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.

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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. It was 25 years to the day since Valentino ran away from home, opting to live on the streets and scrounge food from garbage cans rather than stay in an abusive environment. “I did my grand opening on that day because I want to remember always that as long as I make the right decision and I keep going and I believe in mysel

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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. What should go on your year-end to-do list? Here are nine financial elements you won’t want to forget!

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The Irrelevant Investor

NOVEMBER 30, 2021

The S&P 500 is not the stock market. Well, technically it is. But since the index is weighted by company size, looking at it in isolation can provide an incomplete picture as to what's happening at the individual company level. In a cap-weighted index, and this would never happen, but the 50 smallest companies could double in size overnight and that would provide a modest 2.2% bump to the index.

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Speaker: Amanda Adams, Fractional CFO, CPA

Are you ready to elevate your accounting processes for 2025? 🚀 Join us for an exclusive webinar led by Amanda Adams, a seasoned fractional CFO and CPA passionate about transforming back-office operations for finance teams. This session will cover critical best practices and process improvements tailored specifically for accounting professionals.

Accounting

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.

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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.

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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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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. In last quarter’s newsletter from My Portfolio Guide, LLC we put out a fairly bold prediction of the S&P 500 hitting 5,000 and the Dow Jones reaching 40,000 within the next year.

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The Irrelevant Investor

NOVEMBER 28, 2021

Articles A DAO is a company that has no leadership structure. (By Dave Nadig) If you really believe the big wave is coming, timing is less important than you think (By Jackson Dahl) Ideas are building on each other more quickly than ever before (By Packy McCormick) Go find people who have made the change you want to make and get with them (By Phil Pearlman) It's the biggest TAM in crypto (By Mario Gabriele) Television people think financial advice is about guessing the future prices of stocks a

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Speaker: Abdi Ali, Sr. Lease Accounting Consultant

Join this insightful webinar with industry expert Abdi Ali, who will discuss the challenges that can arise from managing lease accounting with spreadsheets! He will share real-world examples of errors, compliance issues, and risks that may be present within your spreadsheets. Learn how these tools, while useful, can sometimes lead to inefficiencies that affect your time, resources, and peace of mind.

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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?

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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. Use code BlackFriday21 to save 20% on any of the subscription periods and begin receiving Continue reading Using Drawdown Data As A Market Indicator → The post Using Drawdown Data As A Market Indicator first appeared on.

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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.

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MazumaBusinessAccounting

NOVEMBER 22, 2021

Sometimes doing the opposite of what everyone else is doing is the right approach. That is what McKay learned when he started his business, Five Star Commerce. Five Star Commerce is a marketing and consulting service for brands selling on Amazon and Walmart as third-party sellers. McKay found a niche in his pricing model by offering hourly pricing rather than a flat monthly fee like most agencies.

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Join us in this webinar, where we share best practices on how to think about the reconciliation work each month, when best to do reconciliations, how they should be prepared, and some common pitfalls to avoid. Learning Objectives: This course objective is to understand how to properly prepare and review balance sheet reconciliations and its impact on the financial statements.

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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.

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The Irrelevant Investor

NOVEMBER 26, 2021

The stock market has been a treacherous place for the last few months. You wouldn't know it by looking at the indexes. I wrote this opening salvo earlier in the week when the S&P 500 was hovering near all-time highs. This morning, due to a new variant in South Africa, stocks are selling off sharply. The Dow Jones Industrial Average, the people's index, is down over 1,000 points, sitting 5% below the all-time highs from earlier this month.

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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. Due to this, inflation has become part of daily conversations causing investors to consider alternative investments outside of the stock market.

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Indigo Marketing Agency

NOVEMBER 17, 2021

If you’re a financial advisor, you’ve likely had these questions go through your mind at some point in your career, “How do I position myself as an expert in the field?” and “How do I stay top-of-mind so I’m the first call when someone realizes they need a financial professional?” The answer to both is strategic marketing. And financial advisor blog posts are an integral part of marketing strategically.

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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.

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Brown Advisory

NOVEMBER 22, 2021

CIO Roundtable: Inflation, “Greenflation” and Tech Regulation. jharrison. Mon, 11/22/2021 - 11:44. The discussion drills down into one of the key themes of the year: inflation. It examines how transitory inflation may actually be, and how we have been positioning portfolios. We also discuss “greenflation,” why the semiconductor shortage is playing an outsized role in inflation and why a potential capital expenditure boom could help contain inflationary pressures over the longer term.

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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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Tucker Advisors

NOVEMBER 11, 2021

How to Grow on Twitter as a Financial Advisor. By Jordan Collins Tucker Advisors Senior Digital Marketing Specialist. Follow Follow Follow Follow Follow Follow. Table of Contents . Click the links below to jump to a client appreciation event page section specific to your needs. Why Twitter? Setting Up Your Twitter Account. Who Should You Follow On Twitter.

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The Irrelevant Investor

NOVEMBER 24, 2021

Today’s Animal Spirits is brought to you by YCharts Mention Animal Spirits to receive 20% off when you initially sign up for the service. On today’s show we discuss: Our Super Bowl w/Derek Thompson Shadow stats Tokenize Everything Ken Griffin is a troll Elon Musk is a troll Zillow selling all of its homes iBuyer expert Mike DelPrete The CEO turned himself into a cartoon character One good thing about inflation/labor shortages Cars are expensive Leasing a car Crypto in RE Listen here: Transcrip

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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.

Financial Advice

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. The story has been no different in India where a fast-growing middle and upper-middle-class is constantly looking to secure its future by opting for the right investment options.

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Indigo Marketing Agency

NOVEMBER 16, 2021

Many times advisors ask me, “What should I blog about?” or “What should I talk about in my marketing?” So, today I want to share an example of a great financial advisor blog post that was both really successful and really memorable. Plus, I’ll show you how you can replicate its success for your own financial advisor blog. Watch this two-minute video or keep reading to learn more.

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Brown Advisory

NOVEMBER 16, 2021

Family Office Client Stories eberkwits Tue, 11/16/2021 - 12:54 One size definitely doesn't fit all. Every family is unique and we approach each relationship as such. Drawing on our extensive experience with generations of families, we design creative, advantageous strategies to help families reach their goals. In appreciation of both the responsibility and opportunity that wealth carries, we understand that successful families require distinct attention.

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Cordant Wealth Partners

NOVEMBER 12, 2021

In this post, we cover three ways you can reduce the risk you have in your deferred compensation plan (DCP) for those that have a substantial portion of their net worth tied up in deferred compensation. 409(a) Nonqualified Deferred Compensation plans present a fantastic way to defer taxes and build net worth. But, after many years contributing to the program coupled with investment gains, these plans can become a substantial portion of your net worth.

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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.

Financial Planning

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. While an anonymous greenback in the offering plate might not generate the paperwork necessary to realize any tax benefits and starting a private foundation might seem daunting, a Donor-Advised Fund could be a great option for philanthropic investors.

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The Irrelevant Investor

NOVEMBER 23, 2021

Remember the stay-at-home stocks? These names were the epicenter of the greatest speculative stock market mania since the dot-com bubble. And similar to that movie, think Uncut Gems, this one isn't ending well either. The chart below shows the 2020 returns plotted alongside their current drawdown. The following chart zooms in with some household names.

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Steve Feinberg

NOVEMBER 9, 2021

If you’ve been thinking about turning your hobby into a full-time job, or you have an idea for a product that people can’t live without, then New Hampshire is a business-friendly state in which to incorporate your new venture. New Hampshire’s tax burden is low for business owners, and there is no general sales or personal income tax either, making it an attractive prospect for potential employees.

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