Sat.Feb 01, 2020 - Fri.Feb 07, 2020

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One More Thing

The Irrelevant Investor

This week on the podcast Ben and I spoke about casinos in Atlantic City and the challenges they're dealing with. I went there over the weekend to watch the Super Bowl, and wow, things look pretty dire. The place I stayed, Ocean, is a stunning hotel. The thing is, before this was Ocean, it was Revel, which was a colossal failure. Revel cost $2.4 billion and was sold a few years later for $229 million.

Economy 52
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2019 Impact Report: Large-Cap Sustainable Growth Strategy

Brown Advisory

2019 Impact Report: Large-Cap Sustainable Growth Strategy ajackson Thu, 02/06/2020 - 08:15 A Letter of Introduction From The Portfolio Managers At Brown Advisory, we are deeply committed to sustainable investing. Our firm managed more than $6 billion* in client assets under various sustainable investment mandates for individuals, families and institutions, as of Dec. 31, 2019.

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How Advisor Bryan Lee Partnered With Indigo Marketing Agency To Strengthen His Firm’s Digital Presence (Q&A)

Indigo Marketing Agency

About Bryan Lee, CFP ®. Bryan Lee founded Strategic Financial Planning Inc. to provide fee-only financial planning and investment advisory services to individuals and small businesses using a unique financial life planning approach and process. In addition to being a Certified Financial Planner (CFP ® ) practitioner, his educational background includes an undergraduate degree in Investments and an MBA in International Finance from the University of North Texas in Denton.

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What Makes A Newsworthy Story?

AdvisorPR

At the speed of today’s fast-paced news cycle, producers and reporters have very little time to check their emails. Producers often sift through their inbox in-between broadcasts and production meetings, and reporters check their emails on-the-go while in the field; many receive anywhere from 250 to 400 emails per day from people who want their product, business or themselves on TV or in the newspaper.

Media 52
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Less Stress, More Success: Accounting Best Practices & Processes for 2025

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.

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Animal Spirits: Do Economies Need to Bust?

The Irrelevant Investor

Today’s Animal Spirits is brought to you by YCharts. Mention Animal Spirits to receive 20% off (*New YCharts users only) Listen here On today’s show we discuss Tesla will have $1 trillion in revenue in ten years Bill Miller returned 120% in 2019 WSJ wrote about Ray Dalio Dalio responded Sports betting will be a huge opportunity Barstool Sports valued at $450 million The race to be first Do recessions need to happen?

Economy 52

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Which Marketing Metrics Should Financial Advisors Track? (Video)

Indigo Marketing Agency

You may be using a tool like Google Analytics to track the traffic to your website. But the problem is that your website only tells part of your overall marketing story. It’s important to track a wide overview of your marketing activities and pay attention to them at least on a monthly basis. Here are the most important metrics we recommend tracking to review: How much traffic is coming to your website?

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One More Thing

The Irrelevant Investor

This week on the podcast Ben and I spoke about an article, Death of Retirement? Seniors Are Working at Historic Levels. This chart plainly tells the story. Buuuut it looks a little different when you zoom out. Retirement is a luxury that didn't really exist until only recently. I'm sure people over 65 are working longer these days for financial reasons, but I'd also bet that a decent portion of these workers are motivated by other factors.

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2019 Impact Report: Tax-Exempt Sustainable Fixed Income Strategy

Brown Advisory

2019 Impact Report: Tax-Exempt Sustainable Fixed Income Strategy ajackson Mon, 02/03/2020 - 08:01 A Letter of Introduction From The Portfolio Managers At Brown Advisory, we are deeply committed to sustainable investing, with the goal of helping clients generate attractive investment returns, align their investments with their values and make a positive impact on society with their capital.

Taxes 52
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2019 Impact Report: Sustainable Core Fixed Income Strategy

Brown Advisory

2019 Impact Report: Sustainable Core Fixed Income Strategy ajackson Mon, 02/03/2020 - 08:02 A Letter of Introduction From The Portfolio Managers At Brown Advisory, we are deeply committed to sustainable investing, with the goal of helping clients generate attractive investment returns, align their investments with their values and make a positive impact on society with their capital.

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Avoiding Lease Accounting Pitfalls in 2025: Lessons Learned from Spreadsheet Errors

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.

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2019 Impact Report: Tax-Exempt Sustainable Fixed Income Strategy

Brown Advisory

2019 Impact Report: Tax-Exempt Sustainable Fixed Income Strategy. ajackson. Mon, 02/03/2020 - 08:01. A Letter of Introduction From The Portfolio Managers. . At Brown Advisory, we are deeply committed to sustainable investing, with the goal of helping clients generate attractive investment returns, align their investments with their values and make a positive impact on society with their capital.

Taxes 52
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2019 Impact Report: Sustainable Core Fixed Income Strategy

Brown Advisory

2019 Impact Report: Sustainable Core Fixed Income Strategy. ajackson. Mon, 02/03/2020 - 08:02. A Letter of Introduction From The Portfolio Managers. . At Brown Advisory, we are deeply committed to sustainable investing, with the goal of helping clients generate attractive investment returns, align their investments with their values and make a positive impact on society with their capital.

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These Are the Goods

The Irrelevant Investor

Articles Hell for the ideas you deplore is silence. Have the discipline to give it to them By James Clear Diversification is a tough pill to swallow in hindsight By Nathan Faber Social Security and Medicare were the product of a consensus that the economy had broken the process of growing old. Today’s progressives argue, in part, that the economy has broken the process of growing up.