The Chicago Financial Planner
JUNE 13, 2022
After a strong finish in 2020 and very solid returns in 2021, we’ve seen a lot of market volatility so far in 2022. The S&P 500 index was down about 17.6% on a year-to-date basis as of Friday’s close. The combination of higher inflation, higher interest rates and the situation in Ukraine are all fueling this market volatility. Nobody can predict how long this will last.
Wealthfront
JUNE 17, 2022
We’re thrilled to announce we’re raising the APY on the Wealthfront Cash Account from 0.85% to 1.40% following the Federal Reserve’s decision to raise the target range for the federal funds rate. That means your cash will earn nearly 20x the interest at Wealthfront it would earn in a traditional savings account. And of course, […]. The post The Wealthfront Cash Account Now Has a 1.40% APY appeared first on Wealthfront Blog.
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Norman Marks
JUNE 13, 2022
I want to thank David Finch, a board member who has also been the head of internal audit for a UK company, for his comments on a recent blog post of mine about audit reports. He wrote: As a NED, I have challenged CAE’s and executive management on the length of papers and reports issued […].
The Irrelevant Investor
JUNE 17, 2022
There are three types of investors during every bear market. The first investor is always looking for signs of a bottom. They'll say things like "They're throwing the baby out with the bath water." Or "Look how much we're down!! There are no more sellers." For this first group, hope springs eternal. The second group always thinks we're going lower and is convinced that every rally is of the bear market variety.
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
Brown Advisory
JUNE 17, 2022
2021 Global Leaders Impact Report mhannan Fri, 06/17/2022 - 11:06 Download the Report A Letter of Introduction From The Portfolio Managers Our 2021 report combines our thinking across many ESG topics alongside articles on low carbon investing and how looking after one’s customer is tied to ESG. We provide updates on our progress around adoption by portfolio companies of the Science-Based Target initiative (SBTi), our growing team, engagement, proxy voting where we take a different view to prox
Wealthfront
JUNE 13, 2022
When you’re building long-term wealth, compounding can help you get there faster by increasing the rate at which your money grows. Understanding compounding is key to achieving your long-term financial goals, so in this post, we’ll tell you exactly what you need to know. What is compounding? Compounding is the name for when your earnings […].
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
Hubly
JUNE 17, 2022
There is a new focus in advisor technology to drive business process automation, digitally transform the client experience, and keep back office workers happy and productive.
Elevating Your Business
JUNE 17, 2022
I was recently quoted in an article published online and offline from Investors Business Daily. Here's the entire article Comment Below As a planner, how did you change your planning process to make it more client friendly? As a consumer, what would you like your planner to do differently? #financial planning, #change, #planning. The post Article: Succinct Financial Plans Spur Clients To Act appeared first on Women Financial Advisor Coach Consultant.
Mullooly Asset Management
JUNE 17, 2022
In this week’s podcast, Brendan, Tom and Casey discuss the Fed’s decision to raise interest rates and the effects it might cause in the stock market and economy at large. The guys break down all the latest including inflation, oil/gas prices, housing and more. If your bear market and recession fears are peaking, this week’s […] In this week’s podcast, Brendan, Tom and Casey discuss the Fed’s decision to raise interest rates and the effects it might cause in the stock mark
Bell Investment Advisors
JUNE 17, 2022
Forrest Bell, CFP®. The volatility which has dogged financial markets this year continued during May. After a gain of over 4% in the first few trading days, the U.S. stock market declined for several sessions until it was 5.5% below its April closing level. This peak-to-trough swing was nearly 10%, echoing prior drawdowns that occurred in January, February, and April.
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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.
Advisor Websites
JUNE 17, 2022
In Part 1 of this blog series, we recognized that the enormous shift to digital marketing has resulted in thousands of financial advisors working hard to strengthen their online presence in order to generate more leads online. However, this now brings new challenges to an already competitive landscape. That's why in part 1, we helped you discover how to identify and document your target audience.
Brown Advisory
JUNE 17, 2022
2021 Global Leaders Impact Report. mhannan. Fri, 06/17/2022 - 11:06. Download the Report. . A Letter of Introduction From The Portfolio Managers. Our 2021 report combines our thinking across many ESG topics alongside articles on low carbon investing and how looking after one’s customer is tied to ESG. We provide updates on our progress around adoption by portfolio companies of the Science-Based Target initiative (SBTi), our growing team, engagement, proxy voting where we take a different view t
The Irrelevant Investor
JUNE 16, 2022
Over the last 40 years , only 8% of the 65 rate hikes were greater than 0.5%. Yesterday was one of them. They fed is aggressively raising rates in order to cool down destroy demand so that inflation will come down. Every asset class is impacted by inflation, but only one can call inflation its kryptonite, and that's bonds. Rising prices erode the value of your fixed coupons, and therefore, prices of existing bonds have to come down in order to get old rates to line up with new higher ones.
Integrity Financial Planning
JUNE 16, 2022
Taxes could be one of your biggest expenses in retirement. But once you have an estimate for your tax burden in retirement, you can consider ways to minimize it. The first step towards creating a tax minimization strategy in retirement is looking at how your different sources of income will be taxed. Pensions. If you have a private pension, your pensions payments could be taxed at ordinary income rates.
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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?
Brown Advisory
JUNE 16, 2022
CIO Perspectives Webcast: A Soft Landing, or More Volatility Ahead? mhannan Thu, 06/16/2022 - 11:00 As we approach the first half of 2022, volatility is back with a vengeance. This follows an unusually tranquil 2021 where markets seemed to only glide upwards. We recently assembled a great group of colleagues to discuss the recent volatility, market conditions and how we are positioning client portfolios.
