This site uses cookies to improve your experience. To help us insure we adhere to various privacy regulations, please select your country/region of residence. If you do not select a country, we will assume you are from the United States. Select your Cookie Settings or view our Privacy Policy and Terms of Use.
Cookie Settings
Cookies and similar technologies are used on this website for proper function of the website, for tracking performance analytics and for marketing purposes. We and some of our third-party providers may use cookie data for various purposes. Please review the cookie settings below and choose your preference.
Used for the proper function of the website
Used for monitoring website traffic and interactions
Cookie Settings
Cookies and similar technologies are used on this website for proper function of the website, for tracking performance analytics and for marketing purposes. We and some of our third-party providers may use cookie data for various purposes. Please review the cookie settings below and choose your preference.
Strictly Necessary: Used for the proper function of the website
Performance/Analytics: Used for monitoring website traffic and interactions
It’s easy to get ahead of yourself. When spotting an issue, you might jump into problem-solving mode without even thinking. Say someone is renovating an old house and decides their first step is to paint the front door. This plan doesn’t make sense and is not smart because it’s not prudent to do the finishing touches without addressing the larger structural issues first.
U.S. Expats in the U.K.: Understanding the Complexities of the Two Tax Systems jharrison Thu, 12/31/2020 - 05:15 The U.S. and U.K. tax systems are fairly easy to understand on their own. It’s when you combine them that things go from straightforward to more complex. In this short post, we will give you a brief overview of the basic principles of the two systems and how they interact when you’re in the somewhat unfortunate circumstance of needing to follow both.
Ben and I recorded a podcast today where we discussed our favorite content from 2020. The best movies, TV shows, podcasts, and some of our own blog posts. I want to spend a second looking back on my most widely read posts of the year. Before I get into it, I just want to acknowledge how small our world is. Not too many people read financial blogs. My top 5 posts all got between 40 and 50 thousand page views.
Merry Christmas and Happy New Year to all the financial advisors out there! Today, I am wishing you and your family a wonderful holiday. As my gift to you, learn everything there is to know about marketing for financial advisors with The Marketing Guide For Financial Advisors on Amazon now at our lowest price ever ! Also, please join us for our latest webinar, How To Grow Your Business by 25% in 2021 by clicking here to register.
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
I’ve seen the financial services industry change in a lot of ways over the course of my career, but few things compare to the rapid-fire evolution I’ve seen take place over the last few months since the beginning of the global COVID-19 pandemic. Financial advisors, RIAs and other professionals have always been looking for new ways to grow their assets under management, but over the last few months more of them than ever have been open to the idea that they now need to go digital.
**UPDATE: We are aware that Intel has changed course and will NOT be changing its minimum pension calculation. We will update this blog post as more information is available.**. Today we are going to tell you everything you need to know about the upcoming 2021 changes to the Intel Minimum Pension Plan (MPP). We are also sharing free resources and templates to help you take quick action.
A close friend of mine was diagnosed with cancer this year. It was the serious kind, where you need to treat it quickly and aggressively or it will spread through your body, stick to all of your organs, and kill you. The diagnosis was a shock to my friend and her loved ones – she’s fairly young, had always been healthy in the past, and had no warning it was coming.
A close friend of mine was diagnosed with cancer this year. It was the serious kind, where you need to treat it quickly and aggressively or it will spread through your body, stick to all of your organs, and kill you. The diagnosis was a shock to my friend and her loved ones – she’s fairly young, had always been healthy in the past, and had no warning it was coming.
U.S. Expats in the U.K.: Understanding the Complexities of the Two Tax Systems. jharrison. Thu, 12/31/2020 - 05:15. The U.S. and U.K. tax systems are fairly easy to understand on their own. It’s when you combine them that things go from straightforward to more complex. In this short post, we will give you a brief overview of the basic principles of the two systems and how they interact when you’re in the somewhat unfortunate circumstance of needing to follow both.
There were two markets in 2020. The first part was when the pandemic hit and the losers were hit harder than everyone else. In the second market, coordinated monetary and fiscal stimulus contained the economic damage, and helped the winners slingshot past everyone else. When it became clear that we were experiencing a different type of recession, the market acted quickly.
