Sara Grillo
MAY 9, 2022
Direct indexing sucks – don’t do it. Here are the reasons it will ruin your clients’ portfolios and you should run away as fast as you can. For those of you who are new to my blog/podcast, my name is Sara. I am a CFA® charterholder and financial advisor marketing consultant. I have a weekly newsletter in which I talk about financial advisor lead generation topics which is best described as “fun and irreverent.
The Irrelevant Investor
MAY 13, 2022
Every time stocks fall a little, investors fear they will fall a lot. And every time they fall a lot, people think they're going to sink even lower. Before we talk about how much lower stocks can fall, let's take a look at the current decline. The people's index, the Dow, is down just 14% from its peak. The S&P is down 18%. The Nasdaq lost 28%, and the Russell 2k fell 30%.
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Walkner Condon Financial Advisors
MAY 13, 2022
The market weakness in 2022 has continued to accelerate, driving equity prices lower. While it may feel like a pretty extreme selloff, the S&P 500 selling off 15% is fairly normal, occurring every 2.5 years. Even if we reach a “bear market”, defined as a 20% or more decline, this will occur on average every 4 years, so we are experiencing a phenomenon that is relatively frequent.
Brown Advisory
MAY 12, 2022
2021 Impact Report: Large-Cap Sustainable Growth Strategy mhannan Thu, 05/12/2022 - 05:00 A Letter of Introduction From The Portfolio Managers At Brown Advisory, we are deeply committed to sustainable investing. We firmly believe that there does not have to be a trade-off between strong performance and smart investments that help address society’s trickiest sustainability challenges.
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.
Conneqtor
MAY 12, 2022
How to achieve work life balance for financial advisors Being a Financial Advisor has historically been a profession, at least in the early years, where one had to work way over 40 hours a week, miss special moments with their loved ones, spend nights and weekends on the road, all while not having a consistent… Read More »
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Twenty Over Ten
MAY 12, 2022
Using our Fresnel framework, The Let’s Plan site uses a relaxed pastel color palette with creative graphics. Along with an emphasis on moving website parts that enhance a site visitor’s user experience.
Advisor Websites
MAY 12, 2022
Are you watching more videos online now than you did last year? What about the year before? It's likely that you belong to the 96% of consumers who increased their video consumption in 2020 alone. With statistics like 9 out of 10 viewers who've said they want to see more videos from brands and businesses, it's becoming impossible to ignore the value of a video marketing strategy.
The Better Letter
MAY 13, 2022
Daniel Kahneman is the world’s leading authority on human error. The Kahneman TL;DR? There’s a ton of it and it’s universal. It is one thing to recognize our foibles, of course, and quite another to do something about them, as Kahneman readily concedes. Research evidence, for example, suggests that being smarter, more aware, and more educated doesn’t seem to help us deal with our cognitive difficulties more effectively.
Brown Advisory
MAY 12, 2022
2021 Impact Report: Large-Cap Sustainable Growth Strategy. mhannan. Thu, 05/12/2022 - 05:00. . A Letter of Introduction From The Portfolio Managers. At Brown Advisory, we are deeply committed to sustainable investing. We firmly believe that there does not have to be a trade-off between strong performance and smart investments that help address society’s trickiest sustainability challenges.
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
MAY 11, 2022
As the wheels fall off the market, now is a good time to reflect on some of the timeless lessons we learned during a very specific period in time. Nothing lasts forever. When growth stocks were going up every day, it felt like it would never end. Now that growth stocks are going down, it feels like it will never end. Everything ends, eventually. Survival is the most important thing.
Integrity Financial Planning
MAY 11, 2022
What should Gen X being doing right now as they inch their way closer to retirement age? We talk through what decisions you might have and how to make the most of them. Have some extra cash and want to gain a guaranteed return? I bonds are about to go from 7.2 percent to 9.6 percent. There are some stipulations, but is this a good idea to combat inflation ?
Indigo Marketing Agency
MAY 11, 2022
When was the last time you updated your website? Quick question: If you could wave a magic wand and change one thing about your website, what would it be? . Maybe you wish you could…. Own your site outright (because you’re sick of paying hundreds of dollars per month to “rent” it from a site like FMG Suite). Generate more leads (because your traffic’s gone flat and no one is finding you online).
Covisum
MAY 11, 2022
Many retired Americans find Social Security benefits confusing, especially when trying to understand possible tax consequences. In fact, retirees could face paying taxes on up to 85% of their Social Security benefits because combined income from Social Security and other income streams can quickly push them above the thresholds for taxes to apply. Additionally, the number of beneficiaries who are required to pay Social Security income tax is rising, and it will continue to grow.
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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
MAY 10, 2022
Add Coinbase to the pile of stocks that were down 80% from their highs going into earnings that falls 15% after the announcement. The stock is at $61 in the after hours. It was $130 last Wednesday. I was 15 years old when the dot-com bubble burst, so I didn't get to experience that through the lens of an investor. This is a first for me, and for many of you.
Brown Advisory
MAY 10, 2022
Elevating The "G" In ESG ajackson Tue, 05/10/2022 - 10:28 ESG research—the rapidly evolving field that seeks to add environmental, social and governance factors to the investment equation—has received an immense amount of focus in recent years, from every corner of the investment industry. But the lion’s share of the attention, passion and discussion has revolved around environmental topics like climate change and social topics like racial injustice.
