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.

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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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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.

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The Irrelevant Investor

DECEMBER 31, 2021

As I thought about the ten lessons I would reflect on in 2021, I realized this would be a difficult exercise. Possibly pointless. That's because lessons are timeless, but annual observations are ephemeral. Markets are a game where the rules are constantly changing. Annual lessons are just observations of a moment in time. In 1995, you would have observed that it paid to buy the most expensive stocks.

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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

The Richer Geek

DECEMBER 29, 2021

We have Shahar Abrams. And we are going to talk with Shahar about crypto. And I think everyone has questions. He’s passionate about helping my clients form, plan, and execute effective crypto investment strategies hand-tailored to their personal and financial goals. Shahar Abrams is a former blockchain industry professional with experience leading enterprise blockchain deployments at IBM.

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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.

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Gemini BITRIA

DECEMBER 7, 2021

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Indigo Marketing Agency

DECEMBER 30, 2021

The new testimonial rule has officially gone into effect as of May 4, 2021! This completely revolutionizes the way financial advisors can market their services. But as an advisor, how do you effectively use the new testimonial rule in your marketing without running into compliance issues? That’s where we come in. We’re excited to announce that Indigo is now offering a Testimonial Program to help advisors get glowing client reviews online—all while remaining compliant.

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The Irrelevant Investor

DECEMBER 29, 2021

The end of the year is a time for reflection. It might seem silly, but I don't make the rules. I was thinking about sending an invite to somebody recently. And I almost didn't because it was just easier to say "nevermind." There are a million ways to talk yourself into why somebody doesn't want an invite. "Ahh they'll probably say no anyway. I don't want to bother them.

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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

The Richer Geek

DECEMBER 15, 2021

Bob Fraser is on a mission to help investors take advantage of one of the most effective and overlooked avenues of real estate investing: residential mortgage notes. As Founder and Principal of Aspen Funds, Bob has purchased more than 1,000 mortgage notes earning double-digit annual returns without the risk and volatility of traditional investing options.

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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.

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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%.

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Robert B. Ritter Jr.

DECEMBER 29, 2021

(Click here for Blog Archive)(Click here for Blog Index) (Presentations in this blog were created using the InsMark® Illustration System) Reasons to Act Now You should acquire your life insurance as soon as you determine its usefulness. That’s when your health may be the best it will ever be, and the benefits are more favorable […]. The post Blog #216: Cost of Waiting (Delay is the Deadliest Form of Denial) first appeared on Bob Ritter's Blog, ideas for financial service professionals

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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.

Accounting

Indigo Marketing Agency

DECEMBER 16, 2021

Happy Holidays from Indigo Marketing Agency! We wanted to take a moment to say thank you to a few people: our hardworking Indigo team, incredibly supportive family members, and you—thank you for being part of our network! Please watch the video below to hear a bit more from our CEO, Claire, personally. The post Happy Holidays From Indigo Marketing – 2021 appeared first on Indigo Marketing Agency.

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The Irrelevant Investor

DECEMBER 28, 2021

Today’s Animal Spirits is brought to you by GiveWell On today’s show we discuss: What is DeFi A Christmas Eve airdrop The many worlds of enough (highly recommend) 3 billion people getting Omnicron Strong holiday sales Celebrity SPACs stink There is too much money sloshing around The US economy is a machine The Upside Potential in Sequence of Return Risk People have too much stuff The Web3 Renaissance: A Golden Age for Content I don't think gamblers set out to save the movies, but.

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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.

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Inside Information

DECEMBER 28, 2021

A s I was writing the lead article for this issue of Inside Information , I came back to a question that I’ve been pondering ever since I worked at the International Association for Financial Planning back in the 1980s: what is the purpose of a professional association? . The easy answer is: to serve the members—and I would argue that some associations, including, for a couple of decades, the Financial Planning Association, have gotten that backwards, and somehow assume that their own health and

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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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Gemini BITRIA

DECEMBER 19, 2021

Managing client assets is time-consuming – and particularly challenging when working with a new asset class you’re less familiar with, like Bitcoin and other digital assets. Watch our advisor-focused event to learn how Crypto Separately Managed Accounts (SMAs) can give your clients the exposure to digital assets they want while letting you spend your time with your clients and growing your practice.

