The Chicago Financial Planner
JUNE 13, 2022
After a strong finish in 2020 and very solid returns in 2021, we’ve seen a lot of market volatility so far in 2022. The S&P 500 index was down about 17.6% on a year-to-date basis as of Friday’s close. The combination of higher inflation, higher interest rates and the situation in Ukraine are all fueling this market volatility. Nobody can predict how long this will last.
Wealthfront
JUNE 13, 2022
When you’re building long-term wealth, compounding can help you get there faster by increasing the rate at which your money grows. Understanding compounding is key to achieving your long-term financial goals, so in this post, we’ll tell you exactly what you need to know. What is compounding? Compounding is the name for when your earnings […].
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Norman Marks
JUNE 13, 2022
I want to thank David Finch, a board member who has also been the head of internal audit for a UK company, for his comments on a recent blog post of mine about audit reports. He wrote: As a NED, I have challenged CAE’s and executive management on the length of papers and reports issued […].
The Irrelevant Investor
JUNE 13, 2022
If you're reading this, then you already know we've been in a bear market for a while. But today it became official. And while the terminology might not matter to you, it matters to everyone who isn't reading this because most of the country gets their stock market updates from local or national news outlets, and tonight or tomorrow morning they'll say, "stocks enter a bear market.
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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
Brown Advisory
JUNE 13, 2022
Our Perspective on Optimal Governance Structure ajackson Mon, 06/13/2022 - 14:12 Leaders of mission-driven nonprofit organizations understand that their board’s investment committee (IC) typically shoulders the greatest share of responsibility in developing and fostering the organization’s relationship with an investment advisor. For many endowments and foundations (E&Fs), working with a new advisor can offer a great opportunity to consider aspects of board governance that should ensure a smooth
Hubly
JUNE 13, 2022
Sonya served in a medical office where she gained a lot of experience in client service. Now, she is a superstar administrative tax assistant and office manager who uses her prowess to bring her joy in her every day work with the clients at her firm.
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
Don Connelly & Associates
JUNE 13, 2022
Successful financial advisors know that client retention is vital for sustaining and growing their business. Replacing a client who leaves with a new client is expensive and hard work, costing five to 25 times more than retaining an existing one. Success at retaining clients enables advisors to focus on delivering value to them instead of having to pursue new clients.
Elevating Your Business
JUNE 13, 2022
Best practice systems identify the bottlenecks in your workflow. Creating systems involves examining a process step by step so that you find hiccups and other problems. The process of defining and refining your workflow with systems makes your business run smoothly. Which of these best practice systems is your firm missing? Use the list below. The post 19 Best Practice Systems for Growing Businesses appeared first on Women Financial Advisor Coach Consultant.
Getting Your Financial Ducks In A Row
JUNE 13, 2022
While there are many reasons that it may be in your best interest to pay tax and convert funds from a traditional IRA to a Roth IRA, there are a few situations that you might want to keep in mind as you consider converting. I covered Three Reasons You May Not Want to Convert to a Roth IRA in an earlier article, and here we’ll be talking about another – the probability of paying medical expenses from your traditional IRA.
Aleph
JUNE 13, 2022
Image credit: All images belong to Aleph Blog. Well, finally the bear market… at 3/31/2002 the S&P 500 was priced to return a trice less than zero in nominal terms. After the pasting the market received today, that figure is 3.57%/year nominal (not adjusted for inflation). You would likely be better off in an ETF of 10-year single-A rated bonds yielding 4.7% — both for safety and return.
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.
Brown Advisory
JUNE 13, 2022
Our Perspective on Optimal Governance Structure. ajackson. Mon, 06/13/2022 - 14:12. Leaders of mission-driven nonprofit organizations understand that their board’s investment committee (IC) typically shoulders the greatest share of responsibility in developing and fostering the organization’s relationship with an investment advisor. For many endowments and foundations (E&Fs), working with a new advisor can offer a great opportunity to consider aspects of board governance that should ensure a smo
Financial Symmetry
JUNE 13, 2022
Most of us believe we’ll always have more time with our spouse, but when that time is cut short, we’re often left with too many questions and not enough answers. On today’s show, we tackle the emotionally challenging subject of … Continued. The post Tax Changes to Consider After the Death of a Spouse, Ep #166 appeared first on Financial Symmetry, Inc.
David Nelson
JUNE 13, 2022
By David Nelson, CFA. The two-year treasury yield briefly pushed above the 10 year early this morning. On a sustained basis it’s often thought of as a leading indicator of a coming recession. Some parts of the curve are already inverted and of course all this comes on the heels of a very disappointing inflation report Friday. The CPI (Consumer Price Index) came in well above expectations at +1% month over month and +8.58% year on year.
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