Norman Marks
APRIL 25, 2022
While many are focused on issues like cyber, saying it is perhaps the greatest source of risk to an organization today, I believe there are greater sources of concern. One of these has been in the news over the last months, called the Great Resignation Consider this set of survey results from ResumeBuilder.com. In the […].
Getting Your Financial Ducks In A Row
APRIL 18, 2022
Photo credit: jb. We discussed the IRA Qualified Charitable Distribution (QCD) option for folks age 70½ or better in other articles. It’s possible from those articles that you got the impression that if you are younger than 70½, you are not able to make charitable contributions with money from your IRA. Nothing could be further from the truth! You can always make charitable contributions of any money you wish… the question is, what will such a move do for you tax-wise?
This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
Investing Caffeine
APRIL 1, 2022
After a painful start to 2022, the stock market surged last month, with the S&P 500 index gaining a respectable +3.6%, while the technology-heavy NASDAQ index rose by +3.4%. With volatility on the rise, getting caught up in the emotions of the headlines can be challenging for some investors. At Sidoxia , we are determined to objectively stick to the facts and migrate investments to the areas of the market that provide the best risk-reward opportunities to our clients, based on their unique
The Irrelevant Investor
APRIL 30, 2022
The S&P 500 is experiencing its worst January through April going all the way back to 1970. It's hard to believe then, that part of an unusual year is exactly average, at least so far. Going back to 1950, the S&P 500 has had a positive annual return 56 out of 71 years, or 79% of the time. But as we know all too well, stocks don't go up in a straight line.
Advertisement
The office of the CFO is rapidly evolving, with more and more demands being placed upon the finance and accounting team each year. Join us in this webinar, where we share 8 things to NOT do when it comes to helping the CFO office advance in supporting the business. Learning Objectives: This course objective is to understand how best to support an organization's finance leadership.
Hubly
APRIL 29, 2022
Hubly analyzed 60,000+ workflows managed by 100+ RIA firms and discovered that the majority of tasks and workflows are completed by back office employees.
Dear Mr. Market
APRIL 29, 2022
Dear Mr. Market: Does the old stock market adage of “sell in May and go away” make sense? We’ve actually written about this one spring about nine years ago where we actually advocated taking some chips off the table, however it had less to do with a cute stock market rhyme and more due to profit taking. Where are we at now going into May and is this allegedly poor seasonal time of year appropriate to sell or perhaps not?
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
The Better Letter
APRIL 29, 2022
The classic 1963 American romantic comedy thriller, Charade , produced and directed by Stanley Donen, and featuring an all-star cast including Cary Grant, Audrey Hepburn, Walter Matthau, James Coburn, and George Kennedy, will be playing under the stars this weekend here in San Diego. The week’s TBL will feature charade in a different context plus some follow-up to last week’s missive.
Fortune Financial
APRIL 28, 2022
During our recent trip to Brazil, my wife and I visited the Sitio Eliza coffee plantation in Mandaguari, a rural city in the Brazilian state of Parana. While touring the plantation, I had the privilege of spending a good deal of time talking about the coffee business with the plantation’s owner, Jose Carlos Rosseto, who is the third generation in his family to manage the plantation.
The Irrelevant Investor
APRIL 30, 2022
Articles The arc of innovation bends upward. (By Kai Wu) For the longest time it felt like tech stocks were the only ones worth owning. That dynamic has now completely shifted. (By Ben Carlson) People are spending about 4 percent more than you might have expected them to spend if pre-pandemic trends continued. (By Alan Cole) Jack Bogle was hardcore.
Advisor Websites
APRIL 28, 2022
If you are a financial advisor looking to attract more business, there are several strategies that you can adopt to help you stand out above your competitors.
Speaker: Dylan Secrest, Founder of Alamo Innovation and Construction Digital Transformation Consultant
Construction payment workflows are notoriously complex when you consider juggling multiple stakeholders, compliance requirements, and evolving project scopes. Delays in approvals or misaligned data between budgets, lien waivers, and pay applications can grind progress to a halt. The good news? It doesn't have to be this way! Join expert Dylan Secrest to discover how leading contractors are turning payment chaos into clarity using digital workflows, integrated systems, and automation strategies.
