The Irrelevant Investor
APRIL 30, 2020
The stock market is wrapping up its best month in over 30 years. What was the catalyst? In the five weeks from February 20th through March 19th, there were 1.1 million jobless claims, and the stock market fell 29%. In the five weeks since there were 26.5 million jobless claims and the market rallied 28%. What's amazing about this is not just that the market rallied, it's how it rallied.
Brown Advisory
APRIL 28, 2020
The CARES Act Supplement: New Relief Funds Authorized eberkwits Tue, 04/28/2020 - 08:44 On April 23rd, Congress approved a second emergency package to expand funding for small businesses, nonprofits, hospitals and money for COVID-19 testing. The measure replenishes the Paycheck Protection Program (PPP) and Economic Injury Disaster Loan (EIDL) program for nonprofits and small businesses.
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Indigo Marketing Agency
APRIL 26, 2020
The hardest part of getting new clients as a financial advisor is the lack of urgency that people have when it comes to their financial plan. But thanks to coronavirus and the recent market decline, there is more urgency today than ever! . The question is, how do you best take advantage of this situation? How can you market in a crisis to multiply your best clients, grow your business, and help more people?
Risk Management Guru
APRIL 21, 2020
Preface. The Risk Management Guru (RMG) blog was founded in October 2015 with a very clear sense of purpose: to become the go-to blog for the best articles about Risk Management. Almost 5 years on and we are proud of the footprint we have created so far, with a special emphasis on our most read articles. The success of this blog is due to three main pillars: our growing readership base, who spread the word of mouth, the quality of our content, which is something we strive daily, and, most notabl
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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
ClearMoney
APRIL 20, 2020
View our award in Hour Detroit and dBusiness magazine2020 Five Star Detroit Wealth Manager Robert Schmansky(2017, 2018, 2019, 2020, 2021)
SEI
APRIL 7, 2020
SEI Private Wealth Management and SEI Family Office Services brought home two awards from the Family Wealth Report
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
Brown Advisory
APRIL 28, 2020
The CARES Act Supplement: New Relief Funds Authorized. eberkwits. Tue, 04/28/2020 - 08:44. On April 23rd, Congress approved a second emergency package to expand funding for small businesses, nonprofits, hospitals and money for COVID-19 testing. The measure replenishes the Paycheck Protection Program (PPP) and Economic Injury Disaster Loan (EIDL) program for nonprofits and small businesses.
Indigo Marketing Agency
APRIL 25, 2020
12 Indigo team members offer their best tips for working from home — even with young kids. . At Indigo Marketing Agency, our team has been fully remote for over five years now, so we’ve compiled a list of our top tips for working from home. We’re mostly made up of work-from-home moms with young kids and hectic schedules. Thanks to our already-remote nature, we’ve been able to run at full capacity without any service interruptions—even in the midst of a global pandemic. .
The Irrelevant Investor
APRIL 28, 2020
Over the last two days, small cap value stocks gained 7.4%. Over the same time, large tech stocks fell 1%. The spread between these two slices of the market has widened to levels last seen during the implosion of the dotcom bubble. Small cap value investors aren't cheering just yet, as this bounce comes after an absolute thrashing. While the S&P 500 fell nearly 35% peak-to-trough, small value fell nearly 45%.
The Irrelevant Investor
APRIL 27, 2020
First-level thinking says that Zoom and Teladoc will benefit from the lock down, so we should buy their stock. Second-level thinking says that everyone already knows this, so maybe we shouldn't. Zoom and Teladoc are both up more than 130% this year, so in this case investors should have applied third-level thinking, which says that sometimes we should stick to the first level.
Speaker: Claire Grosjean, Global Finance & Operations Executive
Finance teams are drowning in data—but is it actually helping them spend smarter? Without the right approach, excess spending, inefficiencies, and missed opportunities continue to drain profitability. While analytics offers powerful insights, financial intelligence requires more than just numbers—it takes the right blend of automation, strategy, and human expertise.
The Irrelevant Investor
APRIL 26, 2020
Articles The market doesn’t care about your principles. For 10 years, principles have gotten you nowhere. By Jared Dillian You cannot believe in capitalism while assuming the world is static By Morgan Housel One cannot simultaneously mourn the loss of millions of jobs while tsk-tsking companies that use every means available to stave off a bankruptcy that will end with mass layoffs.
The Irrelevant Investor
APRIL 26, 2020
Barron's ran their biannual Big Money Poll this weekend. As always, investors should take all surveys with a giant grain of salt, but I thought there were some interesting observations in this one. Investors were asked to describe their outlook for U.S. equities through the rest of this year and for 2021. Stocks fell hard in the first quarter and have recovered about 50% of those losses, so I'm not surprised to find "neutral" take the lion's share of 2020's pie.
