C2P Enterprises
NOVEMBER 30, 2020
How often have we heard the expression, “Clients are the lifeblood of the business, treat them well and they will take care of you.” Odds are, every one of us has heard it at some point in our financial advising career, either from a manager or on our favorite podcast. As cliché as this saying [.]. The post Client Retention Strategies for Financial Advisors appeared first on Clarity 2 Prosperity.
Truemind Capital
NOVEMBER 29, 2020
“There are decades where nothing happens; and there are weeks where decades happen” – Vladimir Ilyich Lenin. The first Roman empire rule began in 27 BC and helmed by the emperor Caesar Augustus. Roman Empire at its peak conquered a huge part of Europe and significant part of the African continent. The empire built 50,000 miles of roads, amphitheaters, bridges and infrastructures that are still in use today.
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The Irrelevant Investor
NOVEMBER 28, 2020
Articles There are roughly three ways to think about gold, two of which are fairly crazy, one of which is boring but sometimes useful (By Byrne Hobart) What goes wrong when the FIRE dream dies? (By Monevator) One party is expected to act in the other’s best interest, but how can we be sure they will? (By Marc Rubinstein) Amazon is having a good lockdown, but so is anyone else who can sell online (By Benedict Evans) We have no idea what happens next (By Morgan Housel) Smart people allocate assets
Workable Wealth
NOVEMBER 25, 2020
In our last post, we kicked off our two part series of addressing the money tasks you’re avoiding and the steps you can take to make progress. Today, we’re covering four additional areas that you can make headway in your financial life. . 4. Open an IRA. How many times have you sat down at the dinner table and said to your spouse, “After we eat, let’s open an IRA.
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.
Indigo Marketing Agency
NOVEMBER 23, 2020
Indigo Marketing Agency’s marketing expert Claire Akin and BuddyIns CEO Marc Glickman recently joined forces in a new webinar, Do You Know SEO? During this webinar, Claire and Marc share secrets to SEO success. Claire and Marc discuss: How search engine optimization works. What content leads to the best outcomes. Tips to help your website generate more traffic.
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
C2P Enterprises
NOVEMBER 25, 2020
Choosing the right financial advisor is a big decision for investors looking for someone they can trust with their money. They want someone who will look out for their best interest and guide them to solutions that will yield high dividends. As a financial advisor, you know you’re the best person for the job. But, [.]. The post 5 Things Clients Look for in a Financial Advisor appeared first on Clarity 2 Prosperity.
Mr. Money Mustache
NOVEMBER 10, 2020
Two years ago, I was unsatisfied with my options for health insurance. The premiums were rising even as the quality dropped in the form of an ever-increasing deductible. I am guessing that you might feel the same way these days – most of us Americans are in the same boat. I felt like I was being squeezed from both ends and it was starting to p**s me off.
The Irrelevant Investor
NOVEMBER 24, 2020
This decade belonged to the winners. I suppose that's always the case to a certain extent, but this time has to be close to a record. What I'm talking about specifically is that if you owned a portfolio of the 10 largest stocks and did a rebalance every January, you absolutely annihilated the S&P 500. I can't imagine this is always the case. The only stocks that would have stayed in your portfolio from 2010 through the end of the decade were Apple, Microsoft, Google, and the one run by that
Workable Wealth
NOVEMBER 11, 2020
Financial wellness is like eating healthy – it’s hard work and no fun but you know it’s good for you. Think about it, you always feel better after a healthy meal instead of a highly-processed one. But building a balanced meal plan takes more time and effort to accomplish. The same is true for a healthy financial plan. Not every financial planning task is exciting and groundbreaking, but each step secures your goals and vision for the future.
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.
Indigo Marketing Agency
NOVEMBER 23, 2020
Happy Thanksgiving to all of the amazing independent financial advisors out there. Thanks so much for being a part of the Indigo Marketing Agency family. Please enjoy this brief 2020 business and personal update. If you need help sending a video update like this to your clients and network, get in touch today by scheduling your marketing strategy call now.
Cordant Wealth Partners
NOVEMBER 18, 2020
While preparing to write my first blog, I was reminded of my time in college and how I would hope a lecture would be done earlier than the time allotted and not go over time. With that in mind, I want to keep the blog post concise but still provide you with all the necessary information on the subject. That said, let’s get to it. What is a 529 Plan?
Brown Advisory
NOVEMBER 19, 2020
2020 Year-End Planning Letter. ajackson. Thu, 11/19/2020 - 08:44. Each year, we send a letter to clients to help guide year-end planning discussions and to offer ideas for consideration with their other advisors. In our year-end discussions with clients, we aim to ensure that their plans are updated as needed, based on changing external conditions as well as their specific circumstances.
The Irrelevant Investor
NOVEMBER 24, 2020
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: LISTENER SURVEY (giving away six $50 gift cards) Why the stay-at-home economy is here to stay There's a new group of Bitcoin buyers The tyranny of index funds Dividends fell, but not by much A generational wealth gap Data on student loan debt The government will lose $400 billion on student loans Why do poor people waste money on
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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
NOVEMBER 22, 2020
Articles It uses greed as a Trojan Horse (By Packy McCormick) It makes use of the world’s largest asset class without putting any of it on the balance sheet (By Byrne Hobart) Just because something is intuitive does not mean it is correct (By Lyall Taylor) Even before interest rates dropped to zero, the dream of living on dividends and interest in retirement was impossible (By Blair duQuesnay) Letting temporary emotions influence your investment decisions is like drinking salt water to quench yo
The Irrelevant Investor
NOVEMBER 22, 2020
If you're looking for evidence that shorts have thrown in the towel, and therefore now's the time to get cautious, there's a chart for that. If you're looking for evidence that actually, an absence of bears doesn't mean an overwhelming amount of bulls, there's a chart for that too. In this tweet from @MacroCharts , he writes: " Equity Futures traders have cut exposure aggressively – even as $SPX broke to new highs.