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Prosperity Coaching

DECEMBER 1, 2021

Financial Advisor Referral Scripts Galore. Financial advisor referral scripts: Why is asking for referrals so stressful? Why do we get flustered and awkward with our words? Or, why do we NEVER ask for referrals? Because we don’t know what to say! This is where learning HOW to ask for referrals […]. The post Financial Advisor Marketing Ideas: Referral Scripts Galore appeared first on The Prosperous Advisor Coaching Blog.

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Indigo Marketing Agency

DECEMBER 4, 2021

If you’re looking for a way to increase traffic to your website, have you considered using testimonials? Good news: The new testimonial rule for financial advisors has officially gone into effect as of May 4, 2021! We’ve already begun gathering testimonials for a few of our clients and the results have been phenomenal! In this video, I break down the results from our testimonial program and show you how we helped one advisor increase his web traffic by 54% and increase traffic to his “Ge

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The Irrelevant Investor

DECEMBER 27, 2021

Today’s Animal Spirits is brought to you by NaviPlan by InvestCloud On today’s show Ben and I answer listener questions on : Creating an income-based portfolio How to judge your financial advisor When to sell an underperformer, and much more Listen here: Contact us at animalspiritspod@gmail.com with any feedback, recommendations, or questions. Follow us on Facebook , Instagram , and YouTube.

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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

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.

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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? The short answer is the system was created to avoid public confusion with complicated scientific names (e.g., B.1.1.529) and also to mitigate the stigma assigned to a region of origination.

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The Irrelevant Investor

DECEMBER 25, 2021

Articles Enough is elusive because when you reach it, you’re no longer the person that once desired it. (By Lawrence Yeo) The internet was supposed to usher in a Golden Age of media (By Li Jin and Katie Parrot) Paying people to use a product or a game can make economic sense in some situations. (By Dror Poleg) No serious CEO with real prospects for profit would flail about on social media, stitching himself to whatever nonsense is currently trending online (By Doomberg) 90+% of projects launche

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The Irrelevant Investor

DECEMBER 24, 2021

I didn't grow up with a passion for the markets. When I first developed an interest in it, I started from level 0. I knew absolutely nothing. So you could imagine how much I retained from the first book I picked up, The Intelligent Investor, written in 1949. All of the concepts were new to me, but the chapter on Mr. Market clicked and inspired me to keep going.

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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

The Irrelevant Investor

DECEMBER 23, 2021

Times are tough right now, but we have so much to be thankful for. I got an email two weeks ago that stopped me in my tracks. At first, I thought it was a scam. The subject line of the email was "Urgent Request." But as I read the note, I realized my knee-jerk reaction could not possibly have been more wrong. Good afternoon, I'm following up on an email I should have sent months ago to try to find a person to assist with account management for middle income asset owners with a series of accounts

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The Irrelevant Investor

DECEMBER 21, 2021

Here are some stats on the S&P 500 year-to-date: The market cap-weighted index is up 23.33% The equal-weighted index is up 23.17% The average stock in the index is up 23.16% The median stock in the index is up 21.7% The chart below breaks down the returns by individual components. Just eyeballing this, it seems like returns were fairly normally distributed, which jives with the data above.

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The Irrelevant Investor

DECEMBER 21, 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: Index Coop Analytics 3 weeks ago we bet on Omicron being 1% of cases by year end Prepare for household disruption this winter Long-term capital markets assumptions, via JP Morgan The U.S. has had an extraordinary decade This is why the middle class is unhappy What to do with inflation Crypto Theses for 2022 2022 Digital Asset Outl

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