Sat.Jul 10, 2021 - Fri.Jul 16, 2021

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5 Financial Tips All Business Owners Should Know

MazumaBusinessAccounting

Running your own business is rewarding, but it can also be overwhelming. There are dozens of administrative tasks to keep tabs on besides your day-to-day work. I’ve been there, and I’ve felt that nagging feeling that I am letting something important slip through the cracks. That’s why I wanted to put together these tips to help you stay on top of your finances while growing a successful business. 1.

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Debt Payments Have Collapsed

The Irrelevant Investor

Houses have never been more or less affordable, depending on who you ask. On the one hand, we can point to charts like this and say that the cost of servicing your debt, the biggest piece being housing, has never been lower. [link] On the other hand, we have charts like this which show that buying a home has never been more expensive. So which is it?

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2021 Sustainability Report

Brown Advisory

2021 Sustainability Report tag-support Wed, 07/14/2021 - 12:02 Read the 2021 Sustainability Report

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AdvisorPR Becomes a Division Within JConnelly’s Financial Practice

AdvisorPR

JConnelly, a communications agency serving clients worldwide, has acquired AdvisorPR, a boutique public relations and marketing company that specializes in working with wealth management firms. Based in Las Vegas , AdvisorPR Founder Alana Kohl and her team will operate AdvisorPR as a division within JConnelly’s financial practice group. “Now is the right time to augment our strong organic growth with an acquisition,” said Ray Hennessey , JConnelly President and CEO. “

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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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Birthday Week

Talon Wealth

WEEKLY MARKET UPDATE – July 12, 2021. Markets were mixed this week, with the S&P 500 reaching new all-time highs. Economic data was mixed, as PMI data in the services sector disappointed, but manufacturing PMI data came in at expectations. Both readings remain firmly in expansionary territory. Unemployment claims came in slightly above expectations, but still appear to be trending downward as the economic recovery soldiers on.

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There is So Much Money Sloshing Around

The Irrelevant Investor

A billion-dollar valuation for a private company used to be so special that they had a special name for it. A unicorn. But what used to be extraordinary is now commonplace. More private companies are running a four-minute mile than ever before. In The State of Venture , CB Insights shows there were 136 newly minted unicorns in the second quarter. This is 167% more than the previous quarterly record.

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PR exec: Financial topics will be ‘front and center in media for the next few years’

AdvisorPR

Many industries ground to a halt as the COVID-19 pandemic gripped the nation and world. Not so for Alana Kohl, whose AdvisorPR firm kicked into high gear. “Whenever there is chaos in the economy or financial markets, people have questions as it relates to their finances,” Kohl said. “When people have questions or concerns, that’s when we get busy. COVID was no different.

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The Stock Market is Outperforming Most Stocks

The Irrelevant Investor

The stock market is acting weird. The S&P 500 seems to make an all-time high every day. That's the good news. The potentially bad news is that fewer and fewer stocks are leading the charge. Here's the data. There have been 321 new all-time highs since 2007. 75.6% of S&P 500 stocks were above their respective 50-day moving average on those days.

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Animal Spirits: Quality Value

The Irrelevant Investor

Today’s Animal Spirits is brought to you by Jensen Investment Management On today’s show we discuss: Why should quality companies earn excess returns? Why has quality traded at a discount? How to buy growth stocks without overpaying, and much more Listen here: Investor resources: About Jensen Why concentration may not mean more risk Quality investing headwinds Follow us on Facebook , Instagram , and YouTube.

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These Are the Goods

The Irrelevant Investor

Articles Multi-trillion dollar asset managers are an easy scapegoat to pin blame on (By Coby Lefkowitz) All we have to work with at any given moment in time is what’s in front of us (By Dave Nadig) The meme battalion becomes a meme brigade (By Drew Dickson) History is the only evidence we have to test our ideas about how the world works. (By Mathew Klein) A corporation that operates against my best interests has me thinking in 280 characters (By Catilin Flanagan) The utility of money changes ove

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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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There’s A Lot of Wealth

The Irrelevant Investor

$431,000,000,000,000 That's the total global net worth, according to Boston Consulting Group. As we know, a small percentage of the population controls a large portion of this pie. For example, 60,000 people have $100 million or more. They represent 0.0008% of the global population but control 15% of investable assets. Cap Gemini's most recent World Wealth Report looks within the millionaire cohort to see what's going on.

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Animal Spirits: High School Reunion

The Irrelevant Investor

Today’s Animal Spirits is brought to you by Masterworks. Go to Masterworks.io/Animal to skip the waitlist. On today’s show we discuss: Is the Roaring 20s kind of already here? Bob Burgess Tweet - Household Debt Service as a % of Disposable Income 95% of workers want to change jobs, lol Subway and train traffic still way down Baby Bust Cash is disappearing Rewards for staking The risks of providing liquidity Dave Nadig on volatility Average account size Home prices rising fastest in areas without