The Irrelevant Investor
MARCH 11, 2022
These are extraordinary times. The consumer price index increased by 7.9% over the last 12 months, which is the highest year-over-year increase since 1982. It's a weird feeling, to know that you're living through history. One day we're gonna talk about this the same way that our parents talk about the 1970s. Inflation shows absolutely no signs of slowing down.
Advisor Websites
MARCH 11, 2022
As we continue to share digital marketing tips and strategies for Financial Advisors who want to grow their business and convert new clients, hosting a webinar is one of the key strategies that regularly makes it onto our recommendation list. Hosting a webinar provides opportunities to capture new leads, grow your email list and provide valuable content to potential clients, but how do you go about hosting one and what can you do beforehand to make it as successful as possible?
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BlueMind
MARCH 10, 2022
Category: Technology. Even before the COVID-19 wreaked havoc, the world was moving fast towards digitalization. Although there is a fierce ongoing debate on the overall impact of digitization on the world (especially regarding employment rates), there is no doubt that it comes with many benefits for both financial advisors and their clients. Digital transformation is the integration of digital technology in businesses and it involves adapting and creating digitized operational processes.
Wealthfront
MARCH 10, 2022
The experience of filing your tax return can range from a minor hassle to a major headache. If your taxes are feeling overwhelming, you might wonder if you need the help of a tax professional like an accountant. For many people, online tax filing software gets the job done just fine. This is more likely […]. The post Do You Need an Accountant for Your Taxes?
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.
The Irrelevant Investor
MARCH 11, 2022
Today’s show is brought to you by Teucrium Ben and I had Sal Gilbertie, CEO and founder of Teucrium on the show to talk about the recent commodity spike, supply disruptions, and how commodities futures work. On today’s show we discuss: Commodities during the covid lows Supply disruptions and price movements Todays most impacted commodities LME halting and undoing trades How investing in futures works Commodity correlations Listen here: Links: Teucrium ETFs Teucrium sub-advisors Commodity news a
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
Park Place Financial
MARCH 10, 2022
FINANCIAL PLANNING 4 Financial Strategies to Leverage if your Portfolio is Worth Millions Schedule a Complimentary Financial Review CLICK HERE TO SCHEDULE. Financial planning investment strategies can be found at every corner of the Internet, but not all advice applies to every person. For example, individuals with a net worth that exceeds $1M will likely not benefit from the average investment advice for those with portfolios that are worth less.
The Richer Geek
MARCH 9, 2022
Welcome back to another episode of the richer geek. Excited to have Neil Twa. Neil is the founder, CEO of voltage digital marketing, I'm really excited about having him on. He has been launching, operating, and growing private label e-commerce businesses for the last 9 years. As of today, he and his clients have sold over $100 million+ in physical products primarily through the Amazon FBA sales channel.
The Irrelevant Investor
MARCH 8, 2022
Today’s Animal Spirits is sponsored by Masterworks : Go to Masterworks.io/animal to learn more about investing in contemporary art. And check out our most recent interview with Masterworks CEO Scott Lynn here. On today’s show we discuss: The Russian stock market was 6% of the world market in 1900 The boom-bust cycle in commodities Vanguards outsized inflows Russias central bank sanctions A possible embargo on Russian Oil and Gas?
Hubly
MARCH 8, 2022
Becki is a superhero as a caring mother of four, a dedicated homeschool teacher, and a phenomenal and productive Administrative Assistant. According to monthly tasks completed in Hubly, Becki is one of the top 10 back office workers in Hubly.
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.
Prosperity Coaching
MARCH 8, 2022
A little help can go a long way. Business Development Coach: You may be an experienced financial advisor. There’s no doubt about that; however, running a financial advisory business needs a completely separate set of skills if you want to work on Business Development. If you’re not happy with where […]. The post 7 Signs It’s Time to Hire a Business Development Coach appeared first on The Prosperous Advisor Coaching Blog.
Harness Wealth
MARCH 7, 2022
In this article we’ll share answers to questions that come up constantly in these sessions (you’re not alone!). If there’s anything you’d like more clarity on, join us for 1:1 Equity Tax Planning Session. You can sign up here. . In this article we’ll cover: . What is the Alternative Minimum Tax (AMT)? . How is my equity taxed if I lived in different states?
