Don Connelly & Associates

APRIL 10, 2023

Though it takes time to achieve thought leadership, the return on whatever investment of time and resources can be unparalleled. If you have a couple of hours a month to devote to writing, blogging can be your most effective marketing activity. Fortunately, in this digitally wired world, you have tools that can accelerate the journey.

Financial Advisor 52

Financial Advisor Clients Marketing Marketing 52

Wealthfront

APRIL 17, 2024

It can be tempting to adjust your investing strategy based on the news, including news about interest rates—and there’s been plenty of that lately, as many people speculate about if and when the Federal Reserve will cut the target range for the federal funds rate. appeared first on Wealthfront Blog.

Investing 52

Investing Investments 52

Clever Girl Finance

JULY 12, 2022

Whatever it is, this list is full of the best lifestyle blogs for the modern woman! So let's get into why lifestyle blogs are great! Why lifestyle blogs are inspiring. Sometimes lifestyle blogs may seem like just a fun thing to skim through in our spare time. 37 of the best lifestyle blogs for women. A Cup of Jo.

Budgeting 71

Budgeting Food Planning Education 71

FMG

MARCH 22, 2023

Whether advisors want to boost their SEO, increase site traffic, or generate leads, blogs always help. In fact, 69% of businesses say that their blogs are what gives them the most lead generation. In addition, 60% of companies that blog see higher customer acquisition. Your goals: What’s the objective of your blog?

Financial Advisor 52

Financial Advisor Engineering Wealth Advisor Retirement 52

Wealthfront

MARCH 22, 2024

The Little Book of Robo Investing by Qian Liu and Elizabeth MacBride (two founding members of the Wealthfront team) was released by Wiley earlier this month with a foreword by Wealthfront co-founder Andy Rachleff. We’re excited to share this excerpt of the book with readers of the Wealthfront blog.

Investing 52

Investing Investments 52

Truemind Capital

MAY 17, 2024

How much experience does it take to truly master the art of investing? To my mind, anyone who has been investing for the last 20 years can truly claim a seasoned investor status. And much better to have an investment experience of 25 years under the belt. Not a chance. It’s been more like a joyride than a test of skill.

Investing 52

Investing Investments Marketing Marketing 52

The Chicago Financial Planner

FEBRUARY 5, 2022

That said, they did play in the AFC in their first year of existence but that’s getting too technical for this blog post. Is this a valid investment strategy? As far as your investments, I think you’ll agree that the outcome of the game should not dictate your strategy. Concerned about stock market volatility?

Investing 184

Investing Investments Financial Planner Risk Tolerance 184

Validea

MAY 2, 2024

What is Low Volatility Investing? Low volatility investing is an investment approach that focuses on stocks with low price fluctuations. Why Does Low Volatility Investing Work? Pim van Vliet, author of the book High Returns from Low Risk, has also conducted and compiled considerable research on low volatility investing.

Investing 59

Investing Investments Pharmaceutical Risk Tolerance 59

Random Roger's Retirement Planning

OCTOBER 29, 2023

I probably wrote about this one a couple of times back in the first iteration of this blog. FAIRX is 82% invested in Florida real estate developer St. Here I am talking not just portfolio management but overall lifestyle, habits and choices and yes this does filter into my day job managing investment portfolios.

Insurance 78

Insurance Clients Math Portfolio 78

Investment Writing

APRIL 3, 2023

How should you spell the word that may appear in descriptions of an asset management firm’s minimum requirements for clients— “investable” or “investible” ? My gut tells me “investable” with “a” because the definition depends on how much you are able to invest.

Investing 98

Investing Investments Assets Clients 98

Meb Faber Research

FEBRUARY 2, 2024

Guest: Ben Mackovak is the Co-Founder of Strategic Value Bank Partners, an investment partnership specializing in community banks. There are concerns about commercial […] The post Episode #519: Ben Mackovak on The Secret Sauce of Investing in Banks appeared first on Meb Faber Research - Stock Market and Investing Blog.

Banking 69

Banking Investing Investments Marketing 69

Indigo Marketing Agency

MAY 17, 2022

Join me in this quick video where I uncover the sweet spot for the length of a financial advisor’s blog post! We get this question all the time: What is the perfect blog post length—how many words—for a financial advisor? The same is true when people are searching for investment advice or financial planning topics.

