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After a strong finish in 2020 and very solid returns in 2021, we’ve seen a lot of market volatility so far in 2022. The S&P 500 index was down about 17.6% on a year-to-date basis as of Friday’s close. The combination of higher inflation, higher interest rates and the situation in Ukraine are all fueling this market volatility. Nobody can predict how long this will last.
We’re thrilled to announce we’re raising the APY on the Wealthfront Cash Account from 0.85% to 1.40% following the Federal Reserve’s decision to raise the target range for the federal funds rate. That means your cash will earn nearly 20x the interest at Wealthfront it would earn in a traditional savings account. And of course, […]. The post The Wealthfront Cash Account Now Has a 1.40% APY appeared first on Wealthfront Blog.
I want to thank David Finch, a board member who has also been the head of internal audit for a UK company, for his comments on a recent blog post of mine about audit reports. He wrote: As a NED, I have challenged CAE’s and executive management on the length of papers and reports issued […].
There are three types of investors during every bear market. The first investor is always looking for signs of a bottom. They'll say things like "They're throwing the baby out with the bath water." Or "Look how much we're down!! There are no more sellers." For this first group, hope springs eternal. The second group always thinks we're going lower and is convinced that every rally is of the bear market variety.
Speaker: Dylan Secrest, Founder of Alamo Innovation and Construction Digital Transformation Consultant
Construction payment workflows are notoriously complex when you consider juggling multiple stakeholders, compliance requirements, and evolving project scopes. Delays in approvals or misaligned data between budgets, lien waivers, and pay applications can grind progress to a halt. The good news? It doesn't have to be this way! Join expert Dylan Secrest to discover how leading contractors are turning payment chaos into clarity using digital workflows, integrated systems, and automation strategies.
2021 Global Leaders Impact Report mhannan Fri, 06/17/2022 - 11:06 Download the Report A Letter of Introduction From The Portfolio Managers Our 2021 report combines our thinking across many ESG topics alongside articles on low carbon investing and how looking after one’s customer is tied to ESG. We provide updates on our progress around adoption by portfolio companies of the Science-Based Target initiative (SBTi), our growing team, engagement, proxy voting where we take a different view to prox
When you’re building long-term wealth, compounding can help you get there faster by increasing the rate at which your money grows. Understanding compounding is key to achieving your long-term financial goals, so in this post, we’ll tell you exactly what you need to know. What is compounding? Compounding is the name for when your earnings […].
The traditional definition of risk appetite is: The amount of risk an organization is willing to take in pursuit of objectives. This is a mouthful that makes little sense, especially when you try to come up with “an amount of risk”. Is that a bushel, a pound, a gallon, a million dollars, or what? Some […].
The traditional definition of risk appetite is: The amount of risk an organization is willing to take in pursuit of objectives. This is a mouthful that makes little sense, especially when you try to come up with “an amount of risk”. Is that a bushel, a pound, a gallon, a million dollars, or what? Some […].
There is a new focus in advisor technology to drive business process automation, digitally transform the client experience, and keep back office workers happy and productive.
I was recently quoted in an article published online and offline from Investors Business Daily. Here's the entire article Comment Below As a planner, how did you change your planning process to make it more client friendly? As a consumer, what would you like your planner to do differently? #financial planning, #change, #planning. The post Article: Succinct Financial Plans Spur Clients To Act appeared first on Women Financial Advisor Coach Consultant.
In this week’s podcast, Brendan, Tom and Casey discuss the Fed’s decision to raise interest rates and the effects it might cause in the stock market and economy at large. The guys break down all the latest including inflation, oil/gas prices, housing and more. If your bear market and recession fears are peaking, this week’s […] In this week’s podcast, Brendan, Tom and Casey discuss the Fed’s decision to raise interest rates and the effects it might cause in the stock mark
Forrest Bell, CFP®. The volatility which has dogged financial markets this year continued during May. After a gain of over 4% in the first few trading days, the U.S. stock market declined for several sessions until it was 5.5% below its April closing level. This peak-to-trough swing was nearly 10%, echoing prior drawdowns that occurred in January, February, and April.
