The Chicago Financial Planner
AUGUST 24, 2021
While Bernie Madoff passed away in April of 2021, financial fraud is still very much an issue. Along with the “old fashioned” types of fraud, we now have cybercrime to worry about. Financial fraud is all over the news. Whether high-profile Ponzi Scheme cases via the likes of Madoff, Allen Stanford or many smaller cases, investors are being defrauded out of their hard-earned money at an alarming rate.
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. “I was blaming everybody and everything for every woe in my life,” she says. But Wendy’s perspective changed when her life was nearly cut short by illness. “I had a near-death experience when I was 21 years old,” she says, adding with a laugh,
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Mr. Money Mustache
OCTOBER 5, 2021
A work of art. To most of the Internet, Mr. Money Mustache is known as the quirky early retirement financial guy, and this is a blog about Money. But really, I’m not a finance guy – someone who devotes most of his time to optimizing money. I’m more of a general Life Engineer – someone who tries to optimize everything that is fun and interesting in life, and money is just one of those things.
Andrew Thrasher
DECEMBER 13, 2021
Below is an excerpt from the December 12th letter sent to subscribers of Thrasher Analytics. To learn more visit www.ThrasherAnalytics.com The topic of narrow leadership and participation has been around this year in various flavors, most notably in the summer Continue reading Narrowing Leadership → The post Narrowing Leadership first appeared on.
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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.
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. As part of our Total Marketing Package, we help advisors grow their networks by making new connections on LinkedIn for them.
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
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. And, if you’re wondering how your ESPP compares to other employer plans, check out our article on that topic. If I offer to sell you a nice, crisp $100 bill for $85, would you buy it?
Clever Girl Finance
JANUARY 1, 2021
Taking on new challenges and developing healthy habits can be done anytime. Whether it’s a new year, season, or month, you can improve your finances with a no spend challenge. Let’s learn how it works and why you should try it out! What is a no spend challenge? No spend challenges have become trendy over the past couple of years. If you’ve never heard of a no spend challenge, it refers to a time in which you intentionally choose not to spend any unnecessary money.
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. If implemented correctly, Google will rank your website high in search results, making your site visible for more users.
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. But they may be surprised to find out that the average returns for the S&P 500 Index one, three, and five years after a new market high are similar to the average returns for the index over any one-, three-, or five-year period.
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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.
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. If you followed any of Jim Cramer’s advice this past year you have some serious evaluating to do! The aim of this article is not a hit piece of Mr.
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. Here are five reasons to consider a Solo 401(k). High maximum contributions . For 2021 the maximum contribution limits are $58,000 and $64,500 for those who will be 50 or over in 2021.
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. That’s why I wanted to put together these tips to help you stay on top of your finances while growing a successful business. 1.
Mr. Money Mustache
JANUARY 29, 2021
So, I kind of just bought the house next door to me. We’ve already gotten straight into the renovations with a symbolic first step: a new front door. This is already somewhat amazing, for a small-town boy who refuses to even buy himself a new car. But even stranger are the details that surround this deal: I’m not moving into it. I don’t really need or want a second house.
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.
Prosperity Coaching
DECEMBER 6, 2021
Welcome to my Financial Advisor – Ideal Client Blog Post Series. During the next year, I will be helping you identify, target, and market to your Ideal Clients. The term “Ideal Client” is well known in the financial advisory business. It usually refers to the type of client advisors’ would […]. The post The Financial Advisor Ideal Client – Target Client – Niche Client – Blog Post Series appeared first on The Prosperous Advisor Coaching Blog.
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. They don’t buy vitamins.” In other words, people are more concerned about solving their short-term ailments than they are about their long-term well-being.
The Richer Geek
DECEMBER 1, 2021
Welcome to another episode of the Richer Geek. We're happy to have Chad Willardson. He is the President and Founder of Pacific Capital and is a Certified Financial Fiduciary®, Accredited Wealth Management Advisor, and Chartered Retirement Planning Counselor. Before founding Pacific Capital, he spent 9 years at Merrill Lynch, where he ranked in the top 2% of over 16,000 Financial Advisors nationally.
