Three days after he was arrested by police officers restoring control in the wake of the U.S. Capitol riot, a veteran financial professional killed himself, according to authorities. Christopher S. Georgia — who had been a registered representative of four wealth managers and a regional investment executive for a trust company over his 25-year career […]
Archives for January 2021
RMDs are back: What advisors need to know in 2021
Clients subject to required minimum distributions from retirement accounts were allowed to skip them last year, but RMDs resume in 2021. So, what strategies are on the table? Going Steady“We recommend using RMDs as a monthly supplement for Social Security,” says Jessica Hovis Smith, president of Longview Financial Advisors in Huntsville, Alabama. Account owners subject […]
Wiregrass accounting earns national note | Local News – Valdosta Daily Times
VALDOSTA — Wiregrass President Dr. Tina K. Anderson has announced the college’s accounting certificate program has been ranked fifth in the nation by Best Value Schools.org website. Best Value Schools helps students to choose the best accounting certificate programs in the state and nation, Wiregrass Georgia Technical College officials said in a statement. The distinction […]
Here’s How to Save Time and Money This Tax Season
Stop paying accountants when you can just use QuickBooks. Free Book Preview Tax and Legal Playbook Get game-changing solutions to your small business questions. January 15, 2021 2 min read Disclosure: Our goal is to feature products and services that we think you’ll find interesting and useful. If you purchase them, Entrepreneur may get a […]
Editor’s Column: Why putting cash before clients is a mistake
I was mightily impressed this week by the words from the expanding senior team at Glasgow-based holistic Financial Planning firm Murphy Wealth. Their words reminded me once again that while there are many ways to run a Financial Planning business, focusing entirely on acquiring funds under management – with little regard to client happiness and […]
Good at the Cyber (with Crowdstrike CEO George Kurtz), 3 tech stocks for 2021 (with hedge fund manager Eric Jackson), Impeachment – ANOTHER ONE
This week on The Compound Show, Josh talks with George Kurtz, co-founder and CEO of Crowdstrike, one of the fastest growing technology companies in America. Crowdstrike’s shares have nearly quadrupled over the past year as Wall Street has fallen in love with the company’s growth prospects, business model and expanding TAM. George’s official blog is […]
Supreme Court backs Covid-19 insurance payouts
The Supreme Court has mostly accepted an FCA appeal which opens the door to Covid-19 business interruption (BI) insurance payouts. An estimated 370,000 SME policyholders could be helped by the judgment. Last year the FCA launched a business interruption insurance test case to seek a judicial judgment on whether insurers should pay out after many […]
Where old meets IoT, SaaS integration
Old meets new in the Internet of Things (IoT). It has been seen that we as humans only look forward when supported by evidence we already know (the past). This means, says Joseph Zulick of MRO Electric and Supply, that it becomes harder to find solutions that we have not already considered. What is SaaS? Software as a […]
Financial Planning app adds investment offering
Financial Planning app provider Multiply has launched a new facility allowing customers to act on investment recommendations they receive within the app. Multiply delivers regulated financial advice through its AI-powered ‘chat bot’. The new facility will mean when the app’s recommendations include investing through an ISA or GIA, Multiply users will be able to execute these […]
U.S. potentially facing ‘perpetual infection’ of Covid in spring as new variants spread, warns Dr. Scott Gottlieb
Dr. Scott Gottlieb emphasized the importance of getting as many people vaccinated as possible, and warned of a potentially dire spring and summer without protective immunity as new Covid variants appear across the globe. “If we can’t get more protective immunity into the population, we could be facing a situation where we have, sort of, […]