The Chicago Financial Planner

FEBRUARY 3, 2022

Today was an ugly day in the stock market. The S&P 500 declined by 2.44% and the Dow dropped 1.45%. Much of this decline was fueled by the huge decline in Facebook’s parent’s shares. Meta Platforms, Inc. (ticker FB) saw its share price decline by a stunning 26.39% in a single day on the heels of its Q4 earnings report. At the end of 2021, Meta shares comprised 1.96% of the Vanguard S&P 500 Index ETF (ticker VOO).

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Your Richest Life

FEBRUARY 28, 2022

Money problems and infidelity are two of the quickest ways to bring down a relationship, but when combined, they can be downright lethal. Unfortunately, “financial infidelity” is a fairly common occurrence in American relationships. According to a Creditcards.com poll , 32% of Americans in a serious relationship have cheated financially. That included spending more than their partners would be okay with, or having debt, credit cards or savings accounts that their partner knew nothing about.

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Budgeting Accounting Financial Planner Fee Only 59

Norman Marks

FEBRUARY 24, 2022

Earlier this week, I discussed the topic of the risky risk officer. What is the ideal risk attitude to have in a risk practitioner? Today, I want to shift to the risk attitude of the internal auditor. Do we want an internal auditor that is so risk averse they won’t spend $5 on a lottery […].

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The Irrelevant Investor

FEBRUARY 28, 2022

A week ago, most of the world had never heard of Ukraine's President, Volodymyr Zelenskyy. Today, he's a profile in courage. The face of the resistance is inspiring millions of people around the world. In the last week, pleading with Russia before the invasion began, he said: "We know for sure that we don’t need the war. Not a Cold War, not a hot war.

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Speaker: Duke Heninger, Partner and Fractional CFO at Ampleo & Creator of CFO System

Are you ready to elevate your accounting processes for 2025? 🚀 Join us for an exclusive webinar led by Duke Heninger, 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

Andrew Thrasher

FEBRUARY 28, 2022

There’s a lot going on in the world right now and I’m thankful I don’t need to pretend to be a war general or an Eastern European expert to complete my analysis of the financial markets. Instead, I focus on Continue reading Bond Spreads Are Widening → The post Bond Spreads Are Widening first appeared on.

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The Chicago Financial Planner

FEBRUARY 6, 2022

Whether you work as an employee or you are self-employed you work hard for your money. In spite of what was said on PBS Frontline The Retirement Gamble and elsewhere in the press, in my opinion 401(k) plans are one of the best retirement savings vehicles available. Here are 4 steps to make sure that your 401(k) plan is working hard for your retirement.

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Retirement Planning Retirement Financial Planner Planning 189

Clever Girl Finance

FEBRUARY 27, 2022

When it comes to saving money, the journey can often feel like a solo mission. Building and maintaining a savings account can be challenging, especially when you’re lacking accountability or motivation. If traditional saving methods aren’t working for you, or you want a more community-driven approach, a Susu might be the solution you need! Table of contents What is a Susu or Sou-Sou?

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Norman Marks

FEBRUARY 28, 2022

Dr. Rainer Lenz is more than a CAE and long-time practitioner. He also teaches corporate governance and auditing, and has been an independent board member and a finance executive. Rainer was recognized by Richard Chambers as one of the top ten internal audit thought influencers. He has been talking about the value of internal auditing […].

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Government 52

The Irrelevant Investor

FEBRUARY 25, 2022

When the market opened yesterday, the S&P 500 was down as much as 2.6%, leaving it 14.6% below December's highs. But then the selling stopped and the buying started. It picked up steam and was a full-blown panic by the end of the day. By the close, stocks had rallied 4.1% off the lows. If you're looking for signs of a bottom, the good news is that this is how they happen.

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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.

Accounting

Yardley Wealth Management

FEBRUARY 24, 2022

The post The Crisis at Hand appeared first on Yardley Wealth Management, LLC. The Crisis at Hand At a time when many investors have become antsy about the U.S. stock market, one thing we did not need was an aggressive military incursion in Europe. But that’s what we got, and as the Russian annexation of parts of Ukraine dominated the headlines, it is drowning out any positive news about the actual companies being traded.

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BlueMind

FEBRUARY 24, 2022

Category: Technology. According to SuperOffice , CRM solutions are becoming increasingly common on mobile devices and 81% of users say they frequently access their CRM technology from more than one device. It has been well proven that many benefits come from CRM automation into our daily lives especially for businesses where efficiency, client satisfaction, and revenue returns are paramount.

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The Chicago Financial Planner

FEBRUARY 5, 2022

It’s Super Bowl time and once again my beloved Packers are not playing for the eleveth consecutive year. They had a great season earning the top seed in the NFC and a first round bye. They then laid an egg against the 49ers at the holy shrine, Lambeau Field. Aaron the the offense totally failed to show up at the game. Every year the Super Bowl Indicator is resurrected as a forecasting tool for the stock market.

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Clever Girl Finance

FEBRUARY 24, 2022

Have you ever considered active or passive real estate investing ? It turns out, a surprising number of people have. A Gallup survey found that real estate has been the favored investment for American investors. 34% of Americans cited real estate as their top investment choice, while only 26% said stocks and mutual funds. However, real estate doesn’t have to be as hands-on as you’d think — there are plenty of opportunities to create real estate passive income.