Articles Historians will look back at the Coronavirus pandemic as the greatest catalyst for progress and creativity in human history (By Packy McCormick) A dozen other things that money can buy (By Jonathan Clements) Automatically assuming these companies are mispriced may be a mistake (By Michael Mauboussin) I will run out of time before I run out of money (By Nick Maggiulli) What if you only invested at market peaks?
On today’s show we discuss: The biggest lessons from 2020 Why the stock market is a roller coaster and cash is like eating ice cream Why momentum investing feels like gambling Why buy high sell higher sounds good but is hard to implement Investor Resources: Virtus Terranova U.S. Quality Momentum ETF Quality Momentum Fact Sheet Buy High, Sell Higher Listen here: Contact us at animalspiritspod@gmail.com with any feedback, recommendations, or questions.
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.
I started trading in 2010 with real money. It wasn't a ton of money, but it was all I had, and it was very real to me. I had no experience with investing, but I was aware of the market environment. It was impossible not to be. At that time, the GFC had just ripped a hole the size of Texas through our financial system. To learn more about how to navigate the waters, I hit the books.
Today’s Animal Spirits is brought to you by YCharts Mention Animal Spirits to receive 20% off when you initially sign up for the service On today’s show we discuss: We've got a deal This is not the way The best is yet to come Tesla bulls double down Robinhood accused of gamification The SEC fined them $65 million Why waiting for the market to crash is a terrible strategy $1 trillion mutual fund Most popular terms of 2020 Poverty is rising What happened to Apple credit cards?
Articles Management using buybacks to get paid instead of applying it within a proper capital allocation framework is why share repurchases get a bad rap (By Nongaap Investing) The business with the most dollars wins (By Morgan Housel) In the summer of 2014 Amazon embarked an all-out attack on Square (By Marc Rubinstein) Stocks are rising and no one is selling (By Josh Brown) This is why investing is sometimes more art than science (By Nick Maggiulli) The evolution of investing over the past 70
Today’s Animal Spirits is brought to you by NaviPlan by Advicent To learn more about how buying a plan works with financial planning software, hit this link On today’s show we discuss: Our first experience with money and investing Funding investment accounts for your children How much should you spend on your engagement ring? Here's how much the average wedding cost How to become a 401(k) millionaire How to think about buying your first house How to share finances with your partner How to sta
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.
If you would prefer to listen to me, hit the link below. And subscribe to our new podcast, The Goldmine , which features all of our writers. Meet Brandon Smith, the 32-year old who put everything he had in Tesla and became a millionaire. [link] I promise this will not be another post about valuation, but I do have to mention it one time. Look at the chart below from Research Affiliates.
A lot of people are making a lot of money in a short period of time. This may be harmful to your financial well-being. The two most influential emotions in the investor's decision-making toolbox are fear and greed. One is a more powerful motivator than the other. Fear, like greed, makes people do things they regret later on. But greed, unlike fear, commands action.
Articles Year-ahead forecasts are not definitive. It is only the critique of them that is (By Myles Udland) Modern software is APIs all the way down (By Packy McCormick) A little surprise usually does more damage than something big that’s been in the news for months (By Morgan Housel) You can do everything right in your financial life and still experience money stress (By Tadas Viskanta) If a man’s livelihood depends on something, he’s going to believe in it (By Blair duQuesnay) Podcasts I don't
Today’s Animal Spirits is brought to you by State Street On today’s show we discuss: Why investors are pouring money into ESG products The blurred lines between ESG and Non-ES How ESG investors think about performance and possible trade-offs The future of ESG, and much more Investor Resources: ESG Investing_From Tipping Point to Turning Point From Ambition to Action Listen here: Charts Contact us at animalspiritspod@gmail.com with any feedback, recommendations, or questions.
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.
People aren't very good at timing the stock market. This is especially true on the way out. Believe me, I know from experience. When I was actively trading individual stocks, my purchases were actually pretty well-timed, generally speaking. I favored buying stocks as they were breaking out. My problem was, I sold them when they started to retrace, effectively exiting where I entered.
