The Irrelevant Investor
FEBRUARY 27, 2021
Everyone makes mistakes—the worst investors, and yes, even the best ones. In 1993 Berkshire Hathaway exchanged 25,200 shares for ownership of a company called Dexter Shoes. Today, Dexter is a worthless company, but those shares are worth more than $7 billion. In 2014, Buffett looked back on that and said, "As a financial disaster, this one deserves a spot in the Guinness Book of World Records.
Mauldin Economics
FEBRUARY 26, 2021
Many analysts contend that current stock valuations resemble the dot-com era. You can see it visually at CurrentMarketValuation.com. Some highlights… The classic “Buffett Indicator” certainly seems to be in nosebleed territory. Notice that the valuations in 1966, the beginning of a long-term bear market, were also high. Source: CurrentMarketValuation.com Then there is the ever-popular price-to-earnings ratio.
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Brown Advisory
FEBRUARY 26, 2021
2021 Asset Allocation Perspectives and Outlook. jharrison. Fri, 02/26/2021 - 13:22. Each year, our Investment Solutions Group (ISG) assess the current investment landscape and discuss how we are positioning client portfolios. Download the full report >. We are pleased to share Brown Advisory’s 2021 Investment Solutions Group (ISG) Annual Outlook report.
Indigo Marketing Agency
FEBRUARY 24, 2021
Who are you called to serve? The answer to this question should be at the very heart of your marketing message. When I went to business school and studied marketing, the biggest takeaway I learned was that those who are intimately aware of their clients’ needs are the ones who become the best marketers and reach the most people. I expand on this concept even more in the short video below.
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.
C2P Enterprises
FEBRUARY 23, 2021
On this month’s Rainmaker Multiplier OnDemand episode, Jason sits down with business partner, Don Chamberlin, to discuss different approaches to finding and adding the right advisors who are a good fit to become rainmakers for your firm. For the last two years, Don’s office has been the top office with C2P, doing the most amount [.]. The post 3 Steps for Finding Future Rainmakers for Your Company appeared first on Clarity 2 Prosperity.
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
The Irrelevant Investor
FEBRUARY 28, 2021
Articles Cults of personality do not last forever in the stock market. (By Drew Dickson) Top Shot has been so successful that it is starting to affect the price of cardboard. (By Justin Paterno) We’re in a consequence-free environment (By Josh Brown) Ea ch feels simultaneously like a potential fad and a nascent revolution. (By Packy McCormick) If you think the Internet is terrible now, just wait a while (By Myles Udland) The United States has a real opportunity to lead here (By Dave Nadig) I wa
Midstream Marketing
FEBRUARY 19, 2021
It’s important to make sure that you’re building a marketing strategy that rides independently above whatever vendor you use. At its core, a Facebook Pixel is a powerful analytics tool that gives you the chance to accurately measure the effectiveness of your Facebook advertising for financial advisors, all by better understanding the actions that people are actually taking on your website.
Brown Advisory
FEBRUARY 23, 2021
The Timeline of a U.S. Expat, Part 1: Pre-arrival jharrison Tue, 02/23/2021 - 05:15 In this series of articles, we will discuss the timeline of a U.S. expat living in the U.K. — from pre-arrival all the way to lifetime resident. Each article will outline the challenges and planning opportunities to consider during each step of the journey. U.S. citizens are in the unenviable position of being taxed on their worldwide income and gains.
Indigo Marketing Agency
FEBRUARY 22, 2021
There are tons of advisors out there who still send their clients market commentaries each week like clockwork. (I know because I’m on several of these email lists and see the same commentaries sent out dozens of times.) Today, I want to challenge the assumption that market commentaries are a good use of your time. Watch the 3-minute video as I talk about: Why market commentaries confuse your clients and do more harm than good Why you should take the “quality over quantity” approach and focus
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.
C2P Enterprises
FEBRUARY 9, 2021
You have probably heard the term “rainmaker” thrown around before when discussing sales or growth with other advisory firms, but what is a “rainmaker?”. Often, a rainmaker is an advisor who is brought into a firm to secure more clients and/or increase the company’s overall revenue. Looking around at your current team, you probably already [.]. The post 3 Signs It’s Time to Hire Your Next Rainmaker appeared first on Clarity 2 Prosperity.
Truemind Capital
FEBRUARY 2, 2021
The time is the middle of December and Rohit was busy finishing a task at work when he receives an email from his company’s HR. HR is asking to submit investment proofs by the end of the month. This reminded him of the last time when he didn’t submit any investment proof, a significant portion of his salary was deducted in lieu of taxes.
The Irrelevant Investor
FEBRUARY 26, 2021
Today's Animal Spirits is brought to you by Direxion. For more information, you can visit their site here On today's show we discuss: The Moonshot Innovators ETF The companies that are changing the world How this differs from what Ark is going Where this fits into an investor's portfolio, and much more Listen here: Investor Resources: Remote work stocks.
Midstream Marketing
FEBRUARY 13, 2021
Note: This article has been updated for 2021 after two more years of being in the marketing trenches. You can see the updates below about SmartAsset and DaveRamsey.com. As someone who has devoted a large part of my life to helping financial services professionals generate leads and empower their marketing strategies, I’m well aware that RIAs in particular are ALWAYS looking for new sources of financial advisor leads.
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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.
Brown Advisory
FEBRUARY 23, 2021
The Timeline of a U.S. Expat, Part 1: Pre-arrival. jharrison. Tue, 02/23/2021 - 05:15. In this series of articles, we will discuss the timeline of a U.S. expat living in the U.K. — from pre-arrival all the way to lifetime resident. Each article will outline the challenges and planning opportunities to consider during each step of the journey. U.S. citizens are in the unenviable position of being taxed on their worldwide income and gains.
