I had a conversation (if you could call it that) with someone the other day who was saying the spread of the Delta variant of Covid-19 is proof that the “vaccines are bullshit.” I had to explain to this future Nobel laureate that the clinical tests which led to approval of the vaccines were demonstrating […]
Archives for 2021
What Is Cash-Based Accounting Software?
If you run a small business, cash-based accounting is one of the easiest ways to manage finances — especially if you don’t have extensive experience with accounting. It basically works like this: you record revenue when cash comes in, and expenses when cash goes out. Cash-based accounting software, then, is any solution built around this […]
#FA Success Ep 237: From Client Services Associate To President And Partner By Building Systems And Culture, With Brittany Anderson
Executive Summary Welcome back to the 237th episode of the Financial Advisor Success Podcast! My guest on today’s podcast is Brittany Anderson. Brittany is the President and Partner at Sweet Financial, a hybrid RIA in Fairmont, Minnesota that manages $860m in assets for 1,100 households. What’s unique about Brittany, though, is that she joined Sweet […]
Household wealth increases £900bn during pandemic
Total household wealth has increased by almost £900bn during the pandemic, a 6% increase on pre-pandemic levels, according to a new report. Asset price appreciation was the primary driver of this rise in total wealth, but it was supported by increases in savings and falls in overall debt, according to the report from The Resolution […]
LGBTQIA employees leaving accounting profession – Accounting Today
Nearly one out of five accountants who identified as LGBTQIA left the accounting profession because of a lack of diversity, equitable treatment or inclusion, according to a recent study. The study, released in February by the Institute of Management Accountants and the California Society of CPAs, found that only about half of LGBTQIA (lesbian, gay, […]
SBA officially drops PPP Loan Necessity Questionnaire requirement
The U.S. Small Business Administration (SBA) has informed lenders that it is eliminating the loan necessity review for Paycheck Protection Program (PPP) loans of $2 million or greater. In a notice sent July 9, the SBA said it would no longer request either version of the Loan Necessity Questionnaire: SBA Form 3509 for for-profit borrowers […]
Pfizer to make case to U.S. officials Monday on need for Covid vaccine booster shots
The city of Long Beach’s Department of Health & Human Services holds an evening COVID-19 vaccination clinic Long Beach City College Pacific Coast Campus. on Tuesday, July 6, 2021 in Long Beach, CA. Francine Orr | Los Angeles Times | Getty Images Pfizer is meeting with federal health officials Monday to discuss the need for […]
Art of Accounting: An accountant I did not like – Accounting Today
Sometimes a first opinion of someone can be terribly wrong. Early on in my career, I was on the opposite side of an accountant that I immediately didn’t like. I also lost a client to him, but then got one of his. When I spoke to him about the client he lost, he was very […]
Community
“Used to be one of these robinhood/wsb daytraders, during 2018 it completely killed the atmosphere after seeing red for 3 months straight. Entire communities disbanded and friend groups dissolved. Any extended drawdown will absolutely kill the sentiment around investing but eventually new people come back in to fill the space because someone on tiktok or […]
Commonwealth, Edward Jones get top grades from advisors
Despite lower advisor satisfaction grades this year, the perennial champion wealth managers are holding on to their titles in the yearly J.D. Power survey. Commonwealth Financial Network and Edward Jones drew the highest overall advisor satisfaction scores of any wealth managers in J.D. Power’s annual rankings of independent and employee channel firms. The two firms’ […]