Sat.Nov 06, 2021 - Fri.Nov 12, 2021

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Stock Market Highs and Your Retirement

The Chicago Financial Planner

After a significant drop in March of 2020 in the wake of the pandemic, the S&P 500 has staged an amazing recovery. The index finished 2020 with a gain in excess of 18%. So far in 2021, the index is in record territory and has closed at record levels numerous times during the year. At some point we are bound to see a stock market correction of some magnitude, hopefully not on the order of the 2008-09 financial crisis.

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Keep Going: Valentino’s Story

MazumaBusinessAccounting

On October 16, 2021, Valentino Luna launched Corporate Diagnostic Center and D.K. International Corporation. That day also marked a meaningful anniversary for Valentino. It was 25 years to the day since Valentino ran away from home, opting to live on the streets and scrounge food from garbage cans rather than stay in an abusive environment. “I did my grand opening on that day because I want to remember always that as long as I make the right decision and I keep going and I believe in mysel

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3 Risk Reduction Strategies for Deferred Compensation Plans

Cordant Wealth Partners

In this post, we cover three ways you can reduce the risk you have in your deferred compensation plan (DCP) for those that have a substantial portion of their net worth tied up in deferred compensation. 409(a) Nonqualified Deferred Compensation plans present a fantastic way to defer taxes and build net worth. But, after many years contributing to the program coupled with investment gains, these plans can become a substantial portion of your net worth.

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How to Grow on Twitter as a Financial Advisor

Tucker Advisors

How to Grow on Twitter as a Financial Advisor. By Jordan Collins Tucker Advisors Senior Digital Marketing Specialist. Follow Follow Follow Follow Follow Follow. Table of Contents . Click the links below to jump to a client appreciation event page section specific to your needs. Why Twitter? Setting Up Your Twitter Account. Who Should You Follow On Twitter.

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How to Streamline Payment Applications & Lien Waivers Through Innovative Construction Technology

Speaker: Dylan Secrest, Founder of Alamo Innovation and Construction Digital Transformation Consultant

Construction payment workflows are notoriously complex when you consider juggling multiple stakeholders, compliance requirements, and evolving project scopes. Delays in approvals or misaligned data between budgets, lien waivers, and pay applications can grind progress to a halt. The good news? It doesn't have to be this way! Join expert Dylan Secrest to discover how leading contractors are turning payment chaos into clarity using digital workflows, integrated systems, and automation strategies.

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Bitcoin and Inflation

The Irrelevant Investor

So this happened today. Technically, it happened in October, but you get the point. Today we found out, officially, what we already knew. Prices of goods and services are going up only. If you stare hard at this chart, you can see when the highest inflation print in 30 years hit the tape. I'm all for not confusing correlation with causation, but in this case, it's kind of hard to make any interpretation other than inflation up bitcoin up.

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An Insight into Investment Advisor Courses and Training Programs

International College of Financial Planning

There is great demand for Investment Advisor professionals in India and here we look at the various Investment Advisor Courses and Training Programs that you can take. The demand for Investment Advisors has been constantly rising over the last two decades. The story has been no different in India where a fast-growing middle and upper-middle-class is constantly looking to secure its future by opting for the right investment options.

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What is a Donor Advised Fund and Why You Might Want to Donate Low Basis Stock

Zajac Group

When it comes to charitable giving, there are many different options, from dropping a dollar in the collection plate at church to starting a private foundation. While an anonymous greenback in the offering plate might not generate the paperwork necessary to realize any tax benefits and starting a private foundation might seem daunting, a Donor-Advised Fund could be a great option for philanthropic investors.

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Animal Spirits: Great Quartr Guys

The Irrelevant Investor

Today’s Animal Spirits is brought to you by YCharts Mention Animal Spirits to receive 20% off when you initially sign up for the service. On today’s show we discuss: The pandemic could be over by January The real reason Elon is selling his stock Old metrics for new companies We invested in Quartr Zillow earnings transcript Zillow shareholder letter Peloton transcript Help really wanted October employment report (Bill McBride) 11% of people quit their jobs because they're cryptorich.

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How Do I Register My New Business in New Hampshire? Small Business Guide

Steve Feinberg

If you’ve been thinking about turning your hobby into a full-time job, or you have an idea for a product that people can’t live without, then New Hampshire is a business-friendly state in which to incorporate your new venture. New Hampshire’s tax burden is low for business owners, and there is no general sales or personal income tax either, making it an attractive prospect for potential employees.

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Global Cooldown: Tackling Climate Change Through Our Bond Portfolios

Brown Advisory

Global Cooldown: Tackling Climate Change Through Our Bond Portfolios. ajackson. Mon, 11/08/2021 - 13:52. With COP26 underway, leaders from around the world have gathered again to engage in healthy debate, revisit the Paris agreement and, to their chagrin, stare at a very expensive invoice that is rapidly coming due. The IEA projects that annual clean energy investment will need to more than triple from its current level ($1.2 trillion per year from 2016-2020, according to their estimates), to $4

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You upgrade everything else. Why not your close process?

You wouldn’t keep using a 2009 flip phone - so why settle for outdated close processes? It’s time for an upgrade. SkyStem's Guide to Month-End Close Software walks you through what today’s best tools can do (and what your team shouldn’t have to deal with anymore). Get smart, fast, and a whole lot less stressed when it’s time to close the books.

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Microsoft Deferred Compensation Plan (DCP): 2022 Enrollment Guide

Cordant Wealth Partners

[Editor’s note: Information contained in this post is based off information for the 2021 DCP enrollment period. We will update the post as soon as Microsoft releases any updates for 2022.]. In this article, we cover what you need to know about the Microsoft Deferred Compensation Plan (DCP) for the upcoming enrollment period. We’ll outline how the program works, the risks of participating and the most common questions we hear about DCP elections.

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Animal Spirits: Why Annuities Have Higher Yields than Bonds

The Irrelevant Investor

Today’s Animal Spirits is brought to you by DPL Financial Partners On today’s show we discuss: The parallels between Squid Game and annuities How advisors are thinking about bonds in a low rate environment Managing sequence of returns risk, and much more Listen here Investor resources: RIA Retirement Planning Survey Fixed income comparison Charts Contact us at animalspiritspod@gmail.com with any feedback, recommendations, or questions.

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These Are the Goods

The Irrelevant Investor

Articles What if the big problem in the early 2000s wasn’t an excess of houses but a shortage of them? (By Full Stack Economics) A DAO’s culture is defined by the one-to-one relationships formed between groups of individuals that can be distilled into a repeatable set of behaviors and patterns (By Mario Gabriele) Developers and creators can transact directly with their fans and retain ownership and control over their own work.

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You Don’t Live in the World You Were Born Into

The Irrelevant Investor

Investors have suspended disbelief. That's the only way to describe what's happening today. How else do you describe the behavior that allows a car company that's yet to deliver a car to be valued at $65 billion? Lest you think I'm cherry-picking, there are countless examples of this kind of froth in the equity markets.* Meb Faber shared a chart this weekend that perfectly encapsulates investors' credulity.

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Your Accounting Expertise Will Only Get You So Far: What Really Matters

Speaker: Victor C. Barnes, CPA, MBA

In the climb from contributor to leader, the rules quietly change. If you’re aiming for the summit, the air gets thinner—and what got you here won’t be enough to get you to the top (a concept first popularized by Marshall Goldsmith in his book What Got You Here Won’t Get You There ). What made you successful early in your finance career—technical accuracy, sharp analysis, flawless execution—won’t be what carries you to the next level.