MazumaBusinessAccounting
MAY 31, 2022
Have you ever wondered how long to keep important financial records such as receipts, bank statements, and credit card bills? You’re not alone! Rather than keep everything forever and let the stacks of paper reach the ceiling, develop an organized system of keeping receipts for the recommended amount of time. Remember, the IRS recommends keeping tax-related documents for at least six years.
Sara Grillo
JUNE 2, 2022
This blog is not for the faint of heart. I am writing it because I’m sick of the BS narratives perpetrated by the financial media, a prime example being the Barron’s Top Advisor List. There are other nonsense financial advisor rankings such as Forbes and CNBC that I rip apart here too. I’m keeping a running tally of these BS advisor ranking lists and please let me know if there are any I am missing, I’ll put them on my hit list.
This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
Clever Girl Finance
JUNE 2, 2022
We all have them - those self-limiting beliefs that keep us from achieving our goals and living our best lives. Those voices inside our heads that tell us we’re not good enough or capable of reaching for the stars. In this article, we'll explore the top 10 self-limiting beliefs and how to let them go for good. We'll also discuss how to change limiting beliefs.
Investing Caffeine
JUNE 1, 2022
It was time to freshen up the digital scenery. Check out our new and improved website (Sidoxia.com). www.Sidoxia.com. After almost a decade, we decided to revitalize our website (Sidoxia.com). We invite you to stop by and explore our brand new website – its first facelift since 2013. By visiting the site, you can get a bird’s-eye view of our workplace, read our monthly blog (Investing Caffeine), meet the Sidoxia team, watch informative videos, make an appointment, or you can simply contact
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.
Your Richest Life
MAY 30, 2022
If you’ve been in the market for a new house, then you have probably discovered that this is a tough time to be a buyer. Record high inflation, sky-high home prices and low inventory has kept competition steep, with no end in sight. The housing market will calm down – but potentially not for a couple of years. What if you can’t wait? Here are some tips to help you find a house you love (and can afford!
Norman Marks
MAY 30, 2022
Last week, I shared a post about the firm of Audit Analytics’ report on 2021 financial restatements. Today, I am going to cover their report, SOX 404 Disclosures: A Seventeen-Year Review. Admittedly, it analyzes 2020 filings, but I would expect that the results would be similar now. Their report has some interesting news, notably that […].
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
Investing Caffeine
JUNE 1, 2022
I t was a stormy month in the stock market, but the sun eventually came out and the Dow Jones Industrial Average rallied more than 2,300+ points before eking out a small gain (up +0.04%) and the S&P 500 index also posted an incremental increase (+0.005%). But there are clouds on the horizon. Although the economy is currently very strong (i.e., record corporate profits and a generationally low unemployment rate of 3.6% – see chart below), some forecasters are predicting a recession duri
Covisum
JUNE 3, 2022
There may be a significant tax opportunity for your clients who have company stock in their 401(k) plans that have highly appreciated over time. Net Unrealized Appreciation (NUA) allows clients to roll dollars in company stock into a brokerage account. They'll pay ordinary income tax only on the basis in the company's stock, and they will be able to pay capital gains tax , which is most often at a lower rate on the appreciation when they sell it in the brokerage account.
Steven J. Wilson
JUNE 2, 2022
A solid financial website design is no longer a “nice to have” for financial services companies – it’s now a necessity. In today’s digital world, customers expect easy-to-use websites that provide them with the information they need when they need it. The financial services industry has been behind the curve when it comes to website […].
Tobias Financial
JUNE 2, 2022
On June 10 th , Tobias Financial Advisors is proud to sponsor the 2022 Women’s Leadership Summit organized by FICPA. The Summit is designed to bring together novice and experienced professionals for a day-long program of education, collaboration and inspiration. We are always honored to support initiatives of personal and professional development and The Women’s Leadership Summit provides a great opportunity to network, exchange ideas with other women in the business and learn leadership, commun
Advertisement
You wouldn’t keep using a 2009 flip phone - so why settle for outdated close processes? It’s time for an upgrade. SkyStem's Guide to Month-End Close Software walks you through what today’s best tools can do (and what your team shouldn’t have to deal with anymore). Get smart, fast, and a whole lot less stressed when it’s time to close the books.
Darrow Wealth Management
JUNE 2, 2022
Quite simply, a down round is when a company raises money at a lower valuation per share relative to earlier financing rounds. A simple example: a startup raises a Series B at a $30M post-money valuation and a Series C at a $20M post-money valuation. Working for a startup involves risk. Employees with equity or stock options are participants in the ups – and downs – along the way.
MainStreet Financial Planning
JUNE 2, 2022
Inflation, supply chain issues, labor shortages, and an uptick in natural disasters are all contributing to the rise in the cost of home construction and repairs. Without sufficient insurance coverage, a homeowner is at risk of having to pay out of pocket to rebuild their home after a disaster. If disaster strikes, you’ll want enough homeowner’s insurance to rebuild your home, help replace your belongings, defray costs if you’re unable to live in your home and protect your financial
The Better Letter
JUNE 2, 2022
On the walls of the city hall of Gouda in the Netherlands is written the Latin motto: Audite et alteram partem (Listen even to the other side). It’s an admonition honored mainly in the breach. To begin with, we don’t listen all that well very often. We’re too busy thinking about what we’re going to say next. And when it’s one of them who’s speaking?
The Irrelevant Investor
JUNE 1, 2022
Outside of the housing bubble that led to the GFC, this is the worst affordability since 1991. That's according to Bill McBride , who shares this terrific yet awful chart on his substack. With prices surging alongside interest rates, we're finally starting to see some relief out there. Mike Simonsen shows that for the last six weeks, we had fewer percent of listings as immediate sales; down to 23%, from a peak of 33% towards the end of last year.
