The Irrelevant Investor
FEBRUARY 18, 2022
This is a weird market. Every day it seems like another stock is blowing up. Losing a quarter of its value overnight after being cut in half over the last 90 days. Roku is a good example of this dynamic. The stock is 70% below its high in July. The stock is down 26% right now in pre-market trading. Ooof. If I scanned through 500 charts, I might conclude that the market is down 40%.
Advisor Websites
FEBRUARY 18, 2022
To say that the evolution of marketing has rapidly developed within the last two years is an understatement. While marketing trends have been moving along at breakneck speeds, the strategies that financial advisors previously implemented may no longer be the most successful.
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Clever Girl Finance
FEBRUARY 17, 2022
Money equals wealth, right? Well, not quite. We hear a lot about making money and building wealth, but not a lot about the difference between your overall net-worth vs liquid net-worth. Let’s dive into what each type of net worth means. Learn about how to calculate them, and what your net worth means for you and your legacy. That way, you can get an understanding of its importance and how to improve it!
Prosperity Coaching
FEBRUARY 17, 2022
Use these tips to market yourself as the obvious choice for retirees. Financial Advisors Attracting Retirees: When I ask financial advisors “Who is your target market?” I often get a blank stare. Then an “um” and a reply “I work with, you know, the retired crowd.” So I say “So […]. The post Financial Advisors Attracting Retirees and Retired Couples appeared first on The Prosperous Advisor Coaching Blog.
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
The Irrelevant Investor
FEBRUARY 18, 2022
On today's bonus episode of Animal Spirits, we spoke with Leigh Drogen of Starkiller Capital about what it's like to start a crypto hedge fund. Leigh has years of experience working with more traditional hedge funds so it was interesting to hear his take on the similarities and differences involved in this new asset class. On today’s show we discuss: The opportunity in crypto in the years ahead Why momentum strategies work so well in crypto How does custody work for something like this?
Pacifica Wealth
FEBRUARY 17, 2022
Optional estate planning documents are generally not legally binding documents. . Their purpose has little or nothing to do with the transfer of assets and do not effect estate tax. Optional estate documents focus on values, lessons, and legacy issues. Not everyone wants to think about these issues since they can be much more emotional. 1) Organ donor.
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
Conneqtor
FEBRUARY 16, 2022
The Golden Thread That Leads To Recognition – It is through trust that we find appreciation The sharp-eyed financial advisor will note a single golden thread weaved through the last few blogs and podcasts that I’ve had the pleasure to attend and host.
The Irrelevant Investor
FEBRUARY 16, 2022
I'm not a big shortcut guy. I believe in hard work and putting in the time. I was thinking about this idea while listening to Trent Dilfer talk about the Rams game-winning drive. Listen to this two-minute clip, it's worth it. [link] There is so much demand for growth hacks because patience is in short supply. Growth hacks are mostly b t. The answer to every "How did you" question is hard work and time.
Pacifica Wealth
FEBRUARY 17, 2022
The decisions you choose to make and those you ignore or overlook for your estate plan will have long-lasting and permanent ramifications. Don’t let the significance of estate planning prevent you from getting started. Would you fail to jump to action if you saw a friend choking because of the long-lasting ramifications of helping him? Of course not!
Yardley Wealth Management
FEBRUARY 15, 2022
The post Part 2: Tax-Wise Investment Techniques appeared first on Yardley Wealth Management, LLC. Part 2: Tax-Wise Investment Techniques In our last piece, we introduced some of the tools of the tax-planning trade. These include tax-sheltered accounts for saving toward retirement, healthcare, and education, as well as tax-efficient tools for charitable giving, emergency spending, and estate planning.
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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.
Conneqtor
FEBRUARY 16, 2022
How do you go about improving financial advice? You don’t have to ask for personal information on your first call with your client. As financial advisors, we are trained, mind you, in a traditional methodology that doesn’t speak to reason.
Your Richest Life
FEBRUARY 15, 2022
After two years of a pandemic, many of us are itching to travel again. If that includes you, then let’s take a look at some of the ways you can book a vacation without destroying your budget: Make a Travel Plan Ahead of Time. If you want to avoid hurting your financial goals for the year, then definitely plan for your trips ahead of time. As early into the year as possible, map out what your year looks like, and what trips you plan to take.
The Irrelevant Investor
FEBRUARY 14, 2022
An email came in tonight with the subject line "You're my Rukeyser." It's a lovely email, filled with life lessons. I wanted to share it, and not just because it paints us in a good light. I'm a 56 year old college professor who grew up watching Louis Rukeyser on Wall Street Week with my Dad every Friday evening. Now I listen to you two. I can't believe the amount of outstanding content you produce, and I wanted to thank you for your contributions.
Yardley Wealth Management
FEBRUARY 15, 2022
The post Part 2: Tax-Wise Investment Techniques appeared first on Yardley Wealth Management, LLC. Part 2: Tax-Wise Investment Techniques. In our last piece, we introduced some of the tools of the tax-planning trade. These include tax-sheltered accounts for saving toward retirement, healthcare, and education, as well as tax-efficient tools for charitable giving, emergency spending, and estate planning. .
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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?
ModernAdvisor
FEBRUARY 14, 2022
January was a wake up call for growth investors with many high-flying tech companies missing earnings expectations, which roiled equity markets. Meanwhile, fixed income didn’t offer much protection as the prospect of rising interest rates spooked investors, sending bond indexes lower. January 2022 Market Performance All index returns are total return (includes reinvestment of dividends) and are in […].
The Irrelevant Investor
FEBRUARY 12, 2022
Here's the cover of the NYT website this morning. Every news service looks the same. I've spoken to a lot of investors over the years, and I can count on one hand the number of times we've spoken about geopolitical flareups. The financial media tends to overplay the importance of these events on their viewer's portfolios, but in my experience, they generally don't take the bait.
The Irrelevant Investor
FEBRUARY 12, 2022
Articles Keeping your check size anchored to a bias established in a different regime is a sure fire way to trap yourself in flatlining growth. (By Ro Patel) By most measures, the U.S. job market isn’t simply hot, it’s arguably the greatest sellers’ market for labor in decades, if not ever. (By Matt Klein) A new wave of investors has emerged that manage large capital bases and win allocation over storied funds (By Mario Gabriele) Policy is always about trade-offs, winners, losers, and unintended
The Irrelevant Investor
FEBRUARY 15, 2022
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: Bets on interest rates in March Should the Fed pick inflation or a recession? WisdomTree, RWM, and Onramp crypto webinar registration Bens experience using the Robinhood wallet Blockfi to pay $100 million in SEC settlement The SECs statement on Blockfi Blackwells Capital Peloton activist presentation Zillow lost $881 million in t
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
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