International College of Financial Planning

JANUARY 15, 2021

The stepping stone to success in life is choosing your career wisely. Unless you walk the right path in life, you cannot taste success. For a student it often becomes difficult to determine the right path in life. If you have until now followed the footsteps of your elders or blindly trusted the judgment of others, now is the time for you to step out of your cocoon and see the world in a new light.

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The Irrelevant Investor

JANUARY 14, 2021

The best way to convince somebody to give you money is to tell them a compelling story. The next best way is to be right. Combine the two, and amazing things can happen. This is how Cathie Wood's Ark ETFs went from $2 billion in 2018 to over $40 billion today. I know many readers will think, "She got lucky with Tesla." Okay, let's go with this argument for one moment.

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Midstream Marketing

JANUARY 14, 2021

Some advisors insist they generate only low-quality leads from Facebook. That need not be the case. With the right approach, Facebook marketing can be incredibly effective for financial services businesses in particular. There are those out there who insist that the quality of the leads they’re generating from Facebook users aren’t exactly good, I’ve seen first-hand that they CAN be—it just requires a deeper understanding of what is really going on to get to that point.

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C2P Enterprises

JANUARY 12, 2021

In our January episode of the Bucket Plan On-Demand podcast series, Dave Alison sat down with longtime friend and business partner, Greg Hammer, to discuss Greg’s experience and success running The Bucket Plan® Process in his office. Greg is a top advisor in the country, gathering $40,000,000+ in new client assets each year. He [.]. The post Holistic Financial Planning: A Success Story appeared first on Clarity 2 Prosperity.

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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.

Accounting

Indigo Marketing Agency

JANUARY 11, 2021

We are thrilled to have a new article published in the December 2020 issue of the Investments & Wealth Monitor , a bimonthly educational magazine for financial professionals published by Investments & Wealth Institute. The November/December 2020 issue was all about behavioral science; most notably how advisors can help clients make rational investment decisions by understanding and identifying common biases they hold.

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The Irrelevant Investor

JANUARY 12, 2021

Stocks rebounded hard following the March 2020 lows. One of the things to watch out for, people were warning, is that the rally was only being led by a few names. COVID-19 was a tailwind for the mega-cap tech stocks. As if they weren't already in a position of strength, they were able to really flex their muscles when so much of the country was atrophying.

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The Irrelevant Investor

JANUARY 12, 2021

Today’s Animal Spirits is brought to you by Masterworks, sign up here. See important Disclaimer here On today's show we discuss: Why anger spreads on social media Why the stock market has no heart Grantham on bubbles My thinking versus his The bubble is coming from.inside the stock market The value of intangible assets Chamath says stay long Mnuchin versus Mellon John Street Capital on Fintech 2020 was an amazing year for SPACs Tesla is the next Tesla Bitcoin whales A guide to Bitcoin Justin P

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The Irrelevant Investor

JANUARY 11, 2021

Today’s Animal Spirits is brought to you by Liftoff. Visit Liftoffinvest.com to learn more On today’s show we discuss: Diversifying retirement buckets Tax breaks now versus tax breaks later Investor Resources: Nick Maggiulli broke down the numbers Does Front-Loading Taxation Increase Savings? Listen here: Contact us at animalspiritspod@gmail.com with any feedback, recommendations, or questions.

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The Irrelevant Investor

JANUARY 10, 2021

This is the most exciting time in the market that I've ever lived through. I realize these words may sound deeply insensitive and at odds with what's happening in our country. The fact that financial markets don't respond the way you think they should is a different topic for a different day. Today I want to talk about the exuberance that we're witnessing on a daily basis.

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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.

Accounting

The Irrelevant Investor

JANUARY 9, 2021

Articles We can only feign who we are for so long (By Phil Pearlman) There are FinTwit Substack accounts with higher quality & more differentiated work than most Sell-Side analysts. (By John Street Capital) Ten months after the surprise of our lifetimes, everyone wants a clear map of the future (By Morgan Housel) Electric cars will win because they are better, and the shift will happen suddenly.

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