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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Talon Wealth
JULY 26, 2021
WEEKLY MARKET UPDATE – July 27, 2021. Markets rose this week as PMI data continues its streak of expansionary readings. Economic data was still mostly disappointing for the week, with housing indicators and unemployment claims coming in under expectations. 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, a new development that likely can be attributed to large swaths of the population hav
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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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.
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.
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
MazumaBusinessAccounting
JULY 29, 2021
Are you looking to build your business? As small business owners, it is easy to get distracted by the length of our to-do list and lose sight of the important factors that drive our business’ success. It’s also easy to ignore financial reports when we don’t know how to translate the numbers on the report into key insights about the health and value of our business.
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.
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.
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.
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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
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.
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.
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
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.
Brown Advisory
JULY 14, 2021
2021 Sustainability Report tag-support Wed, 07/14/2021 - 12:02 Read the 2021 Sustainability Report
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