AdvisorPR

FEBRUARY 28, 2020

How to Celebrate & Promote (And still be humble…if that’s your thing) The objective of public relations is to create a reputable, likable and trustworthy image with the greater public. Serving as a media resource is one surefire way to do this – becoming a trusted expert to local and national media gives your prospective clients assurance that you have been vetted and confirmed to be the sourced expert on important financial topics.

Media 52

Media Clients Education License 52

The Irrelevant Investor

FEBRUARY 28, 2020

When you type in "should I" into the Google search bar, four of the top seven results are about selling stocks. If you arrived at this website because you are Googling "should I sell my stocks," relax, breathe, let me tell you how this all works. Stocks generally go up over time. Why? Because stocks are not just numbers on a screen, they represent something very real.

Economy 52

Economy Engineering Numbers Economics 52

Indigo Marketing Agency

FEBRUARY 27, 2020

The financial markets took a big dip early this week over fears about the spreading coronavirus, erasing gains from earlier this year. Investors are understandably nervous about their money and their health. But as a financial advisor, how should you communicate with your clients about the uncertainty? Never let a good crisis go to waste, or in this case, a dip in the stock market.

Clients 52

Clients Financial Advisor Communication Education 52

The Irrelevant Investor

FEBRUARY 27, 2020

There is this commonly held belief that mom and pop investors panic when the market is going down. Turns out this might not be the case after all. Jason Zweig did some excellent debunking yesterday on this topic in the Wall Street Journal : “Institutions sell more than individuals when there is a large stock-market drop,” finance professors Patrick Dennis and Deon Strickland found in a 2002 study.

Marketing 52

Marketing Marketing Retail Financial Market 52

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.

Accounting

The Irrelevant Investor

FEBRUARY 27, 2020

Despite the recent selloff, things are still relatively fine. I know nobody wants to hear this right now, but the S&P 500 is still up double digits over the last year and 36% over the last three years. What has people shook, understandably, is the speed of this decline. Depending on where stocks close today, we could be looking at a 10% haircut in just five sessions.

Marketing 52

Marketing Marketing 52

The Irrelevant Investor

FEBRUARY 25, 2020

For the 18th time since the stock market bottomed in 2009, the S&P 500 is more than 5% off its high. The current episode is due to fears over the Coronavirus. Every time we experience one of these pullbacks, things get noisy on social media, in the news papers, on TV, blogs, radio, everywhere. Why does this always happen, who cares about a 5% pullback?

Marketing 52

Marketing Marketing Risk Tolerance Portfolio 52

The Irrelevant Investor

FEBRUARY 25, 2020

On today’s show we discuss: The state of the U.S. consumer Morgan Stanley is buying E*Trade Mom and pop are on an epic buying spree Turnover in the 1% Millennials are saving too much money?!?! The longest expansion in history Americans don't understand diversification People are cutting the cord Zillow is losing millions on houses Listen here Recommendations The Devil's Chessboard The Great Influenza Before sunrise The MVP Machine Life Isn't Everything Ted Seides and Dan Rasmussen Tweets [link]

Investing 52

Investing Investments 52

The Irrelevant Investor

FEBRUARY 24, 2020

Today's Animal Spirits Talk Your Book is brought to you by Conestoga Capital Advisors. For more information please visit their site here. On today's show we discussed: Avoiding the biggest losers in the small cap growth space Filtering down an investing universe Position sizing and risk management Portfolio construction How management influences buy/sell decisions Capacity constraints in the small cap space Why mid cap stocks are often under followed Listen here: Articles mentioned: Size matters

Investing 52

Investing Investments Risk Management Portfolio 52

The Irrelevant Investor

FEBRUARY 24, 2020

Last month I was at a casino playing blackjack. As I sat down to play my first hand, I felt a surge of adrenaline rush through my body. Was I playing with too much money on the line? Is that what was causing my heart to race like I was about to jump out of an airplane? No, I bought in for a few hundred bucks and was playing with $25 chips. The amount I was wagering had absolutely zero effect on my financial well being.

Investing 52

Investing Investments Numbers Marketing 52

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.

Accounting

The Irrelevant Investor

FEBRUARY 23, 2020

Articles A lower bar for becoming an expert raises the bar for remaining one By Myles Udland Knowing the limits of your intelligence requires a certain level of intelligence, so some people are too stupid to know how stupid they are. By Morgan Housel The briefly held RIA fantasy that E*Trade would replace TD Ameritrade as champion of the sub-$100-million RIA is over.

Insurance 52

Insurance 52

The Irrelevant Investor

FEBRUARY 22, 2020

733,000 cable customers bailed on Comcast last year. The trend of cord cutting is playing out all across the Pay-TV universe, which you can see in this incredible chart from the WSJ. Content is getting more expensive, customers are leaving in droves, and there is more competition than ever before, which you'd think would be a disaster for these stocks.

Media 52

Media Numbers 52