Cordant Wealth Partners

JUNE 8, 2021

In this article, we will review everything you need to know about your Employee Stock Purchase Plan (ESPP), including how it works, how it is taxed, and how to incorporate it into your overall wealth building strategy. And, if you’re wondering how your ESPP compares to other employer plans, check out our article on that topic. If I offer to sell you a nice, crisp $100 bill for $85, would you buy it?

Planning 59

Planning Taxes Accounting Sales 59

The Irrelevant Investor

JUNE 11, 2021

On today's show, we speak with Logan Mohtashami about all things related to the housing market On today’s show we discuss: Why home builders aren't building Institutional investors buying single-family houses The demographic tidal wave Relocation buyers Should buyers wait? Listen here: Charts: Tweets: [link] [link] Contact us at animalspiritspod@gmail.com with any feedback, recommendations, or questions.

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Marketing Marketing 52

Brown Advisory

JUNE 11, 2021

The Human Side of Investing: A Conversation with Morgan Housel jharrison Fri, 06/11/2021 - 06:20 At Brown Advisory, understanding human behaviour is integral to our investment process. That’s why two of our portfolio managers, Ali Bayler, CAIA , and Mick Dillon, CFA , were delighted to have a conversation about the human side of investing with Morgan Housel, a writer noted for his ability to step back and see what really matters in the investment world.

Investing 52

Investing Investments Portfolio Management Clients 52

Mauldin Economics

JUNE 11, 2021

There is an inflationary connection among energy, housing, and wages. Louis Gave, co-founder and CEO of Gavekal Research, recently said that most economic activity is simply transformed energy of one sort or another. Modern economies developed as we found more efficient energy sources, moving from coal to oil to natural gas and nuclear. Now we want to transition from carbon to renewables like solar and wind.

Economics 52

Economics Transportation Economy Manufacturing 52

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Clients

Indigo Marketing Agency

JUNE 9, 2021

If you’re one of our current clients, then you’ve probably had the privilege of working with Heidi Wilson—one of our superstar Account Managers. Heidi is an incredible asset to our team and spends a great deal of her time working with financial advisors, helping them tell their stories and answer their questions. But what you may not know is that Heidi’s mom was actually a financial advisor, which is what inspired her to start a career in this industry.

Financial Advisor 52

Financial Advisor Clients Financial Services Retirement 52

The Irrelevant Investor

JUNE 8, 2021

Warren Buffett's net worth rose by $24.3 billion between 2014 and 2018. In that time, he paid $23.7 million in taxes. Pro Publica is out with a new piece showing how many of the world's richest people, like Jeff Bezos, Elon Musk, and Carl Icahn, went years without paying any federal income taxes. In 2007, Bezos's net worth increased by $3.6 billion, thanks to Amazon's stock price.

Taxes 52

Taxes Education Planning Investments 52

Mauldin Economics

JUNE 11, 2021

According to some business owners and Wall Street pundits, US employers can’t hire enough people because unemployment benefits are too high. We’re paying people not to work, they say. Certainly, some people who could work are milking the system. That’s sad, but is it the only reason all those jobs are unfilled? Probably not. Nonetheless, several governors have decided to end the federally funded enhanced benefits.

Ethics 52

Ethics Economy Numbers Food 52

Mauldin Economics

JUNE 10, 2021

James Bianco, president of Bianco Research, thinks most of the near-term inflation he foresees will be demand-driven. The fact that a lot of people have a lot of spending money will push prices even higher. At Mauldin Economics' 2021 Strategic Investment Conference, he posed the question: Where did this cash come from? Check out this chart. Source: Bianco Research The blue line shows the percentage of personal income from government transfer payments.

Government 52

Government Economics Insurance Banking 52

Mauldin Economics

JUNE 9, 2021

Not all inflation is created equal. Peter Boockvar, CIO at Bleakley Advisory Group, has his finger on the economy’s pulse. And for the last year or so, he’s felt an inflationary heartbeat. Peter, who is the author of The Boock Report , in which he flash-analyzes the latest economic data in handy bite-size multiple emails per day, makes an important distinction between goods inflation and services inflation.

