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).
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).
Speaker: Erroll Amacker
As businesses increasingly adopt automation, finance leaders must navigate the delicate balance between technology and human expertise. This webinar explores the critical role of human oversight in accounts payable (AP) automation and how a people-centric approach can drive better financial performance. Join us for an insightful discussion on how integrating human expertise into automated workflows enhances decision-making, reduces fraud risks, strengthens vendor relationships, and accelerates R
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 […].
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.
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
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.
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.
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Based off SkyStem's popular e-Book, the book of secrets to the month-end close will be revealed in this one-hour webinar. Learn leading practices when it comes to building a strong and sustainable month-end close that has room to grow and evolve. Learn about the power of precise estimates, why reconciliations are critical to closing the books, how and when to automate, and how the chart of accounts play into your close process.
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.
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.
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
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 […].
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Like being inches from the end zone, many advisors are frustratingly close to their next level of success. You work hard. You put in the hours. But if your closing rate is stuck or your pipeline feels like a revolving door… something has to change. Most advisors are just one small shift away from dramatically increasing their revenue. The difference?
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.
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 […].
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.
Speaker: Aaron Berson
Managing spend is more than a cost cutting exercise – it's a pathway to smarter decisions that unlock efficiency and drive growth. By understanding and refining the spending process, financial leaders can empower their organizations to achieve more with less. Explore the art of balancing financial control with operational growth. From uncovering hidden inefficiencies to designing workflows that scale your business, we’ll share strategies to align your organization’s spending with its strategic g
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.
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
Speaker: Sierre Lindgren
Fraud is a battle that every organization must face – it’s no longer a question of “if” but “when.” Every organization is a potential target for fraud, and the finance department is often the bullseye. From cleverly disguised emails to fraudulent payment requests, the tactics of cybercriminals are advancing rapidly. Drawing insights from real-world cases and industry expertise, we’ll explore the vulnerabilities in your processes and how to fortify them effectively.
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 […].
The Irrelevant Investor
MARCH 12, 2022
This market is savage. DocuSign was down 70% going into earnings. And on Friday, the stock fell 20%. The company had a market cap of $60 billion in August and is now $15 billion today. The top line is still growing at an impressive clip (35%), but guidance came in worse than expected. In this market, there is no margin for error. Give investors an inch and they'll take 20% in an instant. 42x sales to 7x.
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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.
The Richer Geek
MARCH 16, 2022
Today, we're happy to have Max Porterfield. Max is the CEO President and Director of Callinex Mines. And what we're going to talk about today is just a little bit about the economy supply chain, what they're doing and how the world is reacting to mines and what it is that he's seeing in the macro and microeconomics of, of the whole system and the business.
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
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.
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