The Irrelevant Investor

JUNE 29, 2022

You probably noticed that things are very weird right now. The stock market is imploding but the economic data is still pretty okay. We're probably not in a recession right now, but the market is acting as if one is imminent. I was listening to Conor Sen and Derek Thompson today and Conor made a good point. During the GFC and the tech bust, we were already in a recession by the time the S&P 500 was in a bear market.

Economics 52

Economics Numbers Marketing Marketing 52

Yardley Wealth Management

JUNE 29, 2022

The post Roadmap For Financial Planning appeared first on Yardley Wealth Management, LLC. Roadmap for financial planning When I say that being a financial advisor is a lot like being a therapist, you probably think I’m joking. In fact, there’s a lot more overlap between the two professions than you might imagine! We all have different values and emotions around money.

Financial Planning 52

Financial Planning Planning Wealth Management Financial Planner 52

The Richer Geek

JUNE 29, 2022

Today, we have Travis Smith, he’s the Founder and CEO of Tribevest, a platform that makes it easy to invest as a group and do deals together in as little as 48 hours. He started his career with Morgan Stanley but realized the most direct path to wealth and financial freedom wasn’t as an individual. The path is as a group, as a tribe. Travis is obsessed with building a platform that standardizes, streamlines, and ultimately de-risks group investing.

Investments 52

Investments Investing Wealth Management Startup 52

Integrity Financial Planning

JUNE 29, 2022

Does your plan properly account for inflation, now and in the future? Where is the stock market headed? Let’s talk about the things you need to be thinking about right now in your financial plan. Interest rate hikes continue and inflation keeps going up. Could it level out at some point? What is the inflation rate that Brian factors into financial plans?

Planning 52

Planning Risk Tolerance Financial Planning Assets 52

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Clients

James Hendries

JUNE 29, 2022

Implementing a 401(k) plan for your employees is good business. It means you’re thinking strategically, that you care for your employees, and are focused on the long-term health of your company. Implementing a retirement plan: Can help you attract and retain top talent. May make you eligible for tax credits. 1. Can allow you to deduct contributions to employee 401(k)s as business expenses.

Certification 52

Certification Retirement Planning Planning Retirement 52

Mullooly Asset Management

JUNE 29, 2022

In this week’s video, Casey discusses changes to retirement accounts that **could** happen in the near future. If you save for retirement in a 401(k) or IRA, you’ll want to get these potential changes on your radar. We could see the age to begin RMDs pushed back and the allowance of certain penalty-free emergency withdrawals. […].

Retirement 52

Retirement Accounting 52

MainStreet Financial Planning

JUNE 29, 2022

It’s graduation season and I’ve been thinking about the lack of personal finance education in the schools. Here are 4 things I think that every person graduating from high school needs to know by graduation. Banking – We should know how to interact with a bank or credit union, open an account(s) and use the account(s) wisely, tracking what goes in and out of the accounts.

Budgeting 52

Budgeting Accounting Financial Planning CFP 52

Steve Feinberg

JUNE 29, 2022

Every business needs a strong bookkeeping system at its core to account for the everyday variables that make a business profitable— taxes and fees , payroll, expenses, etc. Bookkeeping is a highly specific task, and it’s understandable that not every business owner would know how to, or would even want to, take on the job themselves. When it comes to construction companies, though, bookkeeping is even more important due to the highly variable nature of what makes individual jobs, and constructio

Taxes 52

Taxes Accounting Banking Management 52

Random Roger's Retirement Planning

JUNE 29, 2022

Morningstar took a deep dive on alternatives , really deep. There was one line that jumped off the page at me; as stocks and bonds soared throughout the 2010s, the average systematic trend fund lost 0.6%. A 20% allocation to the average systematic trend fund in a 60/40 portfolio would have resulted in an annual drag of about 1.45 percentage points. A 20% allocation to systematic trend, aka trend following aka managed futures, was only a 1.45% drag?

Math 40

Math Portfolio Clients Management 40

Carson Wealth

JUNE 29, 2022

Sarah Duey . I once had clients with only one daughter. They created a trust for only their grandchild without ever telling their daughter why. . As the trustees, we worked with this daughter, because her child was still a minor. There were hard feelings — a lot of wondering why her parents had skipped her in their estate planning. . Grieving our loved ones is hard enough without adding extra emotions.

Estate Planning 52

Estate Planning Planning Communication Healthcare 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

James Hendries

JUNE 29, 2022

Entrepreneurs who are starting a new business or expanding an established business are often advised to look to family members or friends when seeking financing for their venture. After all, who is more likely to have confidence in your ability to succeed and in your ability to turn a profit on their investment than the people closest to you? But, mixing business and personal matters can put you in some tight spots, potentially imperiling not only your professional prospects, but also your most

Investments 52

Investments Investing Ethics Business Planning 52

James Hendries

JUNE 29, 2022

Many parents may feel it is unnecessary to inform their adult children about their personal, financial affairs. However, as your children grow older, it can work to your advantage—and that of your entire family— to share with them key financial, medical, and estate planning information. An awareness of important information, and knowing where to locate relevant documents, can help your grown children take appropriate and timely action if a sudden death or catastrophic illness were to occur.

Medical 52

Medical Insurance Estate Planning Planning 52