Norman Marks
MARCH 3, 2022
What would you do as CAE if you were forbidden from writing a formal audit report? Let’s think about this challenge, as it may help us pinpoint the value of these documents. X Consider our customers in management first. What do they need to know and how can we best communicate (as the IIA Standards […].
Investing Caffeine
MARCH 1, 2022
If you were the chief executive of a newspaper, television, or magazine company, what headline stories would you run to generate the most viewers and readers? Which subjects will you choose to make me impulsively grab a magazine in the grocery line, keep me glued to the television news, or suck me in to click-bait advertisements on the web? For example, what topics below would you select to grab the most attention?
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Your Richest Life
FEBRUARY 28, 2022
Money problems and infidelity are two of the quickest ways to bring down a relationship, but when combined, they can be downright lethal. Unfortunately, “financial infidelity” is a fairly common occurrence in American relationships. According to a Creditcards.com poll , 32% of Americans in a serious relationship have cheated financially. That included spending more than their partners would be okay with, or having debt, credit cards or savings accounts that their partner knew nothing about.
The Irrelevant Investor
MARCH 4, 2022
I wasn't a very good trader. I never blew myself up. I didn't even lose a lot of money. But the problem was, I never made much either. I was looking at commodities today when I was reminded of my early days trying to master (lol) the market. DBC, an ETF that tracks a broad basket of commodities is up 60% over the last year. It's gone vertical in the last few sessions, tacking on another 4.5% today.
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The office of the CFO is rapidly evolving, with more and more demands being placed upon the finance and accounting team each year. Join us in this webinar, where we share 8 things to NOT do when it comes to helping the CFO office advance in supporting the business. Learning Objectives: This course objective is to understand how best to support an organization's finance leadership.
The Financial Literates
MARCH 4, 2022
What is Financial Planning? Many times, you may have read the word What is Financial Planning? and you may have many complicated definitions as well.
Advisor Websites
MARCH 4, 2022
It's likely that you are using a digital calendar to keep track of your meetings and appointments, but have you automated those bookings with an appointment setting software?
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
The Irrelevant Investor
MARCH 4, 2022
On today's show we spoke with Meow co-founder Brandon Arvanaghi about how companies and advisors can earn higher yields on their cash in crypto. On today’s show we discuss: How companies, advisors and individuals can earn 4% on their cash How Meow provides high levels of interest The importance of compliance in crypto Competing with the Federal Reserve Meows product suite What's going on with regulations in the crypto space?
The Financial Literates
MARCH 4, 2022
What is Financial Planning? Many times, you may have read the word What is Financial Planning? and you may have many complicated definitions as well. Hope you have watched “3 IDIOTS” When Aamir was asked the definition of a machine, he said in simple language “Machine is anything that reduces human effort” Similarly in simple […].
Yardley Wealth Management
MARCH 1, 2022
The post Part 3: Tax-Wise Financial Planning appeared first on Yardley Wealth Management, LLC. Part 3: Tax-Wise Financial Planning In our last two pieces, we covered some tools of the tax-planning trade, as well as how to deploy them for tax-efficient investing. But tax planning isn’t just for your investments. Life happens. Often, we cannot predict its next moves.
ClearMoney
MARCH 1, 2022
The following is provided by Dimensional Fund Advisors. As a member of probably the last generation to grow up with a rotary dial phone in the house, I can still recall when there was clear distinction between phones and computers. Phones were utilitarian devices, while computers were gateways to limitless knowledge and entertainment.1 Nowadays, that distinction has dissolved.
Speaker: Dylan Secrest, Founder of Alamo Innovation and Construction Digital Transformation Consultant
Construction payment workflows are notoriously complex when you consider juggling multiple stakeholders, compliance requirements, and evolving project scopes. Delays in approvals or misaligned data between budgets, lien waivers, and pay applications can grind progress to a halt. The good news? It doesn't have to be this way! Join expert Dylan Secrest to discover how leading contractors are turning payment chaos into clarity using digital workflows, integrated systems, and automation strategies.
