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: David Worrell, CFO, Author & Speaker
Your financial statements hold powerful insights—but are you truly paying attention? Many finance professionals focus on the income statement while overlooking key signals hidden in the balance sheet and cash flow statement. Understanding these numbers can unlock smarter decision-making, uncover risks, and drive long-term success. Join David Worrell, accomplished CFO, finance expert, and author, for an engaging, nontraditional take on reading financial statements.
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
Zajac Group
MARCH 10, 2022
If you are lucky enough to be granted incentive stock options (“ISOs” ) as part of your compensation package, it’s important to understand the timeline of events. The timeline includes when your ISOs are granted, when they vest, when exercised, when the exercised ISO shares are sold, and when your ISO grant expires. All of these events can impact how and when you may be able to act on your incentive stock options and what these actions mean to you from a tax standpoint, a cash flow standpoint,
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
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!
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.
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.
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: Erroll Amacker
As businesses increasingly adopt automation, finance leaders must navigate the delicate balance between technology and human expertise. This webinar explores the critical role of human oversight in accounts payable (AP) automation and how a people-centric approach can drive better financial performance. Join us for an insightful discussion on how integrating human expertise into automated workflows enhances decision-making, reduces fraud risks, strengthens vendor relationships, and accelerates R
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.
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.
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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Based off SkyStem's popular e-Book, the book of secrets to the month-end close will be revealed in this one-hour webinar. Learn leading practices when it comes to building a strong and sustainable month-end close that has room to grow and evolve. Learn about the power of precise estimates, why reconciliations are critical to closing the books, how and when to automate, and how the chart of accounts play into your close process.
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 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?
ClearMoney
MARCH 7, 2022
The following is provided by Dimensional Fund Advisors.
Ron A. Rhodes
MARCH 11, 2022
Attorneys and law firms often consider starting a financial services practice.
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Like being inches from the end zone, many advisors are frustratingly close to their next level of success. You work hard. You put in the hours. But if your closing rate is stuck or your pipeline feels like a revolving door… something has to change. Most advisors are just one small shift away from dramatically increasing their revenue. The difference?
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.
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
Speaker: Aaron Berson
Managing spend is more than a cost cutting exercise – it's a pathway to smarter decisions that unlock efficiency and drive growth. By understanding and refining the spending process, financial leaders can empower their organizations to achieve more with less. Explore the art of balancing financial control with operational growth. From uncovering hidden inefficiencies to designing workflows that scale your business, we’ll share strategies to align your organization’s spending with its strategic g
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 […].
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