Indigo Marketing Agency

AUGUST 18, 2021

If you feel like you’re in a crowded space as a financial advisor, it’s because you are. There are over 300,000 advisors in this country (including seven in my office building alone). The financial services industry is getting more and more competitive every single year. Now more than ever, you need to work hard to differentiate yourself so you don’t sound like every other advisor on the block.

Financial Advisor 64

Financial Advisor Retirement Distribution Financial Services 64

The Irrelevant Investor

AUGUST 19, 2021

I can't believe I'm saying this, but I'm never going to pay off my house. Let me explain. In April 2019, I took out a 30-year mortgage at 4.625%. At the time, I gave little consideration to how I would manage the mortgage. There was no strategy. I just figured I would make the monthly payment, and that would be that. And then the world went and got itself in a big damn hurry.

Financial Planner 52

Financial Planner Numbers Banking Assets 52

Talon Wealth

AUGUST 16, 2021

WEEKLY MARKET UPDATE – August 16, 2021. Markets were mixed this week as low consumer sentiment surprised analysts. The University of Michigan consumer sentiment index came in well under expectations, highlighting renewed economic fears surrounding inflation and the spread of COVID-19. CPI numbers continue to come in high, showing substantial upward price pressure.

Risk Tolerance 52

Risk Tolerance Economics Economy Portfolio 52

Tucker Advisors

AUGUST 16, 2021

Client Appreciation Events: A Guide For Every Financial Advisor. By Jordan Collins Tucker Advisors Senior Digital Marketing Specialist. Follow Follow Follow Follow Follow Follow. Table of Contents . Click the links below to jump to a client appreciation event page section specific to your needs. Why throw a client appreciation event? Client Event: What makes a good one?

Clients 52

Clients Financial Advisor Planning License 52

Speaker: Amanda Adams, Fractional CFO, CPA

Are you ready to elevate your accounting processes for 2025? 🚀 Join us for an exclusive webinar led by Amanda Adams, 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.

Accounting

Fortune Financial

AUGUST 16, 2021

One topic I have not touched on in a while is portfolio construction, so I wanted to dedicate this post to the reasons why a sector-neutral portfolio makes sense, and to give investors some ideas for creating their own. Here is why I favor sector-neutral positioning: I would argue that if you are deviating from the index by making active bets with your portfolio, and if you are subject to benchmarking, it makes sense to limit the number of things you have to “get right” in order to

Portfolio 52

Portfolio Communication Numbers Financial Advisor 52

The Irrelevant Investor

AUGUST 17, 2021

Lower interest rates encourage people to take more risks, in general. There is little question about this. By taking short-term interest rates to zero, which I had no objection to, the federal reserve "forced" me to find better ways to allocate my cash. Take a look at Marcus, my "high-yield" savings accounts. I wasn't exactly doing backflips when this was yielding 2%, but it was enough for me to keep a large-ish cash position.

Risk Tolerance 52

Risk Tolerance Accounting Valuation Portfolio 52

The Irrelevant Investor

AUGUST 14, 2021

Articles The range of uncertainty in our analysis is vast. (By Dave Nadig) When everything is digital, proving that you own something and being able to bring it with you across the internet will be key (By Packy McCormick) Three times history hung by a thread (By Morgan Housel) Offering futures for altcoins within the first few months of operating is not the kind of move a more cautious exchange like Coinbase would make (By Mario Gabriele) Do you believe in magic?

Banking 52

Banking 52