Welcome to Retirement Scan, our daily roundup of retirement news your clients may be talking about. Ways retired couples can curb their spendingSetting aside a portion of their retirement earnings is one way for retired couples to preserve their savings, according to an expert in this MarketWatch article. Retirees are advised to shop more wisely […]
Archives for 2020
NSC Calculator 2020
NSC (National Saving Certificate) is popular tax saving investment under section 80C. It has maturity of 5 years and is guaranteed by Government of India. Additionally, the interest earned every year on NSC is also eligible for tax deduction u/s 80C. We have designed a simple excel based NSC calculator where you can input the […]
New threats to CPA licensing posed in 2020 legislative year
The beginning of the 2020 legislative year for state lawmakers across the country comes with new threats to the future of CPA licensure. Legislative challenges to professional licensing standards remain a threat to CPAs and other professionals as groups such as the American Legislative Exchange Council and Americans for Prosperity advocate for anti-licensing legislation in […]
New GASB standard addresses lease accounting, OPEB, other issues
Issues for state and local governments related to lease accounting, other post-employment benefits (OPEB), and other topics were addressed Wednesday in an omnibus standard issued by GASB. The new standard, GASB Statement No. 92, Omnibus 2020, addresses various issues that include: Modifying the effective date of Statement No. 87, Leases, as well as associated implementation […]
Energy vs Tech could be the monster mean reversion of a lifetime
Check out my Chart o’ the Day from Jon Krinsky, I love this stuff. It gets right to heart of all the things we talk about here – cyclical vs secular, and how to tell which is which, value vs growth, innovation vs entrenchment, etc. Energy vs. Technology – the daily RSI hit 9 yesterday, the […]
You’d be amazed at how many investors start off without even a return goal in mind
CNBC in partnership with Acorns filmed this Invest In You video with me to discuss the three biggest mistakes most investors are making right now… Source: Here are the biggest mistakes the average investor makes (CNBC)
Why do IoT projects fail?
There was a time when the fact that large IT projects went way over budget and were delivered well past the delivery date wasn’t particularly unusual; it was almost par for the course. So why should the Internet of Things (IoT), which encompasses computing and communications technologies be any different, asks freelance technology writer, Bob […]
GM is set to report earnings before the bell – here’s what the Street expects
General Motors CEO Mary Barra Bill Pugliano | Getty Images DETROIT – General Motors is scheduled to report fourth-quarter earnings before the market opens on Wednesday. Here’s what Wall Street expects, according to Refinitiv consensus estimates: Adjusted earnings: 1 cent a share Revenue: $31.036 billion Wall Street’s attention is expected to be on the Detroit […]
The Fredo Effect – Mitigating Toxic Effects In A Family Business
Executive Summary In the movie The Godfather, Michael Corleone, the youngest of three sons, is chosen as successor of the New York mafia family throne, after his eldest brother is slain and over his older brother Fredo. While tradition generally designates the eldest child as successor in most family businesses, Fredo Corleone, less intelligent and […]
lang cat launches due diligence tool for advisers
Financial services consultancy the lang cat has launched Platform Analyser, an online tool for financial advisers to “simplify” the investment platform selection process. The Scottish company says the new £25 a month regtech’ service combines the firm’s broad data covering 11,500 data points and 25 advised platforms with an interactive tool built with the Product […]