2019

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Tax Forms Explained

MazumaBusinessAccounting

As we approach tax season, it is important to understand different types of tax forms, and why we need them. If you’re hiring a new employee, or trying to report your income tax returns, you have come to the right place! Tax forms are essential for all small businesses and must be filled out properly. The Internal Revenue Service (IRS) is constantly on the move and requires every small business to file their taxes.

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Animal Spirits: Everybody’s Busy

The Irrelevant Investor

On today's show we discuss: Why you never have time Why people are miserable at work Most people say they deserve to make more money People are bearish on college Super Saturday record spending Beyond Meat falls -0.01% Listen here Tweets [link] [link] Recommendations Happy Gilmore rewatachables Do you shave in the shower? My first detective book Charts The post Animal Spirits: Everybody’s Busy appeared first on The Irrelevant Investor.

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Global Leaders Investment Letter - Q4 2019

Brown Advisory

Global Leaders Investment Letter - Q4 2019 ajackson Tue, 12/31/2019 - 09:50 Global Leaders Strategy Investment Letter - Q4 2019 In this edition, the team discuss their view of human psychology and herd mentality, and how this can result in certain investing concepts becoming overly simplified and detached from economic reality. A pertinent example of this is the increase in companies buying back equity.

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Google My Business: Get it Right for Your Financial Advisor Firm

Midstream Marketing

As someone who has been tasked with helping independent financial advisors, RIAs and other financial professionals deliver predictable, quality leads over the last decade, I often find that most of these pros ultimately have the exact same goal when it comes to their online presence. At the end of the day, they just want to be able to generate more leads – either because they want to secure a better future for their firm or because they simply want to grow their AUM as much as possible.

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Live Demo: How to Achieve Reconciliation Zen

Speaker: Nancy Wu, Head of Sales and Customer Success at SkyStem

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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Financial Advisor Marketing Companies: Top 10 Companies To Work With In 2020

Indigo Marketing Agency

Why Do Financial Advisors Benefit From Working With Marketing Companies? Most financial advisors don’t have a lot of time to devote to their marketing strategy. Not only are they busy running their business and serving their clients, marketing may not be their expertise or interest. That’s why top advisors outsource their marketing to proven professionals that understand our industry and compliance. .

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Social Security in the Red? Here’s Another Source of Government-Backed Income

Mauldin Economics

By Robert Ross We’ve recently got some bad news about Social Security. A new report says the program will cost more than it takes in by 2020. By 2035, its back-up trust fund will also run dry. This makes sense: America is greying. We’re having fewer children, living longer, and wages are growing at a slower pace. That means there are fewer workers, those workers are making less money, and they’re supporting more retirees.

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What is a balance sheet?

MazumaBusinessAccounting

Here at Mazuma, we know financial statements are important for running a small business. There are three basic financial statements; the balance sheet, income statement, and the statement of cash flow. A balance sheet is a description of a company’s assets, liabilities and equity at a specific point in time. This is a snap shot of the business of what it owns, owes, and the amount of investments it has.

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Global Leaders Investment Letter - Q4 2019

Brown Advisory

Global Leaders Investment Letter - Q4 2019. ajackson. Tue, 12/31/2019 - 09:50. Global Leaders Strategy Investment Letter - Q4 2019. In this edition, the team discuss their view of human psychology and herd mentality, and how this can result in certain investing concepts becoming overly simplified and detached from economic reality. A pertinent example of this is the increase in companies buying back equity.

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These Are the Goods

The Irrelevant Investor

Articles The global political future may be uncertain, but the environmental and technological trends are pretty clear — and pointing in the right direction By Matt Ridley What is in the SECURE Act, and how will it affect your retirement plan? By Blair duQuesnay You haven’t seen this movie before. No one has By Charlie Bilello Process over outcome has gotten too crowded in the age of analytics By Ryan Krueger Work expands to fill the available time.

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2024 Lending Outlook: Innovations and Evolutions in the Financial Sector

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.

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Slow and Steady

The Irrelevant Investor

The S&P 500 is up 29%* this year, but it has been more of a grind than a blistering advance. This is fairly common bull markets. You might think that big annual gains are defined by big daily gains, but that's not necessarily the case. This year there have been 20 days where the S&P 500 gained between 1 and 2%. Last year, that happened 27 times even though the market was down nearly 5%.

