Investing Caffeine

MAY 2, 2022

L ong-term success is rarely achieved without some suffering. In other words, you are unlikely to enjoy gains without some pain. Last month was certainly painful for stock market investors. On the heels of concerns over the Russia-Ukraine war, Federal Reserve interest rate hikes, China-COVID lockdowns, inflation/supply chain disruptions, and a potential U.S. recession, the S&P 500 index declined -8.8% for the month, while the technology-heavy NASDAQ index fell -13.3%, and the Dow Jones Indus

Electronics 59

Electronics Economy CFP Investing 59

Tobias Financial

MAY 2, 2022

Like most young kids, Ramesh went searching for an opportunity to make new friends. To his surprise and trepidation, he discovered the track team. Admittedly not an avid runner and needing practice, during most meets, Ramesh cheered on his teammates from the sidelines, enjoying some delicious snacks. This was until one faithful day, he was needed. With a member of the relay team experiencing an injury, Ramesh was called in as a replacement.

Financial Advisor 52

Financial Advisor Clients Financial Services 52

Getting Your Financial Ducks In A Row

MAY 2, 2022

Photo credit: jb. Once again in the category of terrible things you can attempt to do with your IRA, there is the concept of a “cross loan” from your IRA to another, unrelated party. You know from previous articles that it’s not allowable to transact business with disqualified persons. Therefore, you can not take a loan from your IRA to finance your business, or your brother’s business (among others).

Planning 54

Planning Investing Investments Retirement Planning 54

Leading Advisor

MAY 2, 2022

Stocks 101 isn’t typically scheduled after science or art class in your child’s school curriculum. Unless they’ve taken a personal interest in finance during their… The post How to Teach Your Children About Investing appeared first on Leading Advisor - Simon Reilly.

Investing 40

Investing Investments Planning 40

Speaker: Nancy Wu, Head of Sales and Customer Success at SkyStem

Join us for an enlightening webinar as we delve into the transformative realm of modern accounting practices. In today's digital age, the convergence of outsourcing and automation has revolutionized how businesses manage their financial operations. In this webinar we will explore the synergistic potential of these two strategies to streamline processes, enhance accuracy, save cost and drive strategic decision-making.

Accounting

Clever Girl Finance

MAY 2, 2022

Your financial well-being as a woman of color is critical. Compared to your white counterparts, you face unique challenges impacting your ability to build long-term wealth. Women of color are often left behind in the fight for women’s rights. As a result, the stats around wealth-building for women of color are staggering. For instance, according to the National Community Reinvestment Coalition, a single black woman has a medium wealth of $1700.

Education 52

Education Assets Investing Investments 52