The pandemic is not over yet, far from it, and it is too early to predict the long term impact but if there is one certainty it is that many people’s retirement plans are changing. We were given a useful indication of this by figures from the Office for National Statistics out this week […]
Archives for May 2021
Accounting professor receives Northwestern Teaching Excellence Award – Northwestern College
Vonda Post, professor of accounting at Northwestern College, has been named the 2021 recipient of the Northwestern Teaching Excellence Award. She was honored during the college’s commencement ceremony on May 8. The award is administered by a selection committee made up of Student Government Association members and Honors Program students. The committee chose Ross Bouma, […]
Saturday Night Live is the modern day Shoeshine Boy
By the time the writers room at Saturday Night Live gets around to coming up with a skit about something from the investing game or the economy, it’s not exactly green fields ahead. SNL tries to capture the current cultural zeitgeist each week. When social media becomes completely saturated by a trend, that’s when the […]
Amazon employee dies at Bessemer, Alabama, warehouse, site of unionization drive
The Amazon fulfillment warehouse at the center of a unionization drive is seen on March 28, 2021 in Bessemer, Alabama. Elijah Nouvelage | Getty Images News | Getty Images An Amazon employee died at the company’s Bessemer, Alabama, warehouse, the company confirmed to CNBC. The facility was the site of a unionization effort that took […]
The 20 worst-paying places for advisors
Advisors have a job that’s theoretically portable. It can be done from almost anywhere in the country, especially in the post-pandemic era of video meetings. For those considering relocating to a new city as the world begins to reopen, they may have the option to cast a wider net. One of the key criteria for […]
Merrill Lynch introduces fully digital account opening
The latest step in Bank of America Merrill’s ongoing overhaul of its advisors’ technology is to digitize the account opening process. With its new collaborative onboarding experience, or COBE, Merrill advisors can open several new accounts simultaneously, across banking and wealth management, in a single, paperless workflow. Clients can verify information digitally, log on themselves […]
Weekend Reading for Financial Planners (May 8-9)
Executive Summary Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks off with a deep dive into the new “SECURE Act 2.0” legislation that this week passed the House Ways and Means Committee… which means it may still be months until the legislation is ultimately finalized and passed, but […]
Josh + Haley team up for Mother’s Day
I’m very excited to announce a new initiative we are going to be helping out with. My friend Haley Sacks of Mrs. Dow Jones and Sophia Jennings are now taking applications from working moms who have been impacted by the pandemic. The goal is to help them get their finances on track as they rebuild […]
Employers added 266K jobs in April, including 4,100 in accounting – Accounting Today
Employers added 266,000 jobs in April, including 4,100 jobs in accounting and bookkeeping services, the U.S. Bureau of Labor Statistics reported Friday, but the unemployment rate nonetheless ticked up one-tenth of a percentage point to 6.1 percent. The main job gains came in the leisure and hospitality sector, other services, and local government education, but […]
Get Organized (and Paid) With These Invoice Tracking Tips
How many times have you sent out an invoice to a customer and lost track of it while waiting for payment? If it’s happened more than once, it might be time to step up your invoice tracking skills. Invoice tracking is key to sending out payment reminders, adding late fees, and—most importantly—getting paid. …But first, […]