The Chicago Financial Planner
FEBRUARY 6, 2022
Whether you work as an employee or you are self-employed you work hard for your money. In spite of what was said on PBS Frontline The Retirement Gamble and elsewhere in the press, in my opinion 401(k) plans are one of the best retirement savings vehicles available. Here are 4 steps to make sure that your 401(k) plan is working hard for your retirement.
BlueMind
FEBRUARY 11, 2022
Category: Technology. Client onboarding is one long and painfully exhausting process with which every financial advisor around the globe would unanimously agree. Therefore, digital documentation can be very critical for the onboarding process. Although client onboarding typically is a process of welcoming new clients into your business, “welcome” isn’t the right word to describe the actual process.
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Dear Mr. Market
FEBRUARY 10, 2022
Dear Mr. Market: The investment world has not given us much of a break lately. Everything is down… everything … except gold and emerging markets, but you saw that coming, right?!? Before we dive in, let’s just post some quick year to date numbers and then get to the football banter. Large Caps are down -5.4%, Mid Caps -4.2%, Small caps -5.9%, International -8.1%, and Bonds (which are supposed to shelter us from some of this near-term pain) are down -3.2%.
Zajac Group
FEBRUARY 10, 2022
Employees who receive restricted stock units (RSUs) as part of their compensation will have several things to consider. Tax implications , financial planning, what to do post vest, and managing any proceeds from a sale should all be approached with careful consideration to ensure you get the most out of your restricted stock units. If you plan to sell your restricted stock units when they vest, the after-tax proceeds from the sale may be used to help fund financial goals and supplement your inco
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The Chicago Financial Planner
FEBRUARY 5, 2022
It’s Super Bowl time and once again my beloved Packers are not playing for the eleveth consecutive year. They had a great season earning the top seed in the NFC and a first round bye. They then laid an egg against the 49ers at the holy shrine, Lambeau Field. Aaron the the offense totally failed to show up at the game. Every year the Super Bowl Indicator is resurrected as a forecasting tool for the stock market.
The Richer Geek
FEBRUARY 9, 2022
Jim Pakulis is the CEO and Chairman of Boosh Plant-Based Brands Inc. Boosh provides a healthy,100% plant-based, non-GMO, gluten-free alternative to comfort foods. Jim has over three decades of experience working with public and private entrepreneurial companies in a variety of emerging sectors and has developed a unique eye for identifying small emerging publicly traded companies and quickly scaling them.
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
Advisor Websites
FEBRUARY 9, 2022
Serving thousands of financial advisors across Canada and the U.S., company continues to set the bar for personalization and targeted digital marketing, creating conversion-friendly sites.
AdvicePay
FEBRUARY 9, 2022
Here at AdvicePay our team just wrapped up our 15th quarterly retreat at our office headquarters in beautiful Bozeman, Montana.
The Irrelevant Investor
FEBRUARY 8, 2022
Forgive me for the clickbaity title, but I really can't think of a company that has a wider gap between perceived value and actual value than Twitter. It's the global breaking news channel, and yet at one point recently its market cap was less than Etsy, a company that sells tchotchkes on the interwebs. It's half the size of Snapchat, where users make fleeting videos.
Indigo Marketing Agency
FEBRUARY 8, 2022
When it comes to marketing your financial advisory firm, you have two main options: outsource it to professionals or hire an internal person. . Each option has its own set of pros and cons, and the decision ultimately depends on your budget and what you want to get out of your marketing efforts. In this blog post, we will discuss the budget and the pros and cons of each option so you can make the best decision for your firm!
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.
Pacifica Wealth
FEBRUARY 9, 2022
Power of Attorney: What is it? This sounds much more complicated than it is. A power of attorney (POA) is a legal document that allows one person to act on behalf of another. The person setting up the POA is called the principal and the person given the power to act is called the attorney-in-fact. The scope of the attorney-in-fact can be limited to a single act or can be broad.
The Irrelevant Investor
FEBRUARY 8, 2022
Today’s Animal Spirits is brought to you by Masterworks On today’s show we discuss: Michaels interview with Barrons January employment report Some companies like recessions The job market is hot Corporations can handle a slowing economy Fidelity crypto report JP Morgan crypto report Luxury goods price inflation Quartr - prepared remarks are way too long UPS earnings report Google earnings report PayPal Earnings report Amazon earnings report Peloton takeover by Amazon The housing theory of ever
The Irrelevant Investor
FEBRUARY 6, 2022
Today's show is brought to you by Harbor Capital On today's show we discuss How much should you pay for disruptors? What are the right quantitative metrics to track? Dealing with the volatility, and much more Listen here Investor resources: INNO ETF Contact us at animalspiritspod@gmail.com with any feedback, recommendations, or questions. Follow us on Facebook , Instagram , and YouTube.
The Irrelevant Investor
FEBRUARY 5, 2022
Articles The Web3 movement has captured the zeitgeist, uniting far-flung tribes from tech, finance, politics and pop culture behind the vision of remaking today’s corrupt internet, financial, and media institutions. (By Kai Wu) You can’t have a perfect solution in an imperfect world. (By Kyla Scanlon) The path that led me here is an absurd story (By Morgan Housel) If you can’t walk into WalMart and use it to buy stuff then it’s not money.
Speaker: David Worrell, CFO, Author & Speaker
Your financial statements hold powerful insights—but are you truly paying attention? Many finance professionals focus on the income statement while overlooking key signals hidden in the balance sheet and cash flow statement. Understanding these numbers can unlock smarter decision-making, uncover risks, and drive long-term success. Join David Worrell, accomplished CFO, finance expert, and author, for an engaging, nontraditional take on reading financial statements.
Pacifica Wealth
FEBRUARY 9, 2022
A Will: What is it? After you pass away, the courts must determine the distribution of your assets. A Will is a legal document that expresses how your assets should be distributed at death. Remember, each state has a pre-determined plan for your assets that they will use unless you provide other instructions. A Will does just that. A Will tells the state that you have a better plan for the distribution of your assets and that they need to distribute your assets according to your plan.
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