Sat.Feb 19, 2022 - Fri.Feb 25, 2022

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The risky internal auditor

Norman Marks

Earlier this week, I discussed the topic of the risky risk officer. What is the ideal risk attitude to have in a risk practitioner? Today, I want to shift to the risk attitude of the internal auditor. Do we want an internal auditor that is so risk averse they won’t spend $5 on a lottery […].

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This is How Stocks Bottom

The Irrelevant Investor

When the market opened yesterday, the S&P 500 was down as much as 2.6%, leaving it 14.6% below December's highs. But then the selling stopped and the buying started. It picked up steam and was a full-blown panic by the end of the day. By the close, stocks had rallied 4.1% off the lows. If you're looking for signs of a bottom, the good news is that this is how they happen.

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The Crisis at Hand

Yardley Wealth Management

The post The Crisis at Hand appeared first on Yardley Wealth Management, LLC. The Crisis at Hand At a time when many investors have become antsy about the U.S. stock market, one thing we did not need was an aggressive military incursion in Europe. But that’s what we got, and as the Russian annexation of parts of Ukraine dominated the headlines, it is drowning out any positive news about the actual companies being traded.

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How To Start: Passive Real Estate Investing

Clever Girl Finance

Have you ever considered active or passive real estate investing ? It turns out, a surprising number of people have. A Gallup survey found that real estate has been the favored investment for American investors. 34% of Americans cited real estate as their top investment choice, while only 26% said stocks and mutual funds. However, real estate doesn’t have to be as hands-on as you’d think — there are plenty of opportunities to create real estate passive income.

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How to Streamline Payment Applications & Lien Waivers Through Innovative Construction Technology

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.

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Top CRM Challenges Financial Advisors Tend to Face

BlueMind

Category: Technology. According to SuperOffice , CRM solutions are becoming increasingly common on mobile devices and 81% of users say they frequently access their CRM technology from more than one device. It has been well proven that many benefits come from CRM automation into our daily lives especially for businesses where efficiency, client satisfaction, and revenue returns are paramount.

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31 Reasons to Sell Stocks… (or maybe not)

Dear Mr. Market

Dear Mr. Market: Have we started off the year with enough things to worry about? The 2020s have seen more than any horror script one would ever want to draw up. We’ve had an unprecedented global pandemic, a massive stock market crash, and now a war… and we’re just two years in! We’ve constantly reminded people that the stock market always has a boogey man hiding in the darkness.

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What Is an ESPP and How Does It Work?

Wealthfront

An employee stock purchase plan (or ESPP) can be a very valuable benefit. In general, if your employer offers an ESPP, we think you should participate at the level you can comfortably afford and then sell the shares as soon as you can. This strategy allows you to lock in a return on your contributions […]. The post What Is an ESPP and How Does It Work?

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The Crisis at Hand

Yardley Wealth Management

The post The Crisis at Hand appeared first on Yardley Wealth Management, LLC. The Crisis at Hand. At a time when many investors have become antsy about the U.S. stock market, one thing we did not need was an aggressive military incursion in Europe. But that’s what we got, and as the Russian annexation of parts of Ukraine dominated the headlines, it is drowning out any positive news about the actual companies being traded.

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8 Innovative Ideas for Growing an Email Marketing List for Financial Advisors

Advisor Websites

As a Financial Advisor, you recognize how important your email marketing list is to expand your business, but are you running out of ideas to continue growing it?

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The Better Letter: Carolina Crazy

The Better Letter

I spent some wonderful time with my grandchildren this week, some of it in very cold weather. Whatever the weather, I’m struck by how little children see the wonder in everything. As they get older, they want more entertainment. Adults, meanwhile, focus most on finding fault, usually in someone else. This week’s TBL focuses on confirmation bias.

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You upgrade everything else. Why not your close process?

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.

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It’s Ugly Out There

The Irrelevant Investor

So, stocks are falling. The major averages have officially entered correction territory. These types of declines shouldn't scare investors, and for the most part, they don't. Few people are worried about a correction. Most people are worried about a bear. "10 I can live with, 20 I want to avoid." Historical numbers should be taken with a grain of salt, but I do think it can help set baseline expectations.

Numbers 52
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Founders and Builders: What I Wish I Knew

Brown Advisory

Founders and Builders: What I Wish I Knew mhannan Wed, 02/23/2022 - 04:08 The Founders + Builders What I Wish I Knew webinar series is designed around the theme of “what I wish I knew” from a founder’s perspective. The goal of the series is to be educational and provide guidance for entrepreneurs along their journey. What I Wish I Knew About Bringing My Team Back to The Office Monday, September 20, 2021 As we think about returning to our offices—hybrid or full time—in the coming weeks and mo

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Do you know your Investor DNA?

The Richer Geek

Welcome back to another episode of the richer geek podcast. I'm happy to have this week I have Joey Mure and Russ Morgan. They are founding partners of “Wealth without Wall Street”. Russ Morgan, is known as “The Idea Guy.” Russ began his professional career as an investment advisor in 2004 after graduating from Auburn University — a slight foray from 10-year-old Russ’ dream of becoming a professional baseball pitcher.

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How to Structure and Establish Pricing

AdvicePay

Without a doubt, one of the top questions we hear from advisors implementing fee-for-service is, “How do I structure and establish my pricing?”.

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Your Accounting Expertise Will Only Get You So Far: What Really Matters

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.

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5 Powerful Traits Shared by Super Financial Advisors | Hubly

Hubly

If you want to be an advisor with loyal clients and an endless stream of referrals, you have to stand out. So, what makes a good financial advisor reach “super advisor” territory? Here are five traits that can help separate you from the rest.

