FMG
JUNE 28, 2022
For the last “Trending This Tuesday” of June, we have some awesome marketing articles for you! With tips on how to tell great stories to showing your value as an advisor to prospects and much more, this is a “must-read” roundup. 1. Can You Still Tell A Fantastic Story With A Technical Topic? via Perfectly Planned Content. You can find story-telling in some pretty unlikely places, and it’s beneficial in almost all aspects of marketing.
Gen Y Planning
JULY 1, 2022
Money is like a team sport; while your individual habits and practices matter, there’s always a bigger picture to consider (spouse, kids, siblings, parents, friends, etc.). Even though you’re building wealth to support yourself and your immediate family, many people’s money goals extend to offering support to their parents, siblings, or other loved ones along the way. .
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Investing Caffeine
JULY 1, 2022
T he stock market has been a winning team for years, generating outsized returns for investors. But so far this year, the winning streak appears to be coming to an end. For 2022, the S&P 500 index is down -21%, including -8% last month. However, since 2008, the stock market has generally been on a consistent tear racking up a record of 10 wins, 2 losses (2015 and 2018), and one tie (2011).
Norman Marks
JUNE 28, 2022
Congratulations to NIST for recognizing that what matters is not risk to information assets, but risk to enterprise objectives. Or so it might seem at first glance when you read their draft Using Business Impact Analysis to Inform Risk Prioritization and Response. But first, I want to thank and congratulate Matt Kelly, editor of Radical […].
Speaker: Erroll Amacker
As businesses increasingly adopt automation, finance leaders must navigate the delicate balance between technology and human expertise. This webinar explores the critical role of human oversight in accounts payable (AP) automation and how a people-centric approach can drive better financial performance. Join us for an insightful discussion on how integrating human expertise into automated workflows enhances decision-making, reduces fraud risks, strengthens vendor relationships, and accelerates R
The Better Letter
JUNE 30, 2022
This week brings the seventh installment of my series on making behavioral finance actionable. The previous six are linked below. Part One: The Experiment Part Two: The Misinformation Milieu Part Three: The Method Part Four: The Mindset Part Five: The Great Mistake Part Six: Make Fewer Decisions This week, I’ll continue outlining some techniques for making better decisions, focusing on our need for help if we’re going to do so.
The Irrelevant Investor
JULY 1, 2022
My wife turned on Good Morning America the other day and here's what the show led off with: A mall bombed in Ukraine, 53 migrant workers dead, the attack on Capitol hearing, Walmart sued by FTC for fleecing customers, and a man from Minnesota who vanished in Ukraine. Oh. My. Lord. Is there not one good piece of news to report on? George Carlin was wise to this forty-five years ago.
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
Twenty Over Ten
JULY 1, 2022
We’re diving headfirst into July with some brand new content guaranteed to make a splash! ?? From retirement planning tips to cryptocurrency advice and more, we can’t wait for you to check out this month’s library. Learn more below!
WiserAdvisor
JULY 1, 2022
The number of entrepreneurs in America has exponentially increased over the past few years. Committed to building enterprises from the ground up, these entrepreneurs are building the future of America. That said, entrepreneurship can sometimes be cumbersome in spirit, especially in terms of financial planning. Long working hours, lack of financial security, irregular income, managing investors, liquidity issues, insufficient equity, and more, while juggling personal finances, can be a daunting t
MazumaBusinessAccounting
JULY 1, 2022
Why do I need an accountant for my small business? Those that do their taxes for themselves may think nothing of taking on this huge responsibility as a small business owner. Take it from us, though: after a certain amount of progress as a company, doing your own business accounting isn’t likely worth your time, especially if your background isn’t in finance.
International College of Financial Planning
JUNE 30, 2022
Hiring a wealth manager is one of the biggest financial decisions you’ll make. When it comes to finding the right person for the job, you want to make sure you do your research. Hiring a wealth manager is a long-term investment, so it’s important to find someone who will take the time to get to know your goals, values, and long-term goals. It’s also important to find someone who will work with you—not for you. .
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Based off SkyStem's popular e-Book, the book of secrets to the month-end close will be revealed in this one-hour webinar. Learn leading practices when it comes to building a strong and sustainable month-end close that has room to grow and evolve. Learn about the power of precise estimates, why reconciliations are critical to closing the books, how and when to automate, and how the chart of accounts play into your close process.
