Executive Summary Welcome back to the 235th episode of the Financial Advisor Success Podcast! My guest on today’s podcast is Georgia Lee Hussey. Georgia is the Founder and CEO of Modernist Financial, an RIA in Portland, Oregon that offers deep financial planning services to 46 affluent households for a combination of retainer and AUM fees […]
Archives for June 2021
We learned to connect with clients virtually during the pandemic — and we plan to keep it up
As the outlook for curbing the pandemic in the U.S. improves and the economy reopens, financial advisors are spending a lot of time thinking about what their businesses will look like moving forward. Will we go back to our pre-pandemic operating models? Or are there things we learned over the past 15 months that we […]
Crypto Financial Advisors
[embedded content] In this segment from episode 4 of “The Compound and Friends,” Josh Brown, Michael Batnick, Amelia Garland, and Jeremy Schwartz discuss new market participants, crypto for advisors, the housing market, factor investing, and more! Be sure to listen to the rest at https://thereformedbroker.com/podcast/ Subscribe to our channel: https://www.youtube.com/thecompoundrwm More from Amelia on Twitter […]
5G Security Vulnerabilities Fluster Mobile Operators
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Supreme Court declines to take up remote worker taxation case
The U.S. Supreme Court on Monday denied a request by New Hampshire to file a bill of complaint against Massachusetts in a case involving Massachusetts’s taxation of remote workers during the COVID-19 pandemic. The Supreme Court’s order indicated that Justice Clarence Thomas and Justice Samuel Alito would have granted the motion. New Hampshire filed its […]
Practice profile: Ready Player One – Accounting Today
Matthew Walach recalls a colleague passing along a valuable lesson a dozen or so years ago, when he was pressured to dress in a suit for a video meeting with a big video game client in Vancouver. The client joined the call in a cowboy hat and immediately teased the employees in suits and ties. […]
IRS warns of pandemic-related tax scams in ‘Dirty Dozen’ for 2021
Thieves stealing economic impact payments and unemployment benefit checks head the list of this year’s IRS “Dirty Dozen” of tax-related scams and schemes (IR-2021-135). The warning Monday about “pandemic-related scams” was the first of four installments this year in which the IRS highlights egregious tax-related crimes and misdeeds against which it is advising taxpayers to […]
11 Best NRI Investment Options In India [with High Return Investments]
![11 Best NRI Investment Options In India [with High Return Investments]](https://outsourcebookkeepingindia.com/wp-content/uploads/2021/06/11-best-nri-investment-options-in-india-with-high-return-investments-150x150.png)
There are 36 million NRIs in the world and they are always looking to invest in India. To help with this we list down Best NRI Investment Options In India along with some High Return Investments. NRI Investment Options In India – Why NRIs want to Invest in India? There are mainly 3 reasons why […]
Fighting fraud with business continuity planning
If the pandemic has taught business anything, it’s that unexpected disaster can take many forms and strike at any time. It can be challenging for businesses to focus on the future when trying to immediately cope with revenue interruption, changed consumer behavior, supply chain disruption, and workforce upheaval. Preparing to defend against fraud may be […]
5 Ways to Find the Employees You Need Now
As we recover from the pandemic, all kinds of businesses are having trouble recruiting and retaining workers at all skill levels. Creativity is needed to encourage applications and retain staff. If this describes your business, try a few of these recruiting strategies. Boost pay: If a person can switch from a $12 an hour to […]