Norman Marks
APRIL 5, 2022
The latest headline topic for internal auditors seems to be Environmental, Social, and Corporate Governance (ESG). For background, I refer you to a sensible piece by Richard Chambers. SEC Climate Disclosure Proposal May Be the Next SOX for Internal Audit summarizes in a clear and concise way (thank you, Richard) the SEC’s proposed climate-related disclosure […].
Walkner Condon Financial Advisors
APRIL 6, 2022
With the death of a loved one, one question we often get is, “What assets are entitled to a step-up in basis and what assets aren’t entitled to a step-up in basis at death?” To define what we mean by step-up in basis , sometimes referred to as stepped-up basis, here is an example: Your mother purchased 100 shares of XYZ company at $10 per share in 1950, costing her $1,000, which is her “basis.
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Bell Investment Advisors
APRIL 8, 2022
On March 4, the Oakland Symphony took to the stage of the Paramount Theatre in a moving tribute to the late Bonnie Bonetti-Bell , co-founder of Bell Investment Advisors and patron of the Oakland arts community. She passed away in November 2019. . James F. Bell , Chairman and fellow co-founder, underwrote the performance in memory of his late wife. The performance had been long in the making, as James began talks with the Symphony over a year ago to organize and curate the program.
AdvicePay
APRIL 6, 2022
Welcome to AdvicePay’s quarterly release notes! After a break this winter to give our team the space to focus on some big projects, we’re ushering in spring with a full tour of the most popular new features. We’ve got updates all over our platform, so let’s get to the fun stuff!
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Tobias Financial
APRIL 5, 2022
Are you considering a Roth Conversion? If so, you may want to act when the stock market drops. Recently, our CEO Marianela Collado was quoted on CNBC sharing what to consider regarding the potential upfront costs. “If you’re willing to pay upfront taxes on a Roth conversion, you may project how many years it will take to break even.”. To learn more, click here: [link].
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Bell Investment Advisors
APRIL 6, 2022
Forrest Bell, CFP®. After starting 2022 with two negative months, March delivered a reprieve to stock investors. After global markets dropped 5.8% during the first two weeks of the month, equity prices suddenly changed direction and closed the month with a gain of 2.2%. While the reprieve is nice, the pace of it is hard to explain. The war in Ukraine has not ended and will likely drag on far into the future.
Your Richest Life
APRIL 5, 2022
If you’ve already filed your taxes and received your refund, you might already be thinking of ways to use that refund. Save it? Pay down debt? Book a summer trip? All of the above could be the right answer depending on your situation. Here are some tips for putting that money to the best possible use in 2022: Avoid impulse tax refund spending. If you received a tax refund, then you might already be imagining different ways to spend it.
Aleph
APRIL 4, 2022
Photo Credit: House Photography || I always read a lot when I was young. This a is follow-up to When I was a Boy… which I wrote ~5 1/2 years ago. It is also a response to an article posted by Jason Zweig , who I have talked with once or twice, and emailed a little more than that. In that article, he asks the question: How did you learn how to invest?
Hubly
APRIL 4, 2022
Alison Miller was a Pre Dental Student when she realized she was more passionate about personal finance. She now works as a Client Service Associate and is working towards becoming a Certified Financial Planner™.
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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.
Tobias Financial
APRIL 4, 2022
Tobias Financial Advisors is proud to announce that our Wealth Advisor Catalina Franco-Cicero has been selected by InvestmentNews as a recipient of the Excellence in Diversity, Equity & Inclusion Award for 2022. This award recognizes Catalina’s commitment to positively impacting diversity, equity and inclusion in the field of financial planning, her community, and the next generation of planners. .
Advisor Websites
APRIL 8, 2022
An effective website is something that, when executed properly, can have a significant impact on your marketing initiatives, and the overall success of your practice.
Norman Marks
APRIL 8, 2022
I was recently interviewed for an article that appeared in BoardRoom Insider on Better Board Presentations. If each issue is as good as this excellent piece, you might want to consider subscribing. I want to thank Ralph Ward for providing me with a copy and permission to share it. The primary point in the issue […].
Hubly
APRIL 4, 2022
The demand for knowledge-based work isn’t going away, but to truly enable those who provide it to take full advantage of their time, it’s necessary for them to utilize software and its time-saving automations.
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.
Ron A. Rhodes
APRIL 5, 2022
From ARGI’s Monthly Economic Update, April 2022 Executive Summary: Price Increases Abound; Federal Reserve Likely to Raise Fed Funds Rate to Above-Neutral Policy Levels; Some Relief Likely in Late 2022…
Yardley Wealth Management
APRIL 6, 2022
The post Interest Rates, Inflation, and Investment Strategy-Part 1: Understanding Interest Rates appeared first on Yardley Wealth Management, LLC. Interest Rates, Inflation, and Investment Strategy Part 1: Understanding Interest Rates At its March 15–16 Federal Open Market Committee (FOMC) meeting, the U.S. Federal Reserve raised its federal target funds rate by a quarter-point.
Dear Mr. Market
APRIL 6, 2022
Dear Mr. Market: This entire personal finance blog is about “letters” being written to you ( Mr. Market ), the fictitious character that exhibits all sorts of emotions due to the gyrations of the stock market. What letter, however, is the most important one YOU could ever write? A Letter to My Family. It’s called a “Letter of Final Wishes” (LFW), or as we’ve described it to our clients at My Portfolio Guide, LLC , a “ Letter to My Family: Things you shou
Risk Management Guru
APRIL 4, 2022
As more information technologies are developed, students are turning to the Internet for their studies more often than ever. Due to the COVID-19 pandemic, online courses and e-learning have become even more commonplace. However, these factors have encouraged cyber criminals to double their efforts at extorting personal information. These days, teachers, students, and even parents are facing increased danger.
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.
The Better Letter
APRIL 8, 2022
I begin with my thanks to those of you who emailed, texted, and DMed last week because TBL didn’t arrive as expected. Nearly all asked some variation of the same question: What’s goin’ on? What was goin’ on was that life happened. I had a lot going on in my day job. Grandchildren were visiting. I also wasn’t feeling well (Moderna #4).
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