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Embracing a Niche As a Financial Advisor. We know that embracing a specialty is the most critical decision you can make in your marketing. But where should you start developing a niche as a financial advisor? In this episode, we’ll visit with a top-performing specialist advisor, Landon Loveall of KB Financial Advisors. We will review how he built his firm from the ground up by embracing a niche, including: How he chose his specialty.
Today’s Animal Spirits is brought to you by YCharts. Mention Animal Spirits to receive 20% off (*New YCharts users only) On today’s show we discuss The least amount of bulls in 20 years Some data on buybacks Mortgaging the future over and over and over The alternative to buybacks (this is so good) Facebook news, lol Remaking American capitalism Hollywood and China Explaining rotten tomatoes ( a video explanation ) How to get a better deal from real estate agents The economic case for paternity
Healthy Returns: Sustainable Investing in the Health Care Sector ajackson Mon, 10/28/2019 - 14:59 Our Large-Cap Sustainable Growth portfolio managers discuss how they have approached the health care sector as sustainable investors. Some of the most compelling investments over the next decades, in our view, will be in companies that help solve some of society’s thorniest challenges—resource scarcity, chronic health crises, access to clean water and climate change, to name a few.
The National Organization on Disability (NOD) Leading Disability Employer seal recognizes companies that demonstrate exemplary employment practices for differently-abled populations.
The office of the CFO is rapidly evolving, with more and more demands being placed upon the finance and accounting team each year. Join us in this webinar, where we share 8 things to NOT do when it comes to helping the CFO office advance in supporting the business. Learning Objectives: This course objective is to understand how best to support an organization's finance leadership.
One of the major points that I’ve been telling my wealth management and financial planning clients for years is that, almost more so than any other industry, theirs is a business that lives and dies on trust. You’re not just trying to help someone make better decisions – you’re literally trying to get them to trust you to secure their financial future.
The Wall Street Journal recently ran two articles about the struggles of stock-picking hedge fund managers. Last week covered Jeffrey Vinik who is shutting down his fund just eight months after starting it, and today's story covered the twilight of the stock pickers. There are legitimate reasons that stock pickers have struggled; from low interest rates to growth over value and mega cap over everything else, but this is losing the forest for the trees.
On today's Animal Spirits Talk Your Book, we talk with the great Eddy Elfenbein. Topics discussed Eddy's blog The buy list The ETF The Elfenbein theory to explain the entire stock market Listen here Follow us on Facebook , Instagram , and YouTube. Check out our t-shirts, stickers, coffee mugs, and other swag here. Subscribe here: iTunes Android Google Play Stitcher Spotify The post Animal Spirits Talk Your Book: Crossing Wall Street appeared first on The Irrelevant Investor.
On today's Animal Spirits Talk Your Book, we talk with the great Eddy Elfenbein. Topics discussed Eddy's blog The buy list The ETF The Elfenbein theory to explain the entire stock market Listen here Follow us on Facebook , Instagram , and YouTube. Check out our t-shirts, stickers, coffee mugs, and other swag here. Subscribe here: iTunes Android Google Play Stitcher Spotify The post Animal Spirits Talk Your Book: Crossing Wall Street appeared first on The Irrelevant Investor.
The S&P 500 is about to open at an all-time high. Here are some numbers: This will be the 777th intra-day all-time high since 1982* All-time highs have happened on just over 8% of all days The average 1-year return is 10.2%. The average 1-year return following an all-time high is 11.5%. This does not include dividends So everyone is bullish right?
Healthy Returns: Sustainable Investing in the Health Care Sector. ajackson. Mon, 10/28/2019 - 14:59. Our Large-Cap Sustainable Growth portfolio managers discuss how they have approached the health care sector as sustainable investors. Some of the most compelling investments over the next decades, in our view, will be in companies that help solve some of society’s thorniest challenges—resource scarcity, chronic health crises, access to clean water and climate change, to name a few.
Articles A lot of things do not revert to the mean. By Morgan Housel How can more money cause problems By Blair duQuesnay If you are an aspiring influencer your number one goal should be to look for a different career. By Ramp Capital The hardest part about owning a concentrated portfolio isn’t financial risk but thinking about your positions too much.
I don't pay attention to negative market commentary. I avoid it not because I want to stick my head in the sand and ignore potential warnings, it's just that this type of content doesn't make you a better investor. It's mostly hyperbolic and fortunately, mostly wrong. But the real reason I don't read it is because it's a waste of my time. It won't change how I manage money for myself and it won't impact how we manage money for our clients.
