The Irrelevant Investor

APRIL 19, 2022

Today’s Animal Spirits is brought to you by Nasdaq and Masterworks: See here for Nasdaq's research on the shifting profile of retail investors. Go to Masterworks.io/animal to learn more about investing in contemporary art. And check out our most recent interview with Masterworks CEO Scott Lynn here. On today’s show we discuss: Musks $43B offer to buy Twitter Elon Musk is no longer Twitter's biggest shareholder Peter Thiel calls Warren Buffet a 'sociopathic grandpa from Omaha' Raising rates

Valuation 52

Valuation Retail Sales Investments 52

Brown Advisory

APRIL 19, 2022

The Family Mission Statement and Strategic Plan jharrison Tue, 04/19/2022 - 16:38 Download the Report We believe a family mission statement – and a strategic plan to implement that mission – allows a family to filter out the “background noise” of day-to-day challenges and focus on long-term goals and objectives. Developing these documents provides a process for reaching agreement on the family’s core values and creates a shared vision amongst all family members.

Strategic Planning 52

Strategic Planning Planning Communication Clients 52

Harness Wealth

APRIL 19, 2022

In this article on managing equity in a down market, we discuss: Why are tech stocks down? Things you can do including: Prepare for the worst. Tax efficient selling strategies. Exercising options. Margin Lending. Gifting and tax-efficient trusts. First, why are many tech stocks down? In principle, each stock trades at a price which reflects public market investors’ belief in the future profitability of the business.

Management 52

Management Marketing Marketing Taxes 52

BlueMind

APRIL 19, 2022

Category: Technology. After the initial impact of the Covid-19 and the widespread shutdown of businesses, there was a huge question regarding how business owners needed to make adjustments to the way they conduct their business in order to stay open. With social distancing mandated everywhere and the public advised to remain inside their homes, many businesses had to face major layoffs, temporary closures, and severe financial strain.

Financial Advisor 52

Financial Advisor Professional Services Clients Recruitment 52

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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

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Your Richest Life

APRIL 19, 2022

April is financial literacy month, which is intended to empower people to understand and steward their money well. This is a topic that I’m passionate about, because I believe that everyone should have access to the knowledge that will help them create wealth and stability in their lives. In honor of financial literacy month, here are some ways you can improve your own financial knowledge: 1.

Budgeting 52

Budgeting Financial Planner CFP Financial Planning 52

Advisor Websites

APRIL 19, 2022

Let’s get personal for a second, shall we? Almost every organization has a website. The question is, do they have a solid digital presence that attracts and meets the expectations of today’s tech-savvy consumer?

Financial Advisor 52

Financial Advisor Financial Market Marketing Marketing 52