The Irrelevant Investor
MARCH 1, 2022
There are those who would have you believe that the bull market was easy. That it was manipulated. That it wasn't earned, or some other nonsense. That couldn't be farther from the truth. Have stocks had wonderful returns over the last few years? Yes. Was it easy to earn those returns? No. I don't need to rehash every event on the chart below since they're recent enough to be fresh memories.
The Financial Literates
MARCH 3, 2022
Don’t “do it yourself” when it comes to Investing. If you or anyone in the personal finance fraternity feel I am crossing the line, so be it… Shoot me… When websites and pundits are all of a view that do-it-yourself investing is way ahead, I am totally against it.
Yardley Wealth Management
MARCH 1, 2022
The post Part 3: Tax-Wise Financial Planning appeared first on Yardley Wealth Management, LLC. Part 3: Tax-Wise Financial Planning. In our last two pieces, we covered some tools of the tax-planning trade, as well as how to deploy them for tax-efficient investing. . But tax planning isn’t just for your investments. Life happens. Often, we cannot predict its next moves.
Gen Y Planning
MARCH 1, 2022
Yep, it’s about that time—tax time, of course. . The sun’s out a little longer, we shed a few layers, the first blooms of the season are on full display, and taxes are due smack dab in the middle of it all. This year, your 2021 taxes are due on April 18th, 2022. But don’t let this impending annual chore dull your spring fever. This year, let’s make taxes fun!
Speaker: Victor C. Barnes, CPA, MBA
In the climb from contributor to leader, the rules quietly change. If you’re aiming for the summit, the air gets thinner—and what got you here won’t be enough to get you to the top (a concept first popularized by Marshall Goldsmith in his book What Got You Here Won’t Get You There ). What made you successful early in your finance career—technical accuracy, sharp analysis, flawless execution—won’t be what carries you to the next level.
MazumaBusinessAccounting
MARCH 1, 2022
If you are self-employed or a contract worker and you are generating a profit, you may need to pay estimated quarterly taxes. This is the Internal Revenue Service’s (IRS) way of collecting taxes from people who don’t have them withheld from their paychecks through payroll. Our guide on estimated quarterly taxes will help you understand who needs to pay them, how to calculate them, and how to pay your quarterly taxes.
The Financial Literates
MARCH 3, 2022
Financial planning is a long-term process. Additionally, many factors such as earning capacity, market conditions, family situations, mental framework play a key role in the financial plan and its execution. Therefore, there is a chance that we make mistakes along the way.
Andrew Thrasher
FEBRUARY 28, 2022
There’s a lot going on in the world right now and I’m thankful I don’t need to pretend to be a war general or an Eastern European expert to complete my analysis of the financial markets. Instead, I focus on Continue reading Bond Spreads Are Widening → The post Bond Spreads Are Widening first appeared on.
Steve Feinberg
FEBRUARY 28, 2022
What Is A Tax Deduction? . Tax deductions (sometimes referred to as “write-off’s”) are expenses you make on behalf of your business throughout the year, the total of which can be subtracted from your final tax payment. The deductions are codified into law to help small businesses relieve some of their tax obligation and become more profitable—but there’s a catch. . .
Speaker: Kim Beynon, CPA, CGMA, PMP
The most overlooked, yet most critical, element of transformation is preparing people for change. Automation and AI aren't just technical upgrades, they’re cultural shifts which can challenge identities. That’s why change management isn’t a side project—it’s the foundation. In finance, where precision and process rule, navigating change can feel especially disruptive.
Norman Marks
FEBRUARY 28, 2022
Dr. Rainer Lenz is more than a CAE and long-time practitioner. He also teaches corporate governance and auditing, and has been an independent board member and a finance executive. Rainer was recognized by Richard Chambers as one of the top ten internal audit thought influencers. He has been talking about the value of internal auditing […].
