Norman Marks
APRIL 25, 2022
While many are focused on issues like cyber, saying it is perhaps the greatest source of risk to an organization today, I believe there are greater sources of concern. One of these has been in the news over the last months, called the Great Resignation Consider this set of survey results from ResumeBuilder.com. In the […].
The Irrelevant Investor
APRIL 29, 2022
It's been a rough start for the year in the stock market. To find a worse performance through the end of April, you have to go all the way back to 1970. It's also by far the worst start to the year for the bond market, going back to 1990 (h/t Jim Bianco). This has been a painful environment, to say the least. It's not the depth of the declines that are hurting, it's that it's happening in stocks and bonds at the same time.
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Dear Mr. Market
APRIL 29, 2022
Dear Mr. Market: Does the old stock market adage of “sell in May and go away” make sense? We’ve actually written about this one spring about nine years ago where we actually advocated taking some chips off the table, however it had less to do with a cute stock market rhyme and more due to profit taking. Where are we at now going into May and is this allegedly poor seasonal time of year appropriate to sell or perhaps not?
The Better Letter
APRIL 29, 2022
The classic 1963 American romantic comedy thriller, Charade , produced and directed by Stanley Donen, and featuring an all-star cast including Cary Grant, Audrey Hepburn, Walter Matthau, James Coburn, and George Kennedy, will be playing under the stars this weekend here in San Diego. The week’s TBL will feature charade in a different context plus some follow-up to last week’s missive.
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.
Fortune Financial
APRIL 28, 2022
During our recent trip to Brazil, my wife and I visited the Sitio Eliza coffee plantation in Mandaguari, a rural city in the Brazilian state of Parana. While touring the plantation, I had the privilege of spending a good deal of time talking about the coffee business with the plantation’s owner, Jose Carlos Rosseto, who is the third generation in his family to manage the plantation.
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Yardley Wealth Management
APRIL 27, 2022
The post Interest Rates, Inflation, and Investment Strategy – Part 2: Understanding Inflation appeared first on Yardley Wealth Management, LLC. Interest Rates, Inflation, and Investment Strategy Part 2: Understanding Inflation Has rising inflation got you down? In our last piece, “Understanding Interest Rates” we explored how rising and falling interest rates can impact a healthy economy.
Hubly
APRIL 27, 2022
Melanie has only worked in financial services for less than a year and is already a top back office worker according to the work she's completed in Hubly. She has picked up Hubly quicker than you can drink your coffee in the morning and in less than a year is already a super-user!
Wealthfront
APRIL 27, 2022
Exchange-traded funds (or ETFs) are a popular way to invest, and for good reason. They hold collections of investments like stocks or bonds, and are a convenient, tax-efficient way to build a diversified portfolio. The vast majority of ETFs passively track indexes, meaning they try to match the return of the index (rather than outperform […]. The post How Should I Evaluate an ETF?
The Irrelevant Investor
APRIL 26, 2022
The good news is stocks are getting less expensive. The bad news is that's happening because they're falling. The price-to-sales ratio of the average stock in the Russell 1000 is back to pre-pandemic levels, falling roughly one-third from its 2021 highs. Cheap stocks aren't bringing down the average, it's the expensive stocks that are doing it. The highest decile of stocks in the Russell 1000 traded at an average of 35x price-to-sales towards the end of last year.
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.
Harness Wealth
APRIL 26, 2022
No-one loves paying taxes. But when it comes to your crypto assets, there are some strategies you can employ to make sure you don’t pay any more than you have to. 1. Buy crypto in an Investment Retirement Account (IRA). Did you know you can buy crypto through an IRA and receive the same tax benefits? Just like with other assets, if you buy crypto through an IRA, the tax will be paid at your income tax rate at retirement.
Tobias Financial
APRIL 26, 2022
Tobias Financial Advisors is proud to announce that our CEO Marianela Collado will serve as a panelist at Best of Heckerling 2022: Highlights of the Heckerling Institute on Estate Planning event on Tuesday, May 3 rd at 12:10 PM EST. . Following a week at the virtual Heckerling Institute, Marianela will share what she learned about recent state and federal estate planning developments.
Prosperity Coaching
APRIL 26, 2022
Seminar Marketing Tips for Financial Advisors: A Seminar or Webinar can be a great tool not only for sharing your expertise as a financial advisor but also for building credibility and securing potential clients; however, a Seminar won’t do you any good if no one attends. So, you’ll need to […]. The post 17 Seminar Marketing Tips for Financial Advisors appeared first on The Prosperous Advisor Coaching Blog.
Park Place Financial
APRIL 26, 2022
RETIREMENT 3 Retirement Mistakes to Avoid Schedule a Complimentary Financial Review CLICK HERE TO SCHEDULE. Your retirement years can be spent focusing on your family and friends, traveling to places you’ve always wanted to go with your partner, and continuing the hobbies you love at home. Unfortunately, a few wrong choices can significantly impact your wealth.
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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.
The Irrelevant Investor
APRIL 24, 2022
I listened to the Netflix earnings call last week. It was a doozy. The next day, the stock fell 35%, its second-biggest decline ever. The $54 billion in market cap wiped out the next day is the largest decline ever. The second-largest decline happened last quarter when the stock fell 22% and erased $49 billion in market cap. Netflix is the leader in streaming, with ~221 million paid subscribers around the globe.
