Nerd's Eye View

DECEMBER 11, 2023

In practice, this means that we'll be bringing back our popular IAR Ethics CE Day in 2024 (save the date for August 29th!),

Financial Advisor 245

Financial Advisor Financial Advice Ethics Financial Planning 245

Wealth Management

MAY 14, 2024

Updated throughout Wealth Management EDGE, this live blog is focused on WealthStack.

Wealth Management 124

Wealth Management Management 124

Wealth Management

MAY 14, 2024

This live blog focused on the RIA Edge track of Wealth Management EDGE will be updated throughout the conference.

Wealth Management 122

Wealth Management Management 122

Sara Grillo

JULY 12, 2024

” Guest blogging is when you write a blog on a one-time or periodic basis for a publication as a way to get known as an expert in a particular subject. Although you usually are not paid for guest blogging, you get exposure to the periodical’s audience – often in the tens of thousands. How do I get started?”

Compliance 98

Compliance Media Consulting Clients 98

Investment Writing

SEPTEMBER 3, 2024

Financial Blogging’s paperback version is on sale direct from the author for shipment within the U.S. you can buy a paperback copy of Financial Blogging: How to Write Powerful Posts That Attract Clients for only $27 including shipping. Michael Kitces says, “A great read for advisors who want to blog better—or learn how to start!”

Sales 99

Sales Clients Engineering Investments 99

Random Roger's Retirement Planning

SEPTEMBER 30, 2024

A few days ago I hit the 20 year anniversary of when I first started blogging. That original blog was called Random Roger's Big Picture. Barry Ritholtz started before me, that much I know and we became blogging buddies talking every so often. Blogging led to several opportunities. I mentioned Seeking Alpha above.

Numbers 81

Numbers Taxes Investing Investments 81

Nerd's Eye View

NOVEMBER 19, 2024

In this episode, we talk in-depth about how Anjali shifted her marketing approach over time from paid advertisements, an area that was very successful for her but had become increasingly competitive for her target clients, to instead building a blog and podcast targeted at her 2 niches, how Anjali was able to attract high-quality prospects by simply (..)

Clients 244

Clients Financial Advisor Business Planning Taxes 244

Abnormal Returns

MAY 26, 2024

tker.co) The 18 best investing blogs of 2024. thecollegeinvestor.com) Top clicks this week The 18 best investing blogs of 2024. Mentions Sam Ro's favorite free finance newsletters. thecollegeinvestor.com) 11 investing principles from Bill Miller including how to avoid value traps.

Investments 278

Investments Investing Marketing Marketing 278

The Reformed Broker

NOVEMBER 29, 2023

I began this blog in November 2008 without any idea where it would take me. Ladies and gentlemen, this is the final post I will be publishing at The Reformed Broker. After today the site will be inactive, forever.

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72

The Reformed Broker

APRIL 10, 2023

Register here to secure your spot Michael Kitces is known as every financial advisor’s favorite financial advisor, with Kitces.com serving nearly 3,000 members and his Nerd’s Eye View blog reaching more than 200,000 unique visitors monthly. In addition, he serve. The post Revolutionizing Advice – April 19th!

Financial Advisor 339

Financial Advisor 339

The Reformed Broker

APRIL 1, 2023

The prompt: The output, copy-pasted into my blog’s CMS: This is a rainbow stripe! Obviously anyone who knows how to code could have knocked this out in a second without even having to think about it. But how many people don’t know how to code?

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347

The Reformed Broker

SEPTEMBER 4, 2022

We did some amazing stuff on the blogs and podcasts this week. Hope you’ve been checking out Ben’s blog, Nick’s blog, Animal Spirits, Portfolio Rescue and all the rest this summer. Happy Labor Day Weekend! Volatile markets really bring the best out in our writers.

Portfolio 258

Portfolio Marketing Marketing 258

The Big Picture

SEPTEMBER 2, 2022

You can track all of these data points on FRED , as explained by this blog post. The FRED Blog , August 29, 2022. This is the reason why a $20 trillion, complex global economy with so many different moving parts cannot rely on an oversimplified and dumbed down definition 1 — like two consecutive quarters of negative GDP.

Manufacturing 324

Manufacturing Economy Economics Sales 324

The Big Picture

JUNE 3, 2023

He explains how he began a blog in college out of frustration with his fellow student’s inability to manage their own finances. That blog eventually became a short e-book, the success of which led him to write a full-length book.