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? If it’s stuck in a traditional savings account, likely not much since the current national average return on a savings account is 0.06%.
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.
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. Unfortunately, this undertaking […]. The post Blog #215: Three Good Ideas first appeared on Bob Ritter's Blog, ideas for financial service professionals.
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. It was a pleasure and a lot of fun diving into topics like: technical analysis, volatility, how my Continue reading My Interview on the Excess Returns Podcast → The post My Interview on the Excess Returns Podcast first appeared on.
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 trillion in equity fund AUM1 was categorized as strategic beta by Morningstar.
Brown Advisory
NOVEMBER 24, 2021
How Public-Market ESG Investors Generate Impact without Compromising Performance jharrison Wed, 11/24/2021 - 13:26 Karina Funk , Chair of Sustainable Investing at Brown Advisory and co-portfolio manager of the Large-Cap Sustainable Growth strategy , spoke as part of a global CIO Symposium, co-hosted by VS Partners and Financial Times/FTChinese.com. In this interview, moderated by Selena Li, China Editor of Ignites Asia, Karina shares her insights on public ESG investing.
Speaker: Wayne Spivak, President and CFO of SBA * Consulting Ltd., Industry Writer, Public Speaker
If you’re lost in the world of spend management needs and your GAP analysis is lacking perspective on the future state of your business performance, listen up! With the advancement of technology, the implementation of spend management best practices and concrete GAP analyses is more streamlined and accessible than ever before. And while this may sound like great news for you and your clients, it won’t be worthwhile unless you have the latest techniques to back up your ambitions!
The Chicago Financial Planner
NOVEMBER 8, 2021
After a significant drop in March of 2020 in the wake of the pandemic, the S&P 500 has staged an amazing recovery. The index finished 2020 with a gain in excess of 18%. So far in 2021, the index is in record territory and has closed at record levels numerous times during the year. At some point we are bound to see a stock market correction of some magnitude, hopefully not on the order of the 2008-09 financial crisis.
MazumaBusinessAccounting
JUNE 18, 2021
If you’re wondering, “How many years can I take a loss on my business?” then you’re probably reaching a point where you’ve been claiming too many losses on your taxes. The Internal Revenue Service (IRS) only allows your business to be in the negative for a certain number of years before it declassifies it as a business.
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. Due to this, inflation has become part of daily conversations causing investors to consider alternative investments outside of the stock market.
Prosperity Coaching
NOVEMBER 19, 2021
Great is often good enough. At face value, being a perfectionist sounds like a good trait; indeed, it’s always good to strive to do high-quality work. But aiming to do everything perfectly — which is unrealistic — can take a toll on you as an individual and on your financial […]. The post Are You a Financial Advisor Perfectionist?
Speaker: Lynnette Khalfani-Cox, The Money Coach®
Niche markets represent a huge opportunity for the financial services industry in America. From college students and women to communities of color and low-to-moderate-income households, niche populations have specialized financial needs – but they often underutilize many valuable financial products and services. How can you better connect with these consumers?
Indigo Marketing Agency
MAY 24, 2021
Do you have a “tee box” branding statement? Ya know, that one-sentence answer you give when you’re about to tee off at the golf course and someone asks, So, what do you do? So many advisors don’t have an answer to this question—and they stumble over their words when trying to articulate who they are and what they do. But by creating a one-sentence, “tee box” branding statement, you ALWAYS have a short and sweet answer ready to go—one that piques people’s interest, helps you connect with them,
The Richer Geek
NOVEMBER 17, 2021
Today, we welcome Joe DiSanto. He spent his childhood riding BMX bikes, breakdancing, and memorizing 80’s movies, but the carefree days of youth wouldn’t last long. By 13 he was working as a busboy, helping his recently-divorced mom, and picking up some of his own tabs. A valuable lesson was learned: If you don’t deal with your money, your money will deal with you.
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.]. In this article, we cover what you need to know about the Microsoft Deferred Compensation Plan (DCP) for the upcoming enrollment period. We’ll outline how the program works, the risks of participating and the most common questions we hear about DCP elections.
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