Sara Grillo
APRIL 25, 2022
Almost every time I do something weird with my business to the point that anyone I tell laughs at it, those are the times of my highest effectiveness. If I were a financial advisor wanting to grow my business, I would do it weird as hell. Niched down like hell. This blog talks about target markets for financial advisors and we’re going to discuss four examples of wild, wacky niches that have turned out to be simply brilliant for the advisors brave enough to venture forth.
Darrow Wealth Management
APRIL 25, 2022
After many years of stubbornly low inflation, we are now in an environment we haven’t seen for 40 years. Prices are going up – fast. The Federal Reserve initially believed rising inflation would be transitory (i.e. fleeting) but has since changed their tune. Trying to get inflation to return to normal, the Fed has started raising interest rates.
Park Place Financial
APRIL 26, 2022
ESTATES 4 Tips to Consider When Passing Trust Assets to Your Children Schedule a Complimentary Financial Review CLICK HERE TO SCHEDULE. For many people, making sure their loved ones will be financially secure after they’re gone is a primary objective and a trust fund can help achieve this goal. Trust funds are common estate planning tools that help high-net-worth individuals pass an inheritance to their children and grandchildren.
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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.
The Irrelevant Investor
APRIL 24, 2022
Today’s Talk Your Book is brought to you by Harbor Capital: We had Behavioral Economist and Co-Founder of Irrational Capitals Dan Ariely and President and CIO of Harbor Capitals Kristof Gleich on the show to talk about their data-driven strategy built on the human capital factor. On today’s show we discuss: Getting around predictable irrationality Controlling the controllables The irrationality of today's market How the human capital factor started Data, driven by employee sentiment Changing cul
Advisor Websites
APRIL 28, 2022
If you are a financial advisor looking to attract more business, there are several strategies that you can adopt to help you stand out above your competitors.
Hubly
APRIL 29, 2022
Hubly analyzed 60,000+ workflows managed by 100+ RIA firms and discovered that the majority of tasks and workflows are completed by back office employees.
Norman Marks
APRIL 29, 2022
One metric stands out when it comes to assessing the performance of the CAE and his or her team: the satisfaction of their primary customer, the audit committee of the board. Second to that, and frankly not far apart in its effects on the longevity and mental health of the CAE, is the satisfaction of […].
Speaker: Igli Laci, Strategic Finance Leader
In today’s competitive market, pricing is more than just a number — it’s the cornerstone of profitability. The right pricing strategy ensures that you capture the true value of your offering, paving the way for sustainable growth and long-term success. Join Igli Laci, Strategic Finance Leader, in this exclusive session where he will explore how a well-crafted pricing approach balances customer perception with business objectives, creating a powerful tool for securing both competitive advantage a
The Irrelevant Investor
APRIL 23, 2022
Articles The dominance of large institutions puts all emphasis on the business of investing at the expense of the craft. (By Frederik Gieschen) Consistency is a superpower (By Phil Pearlman) Everything that we take for granted today seemed nearly impossible once, before the swarm got to it. (By Packy McCormick) The most effective business model in the attention economy is advertising (By Ben Thompson) Life is difficult (By Jared Dillian) Staking mechanisms should be designed to support the goal
Inside Information
APRIL 28, 2022
I’m beginning to think the term ‘compliance’ ought to be repurposed. To simply ‘comply’ with legal and regulatory guidelines is not exactly a lofty standard, yet that’s the term that broker-dealers and wirehouse firms have adopted, and it seems to be the term preferred by the our regulatory friends over at the SEC. Maybe you see something different, but from where I sit, there is no actual encouragement from federal regulators to go beyond (somewhat grudging) compliance and embrace highe
Tobias Financial
APRIL 27, 2022
Tobias Financial Advisors is proud to announce that our COO Edgar Collado will be presenting at the T3 Technology Conference for Advisors on May 4 th , 2022 in Dallas, Texas. The T3 conference is a practice management and technology event for independent and hybrid advisors that gives timely information on how to build a more efficient and profitable business.
Accounting for Good
APRIL 27, 2022
The post Tips for preparing not for profit budgets first appeared on ACCOUNTING FOR GOOD.
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.
The Irrelevant Investor
APRIL 23, 2022
You can learn a lot about what's going on inside the market by just looking at some charts. Is the price going up, down, or sideways? Simple enough. But looking at something in isolation only reveals part of the story. If a bank is down 20% from its highs but the rest of the bank sector is down 40%, you would call this a relative winner. Look at a chart of the FANMAG stocks and you'll see that they peaked in November 2021, and have given up all of their gains back to September 2020.
BlueMind
APRIL 25, 2022
Category: Client Relations. The role of women in this world is changing and many choose to be still unaware of it. In 2021, the United Nations Women announced the International Women’s Day theme as ‘Women in leadership: Achieving an equal future in a COVID-19 world’ in order to applaud the tremendous efforts of women around the world for preparing a more equal future for women in the midst of the Covid-19 pandemic.
Aleph
APRIL 28, 2022
Photo Credits: Jen and www.david baxendale.com with help from pinetools || The casino is exciting. The scale is honest and unrelenting. I want to give an update to one of the major concepts of Ben Graham, in order to make it fit the modern era better. Ben Graham said: “In the short run, the market is a voting machine but in the long run, it is a weighing machine.
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