Sun.Nov 27, 2022

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Small Business Retirement Plans – SEP-IRA vs. Solo 401(k)

The Chicago Financial Planner

One of the best tax deductions for a small business owner is funding a retirement plan. Beyond any tax deduction you are saving for your own retirement. As a fellow small businessperson, I know how hard you work. You deserve a comfortable retirement. If you don’t plan for your own retirement who will? Two popular small business retirement plans are the SEP-IRA and Solo 401(k).

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Top clicks this week on Abnormal Returns

Abnormal Returns

Top clicks this week Lessons learned from a young Warren Buffett. (neckar.substack.com) How do stocks beat inflation? (thereformedbroker.com) The normalization of interest rates is going to change how people invest. (blairbellecurve.com) There are five levels of wealth. (physicianonfire.com) Five reasons for optimism, including 'expected returns are rising.

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Behind the Balance Sheet

The Big Picture

( You may think this caricature is goofy, but I find it generous in its depiction ). I recently sat down to chat with Stephen Clapham , who hosts the Behind the Balance Sheet podcast. Audio is at Spotify and iTunes. Normally during podcasts, I am trying to keep the ratio of the guest to me at ~3 to 1 or so. The focus is supposed to be on the extra special guest who I am interviewing.

Media 144
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Sunday links: the tech retrenchment

Abnormal Returns

Strategy Rising interest rates reset a whole host of financial questions. (humbledollar.com) Why fraud seems more prevalent these days. (awealthofcommonsense.com) Companies Disney ($DIS) had more than just a CEO problem. (ft.com) Shopping on Amazon ($AMZN) continues to get worse. (washingtonpost.com) T. Rowe Price ($TROW) has come out against a merger between News Corp. and Fox.

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Register Now: Sneak Peek Into Close Automation SkyStem Web Demo

Technology is rapidly changing the way accountants perform and manage month-end activities. Spreadsheets, email, and shared drives no longer have to slow us down. Join us as we present a "sneak peek" recorded demo of SkyStem's month-end close solution – ART. In under four weeks, your team can start reaping the benefits of month-end close automation by vastly reducing spreadsheets, cut down on reconciliation work, speed up the month-end close, and better manage your remote team.

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Realtor.com Reports Weekly Active Inventory Up 49% Year-over-year; New Listings Down 17%

Calculated Risk

Realtor.com has monthly and weekly data on the existing home market. Here is their weekly report released today from Chief Economist Danielle Hale: Weekly Housing Trends View — Data Week Ending Nov 19, 2022. Note: They have data on list prices, new listings and more, but this focus is on inventory. • Active inventory continued to grow, increasing 49% above one year ago.

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More Trending

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[cdata[ How Can You Get Clever About Hiding Your Purchases on Amazon? Here Are The Inside Tips ]]

oXYGen Financial

![CDATA[ The holiday season is vastly approaching and many consumers are turning to Amazon to make their purchases. Amazon is an easy way to get your gifts quickly and offer something for everyone. If you have an Amazon Prime account, you should look into the many perks that it comes with - like fast, free delivery options, exclusive deals, and early access to hot items.

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In a Volatile Market, Investors View Early Childhood Education Centers with Greater Interest

Wealth Management

Because they trade at higher cap rates and are viewed as recession-resistant, net lease investors are picking up more early childhood education properties.

Education 104
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Talk Your Book: The Buy-Write Strategy

The Irrelevant Investor

Today’s Talk Your Book is brought to you by Madison Investments: See here to learn more about investing in Madison Investments strategies and managed account solutions and here for disclosure information On today’s show, we are joined by Ray Di Bernardo, VP and Portfolio Manager of Madison Investments to discuss covered call strategies in today’s market On today’s show we discuss: What Madison Inv.

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Boost client service and your success

Million Dollar Round Table (MDRT)

By Michael DePilla, MDRT in-language content strategist Success as a financial advisor is not accidental. There are deliberate steps taken to increase productivity and efficiency. Try these three ideas when working with clients to take you to the next level in your career. Better booking. I use an online booking tool called OnceHub. I can embed this into my website, and my marketing team can send the link out to our clients, so they can schedule to meet when it is most convenient for them.

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2024 Lending Outlook: Innovations and Evolutions in the Financial Sector

As we step into 2024, the lending landscape evolves rapidly with technology, regulations, and market dynamics driving change. For banks and financial institutions to stay competitive and meet the evolving needs of their customers, these drivers must be understood and engaged with. Lenders can anticipate significant transformation fueled by technological advancements, regulatory shifts, and changing consumer behaviors.

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BMW Doubles Investment to $2.1 Billion in Hungary EV Plant

Advisor Perspectives

BMW AG is doubling its investment at its Hungarian factory to €2 billion ($2.1 billion), adding a high-voltage battery assembly facility that will create more than 500 jobs.

