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.
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.
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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
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!
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Technology is rapidly changing the way accountants perform and manage month-end activities. Spreadsheets, email, and shared drives no longer have to slow us down. Join us as we present a "sneak peek" recorded demo of SkyStem's month-end close solution – ART. In under four weeks, your team can start reaping the benefits of month-end close automation by vastly reducing spreadsheets, cut down on reconciliation work, speed up the month-end close, and better manage your remote team.
Steve Sanduski
JUNE 3, 2022
In the SaaS business world, (Software as a Service), there’s something called The Rule of 40%. It says that to run a healthy business, your year-over-year (YOY) monthly growth rate plus your profit margin should add up to 40%. For example, if your May revenue growth rate was 10% above May one year ago, and your May profit margin was 30%, then you hit the 40% target.
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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
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?
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 […].
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.
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As we step into 2024, the lending landscape evolves rapidly with technology, regulations, and market dynamics driving change. For banks and financial institutions to stay competitive and meet the evolving needs of their customers, these drivers must be understood and engaged with. Lenders can anticipate significant transformation fueled by technological advancements, regulatory shifts, and changing consumer behaviors.
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
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.
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
Speaker: Joe Buhrmann, MBA, CFP®, CLU®, ChFC® Senior Financial Planning Practice Management Consultant eMoney Advisor
During an era of evolving consumer preferences, the banking sector is undergoing a profound shift. As customers continue to broaden their perspectives, banking professionals must support their customers' financial wellness by providing holistic financial advice that aligns with individual goals and circumstances. Without adapting, financial institutions will find that loyalty may crumble amid uncertainty.
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!
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.
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.
Speaker: Carolina Aponte - Owner and CEO, Caja Holdings LLC
In today's rapidly changing business environment, building a resilient balance sheet is crucial to the survival of any business. A resilient balance sheet allows a company to withstand financial shocks and adapt to changing market conditions. To achieve this, companies need to focus on key strategies such as maintaining adequate liquidity, managing debt levels, diversifying revenue streams, and prioritizing profitability over growth.
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.
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.
Steve Sanduski
MAY 31, 2022
Your business may not be for sale, but it should always be salable. According to a 2019 study by J.D. Power , the average age of a financial advisor is 55; approximately one-fifth of advisors are 65 and older. If you’re within 5 – 7 years of exiting the business, succession planning should be one of your key strategic initiatives. Paul Blease advises that preparing to sell your practice is a process of analysis and optimization that requires a multi-year runway.
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.
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All accounting teams know what it is like to dread the inevitable month-end scaries. If there was a way to feel less burdened and maybe even a little enthusiastic to work on your month-end close and reconciliation process, would you do it? No, don't answer that, of course you would! Automate your month-end close process by up to 40% with SkyStem's ART and see how much more alive you feel!
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.
WiserAdvisor
MAY 31, 2022
Financial frauds are more common than you think. Most often, until someone has been a victim of financial fraud, they fail to recognize the growing intensity of these crimes. However, the numbers tell a different story. According to the Federal Trade Commission (FTC), in 2021, American consumers lost over $5.8 billion because of fraud, which is nearly $3.4 billion higher than the 2020 estimate.
Don Connelly & Associates
MAY 30, 2022
In their interactions with prospects, financial advisors reach a critical juncture when they must determine when or if a prospect is ready to become a client. If they make the wrong determination, it will likely result in a missed opportunity. Trying to close prospects before they are ready can push them away, while waiting too long can cause them to lose interest.
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. .
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Digital platforms can provide you with plenty of solutions, yet many are still intimidated by them. It's time to end that worry and embrace what could make a major difference for your bank. Understanding how they work and how to best utilize them for your banks is key toward success. In this article, Biz2X breaks down all things digital platforms, including the many advantages of embracing them.
Financial Symmetry
MAY 30, 2022
? Do you have an estate plan? Is it up to date? Was it prepared by an estate planning professional? If you answered “no” to any of these questions, you need to listen to this episode. Today on the show, … Continued. The post Why You Need a Professionally Prepared Estate Plan, Ep #165 appeared first on Financial Symmetry, Inc.
Investment Writing
MAY 30, 2022
Can you spot what’s wrong in the image below? Please post your answer as a comment. Unfortunately, people make this mistake too often. I post these challenges to raise awareness of the importance of proofreading. The post MISTAKE MONDAY for May 30: Can YOU spot what’s wrong? appeared first on Susan Weiner Investment Writing.
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.
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