Gen Y Planning

JULY 1, 2022

Money is like a team sport; while your individual habits and practices matter, there’s always a bigger picture to consider (spouse, kids, siblings, parents, friends, etc.). Even though you’re building wealth to support yourself and your immediate family, many people’s money goals extend to offering support to their parents, siblings, or other loved ones along the way. .

Planning 64

Planning Medical Accounting Communication 64

Investing Caffeine

JULY 1, 2022

T he stock market has been a winning team for years, generating outsized returns for investors. But so far this year, the winning streak appears to be coming to an end. For 2022, the S&P 500 index is down -21%, including -8% last month. However, since 2008, the stock market has generally been on a consistent tear racking up a record of 10 wins, 2 losses (2015 and 2018), and one tie (2011).

Economy 59

Economy Investing Investments CFP 59

Covisum

JULY 1, 2022

An estimated 65 million people rely on retirement and disability benefits, and many are concerned about Social Security's future. Last month, the Social Security Board of Trustees released their annual report detailing the program's financial status. The 2022 report presents new opportunities for financial advisors who know where to look.

Retirement Planning 52

Retirement Planning Retirement Financial Advisor Planning 52

Twenty Over Ten

JULY 1, 2022

We’re diving headfirst into July with some brand new content guaranteed to make a splash! ?? From retirement planning tips to cryptocurrency advice and more, we can’t wait for you to check out this month’s library. Learn more below!

Retirement Planning 52

Retirement Planning Retirement Planning 52

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Where are top advisors focusing in 2025? AcquireUp’s 2025 Industry Index reveals it all. Based on insights from 200+ financial professionals nationwide, discover why 74% say seminars and referrals deliver the best ROI, how automation is helping advisors scale faster, and why only 8% are tapping into niche marketing (a major growth opportunity!). Whether you're refining your client acquisition strategy or scaling your practice, this report gives you the real-world data, benchmarks, and action ste

Clients

WiserAdvisor

JULY 1, 2022

The number of entrepreneurs in America has exponentially increased over the past few years. Committed to building enterprises from the ground up, these entrepreneurs are building the future of America. That said, entrepreneurship can sometimes be cumbersome in spirit, especially in terms of financial planning. Long working hours, lack of financial security, irregular income, managing investors, liquidity issues, insufficient equity, and more, while juggling personal finances, can be a daunting t

Financial Planning 52

Financial Planning Planning Financial Planner Retirement 52

MazumaBusinessAccounting

JULY 1, 2022

Why do I need an accountant for my small business? Those that do their taxes for themselves may think nothing of taking on this huge responsibility as a small business owner. Take it from us, though: after a certain amount of progress as a company, doing your own business accounting isn’t likely worth your time, especially if your background isn’t in finance.

Accounting 52

Accounting Taxes Investing Investments 52

MazumaBusinessAccounting

JULY 1, 2022

Small businesses have many spinning plates that can quickly become overwhelming to owners. While many day-to-day activities of owning a small business differ based on industry, bookkeeping does not. Every business involves bookkeeping, and delayed, or inaccurate bookkeeping can swiftly become a financial disaster. How can you grow your business, secure capital, or even file taxes correctly without accurate and up-to-date books?

Taxes 52

Taxes Accounting Banking Electronics 52

Random Roger's Retirement Planning

JULY 1, 2022

Here's a quote I saw attributed to Barry Ritholtz: “The Best Portfolio is probably the one which sacrifices a bit of performance, but helps you sleep at night.” This concept has always intrigued me, going back to my days before I was an RIA, working back then as an equity trader in the 90's. At some point I stumbled into what Jack Meyer, then CEO of the Harvard Management Company, was trying to achieve by investing in timber land.

Portfolio 40

Portfolio Math Management Clients 40

oXYGen Financial

JULY 1, 2022

![CDATA[ Whether it is financial, mental, or physical, in the workplace or at home, tough times in our lives are inevitable. However, though we cannot always prevent these things from happening, there is a lot we can do to make them better. So, without further ado, here are 5 easy ways to give employees support through difficult times. It's okay not to be okay.

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The Irrelevant Investor

JULY 1, 2022

My wife turned on Good Morning America the other day and here's what the show led off with: A mall bombed in Ukraine, 53 migrant workers dead, the attack on Capitol hearing, Walmart sued by FTC for fleecing customers, and a man from Minnesota who vanished in Ukraine. Oh. My. Lord. Is there not one good piece of news to report on? George Carlin was wise to this forty-five years ago.

Advertising 52

Advertising Engineering Budgeting Retail 52

Speaker: Claire Grosjean, Global Finance & Operations Executive

Finance teams are drowning in data—but is it actually helping them spend smarter? Without the right approach, excess spending, inefficiencies, and missed opportunities continue to drain profitability. While analytics offers powerful insights, financial intelligence requires more than just numbers—it takes the right blend of automation, strategy, and human expertise.

Management