The Irrelevant Investor
AUGUST 30, 2020
Articles Passive vehicles own 14–20% of the average small-cap stock ( By Johann Colloredo-Mansfeld ) When the interest rate is low, the present value of a persistent market leader becomes extremely high (By Nathan Tankus) Each situation leads to more questions than answers (By Jay Woods) Normal people don’t think that way ( By Joachim Klement) What does it mean for a stock to be cheap?
Indigo Marketing Agency
AUGUST 24, 2020
Are These 5 Marketing Services Draining Your Budget Dry? Marketing for financial advisors can be frustrating because no one really tells you what works and what doesn’t. When I talk to advisors who are investing heavily in their marketing and not seeing results, I often find out they’re paying exorbitant prices for certain services. We’re talking: $3,950 a year on their website. $800 a month on SEO. $2,000 a month on radio ads. $6,000 per event for dinner seminars. $25,000 on webinar marketing.
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Clever Girl Finance
AUGUST 12, 2020
Purchasing a first home is a big financial step. The amount that you need when finding out how to save up for a house can seem daunting. Nonetheless, it’s not impossible. Homeownership can be one of the cornerstones of building wealth. But to ensure that it's a wealth-building tool and not a financial burden, you must be prepared. There are some financial obligations of your investment.
Risk Management Guru
AUGUST 12, 2020
You’ve all been there, driving along knowing you can predictably change lanes with ease, when suddenly a car shows up in your blind spot. You swerve back to your lane and everyone in your car is startled to attention, wondering what happened and knowing you messed up. Or, you’re walking down the sidewalk, consumed by thoughts when you remember something back at the office.
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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
AdvisorPR
AUGUST 10, 2020
8 ways to ignite the proactivity and positivity in your business, prospecting and service! We think that it is safe to say that what we are all witnessing around us is “unprecedented.” No one knows when we will see the light at the end of the tunnel, and the more you listen to the news the more it all starts to sound like “white noise.”. At Focus Partners, we have the privilege and pleasure of coaching and consulting some of the best advisors around the country.
Brown Advisory
AUGUST 5, 2020
Community Foundations: Challenges And Solutions ajackson Wed, 08/05/2020 - 14:42 DOWNLOAD PDF On the surface, endowments and foundations are all pursuing similar goals, such as preservation of capital and ensuring income to cover spending needs. But if you look deeper, you will see that there are many different types of foundations, and that each of them faces unique challenges.
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
Indigo Marketing Agency
AUGUST 19, 2020
Our Total Marketing Package is designed to keep you in front of your network and capture the urgency your prospects and clients may be facing. We do that through the following methods: Setting up and optimizing your social media profiles Our top-rated search engine optimization (SEO) package Creating your email marketing engine Building your marketing calendar One custom article each month Posting to Facebook, LinkedIn, and Twitter three times per week Setting up your online appointment schedul
Mr. Money Mustache
AUGUST 4, 2020
“Success can get you to the top of a beautiful cliff, but then propel you right over the edge of it.” As a Mustachian, there’s a good chance that you are a bit of an overachiever. . Maybe you fought hard to get exceptional grades in school, or perhaps you have always dominated in your career or your Ultramarathon habit or your hobbies – or maybe all of the above. .
Yardley Wealth Management
AUGUST 24, 2020
The post The Best 401(k) Funds for Millennials and Why You Should Invest in a Mix Now appeared first on Yardley Wealth Management, LLC. The Best 401(k) Funds for Millennials and Why You Should Invest in a Mix Now. FINANCIAL PLANNING, INVESTMENTS. There’s an old saying that time is money. For millennials saving for retirement, time is on their side when it comes to making money with long-term investments in the stock market.
AdvisorPR
AUGUST 10, 2020
From a global pandemic to seismic movements against social injustices, the vast and numerous headlines of 2020 have sent shockwaves across every aspect of daily life. In the financial industry, these catalysts have expedited many changes that were already in motion, from adopting new technologies to providing more inclusive holistic services that account for all aspects of life.
