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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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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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 Irrelevant Investor

NOVEMBER 10, 2021

So this happened today. Technically, it happened in October, but you get the point. Today we found out, officially, what we already knew. Prices of goods and services are going up only. If you stare hard at this chart, you can see when the highest inflation print in 30 years hit the tape. I'm all for not confusing correlation with causation, but in this case, it's kind of hard to make any interpretation other than inflation up bitcoin up.

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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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Accounting for Good

NOVEMBER 10, 2021

The post Accounting For Good farewells Castlereagh Street first appeared on ACCOUNTING FOR GOOD.

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The Irrelevant Investor

NOVEMBER 9, 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: The pandemic could be over by January The real reason Elon is selling his stock Old metrics for new companies We invested in Quartr Zillow earnings transcript Zillow shareholder letter Peloton transcript Help really wanted October employment report (Bill McBride) 11% of people quit their jobs because they're cryptorich.

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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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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

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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Brown Advisory

NOVEMBER 8, 2021

Global Cooldown: Tackling Climate Change Through Our Bond Portfolios. ajackson. Mon, 11/08/2021 - 13:52. With COP26 underway, leaders from around the world have gathered again to engage in healthy debate, revisit the Paris agreement and, to their chagrin, stare at a very expensive invoice that is rapidly coming due. The IEA projects that annual clean energy investment will need to more than triple from its current level ($1.2 trillion per year from 2016-2020, according to their estimates), to $4

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The Irrelevant Investor

NOVEMBER 8, 2021

Today’s Animal Spirits is brought to you by DPL Financial Partners On today’s show we discuss: The parallels between Squid Game and annuities How advisors are thinking about bonds in a low rate environment Managing sequence of returns risk, and much more Listen here Investor resources: RIA Retirement Planning Survey Fixed income comparison Charts Contact us at animalspiritspod@gmail.com with any feedback, recommendations, or questions.

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The Irrelevant Investor

NOVEMBER 8, 2021

Investors have suspended disbelief. That's the only way to describe what's happening today. How else do you describe the behavior that allows a car company that's yet to deliver a car to be valued at $65 billion? Lest you think I'm cherry-picking, there are countless examples of this kind of froth in the equity markets.* Meb Faber shared a chart this weekend that perfectly encapsulates investors' credulity.

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The Irrelevant Investor

NOVEMBER 6, 2021

Articles What if the big problem in the early 2000s wasn’t an excess of houses but a shortage of them? (By Full Stack Economics) A DAO’s culture is defined by the one-to-one relationships formed between groups of individuals that can be distilled into a repeatable set of behaviors and patterns (By Mario Gabriele) Developers and creators can transact directly with their fans and retain ownership and control over their own work.

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