The Financial Literates
MARCH 3, 2022
Don’t “do it yourself” when it comes to Investing. If you or anyone in the personal finance fraternity feel I am crossing the line, so be it… Shoot me… When websites and pundits are all of a view that do-it-yourself investing is way ahead, I am totally against it. In my experience, attained in one […].
Clever Girl Finance
FEBRUARY 27, 2022
When it comes to saving money, the journey can often feel like a solo mission. Building and maintaining a savings account can be challenging, especially when you’re lacking accountability or motivation. If traditional saving methods aren’t working for you, or you want a more community-driven approach, a Susu might be the solution you need! Table of contents What is a Susu or Sou-Sou?
Robert B. Ritter Jr.
FEBRUARY 28, 2022
(Click here for Blog Archive)(Click here for Blog Index) (Presentations in this blog were created using the InsMark® Illustration System) Other than the principal owners, who are the key executives of any business? Minority-owner executives. These are often the firm’s key personnel. Anyone else? Several non-owner executives can also qualify. What are the benefit plans […].
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Ron A. Rhodes
FEBRUARY 27, 2022
Brilliant flashes of light Fuel chill during night. A dawn then reveals, The Sky Angel alight.
The Financial Literates
MARCH 3, 2022
Financial planning is a long-term process. Additionally, many factors such as earning capacity, market conditions, family situations, mental framework play a key role in the financial plan and its execution. Therefore, there is a chance that we make mistakes along the way. Let us look at some common but terrible mistakes and how to avoid […].
Inside Information
FEBRUARY 27, 2022
You may have read about a recent ruling by a Superior Court judge in Georgia who discovered what I think we all knew: that FINRA runs its arbitration system like a kangaroo court, putting its thumb firmly on the side of the scales of justice that benefit its member brokerage firms. I think it’s long past time for the financial planning community—and anybody who cares about protecting consumers—to call for an end to the arbitration agreements that the brokerage firms routinely had to their clien
Bell Investment Advisors
MARCH 3, 2022
The recent unprovoked attacks on Ukraine have stunned and saddened us. While the U.S. and other nations coordinate to create enough economic pain in Russia to halt further aggression, too many deaths have already occurred. We mourn the loss of life, the displacement of hundreds of thousands of Ukrainians, and the fear that now cloaks their country. Last month, we thought that interest rate increases would consume investors’ attention for the foreseeable future.
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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
The Irrelevant Investor
FEBRUARY 28, 2022
A week ago, most of the world had never heard of Ukraine's President, Volodymyr Zelenskyy. Today, he's a profile in courage. The face of the resistance is inspiring millions of people around the world. In the last week, pleading with Russia before the invasion began, he said: "We know for sure that we don’t need the war. Not a Cold War, not a hot war.
The Financial Literates
MARCH 2, 2022
Home loans EMI is usually a big part of the monthly expenditure. It comprises the interest and principal components of the loan. In the beginning, a larger part of the EMI goes towards the interest, and over a period of time, the interest component reduces and the principal part becomes more.
Envision Wealth Planning
MARCH 2, 2022
Values based financial planning is about pursuing financial goals based on your values. Unfortunately, way too many people just do not take the time to sort out what matters to them! Believe it or not, what most people get when it comes to creating the traditional financial plan is someone else’s idea of what your values should be! Unfortunately, financial planning has been way out of reach for many Americans.
The Better Letter
MARCH 3, 2022
Every right-thinking person’s preferred narrative about eastern Europe should favor the plucky underdog over the authoritarian bear. Factor in Ukraine’s monumental information warfare dominance – the primary advantage it has – and we are all ripe for misreading and misunderstanding what is going on (the fog of war and all that).
Speaker: Cheryl J. Muldrew-McMurtry
Remote finance teams are rewriting how the back-office runs—and attackers are taking notes. Disconnected workflows, process blind spots, and rising cyber threats have become more than just “growing pains”. They’re now liabilities. The challenge isn’t just team distribution, but building resilient systems that protect accuracy, control, and speed across every transaction and touchpoint.
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