Let's rewind the clock for 24 hours. DoorDash had just sold shares in its IPO at $102 , above the $90-$95 expected range. Now let's come back to today. The stock opens at.$182, giving it a market cap of $69.6 billion. That vaulted it ahead of names like Chubb, Sherwin-Williams, CME Group, and General Motors, to name a few. Young companies have crushed it in their early existence as public entities.
Growth stocks are trading at high multiples relative to their underlying businesses. Investors aren't stupid. They're paying up for a good reason. These businesses are crushing it. A handful are growing more than 100% year-over-year. If you want to see the inverse of crushing it, check out Blue Apron. Anyway, among the giant winners of 2020, one stock stands out among all the others.
In every recession, goods get hit harder than services. This makes sense. You delay that new appliance purchase, but you continue to go to the gym. This recession is different. People who could afford to bought Pelotons and canceled their gym membership. This type of thing is playing out in different areas of the economy. The chief economist at Indeed, Jed Kolko , wrote an excellent piece on the 2020 labor market and the outlook for 2021.
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.
Small businesses got killed during the first few months of the year. Unsurprisingly, small stocks followed suit. The Russell Micro-cap index fell 42% from the middle of January to the middle of March. With a weighted average market cap of just $660 million, these stocks are more sensitive to fluctuations in the economy, are less well-capitalized, and have higher borrowing costs than their mega-cap brethren.
Articles By 2025, most financial advisors will use web-based software to create and manage Custom Indexes for their clients (By Patrick O'Shaughnessy) Since 2013, the S&P 500 has more than doubled. And hardly anything has changed in how most pundits see the stock market (By Myles Udland) Straddling both sides is usually the best stance (By Morgan Housel) Uniform measures became a lynchpin of economic development (By Marc Rubinstein) We’re never going back to the way things were (By Packy Mc
On today’s show we speak to Jason Barsema of Halo Investing about what they’re doing to bring the structured product market to the 21st century advisor. For more information visit HaloInvesting.com On today's show we discuss: Structured notes for the 21st century advisor How advisors can define their client's risk Where these products fit in a portfolio, and much more Listen here: Charts: Email us at animalspiritspod@gmail.com with any feedback, recommendations, or questions.
The past 10 years have been phenomenal for U.S. stocks. If you're reading this, you probably know that the same can't be said for stock markets outside the United States. Forecasts rarely come true. That said, as somebody who is a big believer in international diversification, I really hope this one from Vanguard doesn't miss the mark by too much: "We expect higher international equity returns over the next decade compared with the last, and we believe that U.S. equity returns will be about 8 pe
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?
Ideally, with each paycheck or bonus paid we would have all the cash flow we need to support regular cash-flow needs, achieve our larger financial objectives and optimize deferrals to tax-advantaged accounts and other tax savings opportunities. However, money is a resource, and like most resources it’s limited. We are forced to prioritize where we spend, the objectives we further, and the extent to which we utilize tax-saving opportunities.
Today’s Animal Spirits is brought to you by Interactive Brokers. On today’s show we discuss: Where are the crazy Bitcoin predictions? Found em! Ben's new book Dividends are coming back We need to raise the minimum wage Hitting your personal finance goals What if FIRE doesn't work? Early retirement: Boring The state of low-income America Is Robinhood good for investors?
The sixth biggest company in the United States is being added to the S&P 500. We might never see anything like this again in our lifetimes. What took so long for Tesla to enter the index? The S&P has rules for stocks being added. Silly things like "you must earn money." This hurdle was removed after Tesla reported a profit in the second quarter, taking the sum of its previous four quarters into the black.
I miss going to movie theaters. There's no substitute for watching a big screen movie on a 50-foot screen. 1917 for example. That movie probably gets a 25% big-screen premium. An underappreciated benefit of going to the theater is it gives you alone time, which is nice. More importantly, it prevents you from checking your phone. A movie theater is one of the only places that gets your undivided attention.
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
We organize all of the trending information in your field so you don't have to. Join 36,000+ users and stay up to date on the latest articles your peers are reading.
You know about us, now we want to get to know you!
Let's personalize your content
Let's get even more personalized
We recognize your account from another site in our network, please click 'Send Email' below to continue with verifying your account and setting a password.
Let's personalize your content