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Founders and Builders: What I Wish I Knew

Brown Advisory

Founders and Builders: What I Wish I Knew. mhannan. Wed, 02/23/2022 - 04:08. The Founders + Builders What I Wish I Knew webinar series is designed around the theme of “what I wish I knew” from a founder’s perspective. The goal of the series is to be educational and provide guidance for entrepreneurs along their journey. . . What I Wish I Knew About Bringing My Team Back to The Office.

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Understanding ancillary funds

Accounting for Good

The post Understanding ancillary funds first appeared on ACCOUNTING FOR GOOD.

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Crypto for Financial Advisors

The Irrelevant Investor

In early December, I wrote about the crypto index ( RTREE ) that we built with WisdomTree, powered by Onramp Invest. We've spent the last three months opening, funding, and investing client accounts. While the performance isn't what we hoped to experience coming out of the gate, we wanted to demonstrate the ability to complete the process without any major malfunctions.

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How To Overcome Change Fatigue In Finance With Neuroscience-Backed Strategies

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.

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What’s the Big Deal with Identity Theft?

Pacifica Wealth

Are you worried about identity theft? . Most Americans are. Identity theft is the number one concern among consumers who contact the Federal Trade Commission. Forty-two percent of all complaints to the FTC are regarding identity theft. The fear is justifiably real. The FBI says identity theft is one of the fastest growing crimes in the United States.

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Flexible Equity Strategy: Portfolio Manager Maneesh Bajaj Discusses His Investment Approach

Brown Advisory

Flexible Equity Strategy: Portfolio Manager Maneesh Bajaj Discusses His Investment Approach. mhannan. Wed, 02/23/2022 - 10:38. The strategy has a flexible approach to investing, that is why we have flexible in our name. We do not limit our investment universe by exclusively investing in fast growing companies or by focusing only on companies that trade on cheap multiples and are represented in a value index.

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Farewell Morri Young OAM

Accounting for Good

The post Farewell Morri Young OAM first appeared on ACCOUNTING FOR GOOD.

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Animal Spirits: Managing Risk Like an Actuary

The Irrelevant Investor

Today's Animal Spirits is brought to you by New Age Alpha On today’s show we discuss: Understanding New Age Alphas H Factor in today's market Looking at Apple and Tesla through the lens of the H Factor What the H factor says about the rotation from growth to value Listen here: Links: AVDR US Largecap Leading ETF Investment methodology New Age Alpha Blog Charts: Follow us on Facebook , Instagram , and YouTube.

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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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Are You At Risk of Identity Theft?

Pacifica Wealth

Are you at Risk of ID Theft? Certain practices make you more vulnerable to identity theft. If you answer “Yes” on two or more of the following questions you are in a high risk category, and you should to take immediate action to protect yourself. Do you often receive “pre-approved” credit card offers in the mail? Do you receive “convenience checks” from your credit card companies in the mail?

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Innovation and Growth Potential in Mid-caps: a Conversation with John Kett, CEO of IAA

Brown Advisory

Innovation and Growth Potential in Mid-caps: a Conversation with John Kett, CEO of IAA. mhannan. Mon, 02/21/2022 - 08:12. George Sakellaris, Portfolio Manager of Brown Advisory’s Mid-Cap Growth (MCG) strategy interviews John Kett, CEO of Insurance Auto Auctions (IAA). IAA is a leading global digital marketplace connecting vehicle buyers and sellers.

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Why would some investors want the stock market to go down?

Ron A. Rhodes

by Ron A. Rhoades, JD, CFP(r) The U.S. stock market was near its all-time highs in late 2021 and many analysts suggested that it was overvalued significantly.

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There’s No Free Money Anymore

The Irrelevant Investor

"The early-stage continues to resemble the late stage of years past." That's quite the lede from Pitchbook's 2021 VC Valuations Report. As Yogi Berra once said, "It's getting late early." According to this report, the median early-stage valuation jumped 50% YoY to $45 million in 2021. "This value represents a higher median than the late-stage just a few years ago and illustrates the tsunami of capital that has flowed into the venture strategy.

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Live Demo - Supercharge your Month End Close

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

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How to Protect Yourself from Identity Theft

Pacifica Wealth

The FBI lists identity theft as one of the fastest growing crimes in the United States. Over 10 million Americans will be victims this year alone and criminals are getting more sophisticated in their attempts to strip you of vital personal information. Their success can mean hundreds of lost hours, thousands of wasted dollars, and a scarred credit report for you. .

Numbers 52
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Global Equity Investing: Focusing on Global Leaders

Brown Advisory

Global Equity Investing: Focusing on Global Leaders. mhannan. Mon, 02/21/2022 - 08:13. The global equity universe offers a broad range of investment opportunities, allowing portfolio managers to be highly selective and pick quality businesses, unconstrained by geography or index composition. We believe that an approach that emphasizes capital allocation alongside investment selection, is informed by key lessons from behavioral finance and integrates in-depth fundamental and ESG research to focus

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Is It Time to Sell Stocks?

ClearMoney

The following is provided by Dimensional Fund Advisors. After touching record highs in early January, US stocks1 have slumped, and investors have been confronted with worrisome headlines2 in the financial press: “Inflation Hits Fastest Clip Since ’82”. —Gwynn Guilford, Wall Street Journal , January 13, 2022. “Economists Cut Back Growth Forecasts as Threats Pile Up”.

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These Are the Goods

The Irrelevant Investor

Articles We really don’t know what’s going on, and all we really can do is just try our best to deal with what we do know. (By Kyla Scanlon) Knowledge spreads, technology diffuses, and arbitrages disappear (By Abraham Thomas) If you think about it, every employee is secretly a lender. (By Mario Gabriele) Wall Street is a giant f **g Ferris wheel of randomness.

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The New Way Remote Finance Teams Are Protecting Accuracy And Building Resilience In A Cyber-Threatened World

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.