achieve financial independence. The goal of financial planning is to help you reach your financial goals, whether that be retiring by a certain age or having the money to open a new business. For small business owners, financial planning is especially important because you need to ensure you’re planning for your business as well as yourself.
The Irrelevant Investor
JULY 25, 2021
So this is different. Inflation has never been this high, with bond yields this low. Rates should, in theory, be a way to gauge what market participants think about future inflation. Higher inflation would cripple today's coupons, so again, in theory, investors would demand higher rates for that risk. But investing isn't about theories. At some point, we need to acknowledge reality.
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
JULY 23, 2021
Now that lumber prices have cooled off, the cost to build a new home should come down. Just kidding. An analyst asked the CEO of KB Home if they would lower their prices, since they increased them after lumber spiked. Here's his response: “It will depend on the competitive landscape in each city.But our hope and expectation is we’ll take it to margin.
The Irrelevant Investor
JULY 22, 2021
My second child turns two in August, which means he has one more year of free living. On his third birthday, he'll get an allowance. By his fourth birthday, he's getting a job. My goal for him and his brother is to join the FIRE community by their eleventh birthday. Alright, maybe this is a little ambitious. But I do hope to instill in my children the value of money.
The Irrelevant Investor
JULY 21, 2021
A few months ago, I was in front of my house playing with the kids. A car pulled up, and a stranger lowered her window. "Do you live here?" I was a bit taken aback. I gave her a "yeaaah" answer. Like yes, I live here, and why are you asking me? "I'm a real estate broker," she said. "And I have buyers looking to move into the area. We're not finding anything, and I was wondering if maybe you knew somebody who wanted to sell their house.
The Irrelevant Investor
JULY 20, 2021
Apple has a problem. They're too good at making money. Their most recent quarterly statement revealed that they are sitting on $38 billion in cash and cash equivalents. If we expand our definition of cash to include current and non-current marketable securities, think bonds, then they have $195 billion in cash. You know $195 billion is a lot of money.
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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
JULY 19, 2021
Today's Animal Spirits is brought to you by New Age Alpha On today’s show we discuss: How human behavior impacts stock prices What investors can learn from the horse track An actuarial approach to stock selection Listen here: Investor resources: An actuarial approach to stock selection New Age Alpha Launches First US Large-Cap Equity Avoider ETF New age alpha library CIO Outlook Avoiding the losers Follow us on Facebook , Instagram , and YouTube.
The Irrelevant Investor
JULY 17, 2021
Articles Within a year of its first moving assembly line, Ford was producing more cars than the rest of the industry combined. (By Matthew Ball) Newsletters are increasingly able to move stocks (By Byrne Hobart) Your job shouldn’t be centered around punching a time clock and putting in face time if the work is already done (By Ramp Capital) It’s only a matter of time before we begin adopting the beliefs and language of the tribe we’ve become a part of.
The Irrelevant Investor
JULY 16, 2021
Houses have never been more or less affordable, depending on who you ask. On the one hand, we can point to charts like this and say that the cost of servicing your debt, the biggest piece being housing, has never been lower. [link] On the other hand, we have charts like this which show that buying a home has never been more expensive. So which is it?
The Irrelevant Investor
JULY 15, 2021
A billion-dollar valuation for a private company used to be so special that they had a special name for it. A unicorn. But what used to be extraordinary is now commonplace. More private companies are running a four-minute mile than ever before. In The State of Venture , CB Insights shows there were 136 newly minted unicorns in the second quarter. This is 167% more than the previous quarterly record.
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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
JULY 13, 2021
The stock market is acting weird. The S&P 500 seems to make an all-time high every day. That's the good news. The potentially bad news is that fewer and fewer stocks are leading the charge. Here's the data. There have been 321 new all-time highs since 2007. 75.6% of S&P 500 stocks were above their respective 50-day moving average on those days.
The Irrelevant Investor
JULY 12, 2021
Today’s Animal Spirits is brought to you by Jensen Investment Management On today’s show we discuss: Why should quality companies earn excess returns? Why has quality traded at a discount? How to buy growth stocks without overpaying, and much more Listen here: Investor resources: About Jensen Why concentration may not mean more risk Quality investing headwinds Follow us on Facebook , Instagram , and YouTube.
The Irrelevant Investor
JULY 11, 2021
Articles Multi-trillion dollar asset managers are an easy scapegoat to pin blame on (By Coby Lefkowitz) All we have to work with at any given moment in time is what’s in front of us (By Dave Nadig) The meme battalion becomes a meme brigade (By Drew Dickson) History is the only evidence we have to test our ideas about how the world works. (By Mathew Klein) A corporation that operates against my best interests has me thinking in 280 characters (By Catilin Flanagan) The utility of money changes ove
The Irrelevant Investor
JULY 10, 2021
$431,000,000,000,000 That's the total global net worth, according to Boston Consulting Group. As we know, a small percentage of the population controls a large portion of this pie. For example, 60,000 people have $100 million or more. They represent 0.0008% of the global population but control 15% of investable assets. Cap Gemini's most recent World Wealth Report looks within the millionaire cohort to see what's going on.
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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