Yardley Wealth Management
APRIL 27, 2022
The post Interest Rates, Inflation, and Investment Strategy – Part 2: Understanding Inflation appeared first on Yardley Wealth Management, LLC. Interest Rates, Inflation, and Investment Strategy Part 2: Understanding Inflation Has rising inflation got you down? In our last piece, “Understanding Interest Rates” we explored how rising and falling interest rates can impact a healthy economy.
Norman Marks
APRIL 5, 2022
The latest headline topic for internal auditors seems to be Environmental, Social, and Corporate Governance (ESG). For background, I refer you to a sensible piece by Richard Chambers. SEC Climate Disclosure Proposal May Be the Next SOX for Internal Audit summarizes in a clear and concise way (thank you, Richard) the SEC’s proposed climate-related disclosure […].
Hubly
APRIL 27, 2022
Melanie has only worked in financial services for less than a year and is already a top back office worker according to the work she's completed in Hubly. She has picked up Hubly quicker than you can drink your coffee in the morning and in less than a year is already a super-user!
Wealthfront
APRIL 27, 2022
Exchange-traded funds (or ETFs) are a popular way to invest, and for good reason. They hold collections of investments like stocks or bonds, and are a convenient, tax-efficient way to build a diversified portfolio. The vast majority of ETFs passively track indexes, meaning they try to match the return of the index (rather than outperform […]. The post How Should I Evaluate an ETF?
Speaker: Victor C. Barnes, CPA, MBA
In the climb from contributor to leader, the rules quietly change. If you’re aiming for the summit, the air gets thinner—and what got you here won’t be enough to get you to the top (a concept first popularized by Marshall Goldsmith in his book What Got You Here Won’t Get You There ). What made you successful early in your finance career—technical accuracy, sharp analysis, flawless execution—won’t be what carries you to the next level.
The Irrelevant Investor
APRIL 29, 2022
It's been a rough start for the year in the stock market. To find a worse performance through the end of April, you have to go all the way back to 1970. It's also by far the worst start to the year for the bond market, going back to 1990 (h/t Jim Bianco). This has been a painful environment, to say the least. It's not the depth of the declines that are hurting, it's that it's happening in stocks and bonds at the same time.
Accounting for Good
APRIL 27, 2022
The post Tips for preparing not for profit budgets first appeared on ACCOUNTING FOR GOOD.
Harness Wealth
APRIL 26, 2022
No-one loves paying taxes. But when it comes to your crypto assets, there are some strategies you can employ to make sure you don’t pay any more than you have to. 1. Buy crypto in an Investment Retirement Account (IRA). Did you know you can buy crypto through an IRA and receive the same tax benefits? Just like with other assets, if you buy crypto through an IRA, the tax will be paid at your income tax rate at retirement.
Norman Marks
APRIL 12, 2022
I am, of course, talking about people. X If you look at the root cause of almost every failure or missed opportunity, it comes down to people. Yet, we don’t pay nearly enough attention to whether we have the right people in the right jobs. You could add to that ‘the right information and authority’, […].
Speaker: Kim Beynon, CPA, CGMA, PMP
The most overlooked, yet most critical, element of transformation is preparing people for change. Automation and AI aren't just technical upgrades, they’re cultural shifts which can challenge identities. That’s why change management isn’t a side project—it’s the foundation. In finance, where precision and process rule, navigating change can feel especially disruptive.
Tobias Financial
APRIL 26, 2022
Tobias Financial Advisors is proud to announce that our CEO Marianela Collado will serve as a panelist at Best of Heckerling 2022: Highlights of the Heckerling Institute on Estate Planning event on Tuesday, May 3 rd at 12:10 PM EST. . Following a week at the virtual Heckerling Institute, Marianela will share what she learned about recent state and federal estate planning developments.
Prosperity Coaching
APRIL 26, 2022
Seminar Marketing Tips for Financial Advisors: A Seminar or Webinar can be a great tool not only for sharing your expertise as a financial advisor but also for building credibility and securing potential clients; however, a Seminar won’t do you any good if no one attends. So, you’ll need to […]. The post 17 Seminar Marketing Tips for Financial Advisors appeared first on The Prosperous Advisor Coaching Blog.
