The Irrelevant Investor
MAY 10, 2022
Add Coinbase to the pile of stocks that were down 80% from their highs going into earnings that falls 15% after the announcement. The stock is at $61 in the after hours. It was $130 last Wednesday. I was 15 years old when the dot-com bubble burst, so I didn't get to experience that through the lens of an investor. This is a first for me, and for many of you.
Brown Advisory
MAY 10, 2022
Elevating The "G" In ESG ajackson Tue, 05/10/2022 - 10:28 ESG research—the rapidly evolving field that seeks to add environmental, social and governance factors to the investment equation—has received an immense amount of focus in recent years, from every corner of the investment industry. But the lion’s share of the attention, passion and discussion has revolved around environmental topics like climate change and social topics like racial injustice.
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The Irrelevant Investor
MAY 10, 2022
Today’s Animal Spirits is brought to you by YCharts: See here for YCharts' latest research on the real impact of mega-cap stocks on your portfolio. On today’s show we discuss: Building wealth slowly (2021) How long do bear markets last? The state of the market according to a Goldman trader Will the fed get inflation under control? Global VC funding in April dipped again The Feds uncomfortable truth Americans are unretiring Vehicle sales mix and heavy trucks Real estate affordability ABNB ear
BlueMind
MAY 10, 2022
Category: Client Relations. To succeed as a financial advisor your focus should be more than just finance, investing, and a retirement plan. With the competition becoming fierce in the growing financial industry, you need an edge to set yourself apart from your competitors. That can be done by asking the right financial planning questions and providing your clients with a unique and extraordinary advisor-client experience.
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Where are top advisors focusing in 2025? AcquireUp’s 2025 Industry Index reveals it all. Based on insights from 200+ financial professionals nationwide, discover why 74% say seminars and referrals deliver the best ROI, how automation is helping advisors scale faster, and why only 8% are tapping into niche marketing (a major growth opportunity!). Whether you're refining your client acquisition strategy or scaling your practice, this report gives you the real-world data, benchmarks, and action ste
Walkner Condon Financial Advisors
MAY 10, 2022
In the world of investing, it is important to have your money and securities held securely. The vast majority of these investments are held through a custodian. These custodians – Fidelity, Charles Schwab, TD Ameritrade, and others – are often custodian banks and are in the business of protecting clients’ assets and facilitating the tracking of the trades and transactions the client needs to execute in their accounts.
Diamond Consultants
MAY 10, 2022
Those who are having second thoughts about signing on as heir apparent to their senior advisor’s book shouldn’t feel “hopeless,” according to Tom Lewis, Certified Civil Trial Attorney at Stevens & Lee in Princeton, NJ. For years, many have been operating under the assumption that successors who “inherit” or “buy” a book from a retiring advisor are stuck until their succession obligation has completely forgiven.
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