The Chicago Financial Planner

FEBRUARY 3, 2022

Today was an ugly day in the stock market. The S&P 500 declined by 2.44% and the Dow dropped 1.45%. Much of this decline was fueled by the huge decline in Facebook’s parent’s shares. Meta Platforms, Inc. (ticker FB) saw its share price decline by a stunning 26.39% in a single day on the heels of its Q4 earnings report. At the end of 2021, Meta shares comprised 1.96% of the Vanguard S&P 500 Index ETF (ticker VOO).

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AdvisorPR

FEBRUARY 4, 2022

While wealth management is a serious business, any opportunity to make it more personable and accessible will result in deeper relationships with your clients and new connections with spouses, children or others who may otherwise not engage with you in a meaningful way. These relationships are crucial to long-term retention and success for your firm.

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Advisor Websites

FEBRUARY 4, 2022

Relationships between financial advisors and their clients have shifted online, with more than 90% of advisors using social media marketing to fill in for word-of-mouth promotion that the financial industry had been traditionally relying on.

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The Irrelevant Investor

FEBRUARY 3, 2022

You'll frequently hear analysts on earnings calls preface their question by congratulating management on the quarter. They do this, says Marc Rubinstein " to win favour with management teams in order to gain private access at a later date." But even the biggest kiss-ass in the world couldn't possibly say that with a straight face on last night's call for the company formerly known as Facebook.

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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.

Accounting

Brown Advisory

FEBRUARY 3, 2022

Strategic Planning Roadmap for Entrepreneurs eberkwits Thu, 02/03/2022 - 17:41 Our Strategic Planning Roadmap for Entrepreneurs is intended to be an easily digestible guide for tackling the important planning issues. We hope that you will find this helpful in organizing your thoughts in the years leading up to a liquidity event or another business transition.

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BlueMind

JANUARY 31, 2022

Category: Business Growth. Once you have stepped into the field as a financial advisor, the biggest challenge you will come to face as a new player is building your client list from scratch. But you can make that challenge less of a concern if you know the right sources from where you can drive business, such as LinkedIn. Although often assumed to only be a platform for job search or posting, LinkedIn can prove to be a significant asset in helping you find new clientele.

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The Irrelevant Investor

FEBRUARY 1, 2022

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: All stock market gains happen overnight Ark big ideas 2022 GDP comes in at an annualized 6.9% pace The boom in stablecoins could slow the growth of bicoin Bonds don't care about inflation Microsoft earnings Apple earnings Robinhood earnings There's a housing shortage Data shows that nobodys happy :( Listen here: Transcript here:

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Brown Advisory

FEBRUARY 3, 2022

Strategic Planning Roadmap for Entrepreneurs. eberkwits. Thu, 02/03/2022 - 17:41. Our Strategic Planning Roadmap for Entrepreneurs is intended to be an easily digestible guide for tackling the important planning issues. We hope that you will find this helpful in organizing your thoughts in the years leading up to a liquidity event or another business transition.

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Strategic Planning Planning Estate Planning Education 52

Zajac Group

JANUARY 31, 2022

Some employers may allow you to choose how you receive your equity compensation. They may allow you to receive it all in non-qualified stock options (NQSOs) or all in restricted stock units (RSUs) or they may allow you to receive some combination of the two. If your employer offers you a choice between RSUs and NQSOs , you may wonder which option is the best.

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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

Investing Caffeine

FEBRUARY 1, 2022

T he stock market has been like a rocket ship over the last three years 2019/2020/2021, advancing +90% as measured by the S&P 500 index, and +136% for the NASDAQ. After this meteoric multi-year rise, stock values started to come back to earth in 2022, and the rocket ship turned into a roller coaster during January. More specifically, the S&P 500 fell -5% for the month and the NASDAQ -9%.

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The Irrelevant Investor

FEBRUARY 1, 2022

If I gave you information from the future, how confident are you that you could beat the market? I wrote about this concept last week, focusing on how great Netflix the business has done, versus how poorly Netflix the stock has done. If you knew in 2018 that over the next ~4 years Netflix would double its revenue, add 90 million global subscribers, win multiple Oscars and Emmys, quintuple its income, and see operating margins double, how much stock would you have wanted to buy?

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Gen Y Planning

FEBRUARY 1, 2022

How do you feel about your money? If you were one of the over 2,000 people surveyed in Personal Capital’s 2022 Wealth and Wellness Index survey, you might say that your current financial position isn’t exactly where you want it to be. . The survey highlighted that fewer people are confident about their finances than last year. At the beginning of 2021, 48% of people said they felt “very financially healthy,” and that number dwindled to just 34% by year’s end. .

