The Chicago Financial Planner
FEBRUARY 6, 2022
Whether you work as an employee or you are self-employed you work hard for your money. In spite of what was said on PBS Frontline The Retirement Gamble and elsewhere in the press, in my opinion 401(k) plans are one of the best retirement savings vehicles available. Here are 4 steps to make sure that your 401(k) plan is working hard for your retirement.
Your Richest Life
FEBRUARY 28, 2022
Money problems and infidelity are two of the quickest ways to bring down a relationship, but when combined, they can be downright lethal. Unfortunately, “financial infidelity” is a fairly common occurrence in American relationships. According to a Creditcards.com poll , 32% of Americans in a serious relationship have cheated financially. That included spending more than their partners would be okay with, or having debt, credit cards or savings accounts that their partner knew nothing about.
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Andrew Thrasher
FEBRUARY 28, 2022
There’s a lot going on in the world right now and I’m thankful I don’t need to pretend to be a war general or an Eastern European expert to complete my analysis of the financial markets. Instead, I focus on Continue reading Bond Spreads Are Widening → The post Bond Spreads Are Widening first appeared on.
Steve Feinberg
FEBRUARY 28, 2022
What Is A Tax Deduction? . Tax deductions (sometimes referred to as “write-off’s”) are expenses you make on behalf of your business throughout the year, the total of which can be subtracted from your final tax payment. The deductions are codified into law to help small businesses relieve some of their tax obligation and become more profitable—but there’s a catch. . .
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Norman Marks
FEBRUARY 28, 2022
Dr. Rainer Lenz is more than a CAE and long-time practitioner. He also teaches corporate governance and auditing, and has been an independent board member and a finance executive. Rainer was recognized by Richard Chambers as one of the top ten internal audit thought influencers. He has been talking about the value of internal auditing […].
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
The Chicago Financial Planner
FEBRUARY 5, 2022
It’s Super Bowl time and once again my beloved Packers are not playing for the eleveth consecutive year. They had a great season earning the top seed in the NFC and a first round bye. They then laid an egg against the 49ers at the holy shrine, Lambeau Field. Aaron the the offense totally failed to show up at the game. Every year the Super Bowl Indicator is resurrected as a forecasting tool for the stock market.
BlueMind
FEBRUARY 24, 2022
Category: Technology. According to SuperOffice , CRM solutions are becoming increasingly common on mobile devices and 81% of users say they frequently access their CRM technology from more than one device. It has been well proven that many benefits come from CRM automation into our daily lives especially for businesses where efficiency, client satisfaction, and revenue returns are paramount.
Dear Mr. Market
FEBRUARY 24, 2022
Dear Mr. Market: Have we started off the year with enough things to worry about? The 2020s have seen more than any horror script one would ever want to draw up. We’ve had an unprecedented global pandemic, a massive stock market crash, and now a war… and we’re just two years in! We’ve constantly reminded people that the stock market always has a boogey man hiding in the darkness.
Walkner Condon Financial Advisors
FEBRUARY 24, 2022
The domestic and international stock markets have started 2022 with a level of volatility unseen for the past few years. The rather benign market conditions, over the last 10 years, have lulled investors into a false sense of security and normalcy that is anything but normal. . This is completely understandable when we look at the recent history of the S&P 500, a benchmark for US stocks.
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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.
Wealthfront
FEBRUARY 24, 2022
An employee stock purchase plan (or ESPP) can be a very valuable benefit. In general, if your employer offers an ESPP, we think you should participate at the level you can comfortably afford and then sell the shares as soon as you can. This strategy allows you to lock in a return on your contributions […]. The post What Is an ESPP and How Does It Work?
Yardley Wealth Management
FEBRUARY 24, 2022
The post The Crisis at Hand appeared first on Yardley Wealth Management, LLC. The Crisis at Hand. At a time when many investors have become antsy about the U.S. stock market, one thing we did not need was an aggressive military incursion in Europe. But that’s what we got, and as the Russian annexation of parts of Ukraine dominated the headlines, it is drowning out any positive news about the actual companies being traded.
Hubly
FEBRUARY 22, 2022
If you want to be an advisor with loyal clients and an endless stream of referrals, you have to stand out. So, what makes a good financial advisor reach “super advisor” territory? Here are five traits that can help separate you from the rest.
ClearMoney
FEBRUARY 22, 2022
The following is provided by Dimensional Fund Advisors. After touching record highs in early January, US stocks1 have slumped, and investors have been confronted with worrisome headlines2 in the financial press: “Inflation Hits Fastest Clip Since ’82”. —Gwynn Guilford, Wall Street Journal , January 13, 2022. “Economists Cut Back Growth Forecasts as Threats Pile Up”.
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.
Brown Advisory
FEBRUARY 23, 2022
Flexible Equity Strategy: Portfolio Manager Maneesh Bajaj Discusses His Investment Approach. mhannan. Wed, 02/23/2022 - 10:38. The strategy has a flexible approach to investing, that is why we have flexible in our name. We do not limit our investment universe by exclusively investing in fast growing companies or by focusing only on companies that trade on cheap multiples and are represented in a value index.
Pacifica Wealth
FEBRUARY 21, 2022
Are you at Risk of ID Theft? Certain practices make you more vulnerable to identity theft. If you answer “Yes” on two or more of the following questions you are in a high risk category, and you should to take immediate action to protect yourself. Do you often receive “pre-approved” credit card offers in the mail? Do you receive “convenience checks” from your credit card companies in the mail?
Advisor Websites
FEBRUARY 18, 2022
To say that the evolution of marketing has rapidly developed within the last two years is an understatement. While marketing trends have been moving along at breakneck speeds, the strategies that financial advisors previously implemented may no longer be the most successful.
