The Financial Literates
MARCH 18, 2022
If you have crossed your thirties or forties, then sometimes you must have probably found yourself dreaming about post-retirement life. You might have questions like: Where will you live – same home/city or somewhere else? How much are you going to travel? How are you going to spend and enjoy the luxuries?
Brown Advisory
MARCH 18, 2022
CIO Perspectives Webinar, 2022 Asset Allocation Outlook mhannan Fri, 03/18/2022 - 06:42 Markets have been unsteady at the start of 2022, driven by geopolitical tensions, inflation, and concerns about equity valuations. The war in Ukraine is causing even more uncertainty. High levels of innovation and productivity, as well as the growing hope that the worst of the COVID-19 crisis is behind us, have given investors reasons to be optimistic for the future.
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Harness Wealth
MARCH 18, 2022
In this article on evaluating startup offers, we discuss: What’s typically shared about equity? How does company equity work? How much equity are you actually being offered? What has to happen for me to own it? What will it be worth? How much will I be able to net after taxes? What’s typically shared about equity: Type of Equity – Incentive stock options (ISOs), Non-qualified stock options (NSOs), Restricted stock units (RSUs).
The Better Letter
MARCH 17, 2022
It is a classic break-up excuse: “It’s not you, it’s me.” These five small words reek of phony compassion and are usually used to draw attention away from the real reason the relationship is over, often because the true reason is emotionally painful. The real message is typically much closer to the following. “I don’t find you sufficiently attractive, but I can’t say that because then I’ll feel guilty.
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.
The Financial Literates
MARCH 18, 2022
If you have crossed your thirties or forties, then sometimes you must have probably found yourself dreaming about post-retirement life. You might have questions like: Where will you live – same home/city or somewhere else? How much are you going to travel? How are you going to spend and enjoy the luxuries? Whatever dreams or […].
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Envision Wealth Planning
MARCH 17, 2022
The meaning of fiduciary is a little more complicated than the simple question, “Are you a Fiduciary?” I understand the intent of why they are asking that question, the meaning of fiduciary is a little more complicated than that simple question. You may have read that many “so-called” financial advisors do not work in the best interest of their clients (as a fiduciary does).
The Irrelevant Investor
MARCH 15, 2022
Today’s Animal Spirits is brought to you by YCharts Enter here for the first 100 submissions to get a FREE YCharts Professional account until April 30th On today’s show we discuss: Netflix's most popular shows The tech wreck Is a recession bullish for tech stocks? Are we headed for a recession? US IPO slump Kalshi inflation bets Gas hits record highs Uber adds fuel surcharge Treasury yields rebounding 8% of homes > $1,000,000 AMC buying a gold miner The nickel market disaster JPM is the
The Financial Literates
MARCH 15, 2022
Retirement is an important phase in everyone’s life. There are sweeping changes that can overwhelm you if you are not prepared for it. Before retirement, different aspects of life such as finances, health, time, and activities have to be planned for. Most people do not plan for retirement in the right way.
Park Place Financial
MARCH 16, 2022
INVESTMENTS Why is Market Volatility Important? Schedule a Complimentary Financial Review CLICK HERE TO SCHEDULE. While markets usually fluctuate incrementally without much impact on investments, sometimes they change drastically. This market volatility poses a significant risk for investors, but it also offers insights that can help them make wiser investment decisions.
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.
Envision Wealth Planning
MARCH 16, 2022
As a CERTIFIED FINANCIAL PLANNER ™ (CFP®), I often hear from millennial women, “But Mr. Brewer I don’t have any money to invest!” But I usually respond with, “Could there be funds available that you just don’t know about?” Let’s examine what might be going on. Credit cards make spending money easy but without making us think much about how much we are spending.
The Irrelevant Investor
MARCH 15, 2022
The washout in high-growth stocks continues. At least in the public markets. One-third of tech companies that went public in the last four years are trading below their last pre-IPO private round valuation. It's getting harder for privately-held public companies* to stay marked at the same spot they were at their last round considering that they'd be cut in half if their shares were traded on an exchange.
The Financial Literates
MARCH 15, 2022
Retirement is an important phase in everyone’s life. There are sweeping changes that can overwhelm you if you are not prepared for it. Before retirement, different aspects of life such as finances, health, time, and activities have to be planned for. Most people do not plan for retirement in the right way. Here are a […].
Park Place Financial
MARCH 16, 2022
FINANCIAL PLANNING 4 Areas Your Financial Planner Should Cover as a High-Net-Worth Individual Schedule a Complimentary Financial Review CLICK HERE TO SCHEDULE. Unlike average investors, high-net-worth individuals (HNWIs) typically utilize accumulated assets and a constant income stream to pay for their future expenses. Given the complex nature of their portfolios, HNWIs require assistance from experienced financial planners who understand their unique situations and needs.
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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.
Talon Wealth
MARCH 15, 2022
US equities fell this week as the cost of commodities fell. CPI readings met analyst expectations, highlighting problematic inflation that continues to pose challenges. This reality continues to be reflected in consumer sentiment, as Friday’s reading came in lower than expected. In spite of the economic developments here at home, all eyes remain fixed on the Russian invasion of Ukraine and its possible outcomes.