Indigo Marketing Agency
FEBRUARY 19, 2021
Do you ever wonder how your business compares to other financial advisors? Watch this short video to find out: How much AUM the average advisor manages How many clients they have on average How many advisors are in the US The average age of financial advisors How much money financial advisors make on average How much the average advisor charges in fees .
Risk Management Guru
FEBRUARY 2, 2021
There is a race on across the globe towards increasing productivity and efficiency in the agriculture industry and making the businesses more sustainable. What we need is a fundamental shift in the way agriculture companies handle trading and risk operations and processes. Continuous pressure to increase operational efficiency, decrease reaction times, drive efficient collaboration and take informed decisions is at an all-time high.
Mauldin Economics
FEBRUARY 26, 2021
I just talked with one of the most successful hedge fund managers in the country (in terms of returns over the last four years). He will not allow me to use his name. But I can tell you he is a raging bull. He believes the stimulus that we already had plus what we will get—coupled with a major infrastructure bill, plus extraordinarily easy monetary policy, combined with significant new technology innovations—adds up to a new bull market.
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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
FEBRUARY 26, 2021
If you went into a laboratory to build a gold price optimizer, you would want a couple of things. A falling dollar Rising inflation expectations Money printing Central bank balance sheets expanding Fiscal deficits increasing Political turmoil All of these things were in place over the last few months, and yet gold has done the opposite of what you expected it to do.
Midstream Marketing
FEBRUARY 11, 2021
Have you ever hired a marketing firm that you really thought understood your business and spent literally thousands of dollars on “the right” marketing campaign, only to walk away with little – if anything – to show for it? Of course you have – it’s happened to most financial advisors. What I want to talk about today involves an opportunity to avoid this type of situation in the future.
Brown Advisory
FEBRUARY 5, 2021
Investment Insights: What you need to know about Technology in 2021 jharrison Fri, 02/05/2021 - 05:00 On the 27 January 2021, Priyanka Agnihotri , Head of the Equity Research Team at Brown Advisory in London and our Equity Research Analysts, John Canning and Lauren Cahalan took part in a virtual panel discussion on What you need to know about Technology in 2021.
Indigo Marketing Agency
FEBRUARY 3, 2021
Marketing for financial advisors is a long-term game. It generally takes one year from the time someone learns about you for them to officially move over their accounts. Still, there are certain indicators you can look for to know whether or not your marketing is working. Watch this 3-minute video to learn about: The leading and lagging indicators of success for marketing Key data points to look at to know if your marketing is working Results you should expect to see within 6 to 12 months of
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
FEBRUARY 24, 2021
Last year was the worst one on record for value stocks. It's no wonder that one of the questions that came up over and over again was, "Is value investing dead?" You've probably noticed that value investing has been the opposite of dead for a while now. In fact, small value stocks have more than doubled since the low last year. Yes, I'm cherry-picking.
The Irrelevant Investor
FEBRUARY 25, 2021
The past decade has been one of endless prosperity. At least in risk assets. Since 2011, the S&P 500 has gained nearly 300%. The return on certain individual securities makes the overall stock market look like a savings account. Over the same time, Apple and Amazon have gained more than one thousand percent. Netflix more than two thousand percent.
The Irrelevant Investor
FEBRUARY 23, 2021
Today’s Animal Spirits is brought to you by DPL Financial Partners We spoke to David Lau a few weeks ago about how they work with advisors. Check out the whole show here. On today’s show we discuss : Packy's latest on the creator economy What is NBA Top Shot? Michael Burry sold his GameStop stock in the fourth quarter Where to donate for Texas What are NFTs?
The Irrelevant Investor
FEBRUARY 23, 2021
If the stock market had a mantra, it would be "buy the dip." Today, millions of market participants repeated this over and over again. Today, the S&P 500 was down nearly 2% at its low point, but it stormed a late comeback to finish positive. This sort of move has happened on 121 other occasions since 1970, or 1% of all days. But what's more interesting than how often they happen is where they happen.
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
FEBRUARY 20, 2021
Articles In the public markets in the 2010s, the $1 trillion market cap was the four-minute mile. (By Packy McCormick) Value strategies outperform because investors overreact to long-term trends, whereas momentum is driven by an underreaction to new information (By Daniel Sotiroff) The optimal approach when it comes to making decisions isn’t to blindly follow the base rate, but to respect it (By Nick Maggiulli) The risk-free rate is zero and, as a result, no one has any care or concern for curre
The Irrelevant Investor
FEBRUARY 21, 2021
I want to share a quick story on how investor appetite changes. Today we're going to be looking at USMV, the iShares min-vol factor ETF. From the launch in late 2011 up through February of last year, money poured in, passing $40 billion. It was one of the top 20 ETFs by assets. The story was a good one. Equity returns with a smoother ride. And it worked.The standard deviation was 10%, compared with 17% for the S&P 500.
The Irrelevant Investor
FEBRUARY 19, 2021
Today’s Animal Spirits is brought to you by NaviPlan by Advicent On today’s show Ben and I answer listener questions on : -Investing -Personal finance -Real estate, and much more Listen here: Contact us at animalspiritspod@gmail.com with any feedback, recommendations, or questions. Follow us on Facebook , Instagram , and YouTube. Check out our t-shirts, stickers, coffee mugs, and other swag here.
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