This site uses cookies to improve your experience. To help us insure we adhere to various privacy regulations, please select your country/region of residence. If you do not select a country, we will assume you are from the United States. Select your Cookie Settings or view our Privacy Policy and Terms of Use.
Cookie Settings
Cookies and similar technologies are used on this website for proper function of the website, for tracking performance analytics and for marketing purposes. We and some of our third-party providers may use cookie data for various purposes. Please review the cookie settings below and choose your preference.
Used for the proper function of the website
Used for monitoring website traffic and interactions
Cookie Settings
Cookies and similar technologies are used on this website for proper function of the website, for tracking performance analytics and for marketing purposes. We and some of our third-party providers may use cookie data for various purposes. Please review the cookie settings below and choose your preference.
Strictly Necessary: Used for the proper function of the website
Performance/Analytics: Used for monitoring website traffic and interactions
On today’s show we discuss: The agony of Tesla bears Young people are trading, is that bad? My experience with trading 10 thing Jonathan Clements wish he knew in his 20s 90% of Americans satisfied with personal life, yea right The millennial wealth gap isn't that bad? Vanguard's move into private equity Bond funds. So hot right now Mortgage rates are falling Spotify buys The Ringer The downside of sports gambling NYC broker fees are disappearing Instagram versus YouTube To spot the next recessio
Are you struggling to figure out who you serve best and the type of clients you want to target with your marketing? Do you need help identifying a viable target market and creating a message that resonates with that group? This new webinar is the answer to the question I get all the time from advisors, which is: How do I figure out the best niche for my firm?
With a 44% gain, Bitcoin is far and away the best performing asset so far in 2020. What this means, exactly, is that if you bought Bitcoin on December 31st at precisely $7,119.63 and held it until today, the value of your coins have increased by 44%. El capitan obvious, I know, but this is important because the way we talk about returns matters. Bitcoin is up 44% over the first 42 days of the year, that's a fact, but another fact is that Bitcoin started the year 64% below its all-time high, and
The financial advisor technology tools your firm uses can make or break the client experience. A slow website, complicated financial planning software, irrelevant emails—these can all leave a sour taste in your clients’ mouths and leave them searching for someone else. . But the right technology has the opposite effect. The right technology empowers your clients to take control of their financial lives; makes them excited to get in touch with you; and keeps a steady stream of relevant content in
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 New York Fed just updated its quarterly report on household debt and credit and things are looking About 1.0% of current mortgage balances became 30 or more days delinquent in 2019 Q4, near the lowest level observed in the data history. Low interest rates are hurting savers, but they're helping borrowers. Mortgage originations soared in the fourth quarter, which was driven by borrowers with a very healthy credit history.
Today's Animal Spirits Talk Your Book is brought to you by The Covered Bridge Fund. For more information, visit their site here On today's show we discuss: Income in today's low interest rate environment Different types of income strategies using options What covered calls are and how they're incorporated into this strategy How this strategy can fit inside a portfolio How to benchmark a covered call fund Listen here: More information: Covered Bridge Fund fact sheet Covered Bridge Fund prospectus
Before you spend a lot of time and money on your marketing, it’s important to first figure out exactly who you want to reach and the message that will resonate best with those people. Many of the advisors I speak with are stuck, not knowing how to embrace a specialty or focus their marketing message. Luckily, there’s a fantastic new book that can help.
Before you spend a lot of time and money on your marketing, it’s important to first figure out exactly who you want to reach and the message that will resonate best with those people. Many of the advisors I speak with are stuck, not knowing how to embrace a specialty or focus their marketing message. Luckily, there’s a fantastic new book that can help.
Articles A small home is the key to a big portfolio By Jonathan Clements Acquiring users is the new building factories. By Alex Danco If you win the popularity game, what might you expect? By Tim Ferriss The biggest lie in personal finance is that you can be rich if you just cut your spending By Nick Maggiulli Orson Welles almost scared America to death.
What is the most important factor behind one's investing experience? Is it their ability to analyze a business, their temperament, or their network? It's none of these things. For almost all investors, the most important driver of investment returns is the year you were born, and therefore how old you are when you began investing. One of my favorite data points ever, courtesy of Nick Maggiulli , is that if you had invested from 1960-1980 and beaten the market by 5% each year, you would have made
We organize all of the trending information in your field so you don't have to. Join 36,000+ users and stay up to date on the latest articles your peers are reading.
You know about us, now we want to get to know you!
Let's personalize your content
Let's get even more personalized
We recognize your account from another site in our network, please click 'Send Email' below to continue with verifying your account and setting a password.
Let's personalize your content