Sat.Jan 29, 2022 - Fri.Feb 04, 2022

article thumbnail

7 Easy Actionable Social Media Marketing Tips for Financial Advisors

Advisor Websites

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.

article thumbnail

Strategic Planning Roadmap for Entrepreneurs

Brown Advisory

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.

Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

article thumbnail

Meet Our Team: Elizabeth’s Story

Indigo Marketing Agency

If you’re one of our current clients, then you’ve probably had the privilege of working with Elizabeth Reider—one of our superstar Account Managers. An incredible asset to our team, Elizabeth spends a great deal of her time working with financial advisors, helping them tell their stories and answer their questions. Elizabeth inherited her heart for giving as well as her organizational and creative skills from her late mother.

article thumbnail

9 Ways Financial Advisors can Use LinkedIn to Grow Clients

BlueMind

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.

article thumbnail

Register Now: Sneak Peek Into Close Automation SkyStem Web Demo

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.

article thumbnail

From Rocket Ship to Roller Coaster

Investing Caffeine

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%.

Math 52

More Trending

article thumbnail

What’s Your Annual Spending Report? Plus, How It Can Help You Budget Better

Gen Y Planning

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. .

article thumbnail

Savings Bonds: Are They Worth Investing In?

Your Richest Life

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.

article thumbnail

New Hampshire is phasing out the Interest/Dividends Tax over the next 5 years

Steve Feinberg

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.

Taxes 45
article thumbnail

A Correction Deferred

Bell Investment Advisors

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.

article thumbnail

2024 Lending Outlook: Innovations and Evolutions in the Financial Sector

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.

article thumbnail

Part 1: The Tools of the Tax-Planning Trade

Yardley Wealth Management

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.

article thumbnail

Is Now a Good Time for Value?

ClearMoney

The following is provided by Dimensional Fund Advisors.

52
article thumbnail

4 Things To Do When The Stock Market Drops

The Chicago Financial Planner

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).

article thumbnail

How to Choose if Offered Restricted Stock Units or Non Qualified Stock Options

Zajac Group

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.

article thumbnail

Banking on Loyalty: Holistic Financial Advice for Unparalleled Business Growth

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.

article thumbnail

Part 1: The Tools of the Tax-Planning Trade

Yardley Wealth Management

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. .

article thumbnail

6 Tips for Crafting a Memorable Financial Bio

AdvisorPR

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.

Media 52
article thumbnail

A Hierarchy of Conflicts

Inside Information

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.

article thumbnail

Blog #217: Tax Bombs That Never Exploded(More on Grantor Trusts)

Robert B. Ritter Jr.

(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 […].

Taxes 40
article thumbnail

Navigating Financial Storms: Strategies for Building Resilient Balance Sheets

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.