Fortune Financial

JUNE 21, 2022

Inflation is now front and center in the minds of investors as domestic measures of consumer prices reach levels not seen in a generation: This is obviously a sea change for investors long accustomed to the benign inflationary environment that has prevailed with little interruption for several decades. Since I have written on the topic and its impact on financial assets on several different occasions I thought it would be worthwhile to revisit some of those ideas now that inflation has returned.

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Hubly

JUNE 21, 2022

This International Women's Day, we are excited to share our findings about women in the financial services industry based on our experience of working with hundreds of different advisory firms.

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Financial Services 52

Cornerstone Financial Advisory

JUNE 21, 2022

Presented by Cornerstone Financial Advisory, LLC. Stocks moved lower last week as recession fears deepened following a Fed hike in interest rates and weak economic data. The Dow Jones Industrial Average fell 4.79%, while the Standard & Poor’s 500 dropped 5.79%. The Nasdaq Composite index slid 4.78% for the week. The MSCI EAFE index, which tracks developed overseas stock markets, slumped 4.51%. 1,2,3.

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Conneqtor

JUNE 21, 2022

Commuting to and from work is becoming increasingly expensive with the rising fuel prices. With these record high gas prices, this surge is impacting all aspects of our lives including our businesses.

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Accounting

Diamond Consultants

JUNE 21, 2022

The truth is that taking the time to get educated about the opportunities available is a smart business decision—regardless of whether you want or are ready to make a move. Advisors often wonder if there’s a right time to embark upon the due diligence process. And the reality is that it’s important that they always stay aware and educated about the opportunities around them—particularly in an environment that’s evolved rapidly over the last several years.

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Investment Writing

JUNE 21, 2022

This blog post was inspired by a section in Business Blather: Stop Using Words That Sound Good but Say Nothing! by Jerry McTigue. As you know, I agree with the mission of this book. Delete meaningless claims. In a section called “Enough with the platitudes already,” McTigue criticizes the “litanies of clichés and banalities writers believe exude a corporate luster simply because virtually every corporation proclaims them.

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Covisum

JUNE 21, 2022

Helping clients navigate Social Security changes to optimize their claiming strategy gets more complex each year. And accuracy is essential when calculating the best time for your clients to retire with the most significant amount of Social Security income.

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Mullooly Asset Management

JUNE 21, 2022

Personal finance probably might not be at the top of anyone’s summer to-do list. But if the doom and gloom financial headlines have you feeling like you have no control over your personal financial situation, it’s time to shift your focus. The stock market and economy are largely out of your personal control. So it’s […].

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Hubly

JUNE 21, 2022

As Hubly's first full year since launching our product, we wanted to reflect on some of our statistics, findings, and moments from the past year.

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Banking

Leading Advisor

JUNE 21, 2022

Your number one asset is your consciousness. Since 2020, most people’s consciousness is being fragmented by the compounded fears of; Alpha, Beta, Gamma, Delta, and… The post Attract, build and create your practice, team, clients, and succession plan with this assignment appeared first on Leading Advisor - Simon Reilly.

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Hubly

JUNE 21, 2022

Press release announcing new partnership between XY Planning Network and Hubly to help advisors to scale their fee-for-Service firms

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Planning 52

Random Roger's Retirement Planning

JUNE 21, 2022

Eric Crittenden, manager of the Standpoint Multi-Asset (BLNDX/REMIX) sat for a podcast with Jason Buck from Mutiny Fund who we looked at last week for deriving the Cockroach Portfolio. Early in the pod, the term crisis alpha came up to describe managed futures, more like managed futures is one example of crisis alpha. The simple definition of alpha is the extent to which a portfolio outperforms its benchmark.

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Hubly

JUNE 21, 2022

Bad workflows can do more harm than good. These three simple steps will fix your workflows so you can run your business effectively.

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Financial Advisor 52

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.

Financial Advice

oXYGen Financial

JUNE 21, 2022

![CDATA[ How to Manage Your Debt No Matter What Size It Is When you need additional funds to cover your urgent expenses, you often opt for different lending options such as personal loans or credit cards. If you have some debt you need to manage it. Making regular payments will help you prevent the debt from getting out of your control. When you have a lot of debt, it can be.

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Management 40

Mr. Money Mustache

JUNE 21, 2022

Another fine day in Retirement. During our recent discussion on Inflation , a Badass reader stopped by and caught my attention by dropping the following block of wisdom into the comments section: “ A final note if you are worried about inflation: sledgehammer the TV and go for a walk in the woods. Trees get bigger every year unless you cut them down.”.

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