Sara Grillo
MAY 9, 2022
Direct indexing sucks – don’t do it. Here are the reasons it will ruin your clients’ portfolios and you should run away as fast as you can. For those of you who are new to my blog/podcast, my name is Sara. I am a CFA® charterholder and financial advisor marketing consultant. I have a weekly newsletter in which I talk about financial advisor lead generation topics which is best described as “fun and irreverent.
The Irrelevant Investor
MAY 13, 2022
Every time stocks fall a little, investors fear they will fall a lot. And every time they fall a lot, people think they're going to sink even lower. Before we talk about how much lower stocks can fall, let's take a look at the current decline. The people's index, the Dow, is down just 14% from its peak. The S&P is down 18%. The Nasdaq lost 28%, and the Russell 2k fell 30%.
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Walkner Condon Financial Advisors
MAY 13, 2022
The market weakness in 2022 has continued to accelerate, driving equity prices lower. While it may feel like a pretty extreme selloff, the S&P 500 selling off 15% is fairly normal, occurring every 2.5 years. Even if we reach a “bear market”, defined as a 20% or more decline, this will occur on average every 4 years, so we are experiencing a phenomenon that is relatively frequent.
The Better Letter
MAY 13, 2022
Daniel Kahneman is the world’s leading authority on human error. The Kahneman TL;DR? There’s a ton of it and it’s universal. It is one thing to recognize our foibles, of course, and quite another to do something about them, as Kahneman readily concedes. Research evidence, for example, suggests that being smarter, more aware, and more educated doesn’t seem to help us deal with our cognitive difficulties more effectively.
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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
Brown Advisory
MAY 12, 2022
2021 Impact Report: Large-Cap Sustainable Growth Strategy mhannan Thu, 05/12/2022 - 05:00 A Letter of Introduction From The Portfolio Managers At Brown Advisory, we are deeply committed to sustainable investing. We firmly believe that there does not have to be a trade-off between strong performance and smart investments that help address society’s trickiest sustainability challenges.
The Irrelevant Investor
MAY 13, 2022
Today’s Animal Spirits is brought to you by Halo Investing: See here for more information on investing with Halo. We had Jason Barsema, Co-Founder and President of Halo Investing on today's show to talk about defined outcome investing. On today’s show we discuss: Halo Investing progress Ins and outs of structured notes How inflation and interest rates affect structured note pricing Diversifying across banks Replacing bonds within your portfolio Retirement income strategies Working with Halo as a
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Twenty Over Ten
MAY 12, 2022
Using our Fresnel framework, The Let’s Plan site uses a relaxed pastel color palette with creative graphics. Along with an emphasis on moving website parts that enhance a site visitor’s user experience.
Advisor Websites
MAY 12, 2022
Are you watching more videos online now than you did last year? What about the year before? It's likely that you belong to the 96% of consumers who increased their video consumption in 2020 alone. With statistics like 9 out of 10 viewers who've said they want to see more videos from brands and businesses, it's becoming impossible to ignore the value of a video marketing strategy.
Brown Advisory
MAY 12, 2022
2021 Impact Report: Large-Cap Sustainable Growth Strategy. mhannan. Thu, 05/12/2022 - 05:00. . A Letter of Introduction From The Portfolio Managers. At Brown Advisory, we are deeply committed to sustainable investing. We firmly believe that there does not have to be a trade-off between strong performance and smart investments that help address society’s trickiest sustainability challenges.
The Irrelevant Investor
MAY 11, 2022
As the wheels fall off the market, now is a good time to reflect on some of the timeless lessons we learned during a very specific period in time. Nothing lasts forever. When growth stocks were going up every day, it felt like it would never end. Now that growth stocks are going down, it feels like it will never end. Everything ends, eventually. Survival is the most important thing.
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.
Integrity Financial Planning
MAY 11, 2022
What should Gen X being doing right now as they inch their way closer to retirement age? We talk through what decisions you might have and how to make the most of them. Have some extra cash and want to gain a guaranteed return? I bonds are about to go from 7.2 percent to 9.6 percent. There are some stipulations, but is this a good idea to combat inflation ?
Indigo Marketing Agency
MAY 11, 2022
When was the last time you updated your website? Quick question: If you could wave a magic wand and change one thing about your website, what would it be? . Maybe you wish you could…. Own your site outright (because you’re sick of paying hundreds of dollars per month to “rent” it from a site like FMG Suite). Generate more leads (because your traffic’s gone flat and no one is finding you online).
Covisum
MAY 11, 2022
Many retired Americans find Social Security benefits confusing, especially when trying to understand possible tax consequences. In fact, retirees could face paying taxes on up to 85% of their Social Security benefits because combined income from Social Security and other income streams can quickly push them above the thresholds for taxes to apply. Additionally, the number of beneficiaries who are required to pay Social Security income tax is rising, and it will continue to grow.