The Irrelevant Investor
APRIL 23, 2020
26 million people are unemployed and the economy is at a stand still. And yet stocks down just 17% from their highs, and down less than 1% year-over-year. What is going on? Three things: Fed liquidity and fiscal stimulus are going a long way Remember, stocks fell 35%. Not nothing. The S&P 500 is not representative of the broader economy I want to focus on the third point.
Indigo Marketing Agency
APRIL 23, 2020
Marketing In A Crisis For Financial Advisors (Free Webinar). The hardest part of getting new clients as a financial advisor is the lack of urgency that people have when it comes to their financial plan. But thanks to coronavirus and the recent market decline, there is more urgency today than ever! The question is, how do you best take advantage of this situation?
Speaker: David Worrell, CFO, Author & Speaker
Your financial statements hold powerful insights—but are you truly paying attention? Many finance professionals focus on the income statement while overlooking key signals hidden in the balance sheet and cash flow statement. Understanding these numbers can unlock smarter decision-making, uncover risks, and drive long-term success. Join David Worrell, accomplished CFO, finance expert, and author, for an engaging, nontraditional take on reading financial statements.
The Irrelevant Investor
APRIL 22, 2020
On today’s show we discuss People aren't doing much tinkering in their retirement accounts Airlines have declared bankruptcy 66 times since 2000 Cullen Roche on the COVID-19 Aid package Stock picker's market Are Buffett and Munger slowing down? Will this recession destroy private equity? How the Coronavirus might reduce income inequality Quantifying the tradeoff between closing the economy versus leaving it open Garnishing relief money 8% of people pay 75% of overdraft fees Disney--workers vers
Brown Advisory
APRIL 22, 2020
Oil & Water: Fossil Fuel Divestment in Sustainable Bond Portfolios ajackson Wed, 04/22/2020 - 13:47 To many sustainable investors, owning fossil fuels is a black-and-white issue. Oil, coal and other hydrocarbons are major sources of pollution and contributors to climate change; therefore, many investors simply do not want to own companies that extract, produce or distribute fossil fuels.
Brown Advisory
APRIL 22, 2020
Oil & Water: Fossil Fuel Divestment in Sustainable Bond Portfolios. ajackson. Wed, 04/22/2020 - 13:47. To many sustainable investors, owning fossil fuels is a black-and-white issue. Oil, coal and other hydrocarbons are major sources of pollution and contributors to climate change; therefore, many investors simply do not want to own companies that extract, produce or distribute fossil fuels.
The Irrelevant Investor
APRIL 21, 2020
If it seems like tech stocks are the only thing working right now, trust your intuition. The five largest stocks in the S&P 500, Microsoft, Amazon, Apple, Google and Facebook, collectively represent a piece of the pie that is larger than any other five stocks since the late 1970s (The following two charts come from Jim Bianco ). While the rest of the market tumbles, Microsoft, Amazon, and Apple have retained their trillion dollar status.
Speaker: Erroll Amacker
Automation is transforming finance but without strong financial oversight it can introduce more risk than reward. From missed discrepancies to strained vendor relationships, accounts payable automation needs a human touch to deliver lasting value. This session is your playbook to get automation right. We’ll explore how to balance speed with control, boost decision-making through human-machine collaboration, and unlock ROI with fewer errors, stronger fraud prevention, and smoother operations.
The Irrelevant Investor
APRIL 20, 2020
A common question in my inbox these days goes something like this: Should we be freaking out about inflation coming? Okay, that was an actual question, and more and more of them have been coming in over the last few weeks. The basic thinking is that we're printing record amounts of money, which might decrease the value of our currency. But if we've learned anything since the great financial crisis, it's that the amount of money in circulation does not necessarily cause inflation.
The Irrelevant Investor
APRIL 19, 2020
Articles That’s how government debt gets repaid after it piles up. You don’t pay it off. You grow your way out of it. By Morgan Housel The problem is inertia By Marc Andreesen I’m not sure it’s fair to have a meteor hit the US economy and say “Why didn’t everyone hold an emergency meteor fund?” By Cullen Roche The key for an investment manager is to make sure that time and resource allocation are congruent with the perceived source of edge.
The Irrelevant Investor
APRIL 19, 2020
It's hard to distinguish yourself from the crowd when everything is moving in unison. For stock pickers, 2020 is not one of those years. Through the end of the first quarter, we have seen the biggest dispersion of returns for the stock market since 2009. In theory, this should provide an opportunity for those with skill, or with luck, to shine bright.