Truemind Capital
JUNE 30, 2022
It’s common knowledge now that benchmark Indian & US (S&P 500) indices are down by 16% & 21% respectively with some stocks down by more than 50%. The sharp uptick in yields caused the mark to market losses in long-term debt instruments. There is a lot of chaos recently after Russia’s attack on Ukraine and the market seems directionless & confused on the way forward.
Mullooly Asset Management
JUNE 30, 2022
In this week’s podcast, Tom and Casey discuss how crucial communication is for the investment advisor-client relationship. We take a different investment approach when money is needed in the short-term vs. growing it over the long-term. Things will change over the course of your life, that’s why we believe in ongoing investment management and financial […] In this week’s podcast, Tom and Casey discuss how crucial communication is for the investment advisor-client relationship.
MazumaBusinessAccounting
JULY 1, 2022
Small businesses have many spinning plates that can quickly become overwhelming to owners. While many day-to-day activities of owning a small business differ based on industry, bookkeeping does not. Every business involves bookkeeping, and delayed, or inaccurate bookkeeping can swiftly become a financial disaster. How can you grow your business, secure capital, or even file taxes correctly without accurate and up-to-date books?
Your Richest Life
JUNE 30, 2022
As we continue to deal with record-high inflation and economic instability, you might be wondering how you should manage your investments. It can feel disheartening to check on your portfolio and see poor returns, but don’t panic; we’ll cover why it’s better to weather the turbulent times to get the long-term rewards. Historically speaking, stocks have done well over time, even during periods of high inflation.
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Like being inches from the end zone, many advisors are frustratingly close to their next level of success. You work hard. You put in the hours. But if your closing rate is stuck or your pipeline feels like a revolving door… something has to change. Most advisors are just one small shift away from dramatically increasing their revenue. The difference?
Aleph
JUNE 30, 2022
Image credit: Diverse Stock Photos || Would that those shiny coins were the real thing. Metal coins are real. Code, not so. As I have said before, look at the underlying economics of an investment rather than its external form. It doesn’t matter whether it is public or private. The form of an investment does not affect its returns, for the most part.
The Irrelevant Investor
JUNE 29, 2022
You probably noticed that things are very weird right now. The stock market is imploding but the economic data is still pretty okay. We're probably not in a recession right now, but the market is acting as if one is imminent. I was listening to Conor Sen and Derek Thompson today and Conor made a good point. During the GFC and the tech bust, we were already in a recession by the time the S&P 500 was in a bear market.
Yardley Wealth Management
JUNE 29, 2022
The post Roadmap For Financial Planning appeared first on Yardley Wealth Management, LLC. Roadmap for financial planning When I say that being a financial advisor is a lot like being a therapist, you probably think I’m joking. In fact, there’s a lot more overlap between the two professions than you might imagine! We all have different values and emotions around money.
The Richer Geek
JUNE 29, 2022
Today, we have Travis Smith, he’s the Founder and CEO of Tribevest, a platform that makes it easy to invest as a group and do deals together in as little as 48 hours. He started his career with Morgan Stanley but realized the most direct path to wealth and financial freedom wasn’t as an individual. The path is as a group, as a tribe. Travis is obsessed with building a platform that standardizes, streamlines, and ultimately de-risks group investing.
Speaker: Aaron Berson
Managing spend is more than a cost cutting exercise – it's a pathway to smarter decisions that unlock efficiency and drive growth. By understanding and refining the spending process, financial leaders can empower their organizations to achieve more with less. Explore the art of balancing financial control with operational growth. From uncovering hidden inefficiencies to designing workflows that scale your business, we’ll share strategies to align your organization’s spending with its strategic g
Integrity Financial Planning
JUNE 29, 2022
Does your plan properly account for inflation, now and in the future? Where is the stock market headed? Let’s talk about the things you need to be thinking about right now in your financial plan. Interest rate hikes continue and inflation keeps going up. Could it level out at some point? What is the inflation rate that Brian factors into financial plans?
James Hendries
JUNE 29, 2022
Implementing a 401(k) plan for your employees is good business. It means you’re thinking strategically, that you care for your employees, and are focused on the long-term health of your company. Implementing a retirement plan: Can help you attract and retain top talent. May make you eligible for tax credits. 1. Can allow you to deduct contributions to employee 401(k)s as business expenses.
