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

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

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

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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

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

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

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 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

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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

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