The Irrelevant Investor

JULY 23, 2020

Last night something happened that will stay with me for the rest of my life. Before I get into that, I want to share my favorite description of the late stages of a bull market from "Adam Smith's" Supermoney: We are all at a wonderful ball where the champagne sparkles in every glass and soft laughter falls upon the summer air. We know, by the rules, that at some moment, the Black Horseman will come shattering through the great terrace doors, wreaking vengeance and scattering the survivors.

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Indigo Marketing Agency

JULY 23, 2020

Financial advisor blogging really isn’t complicated, however, many advisors who are just getting started with their marketing know they should be producing content, but they have no idea what to write about. You want to cover the topics and questions your ideal clients are thinking about, but where should you start? The key here is that you want to educate and provide value to your ideal prospects.

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Brown Advisory

JULY 22, 2020

China: The Next Frontier In Venture ajackson Wed, 07/22/2020 - 11:37 In Thomas Friedman’s award-winning 2005 book, The World Is Flat , he highlighted how globalization had leveled the playing field, offering all competitors an equal opportunity. The book focused heavily on outsourcing and offshoring, which were dramatically changing industrial manufacturing in the U.S. at that time.

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Indigo Marketing Agency

JULY 23, 2020

Financial Advisor Prospecting Are you curious about top advisor marketing results? Well, I just got off a call with a veteran advisor that has been a client of ours for about 3 months. He was blown away that he is currently onboarding 6 new high-net-worth clients. He’s been an advisor for 35 years and always had a successful firm, but he’s never gotten 6 new highly qualified clients in the same month!

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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

Accounting

The Irrelevant Investor

JULY 22, 2020

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: Mortgage rates are at their lowest level ever Ben's take and numbers here Mortgage delinquencies might explode U.S banks are not too optimistic about the recovery All eyes are on the vaccine There is reason to be hopeful More on the vaccine (triplets story) $1 Tests The market and the economy Generational real estate Ten thousand

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The Irrelevant Investor

JULY 22, 2020

For the first half of the 20th century, stocks offered investors higher income than government bonds. Peter Bernstein describes this in his wonderful book, Against the Gods : In 1959, exactly thirty years after the Great Crash, an event took place that made absolutely no sense in the light of history. Up to the late 1950s, investors had received a higher income from owning stocks than from owning bonds.

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The Irrelevant Investor

JULY 19, 2020

Articles If you had a strategy that invested in expensive, weak momentum diluters, that are unprofitable, goose their books through accounting shenanigans, and take on excess debt, you probably did exceptionally well in Q2 (By O'Shaughnessy Asset Management) There is a long history of economies being hit with downpours. But this is the first in which perhaps 70% of the economy has a sturdy umbrella while 30% is left to get soaked ( By Morgan Housel ) Small college towns across the country are be

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The Irrelevant Investor

JULY 18, 2020

On the latest episode of Animal Spirits , Ben and I spoke the seduction of sitting in cash and waiting for your pitch. Somebody on YouTube commented: I waited 6 years for the dow to fall back to 18k support. it finally dipped to 18k. i still didn't buy I feel for this person. It's reasonable in theory to tell yourself that the market is too high and to wait for a more attractive entry point.

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Indigo Marketing Agency

JULY 18, 2020

Most of the advisors I work with are true specialists, so they want their website and brand, presentations, and social media profiles to be truly unique. The best way to make an impact through your marketing imagery is with original photography of you, your office, and your team. Beyond a great headshot, original photography can be used to enhance your website, presentations, and social media profiles.

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