Indigo Marketing Agency
MARCH 18, 2021
Many financial advisors who are just getting started with their digital marketing often ask, “How often should I email my network?” Like most things in life, there’s no definitive answer. . A recent Morningstar study shows that 36.6% of clients prefer monthly emails, while 30% prefer weekly emails. (1). I personally recommend emailing your list at least once per month, but no more than once per week.
The Irrelevant Investor
MARCH 31, 2021
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 : The family office that crashed a few stocks More on that story Stock pickers' delight People are happy with all of the money spending Commodities are making houses more expensive The explosion in alternative investing platforms How to get access to IPOs through SoFi Starter homes are disappearing A lot of people think the stock ma
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Clever Girl Finance
MARCH 25, 2021
Back to school shopping can be really expensive, and outside of the holiday season, this is the second biggest retail shopping season in America. The biggest items purchased? Electronics, clothing, and school supplies. Needless to say, it's easy to see how these school essentials can add up fast! If you have kids or if you are a student, then you may likely be picking up a few school supplies, and so in this article, you'll get some key tips for how to get the most bang for your buck on your bac
Brown Advisory
MARCH 25, 2021
Investment Insights: Current trends in the health care sector jharrison Thu, 03/25/2021 - 05:00 Few sectors touched our lives as much over the last year—as consumers, citizens and investors—as the health care sector did. As the COVID-19 pandemic gripped the world, the health care sector scrambled to develop vaccines, therapies and new ways of distributing care like telehealth.
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.
International College of Financial Planning
MARCH 23, 2021
Career planning is essential if you want to fast-track your life towards success. There are many things worth considering while you think about your future. If you think that getting a job is a good enough boost for your career, you are not entirely right. Securing a job is just the first step. How fast you advance in your career, how steep your career graph looks matters in the long run.
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
Indigo Marketing Agency
MARCH 11, 2021
I was recently invited to be a guest host on ProudMouth’s Top Advisor Marketing Podcast. We spent time talking about: . Underused marketing tactics that are absolute gold for advisors. Leading and lagging indicators of marketing success. Two marketing tactics that give you the most bang for your buck. The one page that’s guaranteed to get the most traffic on your website.
The Irrelevant Investor
MARCH 30, 2021
The yield on a 50/50 portfolio of stocks and bonds has never been lower. Even though interest rates are off the floor, they're still in the basement, historically speaking. And so some investors are turning to dividend-paying stocks for a portion of their portfolio that was once reserved for bonds. This story was covered in Barron's cover story over the weekend.
Mr. Money Mustache
MARCH 26, 2021
“A Nation Which Forgets Its Past Has No Future” Those were the words on a 20-foot-long banner that “Mr. Slick”, my high school history teacher, kept carefully pinned across the width of his classroom for the entire four years I had classes with him. “That makes no sense at all”, I thought to myself when I first read it at age fifteen. “The past is just a fuzzy black-and-white era, with big crude steam-powered factories and tragic wars with brutal low-tec
Brown Advisory
MARCH 25, 2021
Investment Insights: Current trends in the health care sector. jharrison. Thu, 03/25/2021 - 05:00. Few sectors touched our lives as much over the last year—as consumers, citizens and investors—as the health care sector did. As the COVID-19 pandemic gripped the world, the health care sector scrambled to develop vaccines, therapies and new ways of distributing care like telehealth.
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.
The Irrelevant Investor
MARCH 28, 2021
Articles By the mid 1990s, the cost of stock trading was ten times higher for retail investors than it was for institutions. (By Marc Rubinstein) The market is incredibly efficient at creating supply seemingly out of thin air to meet demand (By John Street Capital) The best time to start a business is on the heels of a recession (By Scott Galloway) Bitcoin is digital money.
The Irrelevant Investor
MARCH 28, 2021
The S&P 500 closed at an all-time high on Friday for the 15th time this year. This market's strength is impressive, considering that of the top 5 stocks by market cap, none are at all-time highs. Only two of them, Google and Microsoft, hit that mark over the last two months. Apple, the biggest stock in the world, is 16% below its peak in January.