Mullooly Asset Management
JUNE 29, 2022
In this week’s video, Casey discusses changes to retirement accounts that **could** happen in the near future. If you save for retirement in a 401(k) or IRA, you’ll want to get these potential changes on your radar. We could see the age to begin RMDs pushed back and the allowance of certain penalty-free emergency withdrawals. […].
Meb Faber Research
JUNE 29, 2022
Episode #426: The Best of 1H22 – Zeihan, Grantham, Zelman, Bloomstran, Ilmanen, Arnold, Baker, Grice, Valiante & Ariely Run-Time: 46:25 Guests: John Arnold, Whitney Baker, Jeremy Grantham, Ivy Zelman, Gio Valiante, Dylan Grice, Antti Ilmanen, Chris Bloomstran, Peter Zeihan, & Dan Ariely Summary: Today we’re looking back at some of our most popular episode in […].
Speaker: Sierre Lindgren
Fraud is a battle that every organization must face – it’s no longer a question of “if” but “when.” Every organization is a potential target for fraud, and the finance department is often the bullseye. From cleverly disguised emails to fraudulent payment requests, the tactics of cybercriminals are advancing rapidly. Drawing insights from real-world cases and industry expertise, we’ll explore the vulnerabilities in your processes and how to fortify them effectively.
MainStreet Financial Planning
JUNE 29, 2022
It’s graduation season and I’ve been thinking about the lack of personal finance education in the schools. Here are 4 things I think that every person graduating from high school needs to know by graduation. Banking – We should know how to interact with a bank or credit union, open an account(s) and use the account(s) wisely, tracking what goes in and out of the accounts.
James Hendries
JUNE 29, 2022
Many parents may feel it is unnecessary to inform their adult children about their personal, financial affairs. However, as your children grow older, it can work to your advantage—and that of your entire family— to share with them key financial, medical, and estate planning information. An awareness of important information, and knowing where to locate relevant documents, can help your grown children take appropriate and timely action if a sudden death or catastrophic illness were to occur.
Carson Wealth
JUNE 29, 2022
Sarah Duey . I once had clients with only one daughter. They created a trust for only their grandchild without ever telling their daughter why. . As the trustees, we worked with this daughter, because her child was still a minor. There were hard feelings — a lot of wondering why her parents had skipped her in their estate planning. . Grieving our loved ones is hard enough without adding extra emotions.
Steve Feinberg
JUNE 29, 2022
Every business needs a strong bookkeeping system at its core to account for the everyday variables that make a business profitable— taxes and fees , payroll, expenses, etc. Bookkeeping is a highly specific task, and it’s understandable that not every business owner would know how to, or would even want to, take on the job themselves. When it comes to construction companies, though, bookkeeping is even more important due to the highly variable nature of what makes individual jobs, and constructio
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Is your finance team bogged down by endless data requests and disorganized spreadsheets during the month-end close? It’s time to consider a better option – automate with ART! SkyStem’s solution works alongside your ERP to transform the close and account reconciliation process and speed up month-end work. Explore SkyStem’s ART - the award-winning account reconciliation automation platform - and receive a $100 Amazon gift card as a thank you for your time.
Hubly
JUNE 28, 2022
New entrant to the Wealth Management Industry, Hubly, announced as finalist in the Workflow Automation – Business Support Systems category for the Wealth Management Industry Awards.
James Hendries
JUNE 29, 2022
Entrepreneurs who are starting a new business or expanding an established business are often advised to look to family members or friends when seeking financing for their venture. After all, who is more likely to have confidence in your ability to succeed and in your ability to turn a profit on their investment than the people closest to you? But, mixing business and personal matters can put you in some tight spots, potentially imperiling not only your professional prospects, but also your most
Steven J. Wilson
JUNE 28, 2022
When it comes to lead generation, financial services companies have a lot to consider. Several factors can impact your ability to generate leads and close deals, from identifying the right target market to understanding the complex sales process. That’s why we’ve put together this guide on lead generation strategies for financial services companies.
Mullooly Asset Management
JUNE 28, 2022
Retirement is often thought of as one big decision. But planning for retirement is actually a series of small decisions made along the way. It usually starts out as wanting to know the answer to the BIG question of can I financially afford to retire? Or do I have to continue working? Yes or no? […].
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.
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