You wouldn’t keep using a 2009 flip phone - so why settle for outdated close processes? It’s time for an upgrade. SkyStem's Guide to Month-End Close Software walks you through what today’s best tools can do (and what your team shouldn’t have to deal with anymore). Get smart, fast, and a whole lot less stressed when it’s time to close the books.
In Part 1 of this blog series, we recognized that the enormous shift to digital marketing has resulted in thousands of financial advisors working hard to strengthen their online presence in order to generate more leads online. However, this now brings new challenges to an already competitive landscape. That's why in part 1, we helped you discover how to identify and document your target audience.
2021 Global Leaders Impact Report. mhannan. Fri, 06/17/2022 - 11:06. Download the Report. . A Letter of Introduction From The Portfolio Managers. Our 2021 report combines our thinking across many ESG topics alongside articles on low carbon investing and how looking after one’s customer is tied to ESG. We provide updates on our progress around adoption by portfolio companies of the Science-Based Target initiative (SBTi), our growing team, engagement, proxy voting where we take a different view t
Over the last 40 years , only 8% of the 65 rate hikes were greater than 0.5%. Yesterday was one of them. They fed is aggressively raising rates in order to cool down destroy demand so that inflation will come down. Every asset class is impacted by inflation, but only one can call inflation its kryptonite, and that's bonds. Rising prices erode the value of your fixed coupons, and therefore, prices of existing bonds have to come down in order to get old rates to line up with new higher ones.
Taxes could be one of your biggest expenses in retirement. But once you have an estimate for your tax burden in retirement, you can consider ways to minimize it. The first step towards creating a tax minimization strategy in retirement is looking at how your different sources of income will be taxed. Pensions. If you have a private pension, your pensions payments could be taxed at ordinary income rates.
In the climb from contributor to leader, the rules quietly change. If you’re aiming for the summit, the air gets thinner—and what got you here won’t be enough to get you to the top (a concept first popularized by Marshall Goldsmith in his book What Got You Here Won’t Get You There ). What made you successful early in your finance career—technical accuracy, sharp analysis, flawless execution—won’t be what carries you to the next level.
CIO Perspectives Webcast: A Soft Landing, or More Volatility Ahead? mhannan Thu, 06/16/2022 - 11:00 As we approach the first half of 2022, volatility is back with a vengeance. This follows an unusually tranquil 2021 where markets seemed to only glide upwards. We recently assembled a great group of colleagues to discuss the recent volatility, market conditions and how we are positioning client portfolios.
A recession, commonly defined as two quarters in a row of shrinking gross domestic product (GDP), is generally considered bad news. Recessions cause real suffering, especially through rising unemployment and general financial uncertainty—so it’s normal to feel concerned about an economic slowdown and the impact it could have on you and your loved ones.
When we think of milestone birthdays, we often think of ones that are already behind us – like 18 and 30. But there are plenty of important birthdays ahead of you, especially as you near and enter retirement. Starting at age 50, several birthdays are critical to acknowledge because they can have implications for your retirement and tax situation. Age 50.
The most overlooked, yet most critical, element of transformation is preparing people for change. Automation and AI aren't just technical upgrades, they’re cultural shifts which can challenge identities. That’s why change management isn’t a side project—it’s the foundation. In finance, where precision and process rule, navigating change can feel especially disruptive.
Successful long-term investors invest through bear markets and recessions, not around them. In this week’s video, Casey walks through our reasons for why we have so much conviction in long-term investing. Enduring short term market pain isn’t easy. But if you can handle these moves, the odds will work out over the next 3, 5, […].
Global Leaders Investment Letter: June 2022 mhannan Thu, 06/16/2022 - 11:30 Just want the PDF? Download it here > Freezing Order We recently read Bill Browder’s Freezing Order which is a continuation of his pursuit for justice from the bestselling book Red Notice 1. We were fortunate enough to have Bill speak at one of our conferences in London (pre-Covid) and he is an exceptional human being.