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Animal Spirits: The Best Decade In Human History

The Irrelevant Investor

On today's show we discuss A look back on the 2018 bear market What we said during decline Peter Lynch in Barron's Peter Lynch's track record The best decade in human history Gradual improvements go unnoticed A new look at the illiquidity premium Robo annuities Tesla short sellers Disney crushed the box office in 2019 Listen here Recommendations One up on Wall Street Charts Tweets [link] [link] [link] [link] The post Animal Spirits: The Best Decade In Human History appeared first on The Irreleva

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Two Charts That Don’t Matter

The Irrelevant Investor

This time last year we were on the doorstep of a bear market. Or were we? The decline in stocks in the fourth quarter of 2018 won't make it into the textbooks because on a closing basis, stocks never fell 20%. But as you can see, if we go from high to low on an intraday basis, then stocks did break the plane. To me this is tom-ay-toe tom-ah-toe. If you're going to make the argument that this wasn't a bear market, then it should have less to do with depth and more to do with duration.

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Animal Spirits, A Random Watch Down Wall Street: Trading Places

The Irrelevant Investor

Listen here On today's show we discuss: The movie took place in Philadelphia, Chicago wouldn't allow them to shoot in the pits The Eddie Murphy Rule Fun facts I can see! The $1 bet The cast My favorite scene [link] Twin Towers scene from When Harry Met Sally Best cartoon ever The post Animal Spirits, A Random Watch Down Wall Street: Trading Places appeared first on The Irrelevant Investor.

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Banking on Loyalty: Holistic Financial Advice for Unparalleled Business Growth

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.

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These Are the Goods

The Irrelevant Investor

Articles The fund has beaten the S&P 500--at least over the past four and a half decades--even though it has largely missed out on the booms in technology and healthcare By Kevin McDevitt Anyone who tells you that money is a commodity has never raised capital, done a deal, or had a partner By Brent Beshore None of us is as good as we think we are By Bob Seawright What if investors will actually pay a higher price and accept a lower expected return for very illiquid assets?

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Animal Spirits: Shopping Under the Influence

The Irrelevant Investor

Today’s Animal Spirits is brought to you by YCharts. Mention Animal Spirits to receive 20% off (*New YCharts users only) Listen here On today’s show we discuss The charts of the decade Jerome Powell's burner account The slow demise of mutual funds Wall Street predictions Why mom and pop don't chase anymore Does this make any sense? Check out Myles Udland's new newsletter 52 things learned in 2019 Best memes of 2019 Drunk shopping survey Adventur.es Scout Network Charts Recommendations Rotten

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The Disappearing Edge

The Irrelevant Investor

In Charlie Ellis's Winning the Loser's Game , he talks about three ways to win*. The first option is physically exhausting. You work harder than the competition in hopes of gaining an informational edge*. There are ten times as many CFA charterholders per stock as there were in the early 1990s, meaning few stones are left unturned. And the days of people getting information before others has disappeared, thanks to reg FD.

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Animal Spirits, Talk Your Book: The Case for Tactical Equity

The Irrelevant Investor

Today's Animal Spirits Talk Your Book is presented by Newfound Research. You can find Corey's blog here and his excellent podcast here Listen here: On today's show we discuss: The Newfound/ReSolve Robust Equity Momentum Index Fact sheet with hypothetical performance ROMO website ROMO fact sheet Fragility case study Global Equity Momentum: A Craftsman's Perspective Fast and slow failure The post Animal Spirits, Talk Your Book: The Case for Tactical Equity appeared first on The Irrelevant Investor

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Navigating Financial Storms: Strategies for Building Resilient Balance Sheets

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.

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Announcing The Marketing Guide For Financial Advisors!

Indigo Marketing Agency

Released Today: The Marketing Guide for Financial Advisors! I am proud to announce that my new book, The Marketing Guide for Financial Advisors , was officially released today! This book includes everything that I know about marketing including: Why digital marketing is so challenging in financial services. How to create a website that converts. Email marketing strategies for financial advisors.

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May I Ask You For A Favor? Book Review

Indigo Marketing Agency

Hi, financial advisors. It’s Claire Akin with Indigo Marketing Agency, and today I want to ask you for a favor. I hate asking for favors, but it’s really important and I need your help. Today, I want to ask you to leave a review on Amazon for my book The Marketing Guide for Financial Advisors. My book is coming out officially on January 1st, but I know a lot of you have already read it, or a lot of you have already benefited from the knowledge in this book through my blog posts, my w

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These Are the Goods

The Irrelevant Investor

Articles People hate asking sensitive questions. However, it turns out that people don’t hate being asked sensitive questions. By Tom Whitwell Stocks with unusually high growth rates get stretched well past fair value By Jamie Catherwood This didn’t show up in our backtest By Joe Wiggins The benchmarks are now arguably as smart as the pros. By Don Phillips I pride myself on being one of the biggest finance readers By Nick Maggiulli That $800 billion stockpile of commitments isn’t going to rush

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Emotional Alchemy

The Irrelevant Investor

Suze Orman : If you waste money on coffee, it's like 'peeing $1 million down the drain. I don't know when this started, but there is a corner of the internet where personal finance has become a place that puts people down instead of lifting them up. Making people feel guilty about spending money does not motivate them to do the opposite. They've tapped into something here, because guilt is one of the most visceral emotions.