The Better Letter
FEBRUARY 17, 2022
It was a typically steamy August morning in 1978 North Carolina but an utterly atypical day for me. I was sitting in the large lecture room at the Duke University School of Law, which could hold essentially all our 170-member class, waiting for my first session of law school to begin. The subject was Constitutional Law. We had been assigned the famous 1803 case of Marbury v.
Speaker: Carolina Aponte - Owner and CEO, Caja Holdings LLC
In today's rapidly changing business environment, building a resilient balance sheet is crucial to the survival of any business. A resilient balance sheet allows a company to withstand financial shocks and adapt to changing market conditions. To achieve this, companies need to focus on key strategies such as maintaining adequate liquidity, managing debt levels, diversifying revenue streams, and prioritizing profitability over growth.
Clever Girl Finance
FEBRUARY 17, 2022
Money equals wealth, right? Well, not quite. We hear a lot about making money and building wealth, but not a lot about the difference between your overall net-worth vs liquid net-worth. Let’s dive into what each type of net worth means. Learn about how to calculate them, and what your net worth means for you and your legacy. That way, you can get an understanding of its importance and how to improve it!
Prosperity Coaching
FEBRUARY 17, 2022
Use these tips to market yourself as the obvious choice for retirees. Financial Advisors Attracting Retirees: When I ask financial advisors “Who is your target market?” I often get a blank stare. Then an “um” and a reply “I work with, you know, the retired crowd.” So I say “So […]. The post Financial Advisors Attracting Retirees and Retired Couples appeared first on The Prosperous Advisor Coaching Blog.
Brown Advisory
FEBRUARY 21, 2022
Innovation and Growth Potential in Mid-caps: a Conversation with John Kett, CEO of IAA. mhannan. Mon, 02/21/2022 - 08:12. George Sakellaris, Portfolio Manager of Brown Advisory’s Mid-Cap Growth (MCG) strategy interviews John Kett, CEO of Insurance Auto Auctions (IAA). IAA is a leading global digital marketplace connecting vehicle buyers and sellers.
Pacifica Wealth
FEBRUARY 21, 2022
The FBI lists identity theft as one of the fastest growing crimes in the United States. Over 10 million Americans will be victims this year alone and criminals are getting more sophisticated in their attempts to strip you of vital personal information. Their success can mean hundreds of lost hours, thousands of wasted dollars, and a scarred credit report for you. .
Speaker: Wayne Spivak, President and CFO of SBA * Consulting Ltd., Industry Writer, Public Speaker
If you’re lost in the world of spend management needs and your GAP analysis is lacking perspective on the future state of your business performance, listen up! With the advancement of technology, the implementation of spend management best practices and concrete GAP analyses is more streamlined and accessible than ever before. And while this may sound like great news for you and your clients, it won’t be worthwhile unless you have the latest techniques to back up your ambitions!
Conneqtor
FEBRUARY 16, 2022
How do you go about improving financial advice? You don’t have to ask for personal information on your first call with your client. As financial advisors, we are trained, mind you, in a traditional methodology that doesn’t speak to reason.
Yardley Wealth Management
FEBRUARY 15, 2022
The post Part 2: Tax-Wise Investment Techniques appeared first on Yardley Wealth Management, LLC. Part 2: Tax-Wise Investment Techniques In our last piece, we introduced some of the tools of the tax-planning trade. These include tax-sheltered accounts for saving toward retirement, healthcare, and education, as well as tax-efficient tools for charitable giving, emergency spending, and estate planning.
Your Richest Life
FEBRUARY 15, 2022
After two years of a pandemic, many of us are itching to travel again. If that includes you, then let’s take a look at some of the ways you can book a vacation without destroying your budget: Make a Travel Plan Ahead of Time. If you want to avoid hurting your financial goals for the year, then definitely plan for your trips ahead of time. As early into the year as possible, map out what your year looks like, and what trips you plan to take.
BlueMind
FEBRUARY 11, 2022
Category: Technology. Client onboarding is one long and painfully exhausting process with which every financial advisor around the globe would unanimously agree. Therefore, digital documentation can be very critical for the onboarding process. Although client onboarding typically is a process of welcoming new clients into your business, “welcome” isn’t the right word to describe the actual process.
Speaker: Lynnette Khalfani-Cox, The Money Coach®
Niche markets represent a huge opportunity for the financial services industry in America. From college students and women to communities of color and low-to-moderate-income households, niche populations have specialized financial needs – but they often underutilize many valuable financial products and services. How can you better connect with these consumers?
Brown Advisory
FEBRUARY 21, 2022
Global Equity Investing: Focusing on Global Leaders. mhannan. Mon, 02/21/2022 - 08:13. The global equity universe offers a broad range of investment opportunities, allowing portfolio managers to be highly selective and pick quality businesses, unconstrained by geography or index composition. We believe that an approach that emphasizes capital allocation alongside investment selection, is informed by key lessons from behavioral finance and integrates in-depth fundamental and ESG research to focus
Pacifica Wealth
FEBRUARY 21, 2022
Four Steps if You Become a Victim of Identity Theft. 1) Report it. Report the fraud to all three credit reporting agencies – call each of the agencies below and ask that a “fraud alert” be placed on your report. When you place a call to one bureau concerning fraud, that bureau is supposed to notify the other two bureaus, but I suggest notifying them yourself to be safe.
Dear Mr. Market
FEBRUARY 10, 2022
Dear Mr. Market: The investment world has not given us much of a break lately. Everything is down… everything … except gold and emerging markets, but you saw that coming, right?!? Before we dive in, let’s just post some quick year to date numbers and then get to the football banter. Large Caps are down -5.4%, Mid Caps -4.2%, Small caps -5.9%, International -8.1%, and Bonds (which are supposed to shelter us from some of this near-term pain) are down -3.2%.
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