Education 334

Education Assets Government Banking 334

Abnormal Returns

DECEMBER 24, 2023

finance.yahoo.com) 10 of the best personal financial blogs. (downtownjoshbrown.com) The Nasdaq 100 is just different. awealthofcommonsense.com) Why are people so worked up about the Treasury basis trade? cardrates.com) You need to look yourself in the mirror if you have been fighting the market.

Marketing 307

Marketing Marketing 307

The Big Picture

OCTOBER 1, 2022

. This week, we speak with science journalist David McRaney, who investigates the psychology of reasoning, decision-making and judgment on his blog “ You Are Not So Smart.” ” The blog, which he launched in 2009, spawned a bestselling book, now available in 17 languages, as well as a podcast.

Economics 303

Economics Marketing Marketing 303

The Reformed Broker

MAY 26, 2023

Follow Michael’s blog at . You can listen to the whole thing below, or find it wherever you like to listen to your favorite pods! Listen here: Apple podcasts Spotify podcasts Google podcasts Everywhere else! The post Nvidia Breaks Away appeared first on The Reformed Broker.

Marketing 284

Marketing Marketing 284

Abnormal Returns

DECEMBER 3, 2023

Also on the site On the end of the influential The Reformed Broker blog. abnormalreturns.com) Top clicks this week Why market timing is so difficult. ritholtz.com) On the Magnificent 7 vs. Other 493 narrative.

Numbers 305

Numbers Investments Investing Marketing 305

Abnormal Returns

DECEMBER 25, 2023

crr.bc.edu) Some highlights from the Nerd's Eye View blog in 2023. (morningstar.com) Wealthy couples have some tax levers to pull in retirement. advisorperspectives.com) Do financial advisers recommend annuities to their clients? kitces.com)

Financial Advising 290

Financial Advising Startup Commission Financial Advice 290

The Big Picture

DECEMBER 30, 2022

Source: QAD Blog. A perfect way to end the 2022 annus horriblis is to remind readers that not just individual stocks, but entire sectors fall in and out of favor. It iss extremely challenging to select the right sector at the right time (and for the right reasons). Almost nobody does this well consistently over time.

Economy 312

Economy Management Investing Investments 312

Abnormal Returns

OCTOBER 15, 2023

Also on the site This blog just celebrated its eighteenth anniversary. abnormalreturns.com) The current ETF market provides something for everyone. abnormalreturns.com) Dying with zero: the life of Charles Feeney. abnormalreturns.com) Sub-3% mortgage rates are now a distant memory.

Banking 291

Banking Portfolio Investments Investing 291

Nerd's Eye View

AUGUST 29, 2022

Over the years, Nerd’s Eye View reader feedback has shaped everything from the visual design of the blog (from its original dense small font!) I hope you'll participate in this year's survey.

Financial Advisor 245

Financial Advisor CFP Taxes Clients 245

The Reformed Broker

FEBRUARY 11, 2023

It was a wild and wonderful week in stock-land and we covered pretty much everything that happened across all the firm’s blogs and shows. We know you can get your news and insights about the market from anywhere, so we appreciate that so many of you turn to us for all the breakdowns and write-ups.

Marketing 246

Marketing Marketing 246

Abnormal Returns

MAY 20, 2024

tker.co) The 18 best investing blogs of 2024. (rogersplanning.blogspot.com) 11 investing principles from Bill Miller including how to avoid value traps. investmenttalk.co) Financial media Sam Ro's favorite free finance newsletters. thecollegeinvestor.com) Finance Everybody seemingly wants a piece of SpaceX.

Financial Advising 265

Financial Advising Media Economy Investments 265

The Reformed Broker

MAY 27, 2023

Eleven years ago this spring, a startup called Betterment published a blog post stating that human financial advisors were obsolete and that the people who work in the advice industry are pigs.

Startup 230

Startup Financial Advisor 230

The Big Picture

DECEMBER 5, 2022

The Fred Blog, December 5, 2022. No, Your iPhone Does Not Make You Wealthy (June 4, 2018). Wages in America (2013-2021). Source : Moving between wealth brackets: Minimum cutoffs from the Distributional Financial Accounts. The post Top 0.1%: How Much Wealth Does It Take? appeared first on The Big Picture.

