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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The Irrelevant Investor

DECEMBER 7, 2021

Was that it? It feels ridiculous to ask, given that at the lows of last week, the peak-to-trough decline in the S&P 500 was just 5.2%. It feels ridiculous to ask, given that at the lows of last week, the market was still up 21% YTD. But it is a reasonable question, given that stocks have aggressively bounced, with S&P 500 futures currently sitting less than 2% below all-time highs.

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Gemini BITRIA

DECEMBER 7, 2021

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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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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

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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ClearMoney

DECEMBER 5, 2021

The following is provided by Dimensional Fund Advisors. As of the end of 2020, the US debt held by the public amounted to $22 trillion, an increase of approximately $5 trillion from the year before and well over double the level from a decade ago.1 This trend may be worrisome for investors expecting an adverse impact on stock returns once the bill for all this spending comes due.

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The Irrelevant Investor

DECEMBER 4, 2021

I was so fired up to talk title insurance that we're dropping a rare, nay, first time weekend edition of Animal Spirits Today’s show is brought to you by Doma On today’s show we discuss: Why title insurance is a scam How Doma is leveraging technology to disrupt real estate transactions Why title insurance is a scam, seriously, and much more Listen here: Links Doma title Doma intelligence Contact us at animalspiritspod@gmail.com with any feedback, recommendations, or questions.

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The Irrelevant Investor

DECEMBER 4, 2021

An investor who bought ARKK in September of last year gained nearly 70% in 6 months. But just 9 months later, they would give it all back. ARKK, probably the hottest fund of my investing career, is 40% below the highs made earlier this year. I say this as a matter of fact, not to wag my finger. I take no pleasure in other investor's misfortunes. The ETF looks bad and the holdings look worse.

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The Irrelevant Investor

DECEMBER 4, 2021

Articles What I wanted was to not ever have to worry about money again. Instead, all I worried about was money. (By Neckar) The number of people who want to write for a living exceeds the number of good livings to be had writing for large publications. (By Byrne Hobart) In an openly competitive market, the New York Stock Exchange would go on to lose half its market share (By Marc Rubinstein) If it’s not impacting people on a personal level, it’s easy to ignore it (By Ben Carlson) A lot of work b

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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

ClearMoney

DECEMBER 5, 2021

The following is provided by Dimensional Fund Advisors. As of the end of 2020, the US debt held by the public amounted to $22 trillion, an increase of approximately $5 trillion from the year before and well over double the level from a decade ago.1 This trend may be worrisome for investors expecting an adverse impact on stock returns once the bill for all this spending comes due.

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ClearMoney

DECEMBER 5, 2021

The following is provided by Dimensional Fund Advisors. “Everything you don’t understand about money combined with everything you don’t understand about computers.” —HBO’s Last Week Tonight with John Oliver, March 11, 2018. Bitcoin and related cryptocurrencies (now numbering in the thousands) are the subject of much debate and fascination. Given bitcoin’s dramatic price changes, it is not surprising that many are speculating about its possible role in a portfolio.

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