The Chicago Financial Planner
DECEMBER 5, 2021
For those of you who are self-employed it is important that you save for your own retirement. Building a business is hard work. For business owners who work solo, or who have a spouse and/or a partner in the business with them, a Solo 401(k) may be the right option.
MazumaBusinessAccounting
NOVEMBER 12, 2021
On October 16, 2021, Valentino Luna launched Corporate Diagnostic Center and D.K. International Corporation. That day also marked a meaningful anniversary for Valentino.
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Gen Y Planning
NOVEMBER 5, 2021
Year-end is a special time filled with traditions, old and new, and hopefully space to relax, decompress, and prepare for a wonderful new year. . As the final days of 2021 rapidly approach, it’s important to carve out intentional time to ready your finances for 2022.
Indigo Marketing Agency
AUGUST 18, 2021
If you feel like you’re in a crowded space as a financial advisor, it’s because you are. There are over 300,000 advisors in this country (including seven in my office building alone). The financial services industry is getting more and more competitive every single year.
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Andrew Thrasher
DECEMBER 13, 2021
Below is an excerpt from the December 12th letter sent to subscribers of Thrasher Analytics.
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
Risk Management Guru
SEPTEMBER 20, 2021
Whether you’ve just started in Risk Management or you’re already a professional in this arena, this article will interest you. We are highlighting some of the reference professionals we follow who are seasoned Risk Managers, each in its own area of expertise.
Cordant Wealth Partners
JUNE 8, 2021
In this article, we will review everything you need to know about your Employee Stock Purchase Plan (ESPP), including how it works, how it is taxed, and how to incorporate it into your overall wealth building strategy.
Advisor Websites
DECEMBER 23, 2021
Search Engine Optimization (SEO) is essential for all types of businesses, but is particularly important for financial advisors. Utilizing SEO strategies and tactics will drive online traffic to your website and increase the number of potential clients.
Dear Mr. Market
DECEMBER 17, 2021
Dear Mr. Market: It’s that time of year. Everyone has some stinkers in their portfolio and in a taxable account it’s a great time to evaluate whether one should offset that loss by taking some gains on your winners.
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Developing a consistent month-end close doesn’t need to be a mystery. We’re sharing our top 10 secrets (plus one bonus!) for streamlining your close.
ClearMoney
DECEMBER 16, 2021
The following is provided by Dimensional Fund Advisors. Many investors may think a market high is a signal stocks are overvalued or have reached a ceiling.
The Chicago Financial Planner
OCTOBER 21, 2021
Saving for retirement is a major undertaking for most of us. Increasing healthcare costs and longer life expectancies make the hill a bit steeper to climb each year. Health savings accounts (HSA) provide another vehicle to save for retirement.
MazumaBusinessAccounting
NOVEMBER 5, 2021
Stress, illness, and a near-death experience. That’s what propelled Maureen Wendy Dearborne to find her calling in life. From a broken engagement to missed promotions at work, Wendy felt like her life was unraveling.
Investing Caffeine
DECEMBER 1, 2021
I f you have recovered from your Thanksgiving turkey and stuffing food coma, you have probably woken up to the sound of a new health scare alarm …Omicron. Where does the name Omicron come from, and why is it named after a Greek alphabet letter?
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Global expansion brings many opportunities for companies. However, there are pitfalls along the way that can slow down progress. In this eBook, we look at the 7 key challenges to global growth, and ways to minimize expansion headaches.
Indigo Marketing Agency
DECEMBER 28, 2021
If you’re like most financial advisors, you want to make the best impression possible on LinkedIn. And this may have you wondering: What should I do when I get a new LinkedIn connection? What protocol is there for following up and staying engaged? Well, that’s exactly what we’ll talk about today.
Gen Y Planning
DECEMBER 1, 2021
You’re likely familiar with the saying, A penny saved is a penny earned. . It sounds like the type of vague financial advice you might hear from your relatives around the holiday table. . But how is that penny earning anything?
Robert B. Ritter Jr.
NOVEMBER 30, 2021
(Click here for Blog Archive)(Click here for Blog Index) (There are no InsMark presentations used in this blog. It is a an informational blog only) Note from Bob Ritter: I have been buried lately on a project involving a new product we will release in 2022 called the InsMark Annuity Proposal System.
Andrew Thrasher
NOVEMBER 29, 2021
I had the great honor to be interviewed on the Excess Returns podcast – hosted by Jack Forehand, CFA and Justin Carbonneau.
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Fortune Financial
NOVEMBER 17, 2021
Inflation is affecting businesses and individuals worldwide and it’s not going anywhere anytime soon. The pandemic has forced factories in parts of Asia to shut down, along with trucking and staffing shortages at ports is slowing the U.S. port facility operations.
Cordant Wealth Partners
NOVEMBER 12, 2021
[Editor’s note: Information contained in this post is based off information for the 2021 DCP enrollment period. We will update the post as soon as Microsoft releases any updates for 2022.].
Dear Mr. Market
NOVEMBER 23, 2021
Dear Mr. Market: When it comes to the stock market it’s easy to see the road we just traveled; what’s more difficult is trying to assess and figure out where we’re going.
ClearMoney
DECEMBER 14, 2021
The following is provided by Dimensional Fund Advisors. Systematic, or factor-based, investing has become quite common in equities. Investor adoption in fixed income has lagged, at least when measured by the assets under management (AUM) in mutual funds and ETFs. At the end of 2020, $1.35
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The fintech industry is growing exponentially. Companies can find the talent they need in top emerging fintech hubs around the world. Highly skilled global candidates are available to hire — companies just need to know where to look for them.
The Chicago Financial Planner
OCTOBER 20, 2021
In today’s world of early or semi-retirement, many people wonder when they should begin taking their Social Security benefits. The combination of Social Security and working can complicate matters a bit.
MazumaBusinessAccounting
JULY 15, 2021
Running your own business is rewarding, but it can also be overwhelming. There are dozens of administrative tasks to keep tabs on besides your day-to-day work. I’ve been there, and I’ve felt that nagging feeling that I am letting something important slip through the cracks.
International College of Financial Planning
NOVEMBER 10, 2021
There is great demand for Investment Advisor professionals in India and here we look at the various Investment Advisor Courses and Training Programs that you can take. The demand for Investment Advisors has been constantly rising over the last two decades.
Indigo Marketing Agency
JULY 27, 2021
Why do people really hire a financial advisor? As a financial professional, I’m sure this question has crossed your mind at least a dozen times. But in order to answer it, you have to look at why people buy any type of product or service. I once heard it said, “People buy aspirin.
Advertiser: G-P
Every global growth to-do list should begin with compliance. Navigating international jurisdictions can be complex and time-consuming, but with solid, up-to-date compliance procedures, companies can maximize efficiency, speed-to-hire, and mitigate risks.
Accounting for Good
NOVEMBER 10, 2021
The post Accounting For Good farewells Castlereagh Street first appeared on ACCOUNTING FOR GOOD
Zajac Group
NOVEMBER 9, 2021
When it comes to charitable giving, there are many different options, from dropping a dollar in the collection plate at church to starting a private foundation.
Andrew Thrasher
NOVEMBER 22, 2021
Before we dive into today’s post I wanted to share that my weekly Thrasher Analytics letter is 20% off for Black Friday until December 1st.
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