The Irrelevant Investor
NOVEMBER 21, 2020
"Mortgage balances—the largest component of household debt—rose by $85 billion in the third quarter and sat at $9.86 trillion on September 30. Mortgage originations, which include refinances, were at $1.05 trillion, the second highest volume in the history of the series and second only to the historic refinance boom in 2003 Q3." This comes from a new report on total household debt from the Federal Reserve Bank of New York.
The Irrelevant Investor
NOVEMBER 20, 2020
This week's Animal Spirits is brought to you by Orion. For more information on Orion's Direct Indexing platform, p lease visit their site here On today’s show we discuss: The evolution of investment vehicles Tax loss harvesting Are direct indexes a threat to the ETF industry? Are direct indexes coming to retail? How advisors are educating themselves and their clients about direct indexing Advisor adoption, and much more Listen here: Contact us at animalspiritspod@gmail.com with any feedback, rec
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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.
Indigo Marketing Agency
NOVEMBER 20, 2020
There are more than a few reasons to look forward to 2021. Here at Indigo Marketing, we feel that too. So we wanted to give you a sneak peek into what the financial advisor landscape may look like next year. Let’s start with what the most current trends are today. . What The Statistics Say. Right now, according to the Bureau of Labor Statistics, there are approximately 263,000 financial advisors in the United States.
The Irrelevant Investor
NOVEMBER 18, 2020
If you thought the stock market had a wild ride this year, then you should see what the small stock market did. The Russell 2000 is comprised of stocks ranging from a market cap of $25 million on the small end to $17 billion on the high end. These names got absolutely annihilated during the first half of the year and have experienced an epic comeback on the other side.
The Irrelevant Investor
NOVEMBER 17, 2020
"But it's being led by just five stocks." This was the narrative as the market was bouncing in March and April and even into May. That narrative wasn't necessarily wrong at the time, and yes, I was a part of the chorus, but that narrative no longer reflects reality. It's not just the Apples and the Amazons of the world that are dragging the market higher.
The Irrelevant Investor
NOVEMBER 15, 2020
Everything has its limits. Laws are no exception. Matthew Klein wrote about the end of Moore's law and the effect it's having on the economy in Barron's this weekend. During the tech boom in the second half of the 1990s, the U.S. economy grew about 4.3% each year. According to a new study from economists at the Bureau of Economic Analysis and the Bureau of Labor Statistics, more than 1.4 percentage points of that growth came from efficiency improvements in the manufacturing of computers and re
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
NOVEMBER 14, 2020
Articles Demographics were never destiny (By Derek Thompson) Over the past 50 years, health care hasn’t slowed the aging process so much as it has slowed the dying process (By Ezekiel Emanuel) It’s normal to cling to something you’re familiar with when confronted with something you’re not (By Morgan Housel) More than four in 10 U.S.-based stocks have suffered drops of 50% or more over a three-month period, compared with just 2% of all U.S.
The Irrelevant Investor
NOVEMBER 13, 2020
Today’s Animal Spirits is brought to you by State Street. See Michael's latest "Uncommon Sense" here On today’s show we discuss: Will fiscal stimulus be the norm to combat recessions going forward? Why MMT might be wrong about the deficit The post-election rally Pulling forward future returns Punishing savers How inflation and interest rates affect different asset classes Listen here: Charts: Contact us at animalspiritspod@gmail.com with any feedback, recommendations, or questions.
The Irrelevant Investor
NOVEMBER 10, 2020
One of the themes of the economic recovery is how unevenly distributed it been. Those who could least afford to miss a paycheck have been hit the hardest, while those at the top have gotten wealthier with rising stocks and real estate values. With this backdrop, I was pleasantly surprised to see a sharp rebound in job postings for the bottom third wage tier, according to data from indeed.
The Irrelevant Investor
NOVEMBER 10, 2020
493 days. Four hundred and ninety-three days. That's how long it's been since the Small Value/Nasdaq-100 ratio has been below its 200-day moving average. Today was the first time since November 2018 that it closed above it. Does this mean anything? Yes, it means that growth has beaten the pants off value for a very, very long time. Does it mean anything that it closed above the 200-day moving average?
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
NOVEMBER 9, 2020
I'll never forget the night of March 11th as long as I live. On that Wednesday evening, Tom Hanks and Rita Wilson shared with the world that they had contracted COVID-19. Shortly after the NBA cancelled its games. That was the first time in my life, maybe in anyone's life, that everybody knew at the same time that we were headed towards a recession.
The Irrelevant Investor
NOVEMBER 7, 2020
Articles Taking control of one thing means surrendering control of others (By Jason Zweig) Does the stock market care about anything anymore? (By Ben Carlson) It’s the risk we all know about, which means the market is ready to price it in (By Blair duQuesnay) Past stock market returns of 10% should no longer be expected (By John Rekenthaler) The year began auspiciously for US equities (By Aswath Damodaran) Why does the volatility increase in years that don’t have a presidential election?
The Irrelevant Investor
NOVEMBER 6, 2020
The labor market continued to rebound in October. This morning we learned that the unemployment rate fell a full percentage point to 6.9%. According to the Wall Street Journal , "Employers have added 12.1 million jobs since April, more than half the 22.2 million lost in the spring." We still have a long road ahead of us, but the rebound that we're seeing in so many different data sets is very encouraging, to say the least.
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