The Chicago Financial Planner

DECEMBER 5, 2021

For those of you who are self-employed it is important that you save for your own retirement. Building a business is hard work. For business owners who work solo, or who have a spouse and/or a partner in the business with them, a Solo 401(k) may be the right option. Here are five reasons to consider a Solo 401(k). High maximum contributions . For 2021 the maximum contribution limits are $58,000 and $64,500 for those who will be 50 or over in 2021.

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The Irrelevant Investor

DECEMBER 7, 2021

Was that it? It feels ridiculous to ask, given that at the lows of last week, the peak-to-trough decline in the S&P 500 was just 5.2%. It feels ridiculous to ask, given that at the lows of last week, the market was still up 21% YTD. But it is a reasonable question, given that stocks have aggressively bounced, with S&P 500 futures currently sitting less than 2% below all-time highs.

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Gemini BITRIA

DECEMBER 7, 2021

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Prosperity Coaching

DECEMBER 6, 2021

Welcome to my Financial Advisor – Ideal Client Blog Post Series. During the next year, I will be helping you identify, target, and market to your Ideal Clients. The term “Ideal Client” is well known in the financial advisory business. It usually refers to the type of client advisors’ would […]. The post The Financial Advisor Ideal Client – Target Client – Niche Client – Blog Post Series appeared first on The Prosperous Advisor Coaching Blog.

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Where are top advisors focusing in 2025? AcquireUp’s 2025 Industry Index reveals it all. Based on insights from 200+ financial professionals nationwide, discover why 74% say seminars and referrals deliver the best ROI, how automation is helping advisors scale faster, and why only 8% are tapping into niche marketing (a major growth opportunity!). Whether you're refining your client acquisition strategy or scaling your practice, this report gives you the real-world data, benchmarks, and action ste

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ClearMoney

DECEMBER 5, 2021

The following is provided by Dimensional Fund Advisors. “Everything you don’t understand about money combined with everything you don’t understand about computers.” —HBO’s Last Week Tonight with John Oliver, March 11, 2018. Bitcoin and related cryptocurrencies (now numbering in the thousands) are the subject of much debate and fascination. Given bitcoin’s dramatic price changes, it is not surprising that many are speculating about its possible role in a portfolio.

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The Irrelevant Investor

DECEMBER 7, 2021

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 hottest stocks are getting killed I lost everything on Alibaba call options DocuSign got smashed Remember talking about higher gas bills like 4 weeks ago? RWM WisdomTree Crypto Index What can crypto wallets do?

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ClearMoney

DECEMBER 5, 2021

The following is provided by Dimensional Fund Advisors. As of the end of 2020, the US debt held by the public amounted to $22 trillion, an increase of approximately $5 trillion from the year before and well over double the level from a decade ago.1 This trend may be worrisome for investors expecting an adverse impact on stock returns once the bill for all this spending comes due.

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ClearMoney

DECEMBER 5, 2021

The following is provided by Dimensional Fund Advisors. As of the end of 2020, the US debt held by the public amounted to $22 trillion, an increase of approximately $5 trillion from the year before and well over double the level from a decade ago.1 This trend may be worrisome for investors expecting an adverse impact on stock returns once the bill for all this spending comes due.

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The Irrelevant Investor

DECEMBER 4, 2021

I was so fired up to talk title insurance that we're dropping a rare, nay, first time weekend edition of Animal Spirits Today’s show is brought to you by Doma On today’s show we discuss: Why title insurance is a scam How Doma is leveraging technology to disrupt real estate transactions Why title insurance is a scam, seriously, and much more Listen here: Links Doma title Doma intelligence Contact us at animalspiritspod@gmail.com with any feedback, recommendations, or questions.

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The Irrelevant Investor

DECEMBER 4, 2021

An investor who bought ARKK in September of last year gained nearly 70% in 6 months. But just 9 months later, they would give it all back. ARKK, probably the hottest fund of my investing career, is 40% below the highs made earlier this year. I say this as a matter of fact, not to wag my finger. I take no pleasure in other investor's misfortunes. The ETF looks bad and the holdings look worse.

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Speaker: Claire Grosjean, Global Finance & Operations Executive

Finance teams are drowning in data—but is it actually helping them spend smarter? Without the right approach, excess spending, inefficiencies, and missed opportunities continue to drain profitability. While analytics offers powerful insights, financial intelligence requires more than just numbers—it takes the right blend of automation, strategy, and human expertise.

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The Irrelevant Investor

DECEMBER 4, 2021

Articles What I wanted was to not ever have to worry about money again. Instead, all I worried about was money. (By Neckar) The number of people who want to write for a living exceeds the number of good livings to be had writing for large publications. (By Byrne Hobart) In an openly competitive market, the New York Stock Exchange would go on to lose half its market share (By Marc Rubinstein) If it’s not impacting people on a personal level, it’s easy to ignore it (By Ben Carlson) A lot of work b

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