BlueMind
MAY 10, 2022
Category: Client Relations. To succeed as a financial advisor your focus should be more than just finance, investing, and a retirement plan. With the competition becoming fierce in the growing financial industry, you need an edge to set yourself apart from your competitors. That can be done by asking the right financial planning questions and providing your clients with a unique and extraordinary advisor-client experience.
Walkner Condon Financial Advisors
MAY 10, 2022
In the world of investing, it is important to have your money and securities held securely. The vast majority of these investments are held through a custodian. These custodians – Fidelity, Charles Schwab, TD Ameritrade, and others – are often custodian banks and are in the business of protecting clients’ assets and facilitating the tracking of the trades and transactions the client needs to execute in their accounts.
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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
MAY 10, 2022
Today’s Animal Spirits is brought to you by YCharts: See here for YCharts' latest research on the real impact of mega-cap stocks on your portfolio. On today’s show we discuss: Building wealth slowly (2021) How long do bear markets last? The state of the market according to a Goldman trader Will the fed get inflation under control? Global VC funding in April dipped again The Feds uncomfortable truth Americans are unretiring Vehicle sales mix and heavy trucks Real estate affordability ABNB ear
Diamond Consultants
MAY 10, 2022
Those who are having second thoughts about signing on as heir apparent to their senior advisor’s book shouldn’t feel “hopeless,” according to Tom Lewis, Certified Civil Trial Attorney at Stevens & Lee in Princeton, NJ. For years, many have been operating under the assumption that successors who “inherit” or “buy” a book from a retiring advisor are stuck until their succession obligation has completely forgiven.
Dear Mr. Market
MAY 9, 2022
Dear Mr. Market: We’ll open this letter to our friend “Mr. Market” by stating one thing that will be very obvious in six to 12 months. 90% of people reading this article will have gotten it wrong. It’s not your fault though…it’s the way our minds are wired and the content we’re constantly being fed. Regardless of your current market strategy it’s times like this that will test the most patient of long-term investors.
Andrew Thrasher
MAY 9, 2022
This afternoon I went on Fox Business to talk with Charles Payne about the downside price levels I’m watching on the S&P 500, Nasdaq 100, and Bitcoin. I also discuss the bad breadth data that the market is showing right Continue reading Discussing Price Levels and Breadth Data on Fox Business → The post Discussing Price Levels and Breadth Data on Fox Business first appeared on.
Speaker: Igli Laci, Strategic Finance Leader
In today’s competitive market, pricing is more than just a number — it’s the cornerstone of profitability. The right pricing strategy ensures that you capture the true value of your offering, paving the way for sustainable growth and long-term success. Join Igli Laci, Strategic Finance Leader, in this exclusive session where he will explore how a well-crafted pricing approach balances customer perception with business objectives, creating a powerful tool for securing both competitive advantage a
The Irrelevant Investor
MAY 9, 2022
It was another ugly day on Wall Street. Coinbase was 71% off its highs as of Friday. Today it fell another 19%. Shopify was 1,400 in January. It was 700 in March. Today, it's 340. PayPal's market cap was $220 billion at the beginning of the year. Today it's $92 billion. Square is down 15% today and 65% over the past year. Spotify fell 10% today to an all-time low.
Aleph
MAY 9, 2022
Image Credit: Aleph Blog with help from FRED || Look at the mortgage rates fly! Okay, you might or might not remember the last piece. But since that time, 30-year mortgage rates have risen more than 1%. Is the Fed dawdling? Maybe, but the greater threat is that they become too aggressive, and blow up the financial economy, leading us into another decade-long bout of financial repression.
Getting Your Financial Ducks In A Row
MAY 9, 2022
Photo credit: jb. There are income limits for contributing to an IRA (traditional and Roth). These limits, along with your filing status and your Modified Adjusted Gross Income (MAGI) are important factors in setting the limits for Traditional IRAs, as there is the issue of deductibility at stake. In order to fully understand the limitations, you also need to understand what makes up your Modified AGI (MAGI).
Leading Advisor
MAY 12, 2022
It’s no secret that the most significant wealth transfer in history will be taking place over the next few decades. An estimated $70 trillion is… The post Financial Advisors: How to Build Long Lasting Relationships with Customers and their Adult Children appeared first on Leading Advisor - Simon Reilly.
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
MAY 7, 2022
Last week the S&P 500 closed at 4131. On Friday it finished at 4123, down 0.2%. For most people, not those reading this post, it was as if nothing happened this week in the market. For people who were glued to the television and checking their accounts, it was an emotional roller coaster. The last five days gave us a teachable moment about long-term investing.
The Irrelevant Investor
MAY 7, 2022
Articles Don't ever work for someone you don't want to become. (By Kevin Kelly) We are undergoing an attitude adjustment about investments that’s one for the record books (By Josh Brown) What happens in the weeks following a buy doesn’t make or break a trade. (By Sam Ro) O ur wallets open a door into a new world and we step inside (With Packy McCormick and Alex Danco) The more you study your options, the more you struggle to make a decision (By Jack Raines) Why do people do these crazy things ev
Leading Advisor
MAY 11, 2022
Remember in 2019 when we had just plain old Decision Fatigue? Now we are combining fears and viruses of the following that contribute to even… The post What’s been going on and what to expect about Leading Advisor’s future appeared first on Leading Advisor - Simon Reilly.
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