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Putting the ‘Tech’ in Spend Management Techniques

Speaker: Wayne Spivak, President and CFO of SBA * Consulting Ltd., Industry Writer, Public Speaker

If you’re lost in the world of spend management needs and your GAP analysis is lacking perspective on the future state of your business performance, listen up! With the advancement of technology, the implementation of spend management best practices and concrete GAP analyses is more streamlined and accessible than ever before. And while this may sound like great news for you and your clients, it won’t be worthwhile unless you have the latest techniques to back up your ambitions!

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Animal Spirits: Murder of the American Dream

The Irrelevant Investor

Today’s Animal Spirits is brought to you by YCharts. Mention Animal Spirits to receive 20% off (*New YCharts users only) Listen here On today’s show we discuss Buffered Annuities Dalio is more famous than ever JPM guide to alternatives CalPERS fires most of its equity managers Record outflows Stop trying to raise successful kids Pay off your student loans with your 401(k) The most popular search terms of 2019 AgeUp Banana on the wall Charts Recommendations The Economists' Hour Murder on The Or

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10 Weirdest Stories From 2019

The Irrelevant Investor

10. It's a banana [link] 9. "Where the sun don't shine" has lost all its meaning [link] 8. The Fed cuts rates for the third time in 2019 [link] 7. Negative rate mortgages [link] 6. 40 pizzas in 30 nights [link] 5. Ray Dalio goes to burning man [link] 4. The worst (best?) product demo ever [link] 3. $91 million [link] 2. Infinite leverage [link] 1. LOL [link] H/t @vixologist for the idea The post 10 Weirdest Stories From 2019 appeared first on The Irrelevant Investor.

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Is Your Marketing Ready for 2020? (Video)

Indigo Marketing Agency

Last Chance To Get Started On Your Marketing For 2020! It’s your last chance to get your marketing ready to hit the ground running in January 2020 with our Total Marketing Package. January is a critical time for financial advisors because prospects have an unprecedented urgency to act. It’s important to come out swinging with your marketing on January 1st.

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Animal Spirits: A Random Watch Down Wall Street, Boiler Room

The Irrelevant Investor

On today's Animal Spirits, we went back and rewatched Boiler Room. Let's just say I feel differently about this movie now than I did when I first saw it. Listen here On today's show we discuss: Microsoft's Unlikely Millionaires The Ben Affleck spech The scene when Vin Diesel sells stock to a doctor When Seth first calls Harry I thought this was the worst scene in the movie Tomatometer It's always a biotech stock, this was the stock from the movie that fell 86% in a day The post Animal Spirits: A

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Connect, Care, Convert: Secrets to Establishing Trust with Niche Markets and Turning Them Into Clients

Speaker: Lynnette Khalfani-Cox, The Money Coach®

Niche markets represent a huge opportunity for the financial services industry in America. From college students and women to communities of color and low-to-moderate-income households, niche populations have specialized financial needs – but they often underutilize many valuable financial products and services. How can you better connect with these consumers?

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These Are the Goods

The Irrelevant Investor

Articles The most dangerous of all people is the fool who thinks he is brilliant. By Jason Zweig The lightspeed rejection we now get from communities that we’d previously not known we weren’t welcome heightens the sense that we need to be all-in or all-out. By Myles Udland A cocktail of self-interest, cooperation, the assembly line, brand, and the processor has yielded more stakeholder value, as measured by GDP, in the last 50 years than in the previous 2,000.

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Things We Take for Granted, and Things We Don’t Miss

The Irrelevant Investor

According to Robert Shiller's Narrative Economics, suitcases with wheels didn't become popular until the mid 90s. This was one of those things that made me stop and think, wow, I haven't once thought about what a pain in the neck it was to travel when you had to carry your luggage I can hear the eye balls rolling. I get it, in terms of life changing inventions, wheels on suitcases are pretty far down the totem pole, but it got me thinking about other things we take for granted, and the things we

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Animal Spirits: It’s What it Is

The Irrelevant Investor

On today’s show we talk about Breathtaking (Seinfeld) Five economic reasons Why to be thankful Why child care is so ridiculously expensive This is nothing like 1999 Robinhood pulls out of banking Narrative violation Butt influencers We got lit up for this daycare take What would you do with $800 million a year? Listen here Charts Tweets [link] [link] Recommendations Young Money Russ Roberts and Free Market Health Care The post Animal Spirits: It’s What it Is appeared first on The Irrelevan