Clever Girl Finance

JANUARY 1, 2021

Taking on new challenges and developing healthy habits can be done anytime. Whether it’s a new year, season, or month, you can improve your finances with a no spend challenge. Let’s learn how it works and why you should try it out! What is a no spend challenge? No spend challenges have become trendy over the past couple of years. If you’ve never heard of a no spend challenge, it refers to a time in which you intentionally choose not to spend any unnecessary money.

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Mr. Money Mustache

JANUARY 29, 2021

So, I kind of just bought the house next door to me. We’ve already gotten straight into the renovations with a symbolic first step: a new front door. This is already somewhat amazing, for a small-town boy who refuses to even buy himself a new car. But even stranger are the details that surround this deal: I’m not moving into it. I don’t really need or want a second house.

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Brown Advisory

JANUARY 28, 2021

Brown Advisory Global Leaders Strategy: Ted Seides interviews Mick Dillon jharrison Fri, 01/29/2021 - 00:00 In this podcast, Ted Seides of Capital Allocators interviews Portfolio Manager Mick Dillon. They discuss the Global Leaders strategy in detail, as well as how Mick came to be an investor, his experience in the industry and lessons learned along the way.

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Cordant Wealth Partners

JANUARY 28, 2021

Article Summary & Key Points. Employees of what was formerly Mentor Graphics, now Siemens, may find that they are eligible for Siemens’ Deferred Compensation Plan (DCP) and wonder if they should defer their salary and/or bonus into the plan. In this article, we lay out 4-steps to consider as you evaluate this decision: Why Defer? The Benefits of Deferred Compensation.

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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

C2P Enterprises

JANUARY 22, 2021

There is an incredible amount of uncertainty surrounding the Federal disaster relief efforts available to small businesses today. At the onset of the pandemic, the government was forced to move quickly to provide capital through different loan options such as the Economic Injury Disaster Loan (EIDL) and Paycheck Protection Program (PPP) loans. Now, almost [.].

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International College of Financial Planning

JANUARY 15, 2021

The stepping stone to success in life is choosing your career wisely. Unless you walk the right path in life, you cannot taste success. For a student it often becomes difficult to determine the right path in life. If you have until now followed the footsteps of your elders or blindly trusted the judgment of others, now is the time for you to step out of your cocoon and see the world in a new light.

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Education Management Communication Planning 52

Midstream Marketing

JANUARY 14, 2021

Some advisors insist they generate only low-quality leads from Facebook. That need not be the case. With the right approach, Facebook marketing can be incredibly effective for financial services businesses in particular. There are those out there who insist that the quality of the leads they’re generating from Facebook users aren’t exactly good, I’ve seen first-hand that they CAN be—it just requires a deeper understanding of what is really going on to get to that point.

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Brown Advisory

JANUARY 28, 2021

Brown Advisory Global Leaders Strategy: Ted Seides interviews Mick Dillon. jharrison. Fri, 01/29/2021 - 00:00. In this podcast, Ted Seides of Capital Allocators interviews Portfolio Manager Mick Dillon. They discuss the Global Leaders strategy in detail, as well as how Mick came to be an investor, his experience in the industry and lessons learned along the way.

Portfolio Management 52

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Indigo Marketing Agency

JANUARY 11, 2021

We are thrilled to have a new article published in the December 2020 issue of the Investments & Wealth Monitor , a bimonthly educational magazine for financial professionals published by Investments & Wealth Institute. The November/December 2020 issue was all about behavioral science; most notably how advisors can help clients make rational investment decisions by understanding and identifying common biases they hold.

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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

C2P Enterprises

JANUARY 12, 2021

In our January episode of the Bucket Plan On-Demand podcast series, Dave Alison sat down with longtime friend and business partner, Greg Hammer, to discuss Greg’s experience and success running The Bucket Plan® Process in his office. Greg is a top advisor in the country, gathering $40,000,000+ in new client assets each year. He [.]. The post Holistic Financial Planning: A Success Story appeared first on Clarity 2 Prosperity.

