Norman Marks
MARCH 25, 2022
Yesterday, I was reviewing State of Cybersecurity 2022 from ISACA. They surveyed 2,031 people who “hold the ISACA Certified Information Security Manager® (CISM®) certification or have registered information security job titles”. The results are sad. They include (with my emphasis): Sixty-three percent of respondent enterprises have unfilled cybersecurity positions.
The Irrelevant Investor
MARCH 25, 2022
This week's episode of The Compound and Friends was one of my favorite episodes yet. Nick Colas from DataTrek is a lifelong New Yorker who spent his entire career on Wall Street. He was an auto analyst in the 90s, spent time trading for Steve Cohen, and now runs a research shop called DataTrek. Nick has some incredible stories and is a fountain of knowledge.
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BlueMind
MARCH 25, 2022
Category: Business Growth. Everyone in this world lays preference to quality over quantity for most things that matter in life. The same can be said for financial advisors looking for quality leads as opposed to simply generating leads. This article covers some key aspects and how to use Facebook Ads for financial advisors. When attempting to generate leads via Facebook, it is essential that your marketing campaign is well thought out and you have a solid strategy in place.
Aleph
MARCH 25, 2022
Picture Credit: Kailash Gyawali || There are times when despair is rational. “There are two hard things in trading — buying higher, and selling lower.” Currently I am selling out my position in an illiquid stock. I am patient, but I can tell that my selling is having an impact on the market. Back when I was a corporate bond manager, I quickly learned that I had to scale in and out of positions.
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.
Clever Girl Finance
MARCH 24, 2022
Are you considering starting a side hustle? Perhaps you imagine quitting your job one day to take your business full time? Or maybe you need to make a little extra money in your spare time. Wondering what things you should be focusing on upfront? When launching a successful side hustle, you must have several foundational things in place. But before we dive into how to start a side hustle, let’s talk about what is a side hustle and the benefits you can gain from having one!
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Walkner Condon Financial Advisors
MARCH 24, 2022
As Spring springs and we approach the end of the first quarter of 2022, it is a good time to familiarize yourself with the changes to the more popular savings vehicles. It is imperative to understand the basics of these accounts to avoid mistakes, as the penalties can be quite onerous. This is not an exhaustive list, but it is a good place to start. .
Zajac Group
MARCH 24, 2022
When you receive equity compensation in the form of restricted stock, non-qualified stock options , or incentive stock options, you may have the opportunity to make an 83(b) election. In short, an 83(b) election is used to cause a taxable event to occur sooner than it otherwise would by making the election and making the IRS filing within the appropriate timeframe (the election must be filed with the IRS within 30 days after the grant of restricted stock or early exercise of an option).
Advisor Websites
MARCH 24, 2022
Establishing a client base as a financial advisor can be challenging, especially in a very competitive market. But because you operate in the service industry, you cannot afford to rely on just your existing client base. You need to be constantly growing your client list.
Envision Wealth Planning
MARCH 24, 2022
Retirement planning for women can be trickier than most people may think. Most women I talk to are more concerned about paying less in taxes today than when they retire. In my opinion, women should shift their focus to paying less over their lifetime. For example, what if a $2,400 refund leads you to pay $100,000 more in taxes over your life? Women need to think differently!
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.
The Better Letter
MARCH 24, 2022
“Chaos is a friend of mine.” ( Bob Dylan ). These are the saddest of possible words: | “Complexity, Chaos and Chance.” | Trio of disrupters, fleeter than memes, | Complexity, Chaos, and Chance. | Ruthlessly pricking our grandiose schemes, | Turning to feces our favorite themes – | Words that are heavy, despoiling our dreams: | “Complexity, Chaos, and Chance.” “I returned, and saw under the sun, that the race is not to the swift, nor the battle to t
The Irrelevant Investor
MARCH 23, 2022
Two years ago on this day, the stock market bottomed. And on that day, I turned 35 years old. It was easily the worst birthday of my life. At the time, obviously, I had no inkling that the worst was behind us. All I knew was that the S&P 500 nosedived 34% in 23 days and I had no idea when the pain was going to end. Two years later and the market is literally twice as high as it was back then.
The Financial Literates
MARCH 23, 2022
10 Myths About Retirement planning Retirement planning has gained prime importance largely due to changes in the lifestyle of people, an increase in life expectancy, the concept of nuclear families, and an urge to live independent retirement life without being financially dependent on children.
The Richer Geek
MARCH 23, 2022
Today we have Galen Hair is the owner of insurance Claim HQ. It is a property-casualty insurance attorney firm that operates in more than seven states. And what they do is they help families rebuild their homes and businesses. They've dedicated their practice to fighting for the rights of policyholders when they experience a loss, a lot of us don't realize that we actually have someone that can voice and help us.
