Tue.Apr 12, 2022

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The greatest risk and the greatest asset

Norman Marks

I am, of course, talking about people. X If you look at the root cause of almost every failure or missed opportunity, it comes down to people. Yet, we don’t pay nearly enough attention to whether we have the right people in the right jobs. You could add to that ‘the right information and authority’, […].

Assets 65
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Animal Spirits: The Fed is Making a Mistake

The Irrelevant Investor

Today’s Animal Spirits is brought to you by YCharts Enter here for the first 50 submissions to get a FREE YCharts Professional account until April 30th. On today’s show we discuss: If stocks don't fall, the fed needs to force them Walmart Truck Drivers Starting pay Deutsche Bank warns of bear market in 2023 Carnivals busiest week ever Don't bet against a bubble?

Banking 52
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We Made Michael Kitces’ List of Marketing Vendors! (Save $50 on His Marketing Summit Now)

Indigo Marketing Agency

The Kitces Marketing Summit is a virtual event happening April 19, 2022—and you’re invited! . This highly anticipated event is for advisors, by advisors. And we’re honored to announce that Indigo Marketing Agency is listed as a Prospective Vendor! What does this mean for you? As a friend of Indigo, you can save $50 on your ticket when you use code KitcesIndigo at checkout.

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On Concentrated Positions

Aleph

Photo Credit: John.U || Look at all those eggs in one basket! The owner *is* watching it carefully, right? Jason Zweig recent wrote an article on owning stock in the company that you work for. Then today in his WSJ newsletter he asked the following question: What’s the most concentrated investment position you’ve ever had? (In other words, what single investment made up the greatest proportion of your portfolio?

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2025 Industry Index: How Top Advisors Are Scaling Smarter (and Faster) This Year

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