Indigo Marketing Agency
MARCH 18, 2021
Many financial advisors who are just getting started with their digital marketing often ask, “How often should I email my network?” Like most things in life, there’s no definitive answer. . A recent Morningstar study shows that 36.6% of clients prefer monthly emails, while 30% prefer weekly emails. (1). I personally recommend emailing your list at least once per month, but no more than once per week.
The Irrelevant Investor
MARCH 19, 2021
On today’s show, we talk with Nick Niziolek , Co-CIO of Calamos Investments. To learn more, visit Calamos.com On today’s show we discuss: How to find the best opportunities in emerging markets Why a strong dollar is a headwind for EM economies, and how a weaker dollar can help The enormous gap between EM market cap and EM population Investor Resources: Calamos emerging markets strategy How long could emerging markets lead?
This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
Brown Advisory
MARCH 14, 2021
Choosing Performance and Purpose: Ted Seides interviews Karina Funk jharrison Mon, 03/15/2021 - 00:00 In this podcast for the iConnections IWD Conference , Ted Seides of Capital Allocators interviews Portfolio Manager and Chair of Sustainable Investing, Karina Funk. They discuss why she came to be an investor, her approach to investing and how she challenges the notion that sustainable investing is a niche.
The Irrelevant Investor
MARCH 18, 2021
It's been one year since the market bottomed. Okay, fine, you got me. The real date was March 23rd. But since there will be a million posts on the actual anniversary, I thought it would be a good idea to front-run them. And even though the S&P 500 didn't bottom a year ago today, 31%* of stocks in the index did, so I'm within my rights to write this.
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
The Irrelevant Investor
MARCH 17, 2021
Last week I wrote a post about how to become a financial advisor. It was mostly big-picture stuff, which is why I'm excited to share with you some specific steps you can take if you want to be an FA. What I'm about to share comes from an Animal Spirits listener. If you're reading this, I hope you can implement some of his ideas. Since this has become one of your most common questions, I wanted to share with you my experience trying to break into the industry.
The Irrelevant Investor
MARCH 16, 2021
If you know nothing else about a bubble, know this: “Assets whose prices more than double over one to three years are twice as likely to double again in the same time frame as they are to lose more than half their value.” This comes from Yale's William Goetzmann ( via Vanguard ). In a paper called Bubble Investing: Learning From History, he said: "The chances that a market gave back its gains following a doubling in value are about 10%.
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
The Irrelevant Investor
MARCH 15, 2021
For the 11th time since 1994, long-term bonds are in a 10% drawdown. The most interesting thing about this chart is that an all-time high followed all of them. And just eyeballing it, it looks like it didn't take too long for investors to get their money back. Bond investors got paid back quickly when interest rates rose because rates were relatively high.
The Irrelevant Investor
MARCH 14, 2021
Articles Things that are boring but effective are discounted relative to things that are exciting but knowingly less effective (By Morgan Housel) Inflation is hard to understand and even harder to predict (By Igor Vasilachi) Most of the time is not all of the time (By Kevin Zatloukal) What is going on beneath the surface can often be very different than the way things appear to be at first glance (By Jack Forehand) Of the $14 trillion increase in M1, $11.2 trillion (80%) came from an accounting
The Irrelevant Investor
MARCH 14, 2021
Value investing is back. But is it really? Jack Forehand showed that despite the impressive results over the last 12 months, there is more to the story than just value leading the charge. He writes: When you adjust for quality and size, it turns out that value has not outperformed much at all off the bottom, even though many value funds have more than doubled the market.
Brown Advisory
MARCH 14, 2021
Choosing Performance and Purpose: Ted Seides interviews Karina Funk. jharrison. Mon, 03/15/2021 - 00:00. In this podcast for the iConnections IWD Conference , Ted Seides of Capital Allocators interviews Portfolio Manager and Chair of Sustainable Investing, Karina Funk. They discuss why she came to be an investor, her approach to investing and how she challenges the notion that sustainable investing is a niche.
Advertisement
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.
The Irrelevant Investor
MARCH 13, 2021
A few years ago, I made a version of this chart highlighting the most famous investors of all time. It shows each investor at their 22nd birthday, ostensibly when they got into the financial industry. There are two glaring omissions in this chart: one, a lack of diversity. There are no people of color on this list, and there are no women. The other notable thing is that the youngest of them, Ken Griffin and David Einhorn, were born in 1968.
Expert insights. Personalized for you.
59 
Let's personalize your content