The Irrelevant Investor
APRIL 17, 2020
Today’s Animal Spirits is brought to you by Techmeme Ride Home On today’s show we discuss IMF growth forecasts Howard Marks has some questions The economic reopening Dr. Fauci on sports and other events Millennials don't stand a chance A second round of coronavirus layoffs Gig workers stuck in limbo Advertising is in the toilet Airlines reach agreement What's this doing to the real estate market?
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Based off SkyStem's popular e-Book, the book of secrets to the month-end close will be revealed in this one-hour webinar. Learn leading practices when it comes to building a strong and sustainable month-end close that has room to grow and evolve. Learn about the power of precise estimates, why reconciliations are critical to closing the books, how and when to automate, and how the chart of accounts play into your close process.
The Irrelevant Investor
APRIL 17, 2020
The last few weeks have been the craziest period for tech stocks relative to small stocks since the dotcom bubble. The chart below shows the average difference in daily returns over rolling 35 day periods. I know that was a mouthful, but what this simply means is that over the last 35 days, the average daily difference in returns between IWM and QQQ is 1.9%.
Indigo Marketing Agency
APRIL 16, 2020
Indigo Marketing Agency was recently mentioned in the April 2020 edition of Bob Veres’ Inside Information , a monthly editorial published exclusively for leading financial professionals. This month’s issue is all about Marketing for Hire: A remarkable number of marketing resources are now available in the advisor ecosystem. The feature describes how financial advisors successfully outsource content creation to save time and gain new clients.
Indigo Marketing Agency
APRIL 16, 2020
Some things never change. In marketing, we hear a lot about social media, YouTube, Instagram, and Facebook ads. Marketing companies may try to sell you on fancy marketing funnels or new secrets. But really, how do we know what’s the most important marketing strategy for financial advisors? The reality is that marketing hasn’t changed much in the last few decades.
The Irrelevant Investor
APRIL 15, 2020
Today’s Animal Spirits is brought to you by YCharts. Mention Animal Spirits to receive 20% off (*New YCharts users only) Listen here: On today’s show we discuss: Bob Iger isn't leaving yet Mountains of Debt Google and Apple teaming up Is private equity too big to fail? CNBC video Employees cost of corporate bankruptcy It's about the virus $2.3 trillion in loans Bear ETFs Recommendations The Big Picture Movie Swap The Gentleman Good Boys War Dogs Perks of Being a Wall Flower Charts: Tweets: [li
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Like being inches from the end zone, many advisors are frustratingly close to their next level of success. You work hard. You put in the hours. But if your closing rate is stuck or your pipeline feels like a revolving door… something has to change. Most advisors are just one small shift away from dramatically increasing their revenue. The difference?
Indigo Marketing Agency
APRIL 15, 2020
?. Since the coronavirus hit, it’s been tough to meaningfully connect with your network virtually. I have been getting a lot of questions from financial advisors asking how to record your own videos so they can communicate with clients and share important information. So today I want to walk you through my process and give you some tips and tricks. Tip #1: Decide if the DIY route is right for you.
The Irrelevant Investor
APRIL 12, 2020
Articles If private equity suffers, the blow will reverberate throughout the entire economy By Bethany McLean No one runs a business on the assumption that that business won’t be there tomorrow By Tim Duy The government made more than $13 billion from its bailout of Citigroup, $5 billion on its stake in AIG, $4.5 billion from Bank of America and so on.
The Irrelevant Investor
APRIL 10, 2020
On today’s show we discuss "Just a bear market rally" How tech could help us with the virus Dispersion in target-date funds The flight to safety Spitznagel killed it in March Millennials sold stocks Nearly one-third of renters missed their April payment What does AirBnb spend so much money on? Disney plus is crushing $17 billion in cruise bonds A corporate debt reckoning is coming William Bernstein is always worth reading Listen here Recommendations The Great Depression: A Diary I am Legend Sch
The Irrelevant Investor
APRIL 8, 2020
Today’s Animal Spirits is brought to you by Techmeme Ride Home On today’s show we discuss Phantom Bonds JPM Guide to the Markets NoobWhales Individuals over corporations Ben with Bill Bernstein Staying at home is a luxury The Four Rules of Pandemic Economics Buffett trimming Delta position The best landlord ever Small business loans A map of social distancing Statewide shutdowns Pandemics depress the economy Listen here Recommendations 35 Best Actors Under 35 There Will Be Blood It Was a Very
Speaker: Aaron Berson
Managing spend is more than a cost cutting exercise – it's a pathway to smarter decisions that unlock efficiency and drive growth. By understanding and refining the spending process, financial leaders can empower their organizations to achieve more with less. Explore the art of balancing financial control with operational growth. From uncovering hidden inefficiencies to designing workflows that scale your business, we’ll share strategies to align your organization’s spending with its strategic g
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