The Irrelevant Investor
MARCH 27, 2021
The best stocks almost always appear expensive. But that doesn't mean buying a basket of expensive stocks is a good idea. In Barron's , Tony Sacconaghi shows that stocks with a price-to-sales ratio of 15 or higher have not fared well going back to 1970. These days, the market is flush with stocks that appear expensive based on this criteria. Sacconaghi notes that 25 tech stocks were in this bucket in 2017.
The Irrelevant Investor
MARCH 26, 2021
On today’s show, we talk with SoFi about how to invest in the gig economy. To learn more, go here. On today’s show we discuss: How to actively manage an ETF The four different categories of the gig economy Why you should look outside the United States for growth, and much more Investor Resources: GIGE Fact-Sheet The-Case-for-SoFi-Gig-Economy-ETF Listen here: Charts: Contact us at animalspiritspod@gmail.com with any feedback, recommendations, or questions.
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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.
The Irrelevant Investor
MARCH 26, 2021
If you would prefer to listen to this, hit the link below. Matt Levine wrote about private investments. Here's what he said: My basic view of private investments —stocks that are not traded on the stock exchange but are instead limited to accredited investors who meet some wealth requirement—is that the good private investments get offered to the good private investors, and the bad private investments get offered to the bad private investors.
The Irrelevant Investor
MARCH 23, 2021
Today’s Animal Spirits is brought to you by Masterworks, sign up here. See important Disclaimer here On today’s show we discuss : There's a housing affordability crisis But what if houses aren't as expensive as we think There are more realtors than houses It's hard work being a junior investment banker Retiring early might not be all it's cracked up to be The child tax credit is a big deal Ray Dalio on what happens when everyone goes to sell their bonds Why the stock market has had higher valu
The Irrelevant Investor
MARCH 24, 2021
It's never fun to see your portfolio lose value, but some times are more painful than others. For certain investors, this is one of those moments. Misery loves company, so losses are harrowing when you're experiencing them while the market is chugging along. Right now, the S&P 500 is only 2% off its all-time high, but some names are getting absolutely torpedoed.* What I'm about to say won't take away the pain if you're heavily invested in these growth names, but maybe you can use some contex
Brown Advisory
MARCH 24, 2021
Hearing, Seeing and Thinking: Signs of a bear steepener emerge, high-flying tech stocks wobble, and thoughts on inflation jharrison Wed, 03/24/2021 - 05:32 Jump to: What we're hearing | What we're seeing | What we're thinking | Download PDF > Welcome to our latest edition of Hearing, Seeing and Thinking (HST). In today’s note, signs of a bear steepener emerge, high-flying tech stocks begin to wobble and we share some thoughts on inflation given the subject sits firmly in the centre of almost eve
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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.
Brown Advisory
MARCH 24, 2021
Hearing, Seeing and Thinking: Signs of a bear steepener emerge, high-flying tech stocks wobble, and thoughts on inflation. jharrison. Wed, 03/24/2021 - 05:32. Jump to: What we're hearing | What we're seeing | What we're thinking | Download PDF >. Welcome to our latest edition of Hearing, Seeing and Thinking (HST). In today’s note, signs of a bear steepener emerge, high-flying tech stocks begin to wobble and we share some thoughts on inflation given the subject sits firmly in the centre of almost
The Irrelevant Investor
MARCH 23, 2021
Michael Cembalest and the team from JP Morgan Asset Management are out with an update to one of my favorite research reports ever. They first wrote about the risks and rewards of a concentrated stock position in 2004, updated it in 2014, and are out with version 3.0 today. This data point has had as big an impact on how I see the world of investing as anything else: More than 40% of all companies that were ever in the Russell 3000 Index experienced a "catastrophic stock price loss", which we de
Brown Advisory
MARCH 23, 2021
What You Need To Know About U.S. Expatriation jharrison Tue, 03/23/2021 - 05:00 On the 24 February 2021, Georgina Guy and Billy Mathews hosted a chat with Jaime McLemore , Partner at withersworldwide, about all things related to U.S. Expatriation. During the webinar they discuss how to correctly expatriate depending on your tax status and how to know if you are a covered or non-covered expatriate.