Wealthfront
JUNE 16, 2022
A recession, commonly defined as two quarters in a row of shrinking gross domestic product (GDP), is generally considered bad news. Recessions cause real suffering, especially through rising unemployment and general financial uncertainty—so it’s normal to feel concerned about an economic slowdown and the impact it could have on you and your loved ones.
Integrity Financial Planning
JUNE 16, 2022
When we think of milestone birthdays, we often think of ones that are already behind us – like 18 and 30. But there are plenty of important birthdays ahead of you, especially as you near and enter retirement. Starting at age 50, several birthdays are critical to acknowledge because they can have implications for your retirement and tax situation. Age 50.
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
Mullooly Asset Management
JUNE 16, 2022
Successful long-term investors invest through bear markets and recessions, not around them. In this week’s video, Casey walks through our reasons for why we have so much conviction in long-term investing. Enduring short term market pain isn’t easy. But if you can handle these moves, the odds will work out over the next 3, 5, […].
Brown Advisory
JUNE 16, 2022
Global Leaders Investment Letter: June 2022 mhannan Thu, 06/16/2022 - 11:30 Just want the PDF? Download it here > Freezing Order We recently read Bill Browder’s Freezing Order which is a continuation of his pursuit for justice from the bestselling book Red Notice 1. We were fortunate enough to have Bill speak at one of our conferences in London (pre-Covid) and he is an exceptional human being.
Bell Investment Advisors
JUNE 16, 2022
You worked hard all your life, managed your money responsibly, and — lo and behold! — your efforts paid off. You find yourself in your golden years in the enviable position of having more gold, so to speak, than you need in your lifetime. You could simply pass on whatever’s left to your kids and grandkids after you’re gone. But why wait?
Integrity Financial Planning
JUNE 16, 2022
We’ve come a long way from trading pelts and seashells as currency, and there have been many changes to how we produce and use currency between then and now. The value of currency and inflation affect us all, as we’ve seen recently at the gas pump and the grocery store. Here’s what we can learn about our present from the history of money. Inflation Then and Now.
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.
The Better Letter
JUNE 16, 2022
I typically write TBL on Thursday evening. This Thursday evening is (was) my 43rd wedding anniversary. I married up in a big way. Forty-three wonderful years. Three children. Nine grandchildren. And I’m not able to finish this week’s TBL. I’ll get back to my series on making behavioral finance practical next week. I trust you will understand.
Carson Wealth
JUNE 15, 2022
It’s almost impossible not to feel anxious at the dips and dives the stock market has been taking recently, compounded by relentless inflation-focused headlines. That’s why you might be surprised to learn there’s a lot of positive news to be had, despite the market uncertainty. . Read on for three encouraging themes that illustrate the long-term benefits of the stock market and why now is the time to recommit to your financial plan. .
The Richer Geek
JUNE 15, 2022
Today we have Mark Basa. He's the Global Brand and Business Manager for Hokk finance. And it's an early crypto evangelist. That's what Mark is. And he's got a decade of experience and expertise that establishes him as a thought leader in creating and building crypto brands. Welcome to the show, Mark. In this episode, we’re discussing… [1:52] What he’s been doing to specialized and develop brand conceptualization for early stages companies [4:30] What is the meme token?
Integrity Financial Planning
JUNE 15, 2022
What options do you have when it comes to protecting your assets and investments? Brian discusses our current economy and shares what some of his clients have been doing about it. With interest rates up and the stock market down , what’s the silver lining? How can we protect our hard-earned capital and look for other opportunities? Brian says it really depends on the client and what their financial needs and goals are.
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Is your finance team bogged down by endless data requests and disorganized spreadsheets during the month-end close? It’s time to consider a better option – automate with ART! SkyStem’s solution works alongside your ERP to transform the close and account reconciliation process and speed up month-end work. Explore SkyStem’s ART - the award-winning account reconciliation automation platform - and receive a $100 Amazon gift card as a thank you for your time.
Zajac Group
JUNE 15, 2022
Who doesn’t love a great tax break? You and I can’t personally reverse a bear market or revise Federal regulations. But we do get to decide when and how to exercise, hold, and sell our incentive stock options (ISOs), dictating whether we have a qualified disposition or disqualified disposition. Why not make best use of your tax-planning powers when you do?
Darrow Wealth Management
JUNE 15, 2022
With interest rates going up, Americans are rushing into U.S. Treasuries at a record pace. Wondering if you should buy Treasury notes or bills in your portfolio? Here’s how a Treasury strategy can add value to your investments in certain situations and some caveats to be aware of. How Treasuries Work. Treasuries come in a few forms : T-bills, notes, bonds are among the most common.
Your Richest Life
JUNE 15, 2022
The U.S. inflation rate came in at 8.6% at the end of May, which was the largest annual increase since December 1981. Unfortunately, high prices won’t disappear overnight. Inflation comes down slowly, usually after a period of monetary policy changes by the Federal Reserve. That’s why we’ve seen gradual interest rate increases this year. The hope is that they will mitigate the rapid inflation, and slowly bring prices down to where they should be.
Brown Advisory
JUNE 15, 2022
Six Considerations When Inheriting Wealth. ajackson. Wed, 06/15/2022 - 12:15. During our Women’s Listening Tour we heard from clients that they wanted to better understand what questions they should be asking during specific financial milestones, one of which could be inheriting wealth. The following document is meant to be an easily digestible and high-level perspective on how to approach both the composition and timing of an inheritance.
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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