Distribution 312

Distribution Accounting Economics 312

Abnormal Returns

OCTOBER 15, 2023

abnormalreturns.com) This blog just celebrated its eighteenth anniversary. (calculatedriskblog.com) Earlier on Abnormal Returns Top clicks this week on the site. abnormalreturns.com) What you missed in our Saturday linkfest. abnormalreturns.com) The current ETF market provides something for everyone.

Financial Advising 289

Financial Advising Media Retail Economy 289

The Big Picture

SEPTEMBER 15, 2023

Tune in for a deep dive into the financial markets with Barry, who reveals how his background in behavioral finance and his fearless approach when launching his blog, the “Big Picture,” earned him the reputation as “one of the most dangerous people in financial media.” Recorded August 8th, 2023.

Wealth Management 262

Wealth Management Media Financial Market Management 262

Nerd's Eye View

JANUARY 16, 2024

What's unique about Thomas, though, is how he's been able to use social media, and Twitter in particular, to attract over 170 new prospects this year alone by educating, nurturing, and making a lasting impression on his followers, with relatively short blog posts that seem rather 'simple' but hit his specific prospects' pain points, so that they when (..)

Media 246

Media Financial Advisor Financial Planning Planning 246

Nerd's Eye View

APRIL 15, 2024

In this article, Managing Editor Sydney Squires explains how 1 piece of video content can be reused to cover 6 different marketing techniques: the video itself, podcasting, social media, blogging, newsletter drip marketing campaigns, and Search Engine Optimization (SEO) boosts.

Marketing 240

Marketing Marketing Engineering Media 240

Abnormal Returns

JUNE 20, 2024

ryanholiday.net) Lessons learned from ten years of blogging. (mr-stingy.com) (newsletter.abnormalreturns.com) Mixed media 37 lessons from a 37 year old, including 'If success—more knowledge, more ability, more money, a promotion, whatever—doesn’t make you a better person, it’s not success.' mr-stingy.com) Lessons from the making of 'Jaws.'

Financial Advising 263

Financial Advising Startup Economy Media 263

Abnormal Returns

NOVEMBER 30, 2023

abnormalreturns.com) On the end of the influential The Reformed Broker blog. (calculatedriskblog.com) Consumers powered through October. bonddad.blogspot.com) Earlier on Abnormal Returns Longform links: the first rule of compounding. abnormalreturns.com) What you may have missed in our Wednesday linkfest.

Financial Advising 279

Financial Advising Portfolio Management Media Economics 279

Abnormal Returns

MARCH 9, 2023

notboring.co) How Bring a Trailer transformed from a blog into a thriving business. (arstechnica.com) Longreads On the challenges of managing a (public) partnership. neckar.substack.com) Why the lowly browser is the future of computing. wsj.com) How parking lots shape our cities.

Media 243

Media Management 243

Abnormal Returns

DECEMBER 1, 2023

abnormalreturns.com) On the end of the influential The Reformed Broker blog. (abnormalreturns.com) What you missed in our Thursday linkfest. abnormalreturns.com) Longform links: the first rule of compounding. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? Then check out our weekly e-mail newsletter.

Financial Advising 265

Financial Advising Media Economy Management 265

Abnormal Returns

AUGUST 21, 2023

semafor.com) There is a difference between a blog and a newsletter. Then check out our weekly e-mail newsletter. newsletter.abnormalreturns.com) Mixed media The subjects of Michael Lewis' books often go onto lucrative speaking gigs. niemanlab.org)

Asset Allocation 246

Asset Allocation Financial Advising Media Assets 246

The Big Picture

NOVEMBER 18, 2024

There was always this time pressure, and since it was my first book, I had little idea what I was doing other than expanding various blog posts into full-length chapters. I constantly rewrote entire chapters as various companies blew up. HNTI was a very different experience.

Investing 217

Investing Investments Media 217

The Big Picture

AUGUST 11, 2023

Registration closes on 8/15 REGISTER HERE NOW Previously : Future Proof Blog Posts and Media Coverage RIP Financial Conferences (TBP, September 15, 2022) Futureproof Recap: Days 1, 2 & 3 (September 13, 2022) The post FutureProof 2023 is 30 days away!

Food 242

Food Media Management Assets 242