You worked hard all your life, managed your money responsibly, and — lo and behold! — your efforts paid off. You find yourself in your golden years in the enviable position of having more gold, so to speak, than you need in your lifetime. You could simply pass on whatever’s left to your kids and grandkids after you’re gone. But why wait?
We’ve come a long way from trading pelts and seashells as currency, and there have been many changes to how we produce and use currency between then and now. The value of currency and inflation affect us all, as we’ve seen recently at the gas pump and the grocery store. Here’s what we can learn about our present from the history of money. Inflation Then and Now.
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
I typically write TBL on Thursday evening. This Thursday evening is (was) my 43rd wedding anniversary. I married up in a big way. Forty-three wonderful years. Three children. Nine grandchildren. And I’m not able to finish this week’s TBL. I’ll get back to my series on making behavioral finance practical next week. I trust you will understand.
It’s almost impossible not to feel anxious at the dips and dives the stock market has been taking recently, compounded by relentless inflation-focused headlines. That’s why you might be surprised to learn there’s a lot of positive news to be had, despite the market uncertainty. . Read on for three encouraging themes that illustrate the long-term benefits of the stock market and why now is the time to recommit to your financial plan. .
Today we have Mark Basa. He's the Global Brand and Business Manager for Hokk finance. And it's an early crypto evangelist. That's what Mark is. And he's got a decade of experience and expertise that establishes him as a thought leader in creating and building crypto brands. Welcome to the show, Mark. In this episode, we’re discussing… [1:52] What he’s been doing to specialized and develop brand conceptualization for early stages companies [4:30] What is the meme token?
What options do you have when it comes to protecting your assets and investments? Brian discusses our current economy and shares what some of his clients have been doing about it. With interest rates up and the stock market down , what’s the silver lining? How can we protect our hard-earned capital and look for other opportunities? Brian says it really depends on the client and what their financial needs and goals are.
Automation generally supercharges any process and brings its value to the forefront. See how infusing automation such as ART (our month-end close solution), into your close can get you to the next level of closing. We will share a live demo of SkyStem's solution, ART and share the key elements of month-end close automation. Through ART, we'll take a look at: What month-end close automation entails Which process steps can and should be automated Benefits of achieving process automation, and Why i
Who doesn’t love a great tax break? You and I can’t personally reverse a bear market or revise Federal regulations. But we do get to decide when and how to exercise, hold, and sell our incentive stock options (ISOs), dictating whether we have a qualified disposition or disqualified disposition. Why not make best use of your tax-planning powers when you do?
With interest rates going up, Americans are rushing into U.S. Treasuries at a record pace. Wondering if you should buy Treasury notes or bills in your portfolio? Here’s how a Treasury strategy can add value to your investments in certain situations and some caveats to be aware of. How Treasuries Work. Treasuries come in a few forms : T-bills, notes, bonds are among the most common.
The U.S. inflation rate came in at 8.6% at the end of May, which was the largest annual increase since December 1981. Unfortunately, high prices won’t disappear overnight. Inflation comes down slowly, usually after a period of monetary policy changes by the Federal Reserve. That’s why we’ve seen gradual interest rate increases this year. The hope is that they will mitigate the rapid inflation, and slowly bring prices down to where they should be.
Six Considerations When Inheriting Wealth. ajackson. Wed, 06/15/2022 - 12:15. During our Women’s Listening Tour we heard from clients that they wanted to better understand what questions they should be asking during specific financial milestones, one of which could be inheriting wealth. The following document is meant to be an easily digestible and high-level perspective on how to approach both the composition and timing of an inheritance.
Remote finance teams are rewriting how the back-office runs—and attackers are taking notes. Disconnected workflows, process blind spots, and rising cyber threats have become more than just “growing pains”. They’re now liabilities. The challenge isn’t just team distribution, but building resilient systems that protect accuracy, control, and speed across every transaction and touchpoint.
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