The Irrelevant Investor
FEBRUARY 18, 2022
This is a weird market. Every day it seems like another stock is blowing up. Losing a quarter of its value overnight after being cut in half over the last 90 days. Roku is a good example of this dynamic. The stock is 70% below its high in July. The stock is down 26% right now in pre-market trading. Ooof. If I scanned through 500 charts, I might conclude that the market is down 40%.
Advisor Websites
FEBRUARY 18, 2022
To say that the evolution of marketing has rapidly developed within the last two years is an understatement. While marketing trends have been moving along at breakneck speeds, the strategies that financial advisors previously implemented may no longer be the most successful.
This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
Clever Girl Finance
FEBRUARY 17, 2022
Money equals wealth, right? Well, not quite. We hear a lot about making money and building wealth, but not a lot about the difference between your overall net-worth vs liquid net-worth. Let’s dive into what each type of net worth means. Learn about how to calculate them, and what your net worth means for you and your legacy. That way, you can get an understanding of its importance and how to improve it!
Prosperity Coaching
FEBRUARY 17, 2022
Use these tips to market yourself as the obvious choice for retirees. Financial Advisors Attracting Retirees: When I ask financial advisors “Who is your target market?” I often get a blank stare. Then an “um” and a reply “I work with, you know, the retired crowd.” So I say “So […]. The post Financial Advisors Attracting Retirees and Retired Couples appeared first on The Prosperous Advisor Coaching Blog.
Advertisement
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 Irrelevant Investor
FEBRUARY 18, 2022
On today's bonus episode of Animal Spirits, we spoke with Leigh Drogen of Starkiller Capital about what it's like to start a crypto hedge fund. Leigh has years of experience working with more traditional hedge funds so it was interesting to hear his take on the similarities and differences involved in this new asset class. On today’s show we discuss: The opportunity in crypto in the years ahead Why momentum strategies work so well in crypto How does custody work for something like this?
Pacifica Wealth
FEBRUARY 17, 2022
Optional estate planning documents are generally not legally binding documents. . Their purpose has little or nothing to do with the transfer of assets and do not effect estate tax. Optional estate documents focus on values, lessons, and legacy issues. Not everyone wants to think about these issues since they can be much more emotional. 1) Organ donor.
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
Yardley Wealth Management
FEBRUARY 15, 2022
The post Part 2: Tax-Wise Investment Techniques appeared first on Yardley Wealth Management, LLC. Part 2: Tax-Wise Investment Techniques In our last piece, we introduced some of the tools of the tax-planning trade. These include tax-sheltered accounts for saving toward retirement, healthcare, and education, as well as tax-efficient tools for charitable giving, emergency spending, and estate planning.
The Irrelevant Investor
FEBRUARY 16, 2022
I'm not a big shortcut guy. I believe in hard work and putting in the time. I was thinking about this idea while listening to Trent Dilfer talk about the Rams game-winning drive. Listen to this two-minute clip, it's worth it. [link] There is so much demand for growth hacks because patience is in short supply. Growth hacks are mostly b t. The answer to every "How did you" question is hard work and time.
Pacifica Wealth
FEBRUARY 17, 2022
The decisions you choose to make and those you ignore or overlook for your estate plan will have long-lasting and permanent ramifications. Don’t let the significance of estate planning prevent you from getting started. Would you fail to jump to action if you saw a friend choking because of the long-lasting ramifications of helping him? Of course not!
Conneqtor
FEBRUARY 16, 2022
How do you go about improving financial advice? You don’t have to ask for personal information on your first call with your client. As financial advisors, we are trained, mind you, in a traditional methodology that doesn’t speak to reason.
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.
Yardley Wealth Management
FEBRUARY 15, 2022
The post Part 2: Tax-Wise Investment Techniques appeared first on Yardley Wealth Management, LLC. Part 2: Tax-Wise Investment Techniques. In our last piece, we introduced some of the tools of the tax-planning trade. These include tax-sheltered accounts for saving toward retirement, healthcare, and education, as well as tax-efficient tools for charitable giving, emergency spending, and estate planning. .
The Irrelevant Investor
FEBRUARY 15, 2022
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: Bets on interest rates in March Should the Fed pick inflation or a recession? WisdomTree, RWM, and Onramp crypto webinar registration Bens experience using the Robinhood wallet Blockfi to pay $100 million in SEC settlement The SECs statement on Blockfi Blackwells Capital Peloton activist presentation Zillow lost $881 million in t
Your Richest Life
FEBRUARY 15, 2022
After two years of a pandemic, many of us are itching to travel again. If that includes you, then let’s take a look at some of the ways you can book a vacation without destroying your budget: Make a Travel Plan Ahead of Time. If you want to avoid hurting your financial goals for the year, then definitely plan for your trips ahead of time. As early into the year as possible, map out what your year looks like, and what trips you plan to take.
ModernAdvisor
FEBRUARY 14, 2022
January was a wake up call for growth investors with many high-flying tech companies missing earnings expectations, which roiled equity markets. Meanwhile, fixed income didn’t offer much protection as the prospect of rising interest rates spooked investors, sending bond indexes lower. January 2022 Market Performance All index returns are total return (includes reinvestment of dividends) and are in […].
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 Better Letter
FEBRUARY 17, 2022
It was a typically steamy August morning in 1978 North Carolina but an utterly atypical day for me. I was sitting in the large lecture room at the Duke University School of Law, which could hold essentially all our 170-member class, waiting for my first session of law school to begin. The subject was Constitutional Law. We had been assigned the famous 1803 case of Marbury v.
The Irrelevant Investor
FEBRUARY 14, 2022
An email came in tonight with the subject line "You're my Rukeyser." It's a lovely email, filled with life lessons. I wanted to share it, and not just because it paints us in a good light. I'm a 56 year old college professor who grew up watching Louis Rukeyser on Wall Street Week with my Dad every Friday evening. Now I listen to you two. I can't believe the amount of outstanding content you produce, and I wanted to thank you for your contributions.
The Irrelevant Investor
FEBRUARY 12, 2022
Here's the cover of the NYT website this morning. Every news service looks the same. I've spoken to a lot of investors over the years, and I can count on one hand the number of times we've spoken about geopolitical flareups. The financial media tends to overplay the importance of these events on their viewer's portfolios, but in my experience, they generally don't take the bait.
The Irrelevant Investor
FEBRUARY 12, 2022
Articles Keeping your check size anchored to a bias established in a different regime is a sure fire way to trap yourself in flatlining growth. (By Ro Patel) By most measures, the U.S. job market isn’t simply hot, it’s arguably the greatest sellers’ market for labor in decades, if not ever. (By Matt Klein) A new wave of investors has emerged that manage large capital bases and win allocation over storied funds (By Mario Gabriele) Policy is always about trade-offs, winners, losers, and unintended
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.
Expert insights. Personalized for you.
52 
Let's personalize your content