The Irrelevant Investor
MARCH 9, 2022
Thirteen years ago, the financial world was in free fall. Lehman Brothers, a financial institution that had been around since before The Civil War, declared bankruptcy. Mortgage delinquencies were sky-rocketing, peaking at 11%. One in ten workers was without a job. Things were dire, and the chaos was reflected in the stock market, which in seventeen months, was trading at just 45 cents on the dollar.
Ron A. Rhodes
MARCH 8, 2022
Author’s note – this article was written in January 2022, prior to Russia’s further invasion of Ukraine. Since then, gas prices have soared to over $4.
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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.
AdvicePay
MARCH 10, 2022
Cue the confetti, because today we are celebrating a major milestone! ?? AdvicePay has officially processed over $200 million in financial planning fees!
Norman Marks
MARCH 11, 2022
Words of wisdom are spoken in an interview in Board Intelligence of Vindi Banga. As the article explains, “He is the chair of UK Government Investments and Marie Curie, as well as a non-executive at GlaxoSmithKline and The Economist Group. Prior to this, Vinda sat on the board of the Confederation of British Industry, Thomson […].
The Irrelevant Investor
MARCH 7, 2022
The Nasdaq 100 is currently in its third bear market of the last 5 years. Tech stocks are getting vaporized. Amazon fell 5.6% today, wiping out all the gains going back to July 2020. Netflix and Facebook are trading at the same level they were at in 2018. The three strongest names in the group, Apple, Google, and Microsoft, are finally losing their bids.
ClearMoney
MARCH 7, 2022
The following is provided by Dimensional Fund Advisors.
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As we step into 2024, the lending landscape evolves rapidly with technology, regulations, and market dynamics driving change. For banks and financial institutions to stay competitive and meet the evolving needs of their customers, these drivers must be understood and engaged with. Lenders can anticipate significant transformation fueled by technological advancements, regulatory shifts, and changing consumer behaviors.
Ron A. Rhodes
MARCH 11, 2022
Attorneys and law firms often consider starting a financial services practice.
Norman Marks
MARCH 7, 2022
A risk practitioner is working with operating management to assess the risk of inventory losses due to theft at either or both of its two satellite warehouses. These are the facts: The two warehouses are in industrial areas of Sydney, Australia and Paris, France. Crime and policing levels are approximately the same. Neither is considered […].
The Irrelevant Investor
MARCH 8, 2022
If this is how it ends, it's been a helluva ride. The S&P 500 has hit new all-time highs every year since 2013. 347 in total, including one from earlier in the year. Tech stocks have gotten killed , but it's hard to feel too sorry for investors. Even after the 20% decline, the Nasdaq-100 has compounded at 21% a year for the last five years. So, where do we go from here?
The Richer Geek
MARCH 9, 2022
Welcome back to another episode of the richer geek Podcast. Today. We're excited to have Alastair Still, he's the Chief Executive Officer of the mining company, which is called GoldMining Inc. He's a mining industry professional with over 25 years of experience, including working for major gold miners such as Newmont Gold Corp, place or dome and Kinross Gold.
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
The Better Letter
MARCH 10, 2022
If you like The Better Letter, please subscribe, share it, and forward it widely. It’s free, there are no ads, and I never sell or give away email addresses. Subscribe now Share The Better Letter Thanks for reading. Words to Live By Today’s TBL offers 50 rules, maxims, and heuristics that I have found useful for trying to ascertain truth and foster understanding.
The Irrelevant Investor
MARCH 5, 2022
Articles Low-quality content grabs our attention, but only substantial content can hold it. (By Tom Morgan) There are two worlds (By Phil Pearlman) Unlike traditional crowdfunding platforms, crypto addresses do not require anyone's permission (By Dror Poleg) Have we thought through the dominos that fall by fundamentally rewriting property laws? (By Doomberg) The reality of modern markets is that sometimes securities don’t trade (By Dave Nadig) Monetary history is being written in front of our ey
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