The Chicago Financial Planner

FEBRUARY 3, 2022

Today was an ugly day in the stock market. The S&P 500 declined by 2.44% and the Dow dropped 1.45%. Much of this decline was fueled by the huge decline in Facebook’s parent’s shares. Meta Platforms, Inc. (ticker FB) saw its share price decline by a stunning 26.39% in a single day on the heels of its Q4 earnings report. At the end of 2021, Meta shares comprised 1.96% of the Vanguard S&P 500 Index ETF (ticker VOO).

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AdvisorPR

FEBRUARY 4, 2022

While wealth management is a serious business, any opportunity to make it more personable and accessible will result in deeper relationships with your clients and new connections with spouses, children or others who may otherwise not engage with you in a meaningful way. These relationships are crucial to long-term retention and success for your firm.

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Advisor Websites

FEBRUARY 4, 2022

Relationships between financial advisors and their clients have shifted online, with more than 90% of advisors using social media marketing to fill in for word-of-mouth promotion that the financial industry had been traditionally relying on.

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The Irrelevant Investor

FEBRUARY 3, 2022

You'll frequently hear analysts on earnings calls preface their question by congratulating management on the quarter. They do this, says Marc Rubinstein " to win favour with management teams in order to gain private access at a later date." But even the biggest kiss-ass in the world couldn't possibly say that with a straight face on last night's call for the company formerly known as Facebook.

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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

Clients

Brown Advisory

FEBRUARY 3, 2022

Strategic Planning Roadmap for Entrepreneurs eberkwits Thu, 02/03/2022 - 17:41 Our Strategic Planning Roadmap for Entrepreneurs is intended to be an easily digestible guide for tackling the important planning issues. We hope that you will find this helpful in organizing your thoughts in the years leading up to a liquidity event or another business transition.

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ClearMoney

FEBRUARY 3, 2022

The following is provided by Dimensional Fund Advisors.

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The Irrelevant Investor

FEBRUARY 1, 2022

If I gave you information from the future, how confident are you that you could beat the market? I wrote about this concept last week, focusing on how great Netflix the business has done, versus how poorly Netflix the stock has done. If you knew in 2018 that over the next ~4 years Netflix would double its revenue, add 90 million global subscribers, win multiple Oscars and Emmys, quintuple its income, and see operating margins double, how much stock would you have wanted to buy?

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Brown Advisory

FEBRUARY 3, 2022

Strategic Planning Roadmap for Entrepreneurs. eberkwits. Thu, 02/03/2022 - 17:41. Our Strategic Planning Roadmap for Entrepreneurs is intended to be an easily digestible guide for tackling the important planning issues. We hope that you will find this helpful in organizing your thoughts in the years leading up to a liquidity event or another business transition.

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Strategic Planning Planning Estate Planning Financial Planning 52

Zajac Group

JANUARY 31, 2022

Some employers may allow you to choose how you receive your equity compensation. They may allow you to receive it all in non-qualified stock options (NQSOs) or all in restricted stock units (RSUs) or they may allow you to receive some combination of the two. If your employer offers you a choice between RSUs and NQSOs , you may wonder which option is the best.

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Investing Caffeine

FEBRUARY 1, 2022

T he stock market has been like a rocket ship over the last three years 2019/2020/2021, advancing +90% as measured by the S&P 500 index, and +136% for the NASDAQ. After this meteoric multi-year rise, stock values started to come back to earth in 2022, and the rocket ship turned into a roller coaster during January. More specifically, the S&P 500 fell -5% for the month and the NASDAQ -9%.

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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.

Management

The Irrelevant Investor

FEBRUARY 1, 2022

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: All stock market gains happen overnight Ark big ideas 2022 GDP comes in at an annualized 6.9% pace The boom in stablecoins could slow the growth of bicoin Bonds don't care about inflation Microsoft earnings Apple earnings Robinhood earnings There's a housing shortage Data shows that nobodys happy :( Listen here: Transcript here:

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BlueMind

JANUARY 31, 2022

Category: Business Growth. Once you have stepped into the field as a financial advisor, the biggest challenge you will come to face as a new player is building your client list from scratch. But you can make that challenge less of a concern if you know the right sources from where you can drive business, such as LinkedIn. Although often assumed to only be a platform for job search or posting, LinkedIn can prove to be a significant asset in helping you find new clientele.

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Your Richest Life

JANUARY 31, 2022

For many people looking to maximize their savings, there has been a big interest recently in savings bonds. There’s a good reason for that interest: the Series I savings bonds are currently sitting at a 7 percent earnings interest rate. That’s noteworthy, because most of the time, Series I savings bonds stick closer to their guaranteed interest rate of 3.56 percent.