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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.
Aleph
MARCH 23, 2022
I don’t watch movies much. Usually I think they are a waste of time. Recently I watched the movie Belle with my wife, and we both enjoyed it. This was the first film we had watched in a theater together in 35+ years. Anyway, here is my review of the movie Belle. ==. There are a number of reasons why the reviews for Belle are all over the map. I saw both the Japanese version with English subtitles on a small screen, and the English dub at a theater.
Accounting for Good
MARCH 23, 2022
The post Charities and elections first appeared on ACCOUNTING FOR GOOD.
The Financial Literates
MARCH 23, 2022
10 Myths About Retirement planning Retirement planning has gained prime importance largely due to changes in the lifestyle of people, an increase in life expectancy, the concept of nuclear families, and an urge to live independent retirement life without being financially dependent on children. This article also got published on FirstBiz – a business news […].
The Irrelevant Investor
MARCH 22, 2022
Normally, bonds offer protection from a stock market storm. But this is a weird environment where bonds are not buffering the decline in stocks, they're causing it.* Earlier in the month, both stocks and bonds were in a 10% drawdown for the first time since 2008. Bonds have had a rough run lately, but the next chart shows why you don't throw them in the garbage when they're treating you like trash.
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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.
Talon Wealth
MARCH 22, 2022
US equities jumped this week as the cost of oil fell. Economic indicators revealed an economy still running hot, with retail sales and manufacturing indicators all showing growth. The biggest news came from the Fed, as the FOMC voted to raise rates by 0.25%, in line with analyst expectations. This marks the first rate hike in over three years and the beginning of a more hawkish approach by the Fed.
Darrow Wealth Management
MARCH 21, 2022
We all know 2022 hasn’t been kind to investors so far. But according to BlackRock, it’s been one of the worst two months to start a year on record. The S&P 500 had its fifth worst January – February in history and bonds wrapped the second worst ever start to a year. There has been considerable volatility between asset classes the last few years.
The Financial Literates
MARCH 21, 2022
Finding financial advisors or sales representatives who call themselves advisors, is easy. They are seemingly on every street corner. More than 50 Lakh people in India sell investment and insurance products. The low entry barrier for selling financial products has ensured that anyone at all can become an advisor.
The Irrelevant Investor
MARCH 22, 2022
Today’s Animal Spirits is brought to you by Nasdaq See here for Nasdaq's research on the shifting profile of retail investors. On today’s show we discuss: Packy McCormicks Not Boring podcast The worst run for bonds since 1980 The Fed is still waiting for supply What happens when you buy stocks in a bear market 4 reasons high inflation won't go away in 2022 Ukraine war threatening a global food crisis The travel boom is here Housing getting crazier Homes earned more for owners than jobs Most ho
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
Clever Girl Finance
MARCH 20, 2022
your health. The phrase “glow up” can bring to mind the idea of outward appearance, and there are certainly easy steps to take to make big changes to your appearance. However, there are also plenty of 30 day glow up challenge tips that involve aspects of mental health , emotional health , and even financial health to help you not only look but also feel your best.
Norman Marks
MARCH 22, 2022
These are three of today’s buzzwords. My good friend, Michael Rasmussen, has shared an article that was recently published by the Institute of Risk Management. (I am an Honorary Fellow of that institute and Michael has received other honors from them.) I like what he has to say about agility: Agility is a thing of […].
The Financial Literates
MARCH 21, 2022
Finding financial advisors or sales representatives who call themselves advisors, is easy. They are seemingly on every street corner. More than 50 Lakh people in India sell investment and insurance products. The low entry barrier for selling financial products has ensured that anyone at all can become an advisor. Must Check – What is Financial […].
The Irrelevant Investor
MARCH 20, 2022
Today's listener mailbag is brought to you by Rocket Dollar : Click here to get the Rocket Dollar Guide to Self-Directed Retirement Plans for free. We discuss: How do Ben and I produce so much content? Can you afford this rent payment? The golden butterfly portfolio The buy and hold strategy for international markets Is it time to get out of emerging markets?
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
MARCH 19, 2022
Articles We are only at the beginning of human history (By Max Roser) Trust was their bond, and they defaulted on it last week (By Doomberg) The events surrounding the short squeeze & subsequent halt of nickel trading on the London Metal Exchange have all the makings of a financial crisis (By Hide Not Slide) Attracting exceptional people is a startup’s most important task outside of finding product-market fit.
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