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Your Richest Life

JANUARY 31, 2022

For many people looking to maximize their savings, there has been a big interest recently in savings bonds. There’s a good reason for that interest: the Series I savings bonds are currently sitting at a 7 percent earnings interest rate. That’s noteworthy, because most of the time, Series I savings bonds stick closer to their guaranteed interest rate of 3.56 percent.

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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.

Accounting

Steve Feinberg

FEBRUARY 3, 2022

At first glance, you wouldn’t think this news matters that much as most small businesses don’t pay Interest/Dividends tax. So, what’s changing? In 2022 the rate is 5%, and then 4% in 2023, 3% in 2024, 2% in 2025, 1% in 2026, and then completely repealed after 2026. Although New Hampshire has NO personal income tax, a common technique used in other states is to reduce social security taxes by taking distributions from their S Corporations rather than wages.

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The Irrelevant Investor

JANUARY 31, 2022

Today’s Animal Spirits is brought to you by RocketDollar On today’s show we discuss: If you're picking stocks, should you use a tax-sheltered account? How guaranteed income impacts your risk tolerance Levered ETFs for young investors (don't), and much more Listen here: Contact us at animalspiritspod@gmail.com with any feedback, recommendations, or questions.

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Bell Investment Advisors

FEBRUARY 2, 2022

After starting the new year at all-time highs, the U.S. stock market experienced a bout of volatility. U.S. stocks fell about 9% peak-to-trough based on closing prices. The tech-heavy Nasdaq 100 Index fared even worse with an intramonth drop of about 15%, before recovering slightly and reducing the decline to 9%. Other benchmarks which have lagged the broad U.S. market in recent years suddenly held their ground quite well.

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Yardley Wealth Management

FEBRUARY 1, 2022

The post Part 1: The Tools of the Tax-Planning Trade appeared first on Yardley Wealth Management, LLC. Part 1: The Tools of the Tax-Planning Trade Whether you’re saving, investing, spending, bequeathing, or receiving wealth, there’s scarcely a move you can make without considering how taxes might influence the outcome. No wonder people get nervous when there’s lots of talk about higher taxes, but little certainty on what may come of it, and who it might affect.

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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.

Banking

Inside Information

JANUARY 31, 2022

I was talking with Knut Rostad, founder of the Institute for the Fiduciary Standard, about his recent conversations with people at the SEC. He is cautiously optimistic that the “new SEC” is, for pretty much the first time in his career, open to hearing about how a fiduciary standard for all advice givers would be a significant step forward in consumer protection.

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The Irrelevant Investor

JANUARY 31, 2022

Everything moves faster these days. On November 1st, 90 days ago, Wordle had 90 users. Today, millions of people are playing the game, which will soon be owned by The New York Times. The electric scooter company Bird shared an incredible chart in an investor presentation back in November. Look how quickly it's been able to scale up revenue since the company started in 2017, compared to some other storied growth names.

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ClearMoney

FEBRUARY 3, 2022

The following is provided by Dimensional Fund Advisors.

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Yardley Wealth Management

FEBRUARY 1, 2022

The post Part 1: The Tools of the Tax-Planning Trade appeared first on Yardley Wealth Management, LLC. Part 1: The Tools of the Tax-Planning Trade. Whether you’re saving, investing, spending, bequeathing, or receiving wealth, there’s scarcely a move you can make without considering how taxes might influence the outcome. No wonder people get nervous when there’s lots of talk about higher taxes, but little certainty on what may come of it, and who it might affect. .

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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

Numbers

Robert B. Ritter Jr.

JANUARY 31, 2022

(Click here for Blog Archive)(Click here for Blog Index) (Presentations in this Blog were created using InsMark’s Wealthy and Wise® Advanced System.) It looks like U.S. estate planning has escaped the tax bombs Democrats wanted to drop. With Joe Biden’s Build Back Better (BBB) collapsed, it’s back to rational planning concepts, like the intentionally defective […].

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The Irrelevant Investor

JANUARY 29, 2022

Articles The market’s tolerance for high growth, high valuation perennial money losers appears to have run out. (By Samantha McLemore) In aggregate, Sequoia-backed companies account for more than 25% of NASDAQ’s total value. (By Marc Rubinstein) Sometimes the best misdirection is not to use any (By Bob Seawright) Resilience is an underrated superpower and it is something we can develop.

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