The Chicago Financial Planner
JUNE 13, 2022
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.
Wealthfront
JUNE 17, 2022
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.
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Elevating Your Business
JUNE 17, 2022
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.
Brown Advisory
JUNE 17, 2022
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
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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.
Mullooly Asset Management
JUNE 17, 2022
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
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Bell Investment Advisors
JUNE 17, 2022
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.
Advisor Websites
JUNE 17, 2022
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.
The Better Letter
JUNE 16, 2022
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.
Brown Advisory
JUNE 17, 2022
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
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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.
Integrity Financial Planning
JUNE 16, 2022
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.
Wealthfront
JUNE 16, 2022
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.
Mullooly Asset Management
JUNE 16, 2022
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, […].
Brown Advisory
JUNE 16, 2022
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.
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.
Integrity Financial Planning
JUNE 16, 2022
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.
Bell Investment Advisors
JUNE 16, 2022
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?
Carson Wealth
JUNE 15, 2022
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. .
Zajac Group
JUNE 15, 2022
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?
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.
Integrity Financial Planning
JUNE 15, 2022
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.
Darrow Wealth Management
JUNE 15, 2022
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.
Your Richest Life
JUNE 15, 2022
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.
Brown Advisory
JUNE 15, 2022
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.
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All accounting teams know what it is like to dread the inevitable month-end scaries. If there was a way to feel less burdened and maybe even a little enthusiastic to work on your month-end close and reconciliation process, would you do it? No, don't answer that, of course you would! Automate your month-end close process by up to 40% with SkyStem's ART and see how much more alive you feel!
Carson Wealth
JUNE 14, 2022
By. Craig Lemoine, Director of Consumer Investment Research. I often find college savings at the top of my pile of financial stressors. Unless I find a money tree in my backyard, my oldest child is going to turn 18 well before I retire. We all have different values surrounding the education of our children or grandchildren. Some of us want to pay as much of our children’s college costs as we can.
Tobias Financial
JUNE 14, 2022
Is your life insurance coverage sufficient? Many people underestimate what a surviving family needs in order to continue living a comfortable life. Often it is not until a life-changing event that clients ensure their coverage is adequate. In fact, due to Covid concerns, life insurance policy sales grew 5% last year resulting in the largest annual increase in decades.
Elevating Your Business
JUNE 13, 2022
Best practice systems identify the bottlenecks in your workflow. Creating systems involves examining a process step by step so that you find hiccups and other problems. The process of defining and refining your workflow with systems makes your business run smoothly. Which of these best practice systems is your firm missing? Use the list below. The post 19 Best Practice Systems for Growing Businesses appeared first on Women Financial Advisor Coach Consultant.
Investment Writing
JUNE 14, 2022
If you work in a marketing or editorial group, the pieces that you work on may get comments from many different people. Sometimes your next step should be to send the piece to an editor to clean up or proofread the writing. Other times, you need to send the piece back to the subject-matter expert—often called a SME in the marketing world. When to send to the expert.
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Digital platforms can provide you with plenty of solutions, yet many are still intimidated by them. It's time to end that worry and embrace what could make a major difference for your bank. Understanding how they work and how to best utilize them for your banks is key toward success. In this article, Biz2X breaks down all things digital platforms, including the many advantages of embracing them.
Hubly
JUNE 13, 2022
Sonya served in a medical office where she gained a lot of experience in client service. Now, she is a superstar administrative tax assistant and office manager who uses her prowess to bring her joy in her every day work with the clients at her firm.
XY Planning Network
JUNE 13, 2022
5 MIN READ. Outside investment managers—such as TAMPs and robo-advisors—are a popular solution for advisors seeking to offer clients expert asset management services without needing to hone that expertise themselves or simply spend the time doing it (as in financial planning-only firms). There are a number of different options when it comes to choosing an outside manager as an advisor and we'll discuss several options.
Don Connelly & Associates
JUNE 13, 2022
Successful financial advisors know that client retention is vital for sustaining and growing their business. Replacing a client who leaves with a new client is expensive and hard work, costing five to 25 times more than retaining an existing one. Success at retaining clients enables advisors to focus on delivering value to them instead of having to pursue new clients.
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