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.
Brown Advisory
AUGUST 5, 2020
Community Foundations: Challenges And Solutions. ajackson. Wed, 08/05/2020 - 14:42. DOWNLOAD PDF. On the surface, endowments and foundations are all pursuing similar goals, such as preservation of capital and ensuring income to cover spending needs. But if you look deeper, you will see that there are many different types of foundations, and that each of them faces unique challenges.
The Irrelevant Investor
AUGUST 28, 2020
Today’s Animal Spirits is brought to you by State Street On today’s show we discuss: How sectors perform in different business cycles The wide dispersion of returns in sectors Thematic opportunities Sectors in a changing world How many stocks underperform their sectors Listen here: Charts Contact us at animalspiritspod@gmail.com with any feedback, recommendations, or questions.
Indigo Marketing Agency
AUGUST 17, 2020
Send video messages with Loom for easy communication with clients. How many times has this happened to you? You get an email from a client saying they can’t locate a financial document in their web portal. No biggie. You know exactly where to find it. But as you begin to respond, you realize it’s taking longer than you thought to write out clear step-by-step instructions.
Mr. Money Mustache
AUGUST 22, 2020
Since the Dawn of Mustachianism in 2011, the same question has come up over and over again: “MMM, I see your point that index fund investing is the best option. But when you buy the index, you’re getting oil companies, factory farm slaughterhouses and a million other dirty stories. How can I get the benefits of investing for early retirement without contributing to the decline of humanity?”.
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.
International College of Financial Planning
AUGUST 16, 2020
The repercussions of the lockdown caused by the coronavirus pandemic have been alarming to say the least. This period has allowed us all to delve deep within us and to acknowledge fears that haven’t surfaced for the longest of times. All of us had to stay away from other people, were asked not to visit our families and this gave us the opportunity to learn new things every day.
AdvisorPR
AUGUST 3, 2020
Often financial advisors don’t consider themselves as a “brand.” But whether you’re at a small financial planning firm or a large multinational firm, the brand a consumer evaluates largely centers around you individually. Sure, you have a company or team and a purposeful mission. Your team can likely (hopefully) recite your key messages of what you do and why you’re better than a competitor to prospective clients.
Brown Advisory
AUGUST 4, 2020
Brown Advisory’s 2020 PRI Assessment Report ajackson Tue, 08/04/2020 - 08:00 Brown Advisory has been a signatory to the PRI (Principles for Responsible Investment) since 2014. Each year, we complete a rigorous disclosure of our sustainable investing practices as part of our obligation as a signatory, and PRI in turn provides an evaluation of our practices and rates us relative to our peers in a variety of categories.
The Irrelevant Investor
AUGUST 26, 2020
Today’s Animal Spirits is brought to you by Masterworks, sign up here. See important Disclaimer here On today’s show we discuss: The $1 trillion supporting the economy High debt-to-GDP ratio is here to stay Inequality in the stock market Squeezing the middle class Covid-19 is dividing the American worker The markets are not the economy Tail risk hedges are the new bonds Hedging your portfolio with wine and stocks The correlation between the S&P 500 and the equal-weight version is breaking
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.
Indigo Marketing Agency
AUGUST 14, 2020
Picture this…you need to send a quick update to your email list. You go to log into your email marketing system, but you can’t remember the password. You try one password. Wrong. You try another password. Still wrong. . By this point you’re panicking. You don’t want to lock yourself out of your account, so you admit defeat and click the Forgot your password button.
The Irrelevant Investor
AUGUST 26, 2020
Today was a crazy day in the market. Salesforce, which started the day with a market cap of $195 billion, gained 26%. Netflix, which started the day with a market cap of $216 billion gained 12%. Facebook, which started the day with a market cap of $800 billion, gained 8%, or $70 billion. In the words of Vince Lombardi, "what the hell's going on out here?
