This site uses cookies to improve your experience. To help us insure we adhere to various privacy regulations, please select your country/region of residence. If you do not select a country, we will assume you are from the United States. Select your Cookie Settings or view our Privacy Policy and Terms of Use.
Cookie Settings
Cookies and similar technologies are used on this website for proper function of the website, for tracking performance analytics and for marketing purposes. We and some of our third-party providers may use cookie data for various purposes. Please review the cookie settings below and choose your preference.
Used for the proper function of the website
Used for monitoring website traffic and interactions
Cookie Settings
Cookies and similar technologies are used on this website for proper function of the website, for tracking performance analytics and for marketing purposes. We and some of our third-party providers may use cookie data for various purposes. Please review the cookie settings below and choose your preference.
Strictly Necessary: Used for the proper function of the website
Performance/Analytics: Used for monitoring website traffic and interactions
Embracing a Niche As a Financial Advisor. We know that embracing a specialty is the most critical decision you can make in your marketing. But where should you start developing a niche as a financial advisor? In this episode, we’ll visit with a top-performing specialist advisor, Landon Loveall of KB Financial Advisors. We will review how he built his firm from the ground up by embracing a niche, including: How he chose his specialty.
Josh Ben and I did a video about how to build a recession proof portfolio. [link] These are the 12 charts I used for my talking points. You can see that recessions have become less frequent with the passage of time. This makes sense as the economy has matured. They've also been shorter in duration. The United States is home to one of the most dynamic economies the world has ever seen.
Family Matters: New Considerations for Structuring Family Offices ajackson Tue, 10/22/2019 - 15:48 Families that have created or inherited considerable wealth contend with a wide range of responsibilities. They must support the needs of the current generation; oversee homes, aircraft, curated art and other substantial fixed assets; preserve and transfer wealth for the benefit of future generations; and, in many cases, fund broader community and philanthropic aims.
Preparing to Sell Your Financial Advisory Firm? Ron Carson is one of my heroes and mentors. He’s the founder of Carson Group Holdings, he has grown Carson Group to over $15 billion in assets under advisement, he’s a New York Times bestselling author of Avalanche and The Sustainable Edge. In this episode, he’ll help us understand how advisors can prepare to sell their financial advisory firm, including: What’s the selling landscape like for advisory firms today?
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
On today's Animal Spirits, we discuss: The 60/40 is dead. Again But it has worked even when bond returns have sucked Why don't rich people just stop working? Carl Icahn's succession is like real life Succession Are influencers a winner take all game? Housing and recessions Wait, what about buyback data? The best predictor of stock returns The least happy age How households invest Bob Iger's big bet that Ben doesn't think is a big bet Hanky panky in the futures market?
On the podcast this week I spoke about a big story that seemingly went unnoticed. Apparently, the most commonly cited data on buybacks isn't accurate. Yes, you read this right. The data doesn't account for the fact that two-thirds of buybacks are done to offset employee stock ownership plans. Here's a representative from the Fed in an email to Barron's : The current source for equity issuance data in the Financial Accounts of the United States does not fully incorporate issuance to employees by
I don't pay attention to negative market commentary. I avoid it not because I want to stick my head in the sand and ignore potential warnings, it's just that this type of content doesn't make you a better investor. It's mostly hyperbolic and fortunately, mostly wrong. But the real reason I don't read it is because it's a waste of my time. It won't change how I manage money for myself and it won't impact how we manage money for our clients.
I don't pay attention to negative market commentary. I avoid it not because I want to stick my head in the sand and ignore potential warnings, it's just that this type of content doesn't make you a better investor. It's mostly hyperbolic and fortunately, mostly wrong. But the real reason I don't read it is because it's a waste of my time. It won't change how I manage money for myself and it won't impact how we manage money for our clients.
Family Matters: New Considerations for Structuring Family Offices. ajackson. Tue, 10/22/2019 - 15:48. Families that have created or inherited considerable wealth contend with a wide range of responsibilities. They must support the needs of the current generation; oversee homes, aircraft, curated art and other substantial fixed assets; preserve and transfer wealth for the benefit of future generations; and, in many cases, fund broader community and philanthropic aims.
Family Matters: New Considerations for Structuring Family Offices. ajackson. Tue, 10/22/2019 - 15:48. Families that have created or inherited considerable wealth contend with a wide range of responsibilities. They must support the needs of the current generation; oversee homes, aircraft, curated art and other substantial fixed assets; preserve and transfer wealth for the benefit of future generations; and, in many cases, fund broader community and philanthropic aims.
Articles William Stolz, who has worked for two years at an Amazon warehouse in Shakopee, Minnesota, told me that he’s expected to grab an item every eight second By Charles Duhigg More product searches are conducted on Amazon than on Google, which has allowed Bezos to build an advertising business as valuable as the entirety of IBM. By Franklin Foer The streaming video era is already starting to resemble the old age of television that viewers were so excited to escape By Matthew Ball Inflation v
We organize all of the trending information in your field so you don't have to. Join 36,000+ users and stay up to date on the latest articles your peers are reading.
You know about us, now we want to get to know you!
Let's personalize your content
Let's get even more personalized
We recognize your account from another site in our network, please click 'Send Email' below to continue with verifying your account and setting a password.
59 
Let's personalize your content