Brown Advisory

JUNE 26, 2020

A Structured Approach: ESG and Securitized Bonds. ajackson. Fri, 06/26/2020 - 10:55. Sustainable investing principles are rapidly gaining mainstream traction, but investors have prioritized these principles in some asset classes more than others. The securitized bond sector is an area that has not received much attention from an environmental, social and governance (ESG) perspective; ESG research coverage in this sector is still in the formative stages.

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Yardley Wealth Management

JUNE 25, 2020

The post Why We (Still) Use DFA Funds appeared first on Yardley Wealth Management, LLC. Why We (Still) Use DFA Funds. Recently, a journalist asked me why Yardley Wealth continues to use the mutual funds available through Dimensional Fund Advisors (DFA). While Vanguard is probably familiar to you as the giant mutual fund family known for its low costs and passive indexing approach, DFA is also a low cost fund family that uses passive investing, and emphasizes small cap and value investing based o

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The Irrelevant Investor

JUNE 24, 2020

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: Fidelity's data snafu Jeremy Siegel on the possible return of inflation Poverty levels kept in check by The CARES Act Home prices in the burbs are soaring Corporate profits tend to V at this level The new Saved By the Bell Day trading around the world A garbage portfolio Stocks might not be cheap, but this is not a bubble Grantham

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Workable Wealth

JUNE 24, 2020

In your quest for financial wellness, you have probably heard countless times the importance of investing as part of a well-rounded financial plan. While this is true, most articles don’t tell you how to invest wisely, what role investments play in your wealth-building journey or even what the Market can tell you. . We understand that you want to invest in a way that’s aligned with your goals and values.

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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

Indigo Marketing Agency

JUNE 22, 2020

Bill Cates, The Referral Coach , is one of my mentors and a true expert in our industry. His recent book Radical Relevance is a fantastic read I recommend to all advisors. He and I are huge proponents of embracing niches for financial advisors to help their marketing cut through the noise. You can watch our webinar together on the subject here. Be sure to check out Bill’s brand-new webinar video below, Your Riches Are In Niches.

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The Irrelevant Investor

JUNE 23, 2020

The stock market bottomed three months ago. In the 65 trading says since, the S&P 500 gained 41%, the strongest move off a bear market low in the history of the index. Whenever something unexpected happens, it's normal to look for tangible lessons that we can take with us. But since no two markets are exactly alike, it's more helpful for most investors to learn broad lessons rather than specific ones.

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The Irrelevant Investor

JUNE 22, 2020

The big five just crossed $6 trillion in market cap for the first time ever. In the past I would point out that they're now as large as the bottom 359 stocks in the S&P 500. But I'm not going to do that today. In an effort to shake things up, perhaps a more effective way of showing their dominance is to compare them with the other mega cap stocks in the index.

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Indigo Marketing Agency

JUNE 22, 2020

When I think about the future of marketing for financial advisors, I’m excited about two things: webinars and YouTube. Webinars are an incredible solution to get in front of your ideal prospects 24/7 online with an up-front investment of 4 to 8 hours of your time. YouTube for financial advisors is an up-and-coming way to get exposure to millions of people searching for the exact answers you’re offering. .

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The Irrelevant Investor

JUNE 21, 2020

Articles Robinhood is daytrading for the Tinder generation ( By Dave Nadig ) It’s a very bad idea to buy the equity in companies where the bonds are distressed.( By Greg Obenshain ) It’s fine for other investors to sell their overpriced stock to people who want fun, but it is a little unseemly when the company does it. ( By Matt Levine ) Google and Facebook could wipe out the entire radio industry, and they’d still wake up hungry for more profits within 24-36 months based on investors’ expectati

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Marketing 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

Indigo Marketing Agency

JUNE 21, 2020

While you’re working from home, upload your contact lists to LinkedIn as an easy step to supercharge your marketing. . If you’re looking for an effective way to increase your online following, it doesn’t get any easier than LinkedIn. All you need is an exported contact list from your CRM, email marketing platform, or a spreadsheet of clients and prospects you created yourself.

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Indigo Marketing Agency

JUNE 21, 2020

While you’re working from home, create a professional email signature as an easy step to supercharge your marketing. . Want to create an eye-catching email signature for free ? HubSpot’s simple online tool lets you generate a professional email signature that’s brand cohesive and includes all your important contact information (a win-win in our book).

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Indigo Marketing Agency

JUNE 21, 2020

While you’re working from home, set up Calendly to allow your prospects to schedule an online call with you at any time. This easy step will supercharge your marketing. . An appointment scheduler allows prospects to schedule a call with you at any time. Instead of having to go back and forth with you via email to set something up, they can instantly look at your availability and choose a time slot that works for them. .

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Indigo Marketing Agency

JUNE 21, 2020

Now that you have Calendly set up (if not, read our previous post on setting it up here ), it’s time to add it to your website. We recommend adding it as a floating Schedule a Call button that remains in the bottom right corner of your website at all times. Here’s an example of what we mean: A floating button is beneficial because it allows prospects to quickly schedule a call with you—no matter where they are on your website.

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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.

Accounting

The Irrelevant Investor

JUNE 20, 2020

On this week's Animal Spirits , Ben and I spoke about Dave Portnoy and his army of day traders [link] The post An Army of Day Traders appeared first on The Irrelevant Investor.

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Indigo Marketing Agency

JUNE 20, 2020

While you’re working from home, take this easy step to supercharge your marketing. . Financial advisors across the country are now working from home due to the coronavirus pandemic. Even if you can’t meet with prospects face-to-face, there are steps you can take to beef up your online presence and attract your ideal clients—without even leaving your couch.

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