The Irrelevant Investor
APRIL 26, 2022
The good news is stocks are getting less expensive. The bad news is that's happening because they're falling. The price-to-sales ratio of the average stock in the Russell 1000 is back to pre-pandemic levels, falling roughly one-third from its 2021 highs. Cheap stocks aren't bringing down the average, it's the expensive stocks that are doing it. The highest decile of stocks in the Russell 1000 traded at an average of 35x price-to-sales towards the end of last year.
Accounting for Good
APRIL 27, 2022
The post How to choose a not for profit auditor first appeared on ACCOUNTING FOR GOOD.
Advertisement
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
Park Place Financial
APRIL 26, 2022
RETIREMENT 3 Retirement Mistakes to Avoid Schedule a Complimentary Financial Review CLICK HERE TO SCHEDULE. Your retirement years can be spent focusing on your family and friends, traveling to places you’ve always wanted to go with your partner, and continuing the hobbies you love at home. Unfortunately, a few wrong choices can significantly impact your wealth.
Norman Marks
APRIL 1, 2022
Today, I am hosting a Guest Post by Elliot Schreiber, PhD. I have a few comments at the end. _ Boards have responsibility for approving the strategy and risk appetite of the company. This requires directors to have sufficient information to assure themselves that they can make the best decisions possible at the time the […].
BlueMind
APRIL 25, 2022
Category: Client Relations. The role of women in this world is changing and many choose to be still unaware of it. In 2021, the United Nations Women announced the International Women’s Day theme as ‘Women in leadership: Achieving an equal future in a COVID-19 world’ in order to applaud the tremendous efforts of women around the world for preparing a more equal future for women in the midst of the Covid-19 pandemic.
Sara Grillo
APRIL 25, 2022
Almost every time I do something weird with my business to the point that anyone I tell laughs at it, those are the times of my highest effectiveness. If I were a financial advisor wanting to grow my business, I would do it weird as hell. Niched down like hell. This blog talks about target markets for financial advisors and we’re going to discuss four examples of wild, wacky niches that have turned out to be simply brilliant for the advisors brave enough to venture forth.
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.
The Irrelevant Investor
APRIL 26, 2022
Today’s Animal Spirits is brought to you by YCharts See here for YCharts' latest research on the real impact of mega-cap stocks on your portfolio On today’s show we discuss: Eight charts that explain the market Melvin Capital tries unwinding its current fund for a new one Plotkin abandons new fund plan, apologizes to investors Chipotles VC fund 3 reasons inflation might be peaking Age demographics and US housing Homebuilders having trouble with supply chain Netflix earnings Tesla earnings Fi
Darrow Wealth Management
APRIL 25, 2022
After many years of stubbornly low inflation, we are now in an environment we haven’t seen for 40 years. Prices are going up – fast. The Federal Reserve initially believed rising inflation would be transitory (i.e. fleeting) but has since changed their tune. Trying to get inflation to return to normal, the Fed has started raising interest rates.
Brown Advisory
APRIL 20, 2022
Good Preparation Leads to a Good Audit Experience: What to Expect from Your Investment Advisor mhannan Wed, 04/20/2022 - 06:03 After an extended period of strong returns that began in 2009, many not-for-profit (NFP) organizations find themselves increasingly challenged to earn the traditional target of an inflation-adjusted 5% annual spending rate. To help meet this return objective, we find that our clients’ investment portfolios are becoming increasingly complex as a result of their reliance o
Norman Marks
APRIL 18, 2022
This is a touchy subject. While there is very little debate that the head of internal audit, the chief audit executive or CAE, should report functionally to the board (usually the audit committee of the board), there are some strong opinions on whether it should report for administrative purposes. This is what the IIA’s Standards […].
Advertisement
You wouldn’t keep using a 2009 flip phone - so why settle for outdated close processes? It’s time for an upgrade. SkyStem's Guide to Month-End Close Software walks you through what today’s best tools can do (and what your team shouldn’t have to deal with anymore). Get smart, fast, and a whole lot less stressed when it’s time to close the books.
Expert insights. Personalized for you.
Let's personalize your content