Financial Advisor 59

Financial Advisor Engineering Education Financial Planning 59

Validea

OCTOBER 23, 2023

With value investing now having struggled for over a decade, many are questioning whether the strategy has become permanently broken. In this episode we examine the arguments against value investing both from the perspective of a quant investor who builds value strategies and a financial planner who uses them.

Investing 64

Investing Investments Financial Planner Economics 64

AdvicePay

OCTOBER 11, 2023

Or, as we put it in more formal terms, achieving an impressive return on investment (ROI). In this blog post, we’ll explore three key areas where AdvicePay is helping firms enhance their profitability, all while remaining adaptable to changes in the financial advisory industry.

Investing 98

Investing Investments Sales Management 98

Clever Girl Finance

AUGUST 2, 2022

We know you want it, so we’ve compiled the best luxury handbag blogs for you! If you’re interested in luxury bags as an art form or wondering about the latest bag gossip, there’s a bag blog for you, too. Why visit handbag blogs? But personally, I like the intimacy of handbag blogs.

Insurance 52

Insurance Sales Investing Investments 52

Truemind Capital

FEBRUARY 8, 2024

Because doctor recommended – What is suitable for their skin type – How much needs to be applied – What should be the frequency of the application – For how long to keep the solution on the hair – Some diet changes A similar situation is with many people in the area of investments.

Investing 52

Investing Investments Fee Only Consulting 52

Validea

OCTOBER 18, 2022

An animated video created by Visual Capitalist displays what Warren Buffett and his holding company Berkshire Hathaway have invested in since 1994, based on research from the last three decades of the Berkshire’s financial reports. The post Berkshire’s Investments Since 1994 appeared first on Validea's Guru Investor Blog.

Investing 111

Investing Investments Banking Portfolio 111

Validea

APRIL 9, 2023

See Full Interview With Jack Schwager The post Investing Shorts: The Importance of Edge in Investing appeared first on Validea's Guru Investor Blog. Jack Schwager discusses why active investors who don’t have an edge are doomed to failure.

Investing 52

Investing Investments 52

Validea

OCTOBER 4, 2023

Patience pays off when investing. So, depending on what you’re invested in, you may be looking at 2 to 3 years of dead money. But these are averages, and investors can sometimes get lucky and invest when the returns are much higher (i.e., Be prepared for these variances and ensure they align with your investment goals.

Investing 119

Investing Investments Portfolio Assets 119

International College of Financial Planning

MAY 9, 2024

In the present rapidly evolving digital landscape, integration of technology into everyday activities has transformed numerous industries, i8 financial management and investment advisory services. This integration has revolutionized investment advisors’ operations, enhancing their ability to manage portfolios and interact with clients.

Investing 52

Investing Investments Investment Advisor Budgeting 52

Truemind Capital

MARCH 1, 2024

And it plays a dominant role in the world of investments. And that increases the overall risk in the investment portfolio. This will help not just in safeguarding the hard-earned money in the downturn but also present a great opportunity to invest at cheaper prices. This phenomenon is called recency bias.

Investing 52

Investing Investments Media Portfolio 52

Validea

MARCH 31, 2023

Research has shown that funds whose managers invest in them do better than their peers, according to an article in Barron’s. The two managers also invest in their American Century Small Cap Dividend fund, which launched a year ago. Of course, having your manager invest in the same fund as you doesn’t guarantee returns.

Management 59

Management Investing Investments Portfolio Management 59

Wealthfront

DECEMBER 15, 2023

Risk is a fact of investing. Still, for some, the idea of investing risk is unnerving. The good news is that […] The post The Relationship Between Time Horizon and Investing Risk appeared first on Wealthfront Blog.

Investing 52

Investing Investments 52

Validea

FEBRUARY 22, 2024

He has made significant changes to his investment approach as a result. Much of the basis for his assertion is based on the work of Simplify’s Mike Green, who has been warning investors about the dangers of passive investing for many years. Mike Green appeared first on Validea's Guru Investor Blog.

Investing 52

Investing Investments Marketing Marketing 52

Truemind Capital

FEBRUARY 8, 2024

Never invest in an asset for which you don’t understand the maximum risk. Knowing what you are doing is the most important aspect of any investment. Speculative investments with no real utility (there could be an imaginary utility to create the narrative) have fallen by 80-100% of their value and never recovered.

