Archive for Developer

How to Analyze a Balance Sheet

14th Apr, 2025

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How to Analyze a Balance Sheet

From: www.linkedin.com (Systems for Business)

What is a balance sheet?

A balance sheet shows you what a company OWNS and OWES.

It’s like a company’s “Net Worth” statement.

🔢 Balance Sheet Formula:

Assets = Liabilities + Shareholders Equity

📸 Balance Sheet = Snapshot

Balance sheet = snapshot -> at a certain point in time

💰 Assets:
What the company OWNS
Two categories of assets:
→ Current Assets: Assets that are expected to be used in <1…

Your Year-Round Tax Planning Check-Up

11th Apr, 2025

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Your Year-Round Tax Planning Check-Up

From: www.marinerwealthadvisors.com

Keep your tax planning on track

Tax planning isn’t just a springtime activity. Just like going to the doctor for annual check-ups is a crucial part of maintaining your health, so too are annual check-ups for your tax planning. Your needs evolve from year to year, so the following checkpoints can help you ensure your tax planning stays on track.

Want to Trump-proof your portfolio? It’s not too late.

8th Apr, 2025

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Want to Trump-proof your portfolio? It’s not too late.

From: www.marketwatch.com

If your investments are taking a beating from tariff ‘liberation day’ or ‘Mag 7 problems,’ this simple strategy may help

When I wrote in January about how to “Trump-proof your portfolio,” I had my tongue — not for the first time — somewhat in my cheek.

I pointed out that anyone who wanted to sit out the second Trump administration had the option…

Handling Adversity

8th Apr, 2025

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By Rudyard Kipling

If you can keep your head when all about you
Are losing theirs and blaming it on you,
If you can trust yourself when all men doubt you,
But make allowance for their doubting too;
If you can wait and not be tired by waiting,
Or being lied about, don’t deal in lies,…

Can a Lien Be Placed on Homestead Property in Florida?

26th Mar, 2025

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Can a Lien Be Placed on Homestead Property in Florida?

From: www.alperlaw.com

The Florida homestead law is the strongest asset protection tool in the country. It lets homeowners completely shield their primary residence from most types of creditors.

But many people misunderstand how the protection actually works when it comes to liens.

The general rule is that judgment creditors cannot force the sale of your homestead to collect on a debt….

Edward Jones CEO: Crypto Still Isn’t An Asset Class

17th Mar, 2025

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Edward Jones CEO: Crypto Still Isn’t An Asset Class

From: finance.yahoo.com

Investing in crypto should still be handled with great care given its volatility.

“I don’t see crypto as an asset class,” Edward Jones CEO Penny Pennington told me on Yahoo Finance’s Opening Bid podcast.

Pennington added, “There is not a fundamental value that stands behind crypto — however, it is becoming an innovation in our marketplace associated with blockchain innovations. That is a…

What We’ve Learned From 150 Years of Stock Market Crashes

10th Mar, 2025

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What We’ve Learned From 150 Years of Stock Market Crashes

From: www.morningstar.com

Though they varied in length and severity, the market always recovered and went on to new highs.

This month marks five years since the covid market downturn.

Though the initial downturn on March 9, 2020, was dramatic—the US stock market lost nearly 8% in one day—the US stock market ultimately recovered from that crash in just four months, making it the fastest…

Cash Flow Summary & Strategy

10th Mar, 2025

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Cash Flow Summary

From: www.linkedin.com (Oana Labes)

Most CEOs focus on the P&L.

That’s a big mistake.

A company can be profitable today and still fail to scale, attract investors, or create long-term shareholder value.

Why?

Because CEOs focus on earnings instead of cash flow strategy.

Without a plan to generate, allocate, and invest cash, you risk:
↳ Chasing revenue instead of high-ROI investments
↳ Wasting capital on low-impact initiatives
↳ Carrying debt that weakens financial flexibility
↳ Failing to attract…

Are Irrevocable Trusts Really Irrevocable – Part II

26th Feb, 2025

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Are Irrevocable Trusts Really Irrevocable – Part II

From: www.aaepa.com

When I began practicing law, clients created irrevocable trusts with caution because the trust was then set in stone. By the time I left private practice, clients created irrevocable with more frequency and considerably less caution because changing irrevocable trusts became commonplace. Trusts and Estate practitioners have numerous options to consider if they want to change an irrevocable trust. The first part…