MazumaBusinessAccounting

MAY 27, 2021

Financial reports can be an incredibly helpful tool for small businesses. They can help you determine how much money you can pay yourself each month. Or they can help you decide if it’s time to expand your business. As helpful as financial reports are, they can only help you if you understand how to read them. Luckily, Ben Sutton, Mazuma’s co-founder and CPA, took the time to explain how an income statement and balance sheet work.

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Distribution Accounting Taxes Assets 98

Indigo Marketing Agency

MAY 24, 2021

Do you have a “tee box” branding statement? Ya know, that one-sentence answer you give when you’re about to tee off at the golf course and someone asks, So, what do you do? So many advisors don’t have an answer to this question—and they stumble over their words when trying to articulate who they are and what they do. But by creating a one-sentence, “tee box” branding statement, you ALWAYS have a short and sweet answer ready to go—one that piques people’s interest, helps you connect with them,

Clients 59

Clients Marketing Marketing Planning 59

The Irrelevant Investor

MAY 28, 2021

Today’s Animal Spirits is brought to you by NaviPlan by Advicent On today’s show Ben and I answer listener questions on : How to learn about crypto Why it's okay to invest in things you don't understand How to talk about inherited assets What would the market look like without Covid-19? Crypto correlations Stages of saving and investing Active versus passive in international markets, and much more Listen here: Links: Which investments benefit from a weaker dollar?

Assets 52

Assets Investing Investments Marketing 52

Brown Advisory

MAY 28, 2021

U.S. Expat Series: The Top 7 Pitfalls and What You Need to Know jharrison Fri, 05/28/2021 - 06:26 We have worked with U.S. connected clients living in the U.K. for many years and have identified the top 7 pitfalls we see time and time again. Georgina Guy and Billy Mathews walk through these pitfalls and discuss what you can do to avoid them, and what can be done (if possible) to get out of them.

Clients 52

Clients Taxes Communication Investment Planning 52

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.

Budgeting

Fortune Financial

MAY 26, 2021

I have long been a proponent of investing in the defense and tobacco industries, which offer investors the unique combination of ‘quality’, typically measured by such things as low debt and low earnings variability, and ‘value’, or undemanding valuations. That this is unique to defense and tobacco can be seen in the scatterplot below, where other high-quality businesses in technology and consumer staples, – both stalwarts of the broad ‘quality’ universe

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Valuation Manufacturing Taxes Retail 52

Yardley Wealth Management

MAY 25, 2021

The post 5 Financial Advisor Hacks: A Cheat Sheet for People Saving For Retirement! appeared first on Yardley Wealth Management, LLC. 5 Financial Advisor Hacks: A Cheat Sheet for People Saving For Retirement! By Michael J. Garry, Founder/CEO. Yardley Wealth Management . Don’t Get Distracted. The 24-hour news cycle can be a bit insane these days, especially in 2020 when the pandemic dominated the news and murder hornets were on the way.

Financial Advisor 52

Financial Advisor Retirement Wealth Management Retirement Planning 52

Brown Advisory

MAY 28, 2021

U.S. Expat Series: The Top 7 Pitfalls and What You Need to Know. jharrison. Fri, 05/28/2021 - 06:26. We have worked with U.S. connected clients living in the U.K. for many years and have identified the top 7 pitfalls we see time and time again. Georgina Guy and Billy Mathews walk through these pitfalls and discuss what you can do to avoid them, and what can be done (if possible) to get out of them.

Clients 52

Clients Taxes Communication Investment Planning 52

Brown Advisory

MAY 25, 2021

Inflation in the U.S. Economy: Risks & Recommendations ajackson Tue, 05/25/2021 - 08:12 Our new report, “Inflation in the U.S. Economy: Risks & Recommendations”, by Sid Ahl, Taylor Graff and Tom Graff is now available. In it, we review the inflation risks and opportunities that we are monitoring in today’s markets, and how we are positioning our clients’ balanced portfolios in response.

Economy 52

Economy Clients Economics Portfolio 52

Brown Advisory

MAY 25, 2021

Inflation in the U.S. Economy: Risks & Recommendations. ajackson. Tue, 05/25/2021 - 08:12. Our new report, “Inflation in the U.S. Economy: Risks & Recommendations”, by Sid Ahl, Taylor Graff and Tom Graff is now available. In it, we review the inflation risks and opportunities that we are monitoring in today’s markets, and how we are positioning our clients’ balanced portfolios in response.

Economy 52

Economy Clients Economics Portfolio 52

The Irrelevant Investor

MAY 22, 2021

Articles There are bad things that become bigger problems when you try to eliminate them (By Morgan Housel) Where the advisor had spotted an investing problem, I saw a much more mundane issue: a savings shortfall. (By Christine Benz) Secular growth stocks have been dramatic relative underperformers for the last 11 months. (By Gavin Baker) Scarcity doesn’t matter if no one else wants it.

Investing 52

Investing Investments 52

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The Irrelevant Investor

MAY 25, 2021

My first job out of college was in sales at an insurance company. I've told parts of this story before, but I never shared this aspect of it. On the first day on the job, I was told to write down the names and phone numbers of 50 people that I knew. I didn't have to worry about knowing anything. All I had to do was get in front of them. If they would agree to a meeting, I could bring along a sales manager who would be able to explain everything.

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Insurance Sales Financial Planning Numbers 52