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.
The Richer Geek
JUNE 1, 2022
Today's guest is none other than Johnny Wolf. which is elevating the home sharing concept to a new level. Johnny Wolff is the CEO and Founder of HomeRoom Coliving – one of the fastest- growing coliving companies in the United States. After starting his career as a financial analyst in Silicon Valley (EA, SanDisk, Guidespark), he relocated to Austin, Texas to pursue real estate investing fulltime.
Integrity Financial Planning
JUNE 1, 2022
In the news, we’re hearing a lot about inflation and the stock market. What do you need to watch out for and what does Brian have to say about it? What Warren Buffet has to say about managing a portfolio might be a bit different than what’s best for you. What does Brian think you should pay attention to? When balancing assets in your portfolio, remember to keep the whole picture in mind.
Elevating Your Business
JUNE 1, 2022
If you have an email list of over 2,000 subscribers and want to reduce your email marketing costs, consider Sendy. I've been using this email newsletter program since 2016. It is also useful if you have multiple email lists to manage. What is Sendy? Sendy is a newsletter or ezine service that makes it possible. The post Sendy for Large Email Lists and Savings appeared first on Women Financial Advisor Coach Consultant.
Conneqtor
JUNE 1, 2022
As someone who’s been using video conferencing for some time I know for a fact that Zoom does not kill creativity, especially for financial advisors.
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.
Twenty Over Ten
JUNE 1, 2022
The month of June is heating up with some brand new content. From risk management tips to summer financial advice and more, we can’t wait for you to check out this month’s library. Learn more below!
Zajac Group
JUNE 1, 2022
Do you hold Restricted Stock Units (RSUs) that are about to vest, or have recently vested? That probably means you’re a valued employee, so congrats on that. Still, vested RSUs are a taxable event in your life, as well as a financial planning conundrum : Are you better off hanging onto the vested company stock you now hold, or selling them, to reinvest the proceeds elsewhere?
Advisor Websites
JUNE 1, 2022
Creating a consistent stream of new, high-quality content might be overwhelming for a financial advisor. While publishing content regularly is good for SEO and exposure, it might be time-consuming and challenging for an advisor who prefers to work with figures rather than words.
Gen Y Planning
JUNE 1, 2022
With all the juicy financial headlines—stock market movements, inflation, the housing market, student loan conversations, etc.—who would have thought that bonds would have their moment in the sun? Bonds have a reputation for being the safe and stable alternative to risky, daredevil stocks. Their reliable returns and ability to produce income make them integral in any well-diversified portfolio but typically keep them out of the spotlight.
Advertisement
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
Twenty Over Ten
JUNE 1, 2022
Choosing the best website provider for your financial planning business can be tricky with so many options.
The Irrelevant Investor
MAY 31, 2022
Investing is all about confidence. Low interest rates gave venture capitalists confidence and that gave founders confidence and that gave investors confidence and that gave consumers confidence. But inflation put a wrench in the chain and now we've gotta figure out how to get our groove back. For the first time in a long time, investors are no longer willing to believe every story.
Brown Advisory
MAY 31, 2022
2021 Impact Report: Sustainable Core Fixed Income Strategy ajackson Tue, 05/31/2022 - 13:10 A Letter of Introduction From The Portfolio Managers At Brown Advisory, we are deeply committed to sustainable investing. We firmly believe that there does not have to be a trade-off between strong performance and smart investments that help address society’s trickiest sustainability challenges.
Harness Wealth
MAY 31, 2022
Using Equity Tax Insights from Harness Wealth. Whether you’re making $50,000 or $5,000,000 of W-2 income, there are only so many actions you can take to dramatically change your tax burden. With company equity, the tax treatment of those profits can be radically different. We built Equity Tax Insights to help startup employees better navigate these big choices.
Advertisement
Automation generally supercharges any process and brings its value to the forefront. See how infusing automation such as ART (our month-end close solution), into your close can get you to the next level of closing. We will share a live demo of SkyStem's solution, ART and share the key elements of month-end close automation. Through ART, we'll take a look at: What month-end close automation entails Which process steps can and should be automated Benefits of achieving process automation, and Why i
XY Planning Network
MAY 31, 2022
5 MIN READ. “Every dream has a price.”. Want to take a guess at where that quote is from? We’ll get to that later, but for now, I want to position that behavioral finance is all about planning towards what’s important to someone. When you deeply understand what a client values and wants most, you can serve as a trusted guide ensuring their financial plan lands them right where they want to be.
The Irrelevant Investor
MAY 31, 2022
Today’s Animal Spirits is brought to you by Nasdaq and Masterworks: See here for Nasdaq's research on the shifting profile of retail investors. Go to Masterworks.io/animal to learn more about investing in contemporary art. On today’s show we discuss: Why housing is more important than the stock market Sequoia warns of a crucible moment Klarna to lay off 10% of workforce Substack drops fundraising efforts Terra crash shatters dreams Lumber prices drop 50% What's happening in the global econom
Brown Advisory
MAY 31, 2022
2021 Impact Report: Tax-Exempt Sustainable Fixed Income Strategy ajackson Tue, 05/31/2022 - 15:22 A Letter of Introduction From The Portfolio Managers At Brown Advisory, we are deeply committed to sustainable investing. We firmly believe that there does not have to be a trade-off between strong performance and smart investments that help address society’s trickiest sustainability challenges.
Harness Wealth
MAY 31, 2022
See the big picture with your Personal Balance Sheet. Management guru Peter Drucker is often cited for advocating that “you can’t improve what you don’t measure.” When it comes to personal finance, this mantra is also largely true. It’s nearly impossible to make the most profitable investment and financial planning decisions without having a comprehensive view of your assets and liabilities.
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.
Expert insights. Personalized for you.
98 
Let's personalize your content