MazumaBusinessAccounting

NOVEMBER 5, 2021

Stress, illness, and a near-death experience. That’s what propelled Maureen Wendy Dearborne to find her calling in life. From a broken engagement to missed promotions at work, Wendy felt like her life was unraveling. “I was blaming everybody and everything for every woe in my life,” she says. But Wendy’s perspective changed when her life was nearly cut short by illness. “I had a near-death experience when I was 21 years old,” she says, adding with a laugh, 

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Clients Accounting 105

ClearMoney

NOVEMBER 4, 2021

The following is provided by Dimensional Fund Advisors. Nearly 30 years after its formal discovery,1 the appeal of stock price momentum2 remains in the eye of the beholder. Some see its outsize historical premium, 9.1% per year in the US,3 as validation for investing in momentum-focused strategies. Others point to the extreme turnover and occasional catastrophic outcomes4 for the premium as insurmountable hurdles to real-world implementation.

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Asset Allocation Commission Portfolio Assets 52

Brown Advisory

NOVEMBER 5, 2021

2021 Year-End Planning Letter. ajackson. Fri, 11/05/2021 - 13:01. The end of 2021 is notable for a host of reasons. Perhaps most significant for many of us is that after almost two years apart, loved ones will gather together for the holidays once again. Rarely has sharing a cocktail, watching a game, enjoying a meal and even engaging in friendly debate seemed so special.

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Planning Tax Planning Taxes Clients 52

Fortune Financial

NOVEMBER 4, 2021

As our identities and personal information become more regularly available on the internet, our risk of having our identities stolen increases. According to the Insurance Information Institute , there were 4.8 million identity theft and fraud reports received by the FTC in 2020, up 45% from 3.3 million in 2019. From an organizational standpoint, the number was equally as shocking, with a new company experiencing identity theft every 14 seconds. .

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Electronics Financial Advisor Accounting License 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

The Richer Geek

NOVEMBER 3, 2021

Today we welcome Jonathan Hung, and to set the tone ladies and gentlemen I'm not sure that there's a place to graduate that Jonathan hasn't graduated from. He has several degrees from the University of Southern California, London School of Economics, Massachusetts Institute of Technology, and The Wharton School at the University of Pennsylvania, one of the best schools.

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Valuation Startup Investing Investments 52

Brown Advisory

NOVEMBER 3, 2021

Karina Funk on Climate Risk in Investing (Financial Times Op-Ed) ajackson Wed, 11/03/2021 - 10:53 We are pleased to share "Why investors should collaborate to tackle climate change," an op-ed published in the Financial Times on Nov. 3 by Karina Funk, Brown Advisory's Chair of Sustainable Investing and co-manager of our U.S. Large-Cap Sustainable Growth equity strategy.

Investing 52

Investing Investments Clients Portfolio 52

Prosperity Coaching

NOVEMBER 1, 2021

🙋‍♂️ Are you writing your Financial Advisor Business Plan for 2022? Are you happy with your business revenue? Is your revenue stagnant or growing? 🚣 🚗 Motivated, ambitious advisors plan their business growth each year by reviewing results from prior years and deciding where they’re going this year. 🏆 The […].

Business Planning 52

Business Planning Financial Advisor Planning 52

Investing Caffeine

NOVEMBER 1, 2021

Normally, investors equate the month of October with scary, blood-curdling screams because horrifying losses during the 1929 and 1987 crashes occurred during this month. Fortunately, for those invested in stocks, they experienced the opposite this last month – a flood of green (new all-time record highs), despite a whole host of frightening factors, including the following: · Inflation. · Supply chain disruptions. · Federal Reserve monetary policy. · COVID variants. · Evergrande’s impact o

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Valuation Government Economics Investing 52

Indigo Marketing Agency

NOVEMBER 3, 2021

At Indigo Marketing Agency, we got together as a team, identified our favorite financial advisor clients, and picked apart some of the characteristics they share. Whether you’re a new client of ours or are thinking about partnering with us, you may be wondering if you’re a good fit for our services. In this two-minute video, I walk you through the four characteristics we look for in a new client.

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Financial Advisor Clients Compliance Marketing 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

NOVEMBER 3, 2021

Karina Funk on Climate Risk in Investing (Financial Times Op-Ed). ajackson. Wed, 11/03/2021 - 10:53. We are pleased to share "Why investors should collaborate to tackle climate change," an op-ed published in the Financial Times on Nov. 3 by Karina Funk, Brown Advisory's Chair of Sustainable Investing and co-manager of our U.S. Large-Cap Sustainable Growth equity strategy.

Investing 52

Investing Investments Clients Portfolio 52

Robert B. Ritter Jr.

OCTOBER 30, 2021

(Click here for Blog Archive)(Click here for Blog Index) This is a re-release of Blog #214 due to several needed edits. So what is it? It’s an analysis of a Roth Conversion with the income tax paid by a Reverse Mortgage coupled with Indexed Universal Life — all illustrated with Wealthy and Wise®. Case Study […]. The post Blog #214: Roth Conversion Magic first appeared on Bob Ritter's Blog, ideas for financial service professionals.

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Financial Services Taxes Certified Financial Planner Financial Planner 40

Inside Information

OCTOBER 30, 2021

B y now, I’m sure most of you are familiar with the Committee for the Fiduciary Standard—but if not, well, it’s a group of prominent advisors who advocate that anybody who holds out as a financial planner or advisor be held to a strict fiduciary standard. I participate in their discussions, though I’m not formally a member. Every year, the Committee selects a worthy candidate to be given its “Fiduciary of the Year” award.

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CFP Commission Investing Investments 40

Gemini BITRIA

NOVEMBER 4, 2021

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Wealth Management Management Investing Investments 52

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

Tucker Advisors

NOVEMBER 3, 2021

How Retirees Can Outpace Inflation. By Sam Deleo Tucker Advisors Senior Content Specialist/Editor. Follow Follow Follow Follow Follow Follow. As October drew to a close, our national rate of inflation rose to a whopping 5.4%. The Federal Reserve also announced they would not raise interest rates, but would gradually begin decreasing the bond-buying program they had enacted in order keep credit rates low.

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Retirement Portfolio Retirement Planning Financial Advisor 52

Gen Y Planning

NOVEMBER 5, 2021

Year-end is a special time filled with traditions, old and new, and hopefully space to relax, decompress, and prepare for a wonderful new year. . As the final days of 2021 rapidly approach, it’s important to carve out intentional time to ready your finances for 2022. What should go on your year-end to-do list? Here are nine financial elements you won’t want to forget!

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Taxes Estate Planning Planning Budgeting 75

Gemini BITRIA

NOVEMBER 4, 2021

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Gemini BITRIA

NOVEMBER 4, 2021

Financial Advisor 52

Financial Advisor Investing Investments 52

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

Gemini BITRIA

NOVEMBER 2, 2021

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Assets 40