Speaker: Dylan Secrest, Founder of Alamo Innovation and Construction Digital Transformation Consultant
Construction payment workflows are notoriously complex when you consider juggling multiple stakeholders, compliance requirements, and evolving project scopes. Delays in approvals or misaligned data between budgets, lien waivers, and pay applications can grind progress to a halt. The good news? It doesn't have to be this way! Join expert Dylan Secrest to discover how leading contractors are turning payment chaos into clarity using digital workflows, integrated systems, and automation strategies.
Family Matters: New Considerations for Structuring Family Offices ajackson Tue, 10/22/2019 - 15:48 Families that have created or inherited considerable wealth contend with a wide range of responsibilities. They must support the needs of the current generation; oversee homes, aircraft, curated art and other substantial fixed assets; preserve and transfer wealth for the benefit of future generations; and, in many cases, fund broader community and philanthropic aims.
Family Matters: New Considerations for Structuring Family Offices. ajackson. Tue, 10/22/2019 - 15:48. Families that have created or inherited considerable wealth contend with a wide range of responsibilities. They must support the needs of the current generation; oversee homes, aircraft, curated art and other substantial fixed assets; preserve and transfer wealth for the benefit of future generations; and, in many cases, fund broader community and philanthropic aims.
Family Matters: New Considerations for Structuring Family Offices. ajackson. Tue, 10/22/2019 - 15:48. Families that have created or inherited considerable wealth contend with a wide range of responsibilities. They must support the needs of the current generation; oversee homes, aircraft, curated art and other substantial fixed assets; preserve and transfer wealth for the benefit of future generations; and, in many cases, fund broader community and philanthropic aims.
Articles William Stolz, who has worked for two years at an Amazon warehouse in Shakopee, Minnesota, told me that he’s expected to grab an item every eight second By Charles Duhigg More product searches are conducted on Amazon than on Google, which has allowed Bezos to build an advertising business as valuable as the entirety of IBM. By Franklin Foer The streaming video era is already starting to resemble the old age of television that viewers were so excited to escape By Matthew Ball Inflation v
In the climb from contributor to leader, the rules quietly change. If you’re aiming for the summit, the air gets thinner—and what got you here won’t be enough to get you to the top (a concept first popularized by Marshall Goldsmith in his book What Got You Here Won’t Get You There ). What made you successful early in your finance career—technical accuracy, sharp analysis, flawless execution—won’t be what carries you to the next level.
Five Sources of Alpha in an Aging Market Cycle ajackson Fri, 10/18/2019 - 10:30 For the past decade, investors have enjoyed a long climb up the “wall of worry.” Perhaps enjoyed is the wrong word: Investors have weathered European debt crises, a peek over a “fiscal cliff” in the U.S., an oil-market collapse, and an undeniable escalation in geopolitical and trade tensions around the world.
Five Sources of Alpha in an Aging Market Cycle. ajackson. Fri, 10/18/2019 - 10:30. For the past decade, investors have enjoyed a long climb up the “wall of worry.” Perhaps enjoyed is the wrong word: Investors have weathered European debt crises, a peek over a “fiscal cliff” in the U.S., an oil-market collapse, and an undeniable escalation in geopolitical and trade tensions around the world.
Vanguard recently conducted a study where they examined the trading behavior of 8.4 million households from their U.S. retail business as well as their defined contribution business. Collectively, they represent $1.5 trillion in financial assets as of December 2018. Here are some of the key findings: Only about 1 in 7 households traded in a given year.
The 20 largest ETFs have $1.556 trillion in assets. While the indexes they track are passive, their users are anything but. Over the previous twelve months, the total trading volume in these products was a whopping $11.529 trillion. A recent paper from S&P Dow Jones Indices takes a deeper dive into trades linked to some of the most widely followed indexes.
The most overlooked, yet most critical, element of transformation is preparing people for change. Automation and AI aren't just technical upgrades, they’re cultural shifts which can challenge identities. That’s why change management isn’t a side project—it’s the foundation. In finance, where precision and process rule, navigating change can feel especially disruptive.
GMO's most recent 7-year forecast does not paint an especially pretty picture for stocks or for bonds. If these prognostications for U.S. large stocks come to pass, it would be just the 4th time that they experienced a -3.3% real total return over a 7-year period. GMO is hardly alone in their forecast for lower future returns, which is at least partly why endowments are so heavily allocated towards alternative strategies.