Investing 52

Investing Investments Assets Portfolio 52

Meb Faber Research

JULY 19, 2023

Episode #490: Bill Bernstein on Financial History, Star Managers & The 4 Pillars of Investing Guest: William (Bill) Bernstein is a financial theorist, a neurologist, and a financial adviser to high net worth individuals.

Management 98

Management Asset Allocation Financial Advising Investing 98

Validea

JANUARY 27, 2023

Justin Carbonneau and Jack Forehand discuss the reasons that momentum investing works. See full episode The post Investing Shorts: Why Does Momentum Investing Work? appeared first on Validea's Guru Investor Blog.

Investing 52

Investing Investments 52

Wealthfront

MARCH 11, 2024

Whether you’re a new investor getting started for the first time or a seasoned investor looking to invest more, it can be tempting to wait for the “right time” to invest.

Investing 52

Investing Investments Marketing Marketing 52

Meb Faber Research

SEPTEMBER 20, 2022

Ben Inker, GMO – Dispelling Myths in The Value vs. Growth Debate (The Best Investment Writing Volume 6) Author: Ben Inker is co-head of GMO’s Asset Allocation team and a member of the GMO Board of Directors. Summary: Each year, our team carefully sorts through tons of research from some of the most respected money […].

Asset Allocation 129

Asset Allocation Investing Investments Assets 129

Validea

JANUARY 19, 2023

See full interview with Andy Berkin The post Investing Shorts: The Characteristics of a Good Investing Factor appeared first on Validea's Guru Investor Blog.

Investing 52

Investing Investments 52

Wealthfront

DECEMBER 13, 2023

Welcome to our Ask Wealthfront series, where we tackle your questions about personal finance and investing. What steps can someone take if they don’t know where to start with investing? Jessie […] The post Ask Wealthfront: How Should I Get Started With Investing? appeared first on Wealthfront Blog.

Investing 52

Investing Investments Media 52

Truemind Capital

APRIL 4, 2024

One of the questions that bothers a lot of people is whether they should invest their savings or use them to pay off their outstanding loans. However, one needs to be quite certain about the investment outcome. In case the debt is more than the investments, a term insurance plan over the tenure of the debt is absolutely necessary.

Investing 52

Investing Investments Insurance Coverage Insurance 52

Meb Faber Research

SEPTEMBER 20, 2023

Episode #500: Soo Chuen Tan, Discerene – Contrarian, Long-Term Value Investing Guest: Soo Chuen Tan is President and portfolio manager at Discerene. Recorded: […] The post Episode #500: Soo Chuen Tan, Discerene – Contrarian, Long-Term Value Investing appeared first on Meb Faber Research - Stock Market and Investing Blog.

Investing 67

Investing Investments Portfolio Management Portfolio 67

Meb Faber Research

APRIL 26, 2023

Episode #478: Sam Zell – The Grave Dancer on Private REITs, the Macro Landscape, & Timeless Investing Wisdom Guest: Sam Zell is the chairman of Equity Group Investments, a private investment firm he founded more than 50 years ago.

Investing 94

Investing Investments Marketing Marketing 94

Indigo Marketing Agency

NOVEMBER 16, 2021

Many times advisors ask me, “What should I blog about?” So, today I want to share an example of a great financial advisor blog post that was both really successful and really memorable. Plus, I’ll show you how you can replicate its success for your own financial advisor blog. or “What should I talk about in my marketing?”

Financial Advisor 52

Financial Advisor Financial Planning Clients Communication 52

Robert B. Ritter Jr.

OCTOBER 30, 2021

(Click here for Blog Archive)(Click here for Blog Index) This is a re-release of Blog #214 due to several needed edits. The post Blog #214: Roth Conversion Magic first appeared on Bob Ritter's Blog, ideas for financial service professionals. So what is it? Case Study […].

Financial Services 40

Financial Services Taxes Certified Financial Planner Financial Planner 40

Integrity Financial Planning

OCTOBER 9, 2023

When talking about retirement financial planning, we often take investment strategy at face value. But what does an investment strategy really consist of? An investment strategy is utilized to help your wealth not only retain its value against inflation but hopefully grow as well. What is a Total Return Investment Strategy?

Retirement 98

Retirement Portfolio Investing Investments 98