Transportation 52

Transportation Food Electronics Healthcare 52

The Irrelevant Investor

JUNE 7, 2021

Put all your eggs in one basket and watch that basket very carefully. This is the advice from a legendary money manager, Stanley Druckenmiller. In 30 years of managing money, he compounded at over 30% per annum* and never had a down year. When it comes to investing, few have ever done it better. When it comes to giving investment advice, I think this is pretty lousy.

Portfolio Management 52

Portfolio Management Portfolio Management Numbers 52

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.

Management

The Irrelevant Investor

JUNE 7, 2021

It's hard to make a profit when you don't make any money. This describes the state of the food delivery business, which according to the founder and CEO of GrubHub, " is and always will be a crummy business."* It's hard to believe he actually said this, but then again, he's not lying. You might recall a few years back when he basically said the same thing using different words.

Food 52

Food Numbers Economics 52

The Irrelevant Investor

JUNE 5, 2021

Articles The new cash wasn’t new money (By Cullen Roche) If I were not at Square or Twitter, I would be working on bitcoin (By Taylor Locke) It was always a popularity contest. Now it’s a three-ring circus. (By Josh Brown) There are around 32 million millionaires living in the United States. (By Nick Maggiulli) There is now close to $4.7 trillion in money market assets (By Ben Carlson) Podcasts Criticism is the tax for success (With Bill Simmons and Chris Bosh) Another layer of survivors moves

Taxes 52

Taxes Assets Marketing Marketing 52

Mauldin Economics

JUNE 11, 2021

New guidance from the Centers for Disease Control and Prevention guidance says the 43% of Americans who are fully vaccinated can safely stop masking most of the time. But the CDC also says masking should continue in healthcare facilities, on planes and other public transport, and in businesses that require them. And masks are still recommended for the unvaccinated population—which (for now) still includes almost all children under age 12.

Transportation 52

Transportation Healthcare Economy Food 52

The Irrelevant Investor

JUNE 9, 2021

Today’s Animal Spirits is brought to you by YCharts Mention Animal Spirits to receive 20% off when you initially sign up for the service. On today’s show we discuss: The Fed is selling its ETFs Meme stocks died then came back again Robinhood taking aim at Coinbase DeFi is a thing people are talking about NEW PODCAST- The Compound and Friends I'm trying to learn about it.

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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.

Numbers

The Irrelevant Investor

JUNE 9, 2021

The Detroit Pistons won back-to-back finals in the late 1980s. In a league dominated by giants, they won with little guys. They had their bruisers, like Laimbeer, Rodman, and Mahorn, but the backcourt was the engine of that team. Even though their guards powered the Pistons, the game was still played inside. Today's teams win on the perimeter. The most dynamic backcourt today is the Golden State Warriors, led by Klay Thompson and Steph Curry.

Engineering 52

Engineering Numbers Economy Accounting 52

Mauldin Economics

JUNE 11, 2021

According to some analysts, higher inflation is on its way. Americans will spend like crazy and drive prices higher as the pandemic recedes. That’s the theory. It may be right, for a while, but we also have other problems. For one, the pandemic hasn’t ended; it’s simply become optional. Most US adults can now “opt out” by getting vaccinated.

Economy 52

Economy Healthcare Medical Economics 52

Brown Advisory

JUNE 8, 2021

Treasury “Green Book” and Budget release gives more detail on Biden’s tax policy plans ajackson Tue, 06/08/2021 - 11:49 On May 28th, the Biden administration released its 2022 budget and the Treasury “Green Book” which detailed the tax proposals that were included in the plans published by the White House earlier this year. The details confirm that tax policies will focus on targeting large corporations and high income individuals for increases that will support tax relief and programs for middl

Budgeting 52

Budgeting Taxes Planning Clients 52

Brown Advisory

JUNE 8, 2021

Treasury “Green Book” and Budget release gives more detail on Biden’s tax policy plans. ajackson. Tue, 06/08/2021 - 11:49. On May 28th, the Biden administration released its 2022 budget and the Treasury “Green Book” which detailed the tax proposals that were included in the plans published by the White House earlier this year. The details confirm that tax policies will focus on targeting large corporations and high income individuals for increases that will support tax relief and programs for mi

Budgeting 52

Budgeting Taxes Planning Clients 52

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.

Accounting