The Irrelevant Investor
AUGUST 25, 2020
Stocks have gained 55% since the March lows, meaning it would take a 35% decline from here to revisit those levels. Will investors ever get another chance to swing the bat at Dow 18k? Let's look at some historical data for some clues. The chart below shows all the bear markets going back to the Great Depression. I placed red circles where a 20% or more decline marked a bottom, and indicated with the thumbs down when it didn't.
The Irrelevant Investor
AUGUST 24, 2020
Apple is pulling away from the pack. In early June, Apple and Microsoft were tied for the biggest companies in the world, both sporting a $1.4. Trillion market cap. But over the last 56 days, Apple added $760 billion, which, side note, is what the entire company was worth back in January.2019. Meanwhile, over the last 56 days Microsoft added "only" $230 billion.
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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
AUGUST 21, 2020
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 Managing your household budget Avoiding classflation Where my money goes Mental accounting How to be selectively cheap0 How to spend without guilt (the Nick Maggiulli rule) The 50/30/20 rule Night guy versus morning guy Are SUVs ruining retirement savings?
The Irrelevant Investor
AUGUST 20, 2020
Yesterday, the S&P 500 made a new all-time high. However, of the 500 members in the index, just 6% were concurrently making 52-week highs. This is a remarkable data point, but it doesn't necessarily tell the whole story. What if the other 94% were just 2% from a 52-week high? They're not, but if they were, this data point would obscure that fact.
The Irrelevant Investor
AUGUST 17, 2020
Jack Bogle would be proud. According to a new Vanguard Perspective , 95% of investors in defined contribution plans didn't make a single transaction during the Corona crash. 83% of retail accounts also stayed the course. Less than 0.5% of investors pulled the ripcord and moved entirely to cash. That's just 5 out of every 1,000. Maybe the record speed at which the market paralyzed investors, like a deer in the headlights.
The Irrelevant Investor
AUGUST 16, 2020
Articles We go through phases in our financial life ( By Tom Welsh ) Value investing has rotated into a massive bet against technological disruption (By Sparkline Capital) They’re hoping that — indeed counting on — all their investors losing all their money (By Dave Nadig) Bundles grow gracefully and shrink painfully (By Byrne Hobart) Never before have I seen a market so highly valued in the face of overwhelming uncertainty (By James Montier) Annuities are the worst asset to leave your heirs (By
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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?
The Irrelevant Investor
AUGUST 16, 2020
"Finding Bigfoot might be easier than finding a house to purchase on Long Island this summer." This was the lede from an article in my town's newspaper. A few obvious factors are at play. There are 1.5 million people in New York City between the ages of 25-35. They were already having kids and moving out to the suburbs before the virus. This trend was accelerated by the COVID-19, which hit the city particularly hard.
The Irrelevant Investor
AUGUST 14, 2020
On this week's Animal Spirits, we talked about: Why the phrase "the smart money" has lost all meaning The rise of fractional trading And how alternative investments could benefit from low interest rates [link] The post There’s No Smart Money appeared first on The Irrelevant Investor.
The Irrelevant Investor
AUGUST 13, 2020
This feels real. TAK Room, the super fancy Hudson Yards restaurant, which opened just over a year ago, has permanently closed its doors. The famous chef Thomas Keller said “Given the challenges of the past five months, we could not find an economically viable path to continue operating without expected seasonal, New York tourism and traffic." It's easy to see why a $100 a plate experience can't survive a shutdown, but they're hardly the only ones that are finally saying enough's enough.
The Irrelevant Investor
AUGUST 12, 2020
On today’s show we discuss: Public to private Robinhood is not sharing their data anymore Retail investors got crushed Fractional shares. $4.20 per order A new gold research paper GLD holds a lot of gold Lumber at an all-time high Evictions The seduction of pessimism The workforce is about to change Bill Gates is optimistic Twitter and TikTok Holy cow these bankrupticies Facebook buying a ton of real estate in NYC Google borrowing money for nothing Investor expectations Top 100 action movies (no
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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