June, 2022

Five Things to do During a Stock Market Correction

The Chicago Financial Planner

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.

Trending This Tuesday, June 28, 2022


For the last “Trending This Tuesday” of June, we have some awesome marketing articles for you! With tips on how to tell great stories to showing your value as an advisor to prospects and much more, this is a “must-read” roundup.


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Why useless financial advisor rankings lists should be put to rest!

Sara Grillo

This blog is not for the faint of heart. I am writing it because I’m sick of the BS narratives perpetrated by the financial media, a prime example being the Barron’s Top Advisor List. There are other nonsense financial advisor rankings such as Forbes and CNBC that I rip apart here too.

Lessons From Inflation’s Return

Fortune Financial

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.

Best Practices to Ace Your Close

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

Whether you’re on a 1-day close or a 10-day close, there are some fundamental commonalities that all strong accounting departments share when it comes to the month-end close. Please join us for an informative webinar where we share best practices that your team can implement today to ace your close.

The Wealthfront Cash Account Now Has a 1.40% APY


We’re thrilled to announce we’re raising the APY on the Wealthfront Cash Account from 0.85% to 1.40% following the Federal Reserve’s decision to raise the target range for the federal funds rate.

More Trending

Two Stories to Help You Explain What You Do

Don Connelly & Associates

I have a thought I want you to pass on to your clients. Tell them this from me. The only people who lose weight are the people who hire trainers. People that buy equipment and put it in a house don't use the equipment.

Our New Website is Live!

Investing Caffeine

It was time to freshen up the digital scenery. Check out our new and improved website (Sidoxia.com). www.Sidoxia.com. After almost a decade, we decided to revitalize our website (Sidoxia.com). We invite you to stop by and explore our brand new website – its first facelift since 2013.

5 Things To Consider Before Hiring A Wealth Manager

International College of Financial Planning

Hiring a wealth manager is one of the biggest financial decisions you’ll make. When it comes to finding the right person for the job, you want to make sure you do your research.

Communicating With Your Investment Advisor

Mullooly Asset Management

In this week’s podcast, Tom and Casey discuss how crucial communication is for the investment advisor-client relationship. We take a different investment approach when money is needed in the short-term vs. growing it over the long-term.

Global Hiring Guide for Startups

Grow your startup beyond borders and boundaries. In this eBook, you’ll discover how you can gain a competitive edge over your business rivals through the latest technology, harnessing global contractors, and using a global employment platform.

How Do Stocks Perform During Down Times?

Your Richest Life

As we continue to deal with record-high inflation and economic instability, you might be wondering how you should manage your investments.

Neither a Crypto Borrower nor a Lender Be


Image credit: Diverse Stock Photos || Would that those shiny coins were the real thing. Metal coins are real. Code, not so. As I have said before, look at the underlying economics of an investment rather than its external form. It doesn’t matter whether it is public or private.

Equity markets at a crossroads – What is the way forward?

Truemind Capital

It’s common knowledge now that benchmark Indian & US (S&P 500) indices are down by 16% & 21% respectively with some stocks down by more than 50%. The sharp uptick in yields caused the mark to market losses in long-term debt instruments.

Bad Weather Coming: Hurricane or Drizzle?

Investing Caffeine

I t was a stormy month in the stock market, but the sun eventually came out and the Dow Jones Industrial Average rallied more than 2,300+ points before eking out a small gain (up +0.04%) and the S&P 500 index also posted an incremental increase (+0.005%). But there are clouds on the horizon.

CFP 56

Redefining Wealth: Money Management, FinTech, Inclusion, and Belonging

Speaker: Marguerita Cheng - Chief Executive Officer at Blue Ocean Global Wealth

Join Marguerita Cheng for an engaging conversation on rethinking the concept of wealth and how everyone can benefit from professional money management.

How to Plan Around Inflation

Integrity Financial Planning

Does your plan properly account for inflation, now and in the future? Where is the stock market headed? Let’s talk about the things you need to be thinking about right now in your financial plan. Interest rate hikes continue and inflation keeps going up. Could it level out at some point?

