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?
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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: 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.
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.
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
The Irrelevant Investor
MARCH 16, 2021
Today’s Animal Spirits is brought to you by YCharts Mention Animal Spirits to receive 20% off when you initially sign up for the service On today’s show we discuss : Disney+ has 100 million subscribers Cash out refis are on fire 17 reasons to be optimistic on the economy The Fed isn't printing as much money as you think Sometimes deregulation is b t Deep value in the dotcom bubble Stripe is worth a lot of money Beeple's piece went for $69 million JP Morgan's guide to alternatives The bull case
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.
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.
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 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.
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