The Irrelevant Investor
FEBRUARY 19, 2021
Today’s Animal Spirits is brought to you by NaviPlan by Advicent On today’s show Ben and I answer listener questions on : -Investing -Personal finance -Real estate, and much more Listen here: Contact us at animalspiritspod@gmail.com with any feedback, recommendations, or questions. Follow us on Facebook , Instagram , and YouTube. Check out our t-shirts, stickers, coffee mugs, and other swag here.
Midstream Marketing
FEBRUARY 19, 2021
It’s important to make sure that you’re building a marketing strategy that rides independently above whatever vendor you use. At its core, a Facebook Pixel is a powerful analytics tool that gives you the chance to accurately measure the effectiveness of your Facebook advertising for financial advisors, all by better understanding the actions that people are actually taking on your website.
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Indigo Marketing Agency
FEBRUARY 19, 2021
Do you ever wonder how your business compares to other financial advisors? Watch this short video to find out: How much AUM the average advisor manages How many clients they have on average How many advisors are in the US The average age of financial advisors How much money financial advisors make on average How much the average advisor charges in fees .
The Irrelevant Investor
FEBRUARY 19, 2021
Things are happening so fast these days that I thought it would be fun to try and think about what the world might look like in the next 10 to 15 years. Here's a list of 22 things that might or might not happen in the future. Tesla investors are proven right. The company changes the way the world works. Draft Kings and Fan Duel merge to fight off Penn National Gaming and Barstool.
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 Irrelevant Investor
FEBRUARY 17, 2021
2020 was the worst year for the value factor. Worse even than 1999. On this week's episode of What Are Your Thoughts, I used Alpha Architect's QVAL as a proxy for value stocks, given that they employ a hardcore, non watered down approach to value. Their active share is 96%! Because they really do value, and because value really has sucked, their performance has really, really sucked, as you can see below.
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
The Irrelevant Investor
FEBRUARY 17, 2021
Momentum strategies aren't bothered much by stock market crashes. At least that's the conclusion you could draw from 2020. But we know that's not true. One of momentum's weak spots are sudden shifts in market direction just like we saw last year. In order to reconcile this, it helps to take a look under the hood. Daniel Sotiroff notes that: MTUM and IMTM entered 2020 with heavy allocations to defensive sectors, including utilities, consumer staples, and healthcare, which provided some ballast as
The Irrelevant Investor
FEBRUARY 15, 2021
Stocks aren't the only area of the market where investors seem to be throwing caution to the wind. The average yield for bonds in the BofA high yield index is under 4%. And investors can't get enough of it. I understand how FOMO manifests itself in the stock market. You can only watch other people make money hand over fist for so long before you jump in.
The Irrelevant Investor
FEBRUARY 16, 2021
These days people are more concerned with losing out than they are about losing money. But it wasn't too long ago that people spent time worrying about the most boring part of their portfolio. Interest rates have been rising for the better part of the last six months. The 10-year treasury rate went from 50 basis points in August to 1.3% today. The 30-year is up to 2.08% today, which doesn't sound like very much until you consider that it was below 1.2% in the summer.
The Irrelevant Investor
FEBRUARY 14, 2021
Articles Twitter has started to do what it should have done all along (By Packy McCormick) The person who tells the most compelling story wins (By Morgan Housel) In June 2008, energy and materials stocks represented a combined 40.2% of the MSCI Emerging Markets Index. As of the end of 2020, this figure had declined to 12.5% (By Ben Johnson) That sounds stupid, I’m buying some just in case (By Josh Brown) Investing is always hard no matter the environment (By Ben Carlson) A list of the 10 biggest
Speaker: Nancy Wu, Head of Sales and Customer Success at SkyStem
A good, fast, clean audit leads to a happy work life. Join us in this one-hour webinar, where we share the best ways to prepare and conduct your audit process to maximize audit satisfaction and minimize administrative time in month-end close and financial reporting. Learning objectives: This course objective is to review leading practices to maximize audit success.
Midstream Marketing
FEBRUARY 13, 2021
Note: This article has been updated for 2021 after two more years of being in the marketing trenches. You can see the updates below about SmartAsset and DaveRamsey.com. As someone who has devoted a large part of my life to helping financial services professionals generate leads and empower their marketing strategies, I’m well aware that RIAs in particular are ALWAYS looking for new sources of financial advisor leads.
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