Choosing the Right 401(k) for Your Employees & Your Business

James Hendries

Implementing a 401(k) plan for your employees is good business. It means you’re thinking strategically, that you care for your employees, and are focused on the long-term health of your company. Implementing a retirement plan: Can help you attract and retain top talent.

2 Potential Changes Retirement Investors Should be Aware of

Mullooly Asset Management

In this week’s video, Casey discusses changes to retirement accounts that **could** happen in the near future. If you save for retirement in a 401(k) or IRA, you’ll want to get these potential changes on your radar.

Roadmap For Financial Planning

Yardley Wealth Management

The post Roadmap For Financial Planning appeared first on Yardley Wealth Management, LLC. Roadmap for financial planning. When I say that being a financial advisor is a lot like being a therapist, you probably think I’m joking.

Top 7 Global Employment Challenges

Global expansion brings many opportunities for companies. However, there are pitfalls along the way that can slow down progress. In this eBook, we look at the 7 key challenges to global growth, and ways to minimize expansion headaches.

Episode #426: The Best of 1H22 – Zeihan, Grantham, Zelman, Bloomstran, Ilmanen, Arnold, Baker, Grice, Valiante & Ariely

Meb Faber Research

Four Things I Want My Daughter to Know by High School Graduation

MainStreet Financial Planning

It’s graduation season and I’ve been thinking about the lack of personal finance education in the schools. Here are 4 things I think that every person graduating from high school needs to know by graduation.

How to Talk to Your Family About Your Estate Plan and Avoid Complicating Their Grief

Carson Wealth

Sarah Duey . I once had clients with only one daughter. They created a trust for only their grandchild without ever telling their daughter why. . As the trustees, we worked with this daughter, because her child was still a minor.

Acquaint Grown Children with Your Financial Affairs

James Hendries

Many parents may feel it is unnecessary to inform their adult children about their personal, financial affairs. However, as your children grow older, it can work to your advantage—and that of your entire family— to share with them key financial, medical, and estate planning information.

Global Hiring Guide: Top Emerging Fintech Hubs

The fintech industry is growing exponentially. Companies can find the talent they need in top emerging fintech hubs around the world. Highly skilled global candidates are available to hire — companies just need to know where to look for them.

Start-up Hubly Already Named Finalist in Wealth Management Industry Awards 2022 | Hubly


New entrant to the Wealth Management Industry, Hubly, announced as finalist in the Workflow Automation – Business Support Systems category for the Wealth Management Industry Awards

10 Helpful Lead Generation Strategies For Your Financial Services

Steven J. Wilson

When it comes to lead generation, financial services companies have a lot to consider. Several factors can impact your ability to generate leads and close deals, from identifying the right target market to understanding the complex sales process.

How to Start Planning for Retirement

Mullooly Asset Management

Retirement is often thought of as one big decision. But planning for retirement is actually a series of small decisions made along the way. It usually starts out as wanting to know the answer to the BIG question of can I financially afford to retire? Or do I have to continue working?

6 Client Event Ideas to Grow Your Financial Advisory Business

Advisor Websites

One of the best ways to grow your financial advisory business is through your existing client base in the form of referrals. If you're looking to keep your current clients engaged and fuel excitement in your best prospects, consider hosting a client appreciation event.

The HR Compliance Playbook: How to Improve Speed-to-Hire

Every global growth to-do list should begin with compliance. Navigating international jurisdictions can be complex and time-consuming, but with solid, up-to-date compliance procedures, companies can maximize efficiency, speed-to-hire, and mitigate risks.

Take Full Advantage of XYPN Membership With Your Member Experience Specialist

XY Planning Network

5 MIN READ. Whether you’ve made the big decision to join XYPN, or you’ve been a member for a while and haven’t taken a deep dive into maximizing your membership, you’re ready to start taking advantage of countless member benefits. So how do you take full advantage of XYPN membership?

Asking Family or Friends to Invest in Your Business

James Hendries

Entrepreneurs who are starting a new business or expanding an established business are often advised to look to family members or friends when seeking financing for their venture.

Why Clients Leave Their Financial Advisors and How to Prevent it | Hubly


Have you ever wondered why clients leave their financial advisors? What if your actions are preventing you from retaining clients? Learn how you may be losing your client's trust and how to fix it