BlueMind

MARCH 25, 2022

Category: Business Growth. Everyone in this world lays preference to quality over quantity for most things that matter in life. The same can be said for financial advisors looking for quality leads as opposed to simply generating leads. This article covers some key aspects and how to use Facebook Ads for financial advisors. When attempting to generate leads via Facebook, it is essential that your marketing campaign is well thought out and you have a solid strategy in place.

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Aleph

MARCH 25, 2022

Picture Credit: Kailash Gyawali || There are times when despair is rational. “There are two hard things in trading — buying higher, and selling lower.” Currently I am selling out my position in an illiquid stock. I am patient, but I can tell that my selling is having an impact on the market. Back when I was a corporate bond manager, I quickly learned that I had to scale in and out of positions.

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The Financial Literates

MARCH 23, 2022

10 Myths About Retirement planning Retirement planning has gained prime importance largely due to changes in the lifestyle of people, an increase in life expectancy, the concept of nuclear families, and an urge to live independent retirement life without being financially dependent on children.

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Clever Girl Finance

MARCH 24, 2022

Are you considering starting a side hustle? Perhaps you imagine quitting your job one day to take your business full time? Or maybe you need to make a little extra money in your spare time. Wondering what things you should be focusing on upfront? When launching a successful side hustle, you must have several foundational things in place. But before we dive into how to start a side hustle, let’s talk about what is a side hustle and the benefits you can gain from having one!

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Technology is rapidly changing the way accountants perform and manage month-end activities. Spreadsheets, email, and shared drives no longer have to slow us down. Join us as we present a "sneak peek" recorded demo of SkyStem's month-end close solution – ART. In under four weeks, your team can start reaping the benefits of month-end close automation by vastly reducing spreadsheets, cut down on reconciliation work, speed up the month-end close, and better manage your remote team.

Accounting

Walkner Condon Financial Advisors

MARCH 24, 2022

As Spring springs and we approach the end of the first quarter of 2022, it is a good time to familiarize yourself with the changes to the more popular savings vehicles. It is imperative to understand the basics of these accounts to avoid mistakes, as the penalties can be quite onerous. This is not an exhaustive list, but it is a good place to start. .

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Aleph

MARCH 23, 2022

I don’t watch movies much. Usually I think they are a waste of time. Recently I watched the movie Belle with my wife, and we both enjoyed it. This was the first film we had watched in a theater together in 35+ years. Anyway, here is my review of the movie Belle. ==. There are a number of reasons why the reviews for Belle are all over the map. I saw both the Japanese version with English subtitles on a small screen, and the English dub at a theater.

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Advisor Websites

MARCH 24, 2022

Establishing a client base as a financial advisor can be challenging, especially in a very competitive market. But because you operate in the service industry, you cannot afford to rely on just your existing client base. You need to be constantly growing your client list.

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The Financial Literates

MARCH 23, 2022

10 Myths About Retirement planning Retirement planning has gained prime importance largely due to changes in the lifestyle of people, an increase in life expectancy, the concept of nuclear families, and an urge to live independent retirement life without being financially dependent on children. This article also got published on FirstBiz – a business news […].

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The Richer Geek

MARCH 23, 2022

Today we have Galen Hair is the owner of insurance Claim HQ. It is a property-casualty insurance attorney firm that operates in more than seven states. And what they do is they help families rebuild their homes and businesses. They've dedicated their practice to fighting for the rights of policyholders when they experience a loss, a lot of us don't realize that we actually have someone that can voice and help us.

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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.

Banking

Talon Wealth

MARCH 22, 2022

US equities jumped this week as the cost of oil fell. Economic indicators revealed an economy still running hot, with retail sales and manufacturing indicators all showing growth. The biggest news came from the Fed, as the FOMC voted to raise rates by 0.25%, in line with analyst expectations. This marks the first rate hike in over three years and the beginning of a more hawkish approach by the Fed.

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Darrow Wealth Management

MARCH 21, 2022

We all know 2022 hasn’t been kind to investors so far. But according to BlackRock, it’s been one of the worst two months to start a year on record. The S&P 500 had its fifth worst January – February in history and bonds wrapped the second worst ever start to a year. There has been considerable volatility between asset classes the last few years.

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The Financial Literates

MARCH 21, 2022

Finding financial advisors or sales representatives who call themselves advisors, is easy. They are seemingly on every street corner. More than 50 Lakh people in India sell investment and insurance products. The low entry barrier for selling financial products has ensured that anyone at all can become an advisor.

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Clever Girl Finance

MARCH 20, 2022

your health. The phrase “glow up” can bring to mind the idea of outward appearance, and there are certainly easy steps to take to make big changes to your appearance. However, there are also plenty of 30 day glow up challenge tips that involve aspects of mental health , emotional health , and even financial health to help you not only look but also feel your best.

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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.

Financial Advice

Norman Marks

MARCH 25, 2022

Yesterday, I was reviewing State of Cybersecurity 2022 from ISACA. They surveyed 2,031 people who “hold the ISACA Certified Information Security Manager® (CISM®) certification or have registered information security job titles”. The results are sad. They include (with my emphasis): Sixty-three percent of respondent enterprises have unfilled cybersecurity positions.

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Accounting for Good

MARCH 23, 2022

The post Charities and elections first appeared on ACCOUNTING FOR GOOD.

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Accounting 52

The Financial Literates

MARCH 21, 2022

Finding financial advisors or sales representatives who call themselves advisors, is easy. They are seemingly on every street corner. More than 50 Lakh people in India sell investment and insurance products. The low entry barrier for selling financial products has ensured that anyone at all can become an advisor. Must Check – What is Financial […].

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The Better Letter

MARCH 24, 2022

“Chaos is a friend of mine.” ( Bob Dylan ). These are the saddest of possible words: | “Complexity, Chaos and Chance.” | Trio of disrupters, fleeter than memes, | Complexity, Chaos, and Chance. | Ruthlessly pricking our grandiose schemes, | Turning to feces our favorite themes – | Words that are heavy, despoiling our dreams: | “Complexity, Chaos, and Chance.” “I returned, and saw under the sun, that the race is not to the swift, nor the battle to t

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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.

Financial Planning

Norman Marks

MARCH 22, 2022

These are three of today’s buzzwords. My good friend, Michael Rasmussen, has shared an article that was recently published by the Institute of Risk Management. (I am an Honorary Fellow of that institute and Michael has received other honors from them.) I like what he has to say about agility: Agility is a thing of […].

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Envision Wealth Planning

MARCH 24, 2022

Retirement planning for women can be trickier than most people may think. Most women I talk to are more concerned about paying less in taxes today than when they retire. In my opinion, women should shift their focus to paying less over their lifetime. For example, what if a $2,400 refund leads you to pay $100,000 more in taxes over your life? Women need to think differently!

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