The Chicago Financial Planner
JANUARY 17, 2022
Annuities are often touted as the “cure” for all that ails your retirement. Baby Boomers and retirees are the prime target market for the annuity sales types. You’ve undoubtedly heard many of these pitches in person or as advertisements. The pitches frequently pander to the fears that many investors still feel after the last stock market decline.
The Irrelevant Investor
JANUARY 21, 2022
I have a new favorite writer. His name is Kai Wu. If you're not reading his research, do yourself a favor and get subscribed. Kai spent 5 years at GMO, co-founded and managed a quantitative hedge fund for another 5 years, and for the last few years has been building Sparkline Capital , an investment management firm using machine learning to uncover alpha in unstructured data sets.
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Prosperity Coaching
JANUARY 20, 2022
Instagram can work for financial advisors! I’ve been a Coach for financial advisors since 2004 and I’ve seen many changes in ways to market an advisory firm. You may have this image in your head of Instagram as a photo-sharing platform that the “kids these days” are into; however, it’s […]. The post Financial Advisors Using Instagram – How to Make It Work for You appeared first on The Prosperous Advisor Coaching Blog.
Advisor Websites
JANUARY 20, 2022
Advisor Websites’ Inaugural State of the Industry Report Analyzes Successful Digital Marketing Strategies for Financial Advisors. Survey of nearly 500 advisors reveals that personalization, automation. and tailored content drive digital marketing engagement.
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
Yardley Wealth Management
JANUARY 18, 2022
The post Protecting What’s Yours (After You Pass) appeared first on Yardley Wealth Management, LLC. Protecting What’s Yours (After You Pass) In our last piece, we emphasized the importance of estate planning as the greatest gift you can bequeath to your loved ones, to reduce their painful stress load during an already stressful time. If you’ve been putting off your estate planning, taking the initial steps can be daunting—but liberating.
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
Indigo Marketing Agency
JANUARY 17, 2022
It’s no secret that the financial landscape is changing rapidly. To stay ahead of the curve, financial advisors must identify and align themselves with the top influencers in the field. Here are 36 financial advisor influencers who will likely have a big impact on the industry in 2022. 1. Bill Cates If you need help figuring out how to identify the best niche for your firm, Bill Cates is your guy.
Accounting for Good
JANUARY 18, 2022
The post How skills of the Accounting For Good team can help your NFP first appeared on ACCOUNTING FOR GOOD.
Yardley Wealth Management
JANUARY 18, 2022
The post Protecting What’s Yours (After You Pass) appeared first on Yardley Wealth Management, LLC. Protecting What’s Yours (After You Pass). In our last piece, we emphasized the importance of estate planning as the greatest gift you can bequeath to your loved ones, to reduce their painful stress load during an already stressful time. If you’ve been putting off your estate planning, taking the initial steps can be daunting—but liberating.
The Irrelevant Investor
JANUARY 19, 2022
Like most children of the 90s, I spent countless hours roaming the halls of Blockbuster. I look back on that time in my life with very fond memories. My parents got divorced when I was young, and I spent every weekend with my dad. On Saturday we watched movies. We did this every Saturday for a decade, and I never stopped going to the Blockbuster even as I got older.
Speaker: Nancy Wu, Head of Sales and Customer Success at SkyStem
A good, fast, clean audit leads to a happy work life. Join us in this one-hour webinar, where we share the best ways to prepare and conduct your audit process to maximize audit satisfaction and minimize administrative time in month-end close and financial reporting. Learning objectives: This course objective is to review leading practices to maximize audit success.
The Irrelevant Investor
JANUARY 19, 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: Retail takeover ARKK outflows Remember international stocks? This is not the way The fake business cycle U.S. Retail sales miss The 1940s analogy plays Netflix raised prices 150 million Americans have prime Only the HODLers remain JP Morgan earnings Robinhood settlement Would housing still do well if rates rise?
The Irrelevant Investor
JANUARY 17, 2022
On today’s show, we talk with Jim Madden,co-portfolio manager of Calamos Investments. To learn more, visit Calamos.com On today’s show we discuss: ESG investing before it was cool The Investment Case For Corporate Diversity Environmental investing Listen here: Investor resources: Calamo Global Sustainable Equities Fund New York pension shifts to alts Contact us at animalspiritspod@gmail.com with any feedback, recommendations, or questions.
The Irrelevant Investor
JANUARY 16, 2022
Articles Lines for essential goods are a pretty good sign of failed public policy (By Derek Thompson) It seems that we have monetary policy that’s juicing the economy indefinitely (By Allison Schrager) Everything we know about history is limited to what’s been written down, shared publicly, or spoken into a camera (By Morgan Housel) A company with a big outcome can still be a bad investment at the wrong entry point.
The Irrelevant Investor
JANUARY 18, 2022
Interest rates are the lifeblood of an economy. The cost of money impacts everyone in one form or another. Money has been free for a while. Not anymore.* The chart below shows interest rates over the last year. Short-term rates are still pinned to the ground, while at the same time we're seeing some serious liftoff 1-3 years out. The 2-year yield is significantly higher today than it was a year ago, especially relative to the 10-year.
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