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.

Distribution 98

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

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.

Taxes 52

Taxes Clients Communication Consulting 52

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

Valuation 52

Valuation Manufacturing Taxes Retail 52

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Accounting

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 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