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Investments Investing Taxes Education 52

Steve Feinberg

FEBRUARY 3, 2022

At first glance, you wouldn’t think this news matters that much as most small businesses don’t pay Interest/Dividends tax. So, what’s changing? In 2022 the rate is 5%, and then 4% in 2023, 3% in 2024, 2% in 2025, 1% in 2026, and then completely repealed after 2026. Although New Hampshire has NO personal income tax, a common technique used in other states is to reduce social security taxes by taking distributions from their S Corporations rather than wages.

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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.

Numbers

The Irrelevant Investor

JANUARY 31, 2022

Today’s Animal Spirits is brought to you by RocketDollar On today’s show we discuss: If you're picking stocks, should you use a tax-sheltered account? How guaranteed income impacts your risk tolerance Levered ETFs for young investors (don't), and much more Listen here: Contact us at animalspiritspod@gmail.com with any feedback, recommendations, or questions.

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Bell Investment Advisors

FEBRUARY 2, 2022

After starting the new year at all-time highs, the U.S. stock market experienced a bout of volatility. U.S. stocks fell about 9% peak-to-trough based on closing prices. The tech-heavy Nasdaq 100 Index fared even worse with an intramonth drop of about 15%, before recovering slightly and reducing the decline to 9%. Other benchmarks which have lagged the broad U.S. market in recent years suddenly held their ground quite well.

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Yardley Wealth Management

FEBRUARY 1, 2022

The post Part 1: The Tools of the Tax-Planning Trade appeared first on Yardley Wealth Management, LLC. Part 1: The Tools of the Tax-Planning Trade Whether you’re saving, investing, spending, bequeathing, or receiving wealth, there’s scarcely a move you can make without considering how taxes might influence the outcome. No wonder people get nervous when there’s lots of talk about higher taxes, but little certainty on what may come of it, and who it might affect.

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Tax Planning Taxes Planning Healthcare 40

Robert B. Ritter Jr.

JANUARY 31, 2022

(Click here for Blog Archive)(Click here for Blog Index) (Presentations in this Blog were created using InsMark’s Wealthy and Wise® Advanced System.) It looks like U.S. estate planning has escaped the tax bombs Democrats wanted to drop. With Joe Biden’s Build Back Better (BBB) collapsed, it’s back to rational planning concepts, like the intentionally defective […].

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Speaker: Erroll Amacker

Automation is transforming finance but without strong financial oversight it can introduce more risk than reward. From missed discrepancies to strained vendor relationships, accounts payable automation needs a human touch to deliver lasting value. This session is your playbook to get automation right. We’ll explore how to balance speed with control, boost decision-making through human-machine collaboration, and unlock ROI with fewer errors, stronger fraud prevention, and smoother operations.

Accounting

The Irrelevant Investor

JANUARY 31, 2022

Everything moves faster these days. On November 1st, 90 days ago, Wordle had 90 users. Today, millions of people are playing the game, which will soon be owned by The New York Times. The electric scooter company Bird shared an incredible chart in an investor presentation back in November. Look how quickly it's been able to scale up revenue since the company started in 2017, compared to some other storied growth names.

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Inside Information

JANUARY 31, 2022

I was talking with Knut Rostad, founder of the Institute for the Fiduciary Standard, about his recent conversations with people at the SEC. He is cautiously optimistic that the “new SEC” is, for pretty much the first time in his career, open to hearing about how a fiduciary standard for all advice givers would be a significant step forward in consumer protection.

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Yardley Wealth Management

FEBRUARY 1, 2022

The post Part 1: The Tools of the Tax-Planning Trade appeared first on Yardley Wealth Management, LLC. Part 1: The Tools of the Tax-Planning Trade. Whether you’re saving, investing, spending, bequeathing, or receiving wealth, there’s scarcely a move you can make without considering how taxes might influence the outcome. No wonder people get nervous when there’s lots of talk about higher taxes, but little certainty on what may come of it, and who it might affect. .

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Tax Planning Taxes Planning Healthcare 40

Gen Y Planning

FEBRUARY 1, 2022

How do you feel about your money? If you were one of the over 2,000 people surveyed in Personal Capital’s 2022 Wealth and Wellness Index survey, you might say that your current financial position isn’t exactly where you want it to be. . The survey highlighted that fewer people are confident about their finances than last year. At the beginning of 2021, 48% of people said they felt “very financially healthy,” and that number dwindled to just 34% by year’s end. .

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Accounting

The Irrelevant Investor

JANUARY 29, 2022

Articles The market’s tolerance for high growth, high valuation perennial money losers appears to have run out. (By Samantha McLemore) In aggregate, Sequoia-backed companies account for more than 25% of NASDAQ’s total value. (By Marc Rubinstein) Sometimes the best misdirection is not to use any (By Bob Seawright) Resilience is an underrated superpower and it is something we can develop.

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