ROCHESTER, N.Y. (WROC) — Many people have expressed a desire to change careers during the pandemic. CPA Scott Adair of the New York State Society of CPAs discussed the array of options available in the field of accounting Monday during News 8 at Sunrise. “I am a little bit biased regarding this profession so I […]
Archives for July 2021
Building an investing career based on writing
Jack Bogle did it. Warren Buffett did it. Ben Horowitz too. And Chris Dixon. So did Fred Wilson. So did Howard Marks. And David Einhorn. Gross and El-Erian. Fisher and Edelman. Gundlach and Grantham. They all did it. Many others too. Did what? Built investing careers and raised billions of dollars based on the ideas […]
JW Accounting already adding to the community | News, Sports, Jobs – Faribault County Register
Jessica Warehime is the proud owner of JW Accounting, a new accounting firm that has recently opened up on South Main Street. Above, she works at her firm. Warehime is both a dedicated business owner, and a dedicated mother JW Accounting is the new firm on the block, and owner Jessica Warehime is excited to […]
State Farm taps Invesco-owned fintech to power brokerage business
Intelliflo, a new technology company created by asset manager Invesco, has landed a significant new customer. Insurance giant State Farm announced plans to migrate its brokerage business onto Intelliflo’s platform in an effort to boost agents’ ability to offer investment management and financial planning. Agents will get a single program to recommend products across brokerage […]
Disney executives won’t attend CinemaCon in-person as delta Covid variant rages in Las Vegas
Signage outside Caesars Palace hotel and casino in Las Vegas, Nevada, on Sunday, May 02, 2021. Roger Kisby | Bloomberg | Getty Images Walt Disney executives won’t be traveling to Las Vegas next month to attend the National Association of Theatre Owners’ CinemaCon. The company cited growing concerns over the Covid-19 delta variant for why […]
These stocks should benefit from rising inflation, ETF manager says
Rising inflation may threaten the market’s largest stocks, but it does have some potential beneficiaries. The Horizon Kinetics Inflation Beneficiaries ETF (INFL), which launched in January, identifies and groups those names to offer investors protection in inflationary environments, its co-portfolio manager James Davolos told CNBC’s “ETF Edge” this week. “The first thing we want to […]
Fireside chat with Betterment’s new CEO, Sarah Levy
The Tech Investment Squeeze According to Financial Planning’s 2021 Tech Survey, large firms are ramping up spending while smaller firms are keeping budgets modest. Are they starting to fall behind?
Weekend Reading for Financial Planners (July 24-25)
Executive Summary Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks off with industry buzz that a new Senate bill would remove the “Specified Service Trade Or Business” (SSTB) limitations on the Qualified Business Income deduction, effectively opening the door for financial advisors to claim the 20%-of-income deduction… with […]
Tuition insurance may help cover costs if a student withdraws from college
Even before the pandemic, Eden Schiano, 19, had concerns about her first year of college. Schiano suffered from anorexia in high school and was uncertain how the fall of 2020 would go as a freshman at Virginia Commonwealth University. Being mostly isolated in her dorm quickly took a toll. “I was in my dorm room, […]
Covetrus names new chief accounting officer to succeed Laura Phillips – Mainebiz
Portland-based Covetrus Inc. (Nasdaq: CVET), which has changed up and expanded its C-suite since launching two years ago, has named a new chief accounting officer. Drew Coxhead will become CAO, vice president and corporate controller on Aug. 16, succeeding Laura Phillips, who is retiring from Covetrus, the company said in a news release Thursday. Courtesy […]