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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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Dear Mr. Market

FEBRUARY 24, 2022

Dear Mr. Market: Have we started off the year with enough things to worry about? The 2020s have seen more than any horror script one would ever want to draw up. We’ve had an unprecedented global pandemic, a massive stock market crash, and now a war… and we’re just two years in! We’ve constantly reminded people that the stock market always has a boogey man hiding in the darkness.

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Walkner Condon Financial Advisors

FEBRUARY 24, 2022

The domestic and international stock markets have started 2022 with a level of volatility unseen for the past few years. The rather benign market conditions, over the last 10 years, have lulled investors into a false sense of security and normalcy that is anything but normal. . This is completely understandable when we look at the recent history of the S&P 500, a benchmark for US stocks.

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Wealthfront

FEBRUARY 24, 2022

An employee stock purchase plan (or ESPP) can be a very valuable benefit. In general, if your employer offers an ESPP, we think you should participate at the level you can comfortably afford and then sell the shares as soon as you can. This strategy allows you to lock in a return on your contributions […]. The post What Is an ESPP and How Does It Work?

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Yardley Wealth Management

FEBRUARY 24, 2022

The post The Crisis at Hand appeared first on Yardley Wealth Management, LLC. The Crisis at Hand. At a time when many investors have become antsy about the U.S. stock market, one thing we did not need was an aggressive military incursion in Europe. But that’s what we got, and as the Russian annexation of parts of Ukraine dominated the headlines, it is drowning out any positive news about the actual companies being traded.

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Wealth Management Economics Management Portfolio 52

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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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Advisor Websites

FEBRUARY 24, 2022

As a Financial Advisor, you recognize how important your email marketing list is to expand your business, but are you running out of ideas to continue growing it?

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The Better Letter

FEBRUARY 24, 2022

I spent some wonderful time with my grandchildren this week, some of it in very cold weather. Whatever the weather, I’m struck by how little children see the wonder in everything. As they get older, they want more entertainment. Adults, meanwhile, focus most on finding fault, usually in someone else. This week’s TBL focuses on confirmation bias.

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The Irrelevant Investor

FEBRUARY 23, 2022

So, stocks are falling. The major averages have officially entered correction territory. These types of declines shouldn't scare investors, and for the most part, they don't. Few people are worried about a correction. Most people are worried about a bear. "10 I can live with, 20 I want to avoid." Historical numbers should be taken with a grain of salt, but I do think it can help set baseline expectations.

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Brown Advisory

FEBRUARY 23, 2022

Founders and Builders: What I Wish I Knew mhannan Wed, 02/23/2022 - 04:08 The Founders + Builders What I Wish I Knew webinar series is designed around the theme of “what I wish I knew” from a founder’s perspective. The goal of the series is to be educational and provide guidance for entrepreneurs along their journey. What I Wish I Knew About Bringing My Team Back to The Office Monday, September 20, 2021 As we think about returning to our offices—hybrid or full time—in the coming weeks and mo

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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

The Richer Geek

FEBRUARY 23, 2022

Welcome back to another episode of the richer geek podcast. I'm happy to have this week I have Joey Mure and Russ Morgan. They are founding partners of “Wealth without Wall Street”. Russ Morgan, is known as “The Idea Guy.” Russ began his professional career as an investment advisor in 2004 after graduating from Auburn University — a slight foray from 10-year-old Russ’ dream of becoming a professional baseball pitcher.

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AdvicePay

FEBRUARY 23, 2022

Without a doubt, one of the top questions we hear from advisors implementing fee-for-service is, “How do I structure and establish my pricing?”.

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Hubly

FEBRUARY 22, 2022

If you want to be an advisor with loyal clients and an endless stream of referrals, you have to stand out. So, what makes a good financial advisor reach “super advisor” territory? Here are five traits that can help separate you from the rest.

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Accounting for Good

FEBRUARY 22, 2022

The post Understanding ancillary funds first appeared on ACCOUNTING FOR GOOD.

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Accounting 52

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

The Irrelevant Investor

FEBRUARY 21, 2022

In early December, I wrote about the crypto index ( RTREE ) that we built with WisdomTree, powered by Onramp Invest. We've spent the last three months opening, funding, and investing client accounts. While the performance isn't what we hoped to experience coming out of the gate, we wanted to demonstrate the ability to complete the process without any major malfunctions.

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Brown Advisory

FEBRUARY 23, 2022

Founders and Builders: What I Wish I Knew. mhannan. Wed, 02/23/2022 - 04:08. The Founders + Builders What I Wish I Knew webinar series is designed around the theme of “what I wish I knew” from a founder’s perspective. The goal of the series is to be educational and provide guidance for entrepreneurs along their journey. . . What I Wish I Knew About Bringing My Team Back to The Office.

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Pacifica Wealth

FEBRUARY 21, 2022

Are you worried about identity theft? . Most Americans are. Identity theft is the number one concern among consumers who contact the Federal Trade Commission. Forty-two percent of all complaints to the FTC are regarding identity theft. The fear is justifiably real. The FBI says identity theft is one of the fastest growing crimes in the United States.

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