Wealthfront
MARCH 15, 2022
Today, we’re excited to announce that Wealthfront has added new investment options in technology, the metaverse, commodities, and more to our menu of available funds. It’s never been easier to build a portfolio you believe in. You can explore and research these new investments, along with the hundreds of others available at Wealthfront, right on […].
Your Richest Life
MARCH 15, 2022
Since Russia invaded Ukraine last month, countless fundraisers have been set up to help the Ukrainian people. The problem is that so many fundraisers have been created that it’s difficult to know which sources are the most credible. It’s important to decipher where your money will make the biggest impact. I’ve compiled a list to highlight some legitimate sources that can help Ukraine, and what you should look out for when you’re trying to offer financial help during a disaster.
Advisor Websites
MARCH 15, 2022
New AI-powered web accessibility solution helps financial advisors reach more clients, promote digital inclusivity, and remain compliant with WCAG, ADA, AODA and other accessibility legislation.
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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.
The Irrelevant Investor
MARCH 13, 2022
Today’s Talk Your Book is brought to you by Pontera Ben and I had Chief Business Officer Dave Goldman on the show to talk about how Pontera is revolutionizing held-away accounts for advisors and clients. On today’s show we discuss: What held-away accounts are and why they're important How Pontera attributes to alpha for the client Inefficiencies and risks within advisory services Fee alignment and value adds using Pontera Using Pontera as an advisor Pontera growth and goals for the future Listen
Park Place Financial
MARCH 14, 2022
FINANCIAL PLANNING What is Portfolio Rebalancing? Schedule a Complimentary Financial Review CLICK HERE TO SCHEDULE. Investments can be risky since markets constantly fluctuate, but strategies are available to help you maintain a well-balanced portfolio. For example, you can shift money between asset classes to reflect market changes and work with your financial adviser to create a diversified strategy.
Envision Wealth Planning
MARCH 14, 2022
Can women retire successfully if they were to invest in gender equity? It’s well known that women and, even worse, black women suffer a pay gap compared to white men. It’s also reported that women tend to be more interested in ESG investing (Environmental, Social, and Governance), but not specifically gender equality. If you’ve read any of my articles on values based financial planning and investing, you will read that I believe that everyone should build a financial plan align
AdvicePay
MARCH 14, 2022
Last week, we sat down with Michael Kitces and Bill Bachrach and had a conversation all about fee-for-service.
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
The Irrelevant Investor
MARCH 14, 2022
It's hard to get too bearish when nobody is bullish. But it's hard to get too bullish when the S&P 500 is just 13% off its all-time high. It's normal to have conflicting views like this when the market is going down. And it's normal for your views to ping pong on a daily basis; bearish on down days and hopeful on up days. One of the worst parts about bear markets, aside from just the losing money part, is the false hope along the way.
Norman Marks
MARCH 18, 2022
A single word can change so much. For example, the traditional way of thinking about responses to risk includes the expression “accepting risk”. (The options are avoiding, transferring, or mitigating. The idea of taking more (!) is ignored.) That is so passive! In order to succeed, whether in life or in business, people need to […].
Park Place Financial
MARCH 16, 2022
RETIREMENT 6 Steps to Effectively Prepare for Pre-Retirement Schedule a Complimentary Financial Review CLICK HERE TO SCHEDULE. As you get closer to retirement age, you may be inclined to wait until you relinquish some responsibilities at your company before planning. However, failing to plan well in advance can leave you with additional expenses or insufficient income to live the lifestyle you’ve envisioned.
ModernAdvisor
MARCH 15, 2022
February was almost a carbon copy of January, albeit a faint copy; almost all equity markets were down as were bond markets. February 2022 Market Performance All index returns are total return (includes reinvestment of dividends) and are in Canadian Dollars unless noted. *Absolute change in yield, not the return from holding the security. February was almost a carbon […].
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 12, 2022
Articles If you invest maximum effort into your career, your personal life has no choice but to suffer. (By Jack Raines) In financial markets, risk transformation occurs principally in the digital domain. (By Marc Rubinstein) It is, in essence, a venture fund that acts like a software subscription. (By Mario Gabriele) It’s comforting to have strong opinions even if you have no idea what you’re talking about, because shrugging your shoulders feels reckless when the stakes are high (By Morgan Hous
Norman Marks
MARCH 14, 2022
I enjoyed COSO’s latest publication, Enabling Organizational Agility in an Age of Speed and Disruption. This is how COSO described it: As radical change transforms the world we live in, organizations should regularly align their enterprise risk management (ERM) process with the current business environment and their strategic goals, according to new guidance issued today […].
Park Place Financial
MARCH 15, 2022
RETIREMENT PLANNING The Four Phases of Retirement Schedule a Complimentary Financial Review CLICK HERE TO SCHEDULE. Retirement planning has become increasingly difficult as the cost of living continues to rise. Many retirees can no longer rely solely on social security benefits and personal savings accounts to fund their retirement and instead must develop financial strategies to meet their goals.
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