Today’s Animal Spirits is brought to you by YCharts. Mention Animal Spirits to receive 20% off (*New YCharts users only) On today’s show we discuss Media's terrifying debt problem Video will soon look like the bad old days Apple splurges on A Christmas Carol Netflix going all in on kids programming What Jeff Bezos wants Is Amazon Unstoppable? China and all the takes ESPN forbids discussion of it Investors continue to pull money out of stocks Undees, champagne, and RVs Why aren't mortgage rates
On today's Animal Spirits Re-Kindled, we talk about Malcolm Gladwell's first two books, The Tipping Point , and Blink On today's show, we discuss: Malcolm Gladwell blow back From his first two books, what aged the best and what aged the worst? Favorite quotes, studies, and anecdotes? Today's Tipping Points, and much more Listen here The post Animal Spirits Re-Kindled: Malcolm Gladwell appeared first on The Irrelevant Investor.
Articles The disposable income for all Americans rose nearly 75% between 1929 and 1950. By Ben Carlson July 4, 1933, is arguably the day that data visualization became a permanent part of mainstream media. By Priceonomics Active managers are still the ones who set market prices By Klement On Investing While I would place John in the top 5% of all people I have ever worked with, I would place Steve in the bottom third.
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
The Dow opened the 20th century trading at 68. It closed at 11,497, a 16,875% increase, which explodes to 1.8 million percent with dividends. But of course nobody got these returns, and the ones that achieved even a fraction of them had to endure unthinkable pain along the way. Consider that: The low in 1932 was the lowest prices of the 20th century.
On today's show we discuss: How private equity won These unicorns could lost 80% or disappear Computers are running the market The IPO market The venture-backed IPO market Should your child get allowance? Sports Illustrated layoffs How low can unemployment go? Manhattan real estate The American household The cost of free Who reads books (survey) All eyes turn to Fidelity Listen here: Recommendations The Big Change Charts The post Animal Spirits: Winners of the Financial Crisis appeared first on
In the most recent episode of What Are Your Thoughts, Josh said, "The Fed is managing stock market sentiment more than it's managing its mandate" [link] Fact check, maybe? I know people will see this quote as proof of something, but I really don't think this is controversial. I mean, why wouldn't he watch markets very carefully? There are plenty of investors who agree with Josh that the Fed's real mandate is stable (stock) prices.
2019 Annual Report | This Time Tomorrow achen Wed, 10/09/2019 - 10:00 We are pleased to share with you Brown Advisory’s 2019 annual report— This Time Tomorrow. The theme of this year’s report is our firm’s purpose, which we state most simply as “Raise the Future.” The future, and all that it represents, dominates our thinking, planning and goals. To raise the bar set by our clients’ expectations, we pursue ideas, strategies and services aimed at supporting their long-term and, often, evolving go
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.
2019 Annual Report | This Time Tomorrow. achen. Wed, 10/09/2019 - 10:00. We are pleased to share with you Brown Advisory’s 2019 annual report— This Time Tomorrow. The theme of this year’s report is our firm’s purpose, which we state most simply as “Raise the Future.” The future, and all that it represents, dominates our thinking, planning and goals.
Global Leaders Strategy: Sustainable Perspectives ajackson Tue, 10/08/2019 - 11:43 Environmental, social and governance (ESG) considerations are being increasingly embraced by investors around the world. The concept of ESG, or sustainable investing, manifests in many ways in our industry, and we are hopeful that capital will continue to flow into shining examples of corporate citizenship.
Global Leaders Strategy: Sustainable Perspectives. ajackson. Tue, 10/08/2019 - 11:43. Environmental, social and governance (ESG) considerations are being increasingly embraced by investors around the world. The concept of ESG, or sustainable investing, manifests in many ways in our industry, and we are hopeful that capital will continue to flow into shining examples of corporate citizenship.
Articles Every current event – big or small – has parents, grandparents, great grandparents, siblings, and cousins. By Morgan Housel When you trade for free, you still pay—at a different tollbooth. By Jason Zweig The public markets are a lot different than the private markets. By Fred Wilson Technology and materials firms sell more outside the U.S.
You wouldn’t keep using a 2009 flip phone - so why settle for outdated close processes? It’s time for an upgrade. SkyStem's Guide to Month-End Close Software walks you through what today’s best tools can do (and what your team shouldn’t have to deal with anymore). Get smart, fast, and a whole lot less stressed when it’s time to close the books.
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