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Workable Wealth

JANUARY 6, 2021

When you look back on 2020and the pandemic, what would you like to reset? Perhaps it’s more time with your loved ones, better work-life balance, adopting healthier eating habits, getting more sleep, or using your money wisely. There are likely many areas of your life that you want to revamp. The whirlwind of 2020 taught us many lessons – how to work, maintain relationships, and experience personal growth during a pandemic. .

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Brown Advisory

JANUARY 28, 2021

2020 Impact Report: Sustainable Core Fixed Income Strategy ajackson Thu, 01/28/2021 - 12:56 A Letter of Introduction From The Portfolio Managers At Brown Advisory, we are deeply committed to sustainable investing. Our firm managed more than $16 billion* in client assets under various sustainable investment mandates for individuals, families and institutions, as of Dec. 31, 2020.

Portfolio Management 52

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Brown Advisory

JANUARY 28, 2021

2020 Impact Report: Large-Cap Sustainable Growth Strategy ajackson Thu, 01/28/2021 - 15:09 A Letter of Introduction From The Portfolio Managers At Brown Advisory, we are deeply committed to sustainable investing. Our firm managed more than $16 billion* in client assets under various sustainable investment mandates for individuals, families and institutions, as of Dec. 31, 2020.

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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

Brown Advisory

JANUARY 28, 2021

2020 Impact Report: Tax-Exempt Sustainable Fixed Income Strategy ajackson Thu, 01/28/2021 - 15:15 A Letter of Introduction From The Portfolio Managers At Brown Advisory, we are deeply committed to sustainable investing. Our firm managed more than $16 billion* in client assets under various sustainable investment mandates for individuals, families and institutions, as of Dec. 31, 2020.

Taxes 52

Taxes Portfolio Management Portfolio Clients 52

Brown Advisory

JANUARY 28, 2021

2020 Impact Report: Sustainable Core Fixed Income Strategy. ajackson. Thu, 01/28/2021 - 12:56. . A Letter of Introduction From The Portfolio Managers. At Brown Advisory, we are deeply committed to sustainable investing. Our firm managed more than $16 billion* in client assets under various sustainable investment mandates for individuals, families and institutions, as of Dec. 31, 2020.

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Brown Advisory

JANUARY 28, 2021

2020 Summary Report on Engagement. ajackson. Thu, 01/28/2021 - 13:19. . We are pleased to present our 2020 Summary Report on Engagement, which contains an overview of our ESG-related engagement activity throughout the past year, and offers a view into the issues where we have focused our engagement efforts. We regularly interact, or “engage,” with various stakeholders who have an interest in the equity and fixed income securities we hold, including the companies and issuers themselves.

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Brown Advisory

JANUARY 28, 2021

2020 Impact Report: Large-Cap Sustainable Growth Strategy. ajackson. Thu, 01/28/2021 - 15:09. . A Letter of Introduction From The Portfolio Managers. At Brown Advisory, we are deeply committed to sustainable investing. Our firm managed more than $16 billion* in client assets under various sustainable investment mandates for individuals, families and institutions, as of Dec. 31, 2020.

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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

Brown Advisory

JANUARY 28, 2021

2020 Impact Report: Tax-Exempt Sustainable Fixed Income Strategy. ajackson. Thu, 01/28/2021 - 15:15. . A Letter of Introduction From The Portfolio Managers. At Brown Advisory, we are deeply committed to sustainable investing. Our firm managed more than $16 billion* in client assets under various sustainable investment mandates for individuals, families and institutions, as of Dec. 31, 2020.

Taxes 52

Taxes Portfolio Management Portfolio Clients 52

Brown Advisory

JANUARY 1, 2021

Global Leaders Investment Letter: January 2021 jharrison Fri, 01/01/2021 - 08:53 Just want the PDF? Download it here > What is Time? What is Space? What is Time? One of the most important investing reminders of 2020 was around one of the few sources of investment edge: time. In particular, what is the right time-frame? Behavioural psychologists have repeatedly and consistently demonstrated that in periods of intense stress, our brain’s limbic system (a.k.a. survival system) overrides kick-in a

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