Brown Advisory
MARCH 23, 2021
What You Need To Know About U.S. Expatriation. jharrison. Tue, 03/23/2021 - 05:00. On the 24 February 2021, Georgina Guy and Billy Mathews hosted a chat with Jaime McLemore , Partner at withersworldwide, about all things related to U.S. Expatriation. During the webinar they discuss how to correctly expatriate depending on your tax status and how to know if you are a covered or non-covered expatriate.
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 22, 2021
No strategy works all of the time. Things go in and out of favor. Over the last year, the sun has set on min-vol strategies. I was thinking about this today while reading this excellent piece from Robin Wigglesworth. He describes the history of this strategy, and where they stand today. This factor, Wigglesworth points out, is the worst-performing factor over the last year.
The Irrelevant Investor
MARCH 21, 2021
Articles There are limits to scaling. (By Morgan Housel) Pipe figured it out (By Alex Danco) The hallmark of a big market delusion is when all the firms in the evolving industry rise together even though they are often direct competitors. (By Rob Arnott) So much of everything going on in the markets has to do with the fact that rich people have too much money and nowhere to put it (By Ben Carlson) This is a reverse wealth transfer.
The Irrelevant Investor
MARCH 20, 2021
First-level thinking has served investors well over the last decade. Apple is a good company, buy Apple. IBM can't innovate, avoid. Second-level thinking is sexy. First-level thinking is underrated. It's tempting to over-think things. But often times we end up twisting our brains into a pretzel. For example, this is what an investor's internal monologue might sound like right now: I think the economy is going to boom.
The Irrelevant Investor
MARCH 19, 2021
On today’s show, we talk with Nick Niziolek , Co-CIO of Calamos Investments. To learn more, visit Calamos.com On today’s show we discuss: How to find the best opportunities in emerging markets Why a strong dollar is a headwind for EM economies, and how a weaker dollar can help The enormous gap between EM market cap and EM population Investor Resources: Calamos emerging markets strategy How long could emerging markets lead?
Speaker: Carolina Aponte - Owner and CEO, Caja Holdings LLC
In today's rapidly changing business environment, building a resilient balance sheet is crucial to the survival of any business. A resilient balance sheet allows a company to withstand financial shocks and adapt to changing market conditions. To achieve this, companies need to focus on key strategies such as maintaining adequate liquidity, managing debt levels, diversifying revenue streams, and prioritizing profitability over growth.
The Irrelevant Investor
MARCH 18, 2021
It's been one year since the market bottomed. Okay, fine, you got me. The real date was March 23rd. But since there will be a million posts on the actual anniversary, I thought it would be a good idea to front-run them. And even though the S&P 500 didn't bottom a year ago today, 31%* of stocks in the index did, so I'm within my rights to write this.
The Irrelevant Investor
MARCH 16, 2021
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 : Disney+ has 100 million subscribers Cash out refis are on fire 17 reasons to be optimistic on the economy The Fed isn't printing as much money as you think Sometimes deregulation is b t Deep value in the dotcom bubble Stripe is worth a lot of money Beeple's piece went for $69 million JP Morgan's guide to alternatives The bull case
The Irrelevant Investor
MARCH 17, 2021
Last week I wrote a post about how to become a financial advisor. It was mostly big-picture stuff, which is why I'm excited to share with you some specific steps you can take if you want to be an FA. What I'm about to share comes from an Animal Spirits listener. If you're reading this, I hope you can implement some of his ideas. Since this has become one of your most common questions, I wanted to share with you my experience trying to break into the industry.
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