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Sunday Night Futures

Calculated Risk

Weekend: • Schedule for Week of November 27, 2022 Monday: • AT 10:30 AM ET, Dallas Fed Survey of Manufacturing Activity for November. This is the last of the regional Fed manufacturing surveys for November. From CNBC: Pre-Market Data and Bloomberg futures S&P 500 are down 17 and DOW futures are down 110 (fair value). Oil prices were down over the last week with WTI futures at $76.06 per barrel and Brent at $83.47 per barrel.

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US Shoppers Kick Off Holiday Season With a Muted Black Friday

Advisor Perspectives

US retailers discounted heavily on Black Friday to clear out bloated inventories but customers responded with only modest traffic, leaving profitability in doubt for many chains.

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Fundamental Analysis Of Tata Power – Industry, Future Plans & More Details

Trade Brains

Fundamental Analysis of Tata Power: The operations of the Tata Group companies seem to be as diversified as the group itself. At one end we have Adani’s three different companies in the green energy, power generation, and transmission sectors. At another end of the spectrum, Tata Power Company Ltd. stands with all three businesses under one umbrella.

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Banking on Loyalty: Holistic Financial Advice for Unparalleled Business Growth

Speaker: Joe Buhrmann, MBA, CFP®, CLU®, ChFC® Senior Financial Planning Practice Management Consultant eMoney Advisor

During an era of evolving consumer preferences, the banking sector is undergoing a profound shift. As customers continue to broaden their perspectives, banking professionals must support their customers' financial wellness by providing holistic financial advice that aligns with individual goals and circumstances. Without adapting, financial institutions will find that loyalty may crumble amid uncertainty.

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The 2023 Outlook for Emerging Markets

Advisor Perspectives

Emerging markets have been rattled by inflation, weakness in China’s growth and the war between Russia and Ukraine. Wave after wave of bad news came in 2022; however, there are reasons for optimism as we approach 2023. Emerging markets are resilient and better positioned than developed markets to face the uncertain environment and lead the global recovery.

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Salvaging Long/Short

Random Roger's Retirement Planning

Adam Butler had a thought provoking mini-thread; Long/short is kind of a catchall category because there can be quite a few different approaches that seek very different results. I am not familiar with the index he is citing but I take from his comments that funds in that index attempt to beat the market at all times. Long/short is easily accessible in ETFs and mutual funds but is the space worth pursuing?

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The 2023 Outlook for Asia

Advisor Perspectives

Emerging markets have been rattled by inflation, weakness in China’s growth and the war between Russia and Ukraine. Wave after wave of bad news came in 2022; however, there are reasons for optimism as we approach 2023. Emerging markets are resilient and better positioned than developed markets to face the uncertain environment and lead the global recovery.

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10 Sunday Reads

The Big Picture

Avert your eyes! My Sunday morning look at incompetency, corruption and policy failures: • Was This $100 Billion Deal the Worst Merger Ever? At Time Warner, executives saw AT&T as just a “big phone company from Texas.” At AT&T, they thought Hollywood would play by their rules. That combination led to strategic miscalculation unrivaled in recent corporate history. ( New York Times ). • Qatar’s World Cup is an unparalleled disgrace : There’s truly only one story at this World

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Transforming Lending: Understanding the Power of Digital Platforms

Digital platforms can provide you with plenty of solutions, yet many are still intimidated by them. It's time to end that worry and embrace what could make a major difference for your bank. Understanding how they work and how to best utilize them for your banks is key toward success. In this article, Biz2X breaks down all things digital platforms, including the many advantages of embracing them.

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Global Oil Market Flashes Warnings as Demand Concerns Spike

Advisor Perspectives

The global oil market keeps sending up flares on the outlook for weaker demand. In the latest, a closely-watched gauge of Asian crude consumption tumbled to a seven-month low as surging virus cases in China trigger lockdown-like restrictions in the world’s biggest importer.

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The Budget Deficit Big Lie and When Will Soaring Debt Finally Matter

Mish Talk

Change in public debt vs the purported fiscal year deficit. Data from St Louis Fed, chart by Mish. Chart Notes The change is debt is end of calendar year from the end of the previous calendar year. Alleged deficits are fiscal year distortions of reality. The Big Deficit Lie Nearly every year, debt rises more than the alleged deficit. This is not a fiscal vs. calendar year distortion, but an ongoing deficit lie.

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Evolution & Revolution: Five Technology Megatrends Impacting Society

Advisor Perspectives

Technology megatrends transform society, and there is a hugely significant fourth wave on the horizon.

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Copper Mining Grows at Last But Now Smelters Can't Keep Up

Advisor Perspectives

Copper miners are boosting output at last after several years of anemic performance.

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Quick Start Guide to a Crystal Clear Close

Did you know automating your month-end close can save up to 40% of the time typically spent on manual reconciliations? CFOs and controllers are leveraging SkyStem's workflow management and reconciliation tool to eliminate costly mistakes, ditch manual reconciliations and close faster. Want to know how they do it? Download our Quick Start Guide to a Crystal Clear Close!

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IPO Hole Is Partly Plugged by $24 Billion Burst in Share Sales

Advisor Perspectives

All is not lost for equity capital market bankers.

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