Sat.Jun 12, 2021 - Fri.Jun 18, 2021

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How Many Years Can I Take a Loss on My Business?

MazumaBusinessAccounting

If you’re wondering, “How many years can I take a loss on my business?” then you’re probably reaching a point where you’ve been claiming too many losses on your taxes. The Internal Revenue Service (IRS) only allows your business to be in the negative for a certain number of years before it declassifies it as a business.

Taxes 105
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There’s no inflation. Yes there is.

The Irrelevant Investor

Inflation is an interesting thing. People who have an opinion before they see the data don't update their priors once the numbers are revealed. Imagine this for a second. General Motors reports revenue of $32 billion. One group of people argue that it's understated, while another group argues that it's overstated. You would never see this because General Motors revenue isn't personal.

Numbers 52
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Global Leaders Investment Letter: Software is Eating the World

Brown Advisory

Global Leaders Investment Letter: Software is Eating the World jharrison Wed, 06/16/2021 - 05:37 Just want the PDF? Download it here > The Global Leaders strategy passed its sixth anniversary on May 1 and we would like to thank our co-investors and all those who have supported, challenged and helped us along the journey so far. It’s a marathon not a sprint and like all those on a life-long odyssey we rely on a good team around us both professional and personal.

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9 Top-Performing Webinar Topic Ideas (For Financial Advisors)

Indigo Marketing Agency

Did you know the topic you choose for your webinar is the most important factor determining its success? Do you need webinar topic ideas? First of all, congratulations! You’ve decided that a webinar is just what you need to warm up prospects and convert them into clients. But now the big question is: Which webinar topic do you choose? There’s a lot of pressure weighing on this decision.

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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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Small Caps: The Big Picture

Brown Advisory

Small Caps: The Big Picture ajackson Wed, 06/16/2021 - 08:44 With record 94.8% returns over the past 12 months—the second best in the history of the Russell 2000 ® Index—and on the heels of one of the worst quarters since inception in 1984 (-30.6% return in the first quarter of 2020), U.S. small-caps continue to attract attention from market participants around the globe.

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Global Leaders Investment Letter: Software is Eating the World

Brown Advisory

Global Leaders Investment Letter: Software is Eating the World. jharrison. Wed, 06/16/2021 - 05:37. Just want the PDF? Download it here >. The Global Leaders strategy passed its sixth anniversary on May 1 and we would like to thank our co-investors and all those who have supported, challenged and helped us along the journey so far. It’s a marathon not a sprint and like all those on a life-long odyssey we rely on a good team around us both professional and personal.

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The Sleeping Giants

The Irrelevant Investor

The story inside the stock market has been all about rotation. It's like the baton keeps getting handed from sector to sector. One week it's energy and materials. Next week it's tech and discretionary. So individual stocks go up and down while the group of stocks continues to rise. The S&P 500 hit an all-time high today, and it's doing it without any help from Amazon and Apple, two of the three biggest stocks in the index.

Banking 52
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Animal Spirits: Fed Apologist

The Irrelevant Investor

Today’s Animal Spirits is brought to you by Groundfloor On today’s show we discuss: Ben called the housing shortage in 2018. Credit to him Lumber prices are dropping Teen traders on the cover of Barron's Excellent piece on the potential of DeFi from John Street Capital And another great one from Marc Rubinstein And here's one from Mark Cuban I thought Bitcoin was traceable.Oh wait, it is.

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Help wanted: May jobs report may shed light on the labor shortage, Fed policy and inflation

Brown Advisory

Help wanted: May jobs report may shed light on the labor shortage, Fed policy and inflation ajackson Tue, 06/15/2021 - 13:18 The latest monthly jobs report may offer investors clues into key market themes including a potential labor shortage, the next steps for the Federal Reserve and what it might mean for inflationary pressures. (Please see our latest report Inflation in the U.S.

Economy 52
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Help wanted: May jobs report may shed light on the labor shortage, Fed policy and inflation

Brown Advisory

Help wanted: May jobs report may shed light on the labor shortage, Fed policy and inflation. ajackson. Tue, 06/15/2021 - 13:18. The latest monthly jobs report may offer investors clues into key market themes including a potential labor shortage, the next steps for the Federal Reserve and what it might mean for inflationary pressures. (Please see our latest report Inflation in the U.S.

Economy 52
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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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Did Barron’s Top Tick Teen Traders?

The Irrelevant Investor

I'm not a believer in the idea that you can formulate a successful investment strategy based on the cover of a magazine. If I was, and again I'm not, but if I were, then I would have this one from Barron's tattoed on my forehead. We all know the story. The economic shutdown forced people to stay home, leaving them with more time than they knew what to do with.

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A Bubble in Fundamentals

The Irrelevant Investor

In the spring of 2013, the S&P 500 made a new all-time high for the first time since October 2007. Around that time, I remember seeing people use the b-word to describe what was happening. The chart below, which shows Google searches for " Stock market bubble ," validates my memory. Stocks have been rising over the last decade because businesses have been making more money for their shareholders.

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These Are the Goods

The Irrelevant Investor

Articles I’ve lost a lot of other people’s money. (By Scott Galloway) Financial markets are riddled with inefficiencies (By John Street Capital) Before the 2020 selloff, U.S. market-wide circuit breakers had been used only once (By Jay Woods) In DeFi, you can borrow money without anyone even asking for your name (By Brady Dale) You no longer need to be a part of a large company to successfully compete with a large company (By Packy McCormick) The bond market is basically predicting that the wor

Media 52
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Blink

The Irrelevant Investor

I can't believe it's been ten years since my mother passed away. The passage of time felt like the blink of an eye. I was only 26 when my mother died. She only had 26 years with me. My fingers are shaking while I type because this is the most painful part. It's not that I didn't have enough time with her. It's that she didn't have enough time with me.

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What Your Financial Statements Are Telling You—And How to Listen!

Speaker: David Worrell, CFO, Author & Speaker

Your financial statements hold powerful insights—but are you truly paying attention? Many finance professionals focus on the income statement while overlooking key signals hidden in the balance sheet and cash flow statement. Understanding these numbers can unlock smarter decision-making, uncover risks, and drive long-term success. Join David Worrell, accomplished CFO, finance expert, and author, for an engaging, nontraditional take on reading financial statements.