Sat.Sep 25, 2021 - Fri.Oct 01, 2021

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Mazuma Launches Keep Going Podcast, $10,000 Giveaway for Business Owners

MazumaBusinessAccounting

A new podcast launch and a $10,000 giveaway—there’s no question that Mazuma USA has an exciting grand finale planned for their 10-year anniversary. On October 11, 2021, Mazuma will launch Keep Going , a podcast that shares the struggles, insights, and everyday triumphs of business owners. In addition, Mazuma plans to give away $10,000 to help one business owner on their own business journey. “As we geared up for this 10-year milestone, we kept thinking about our journey to this point

Media 98
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Pandemic Relief

ClearMoney

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Stock Portfolio Monte Carlo Simulation in Excel

Risk Management Guru

Introduction. Monte Carlo simulations are currently the most common used techniques to estimate the risks that a Bank or firm might be facing at a given time. A Monte Carlo simulation is no more than a series of predictions for possible future events. Once the simulation has run, (virtually) millions of its results will produce a distribution of outcomes that can be analysed by the Risk Managers and displayed in a distribution chart.

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Near-Term Planning in Light of Proposed Tax Law Changes

Brown Advisory

Near-Term Planning in Light of Proposed Tax Law Changes ajackson Thu, 09/30/2021 - 15:11 The House Ways and Means committee released tax proposals in mid-September that will require Democrats to largely act in concert to get passed. Many of these proposals, if made law, would have an impact on our private clients. We don’t know if this new tax legislation will pass or what its final form will be if it does.

Taxes 52
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2025 Industry Index: How Top Advisors Are Scaling Smarter (and Faster) This Year

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

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Volatility Is Back

The Irrelevant Investor

The stock market is up 17% year-to-date. Last year it was up 18%. The year before that it gained 31%. If this is the beginning of the end, which I'm not saying it is, but if it is, I wanted to remind you that the market has done very well over the years. A pullback in the indices would be normal. The uninterrupted gains that we've grown accustomed to are an outlier.

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Microsoft Compensation and Benefits Guide for 2021

Cordant Wealth Partners

In this article, we cover how compensation at Microsoft works and how you can maximize your benefits. Whether you’re a long-time employee wondering if you’re taking advantage of all the financial opportunities available to you or a new hire just trying to figure out how it all works—we’ve got you covered. Like any major corporation, Microsoft offers a host of compensation programs and benefits to its employees.

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Near-Term Planning in Light of Proposed Tax Law Changes

Brown Advisory

Near-Term Planning in Light of Proposed Tax Law Changes. ajackson. Thu, 09/30/2021 - 15:11. The House Ways and Means committee released tax proposals in mid-September that will require Democrats to largely act in concert to get passed. Many of these proposals, if made law, would have an impact on our private clients. We don’t know if this new tax legislation will pass or what its final form will be if it does.

Taxes 52
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Animal Spirits: Richer Than Ever

The Irrelevant Investor

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 biggest crash in world history is coming Every famous/rich person is a troll (even if they don't know it) Sports gambling hitting the mainstream Options Crypto paychecks Denominator Richer than ever Save now, buy later Apple IDs FedEx Warning Listen here: Recommendations: Scenes from a Marriage Squid Game Charts: Tweets: [link

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Risk Management Podcasts

Risk Management Guru

Founded by Boris Agranovich in 2010, the Global Risk Community (GRC) is the world’s leading community for Risk Managers. According to its official information, GRC is also the world’s first crowdsourced training platform for Risk Managers. GRC provides hundreds of materials and resources in its website, among which videos and very interesting podcasts.

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How the SEC Has Strayed From Its Mission

Inside Information

I n case you missed it, the XY Planning Network—Michael Kitces and Alan Moore—have filed two petitions with the SEC, and they’re far more ambitious in what they’re asking for than anything I’ve seen from our trade or professional organizations. In fact, they make the case that the SEC has totally perverted its consumer protection mission, which is clearly spelled out in the law, for at least the past 20 years. .

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Data Talks, CFOs Listen: Why Analytics Are Key To Better Spend Management

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.

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Animal Spirits: Accelerating Your Returns

The Irrelevant Investor

Today’s Animal Spirits Talk Your Book is presented by Innovator ETFs. For more information, click here. On today’s show we discuss: The state of the ETF industry How to capture more upside without accepting more downside Why investors are clamoring for defined outcome ETFs, and much more Listen here: Listener Resources: Innovator ETFs pricing tools Accelerated ETFs How accelerated ETFs work Contact us at animalspiritspod@gmail.com with any feedback, recommendations, or questions.

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These Are the Goods

The Irrelevant Investor

Articles Evergrande is the biggest player in the biggest industry sector in one of the biggest economies in the world. (By Marc Rubinstein) There is nothing wrong with rejoicing in bull markets; but we must always remember that they do eventually end (By Liz Ann Sonders) What if a normal economic recovery replaces the pandemic slowdown? (By Barry Ritholtz) The real, tangible impact that zero percent interest rate policies visit upon Main Street (By Josh Brown) Advantages slowly get arbitraged aw

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