The Irrelevant Investor
MAY 10, 2022
Add Coinbase to the pile of stocks that were down 80% from their highs going into earnings that falls 15% after the announcement. The stock is at $61 in the after hours. It was $130 last Wednesday. I was 15 years old when the dot-com bubble burst, so I didn't get to experience that through the lens of an investor. This is a first for me, and for many of you.
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.
Brown Advisory
MAY 10, 2022
Elevating The "G" In ESG ajackson Tue, 05/10/2022 - 10:28 ESG research—the rapidly evolving field that seeks to add environmental, social and governance factors to the investment equation—has received an immense amount of focus in recent years, from every corner of the investment industry. But the lion’s share of the attention, passion and discussion has revolved around environmental topics like climate change and social topics like racial injustice.
BlueMind
MAY 10, 2022
Category: Client Relations. To succeed as a financial advisor your focus should be more than just finance, investing, and a retirement plan. With the competition becoming fierce in the growing financial industry, you need an edge to set yourself apart from your competitors. That can be done by asking the right financial planning questions and providing your clients with a unique and extraordinary advisor-client experience.
Walkner Condon Financial Advisors
MAY 10, 2022
In the world of investing, it is important to have your money and securities held securely. The vast majority of these investments are held through a custodian. These custodians – Fidelity, Charles Schwab, TD Ameritrade, and others – are often custodian banks and are in the business of protecting clients’ assets and facilitating the tracking of the trades and transactions the client needs to execute in their accounts.
The Irrelevant Investor
MAY 10, 2022
Today’s Animal Spirits is brought to you by YCharts: See here for YCharts' latest research on the real impact of mega-cap stocks on your portfolio. On today’s show we discuss: Building wealth slowly (2021) How long do bear markets last? The state of the market according to a Goldman trader Will the fed get inflation under control? Global VC funding in April dipped again The Feds uncomfortable truth Americans are unretiring Vehicle sales mix and heavy trucks Real estate affordability ABNB ear
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.
Diamond Consultants
MAY 10, 2022
Those who are having second thoughts about signing on as heir apparent to their senior advisor’s book shouldn’t feel “hopeless,” according to Tom Lewis, Certified Civil Trial Attorney at Stevens & Lee in Princeton, NJ. For years, many have been operating under the assumption that successors who “inherit” or “buy” a book from a retiring advisor are stuck until their succession obligation has completely forgiven.
Dear Mr. Market
MAY 9, 2022
Dear Mr. Market: We’ll open this letter to our friend “Mr. Market” by stating one thing that will be very obvious in six to 12 months. 90% of people reading this article will have gotten it wrong. It’s not your fault though…it’s the way our minds are wired and the content we’re constantly being fed. Regardless of your current market strategy it’s times like this that will test the most patient of long-term investors.
Andrew Thrasher
MAY 9, 2022
This afternoon I went on Fox Business to talk with Charles Payne about the downside price levels I’m watching on the S&P 500, Nasdaq 100, and Bitcoin. I also discuss the bad breadth data that the market is showing right Continue reading Discussing Price Levels and Breadth Data on Fox Business → The post Discussing Price Levels and Breadth Data on Fox Business first appeared on.
Aleph
MAY 9, 2022
Image Credit: Aleph Blog with help from FRED || Look at the mortgage rates fly! Okay, you might or might not remember the last piece. But since that time, 30-year mortgage rates have risen more than 1%. Is the Fed dawdling? Maybe, but the greater threat is that they become too aggressive, and blow up the financial economy, leading us into another decade-long bout of financial repression.
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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
MAY 7, 2022
Last week the S&P 500 closed at 4131. On Friday it finished at 4123, down 0.2%. For most people, not those reading this post, it was as if nothing happened this week in the market. For people who were glued to the television and checking their accounts, it was an emotional roller coaster. The last five days gave us a teachable moment about long-term investing.
Getting Your Financial Ducks In A Row
MAY 9, 2022
Photo credit: jb. There are income limits for contributing to an IRA (traditional and Roth). These limits, along with your filing status and your Modified Adjusted Gross Income (MAGI) are important factors in setting the limits for Traditional IRAs, as there is the issue of deductibility at stake. In order to fully understand the limitations, you also need to understand what makes up your Modified AGI (MAGI).
Leading Advisor
MAY 12, 2022
It’s no secret that the most significant wealth transfer in history will be taking place over the next few decades. An estimated $70 trillion is… The post Financial Advisors: How to Build Long Lasting Relationships with Customers and their Adult Children appeared first on Leading Advisor - Simon Reilly.
The Irrelevant Investor
MAY 7, 2022
Articles Don't ever work for someone you don't want to become. (By Kevin Kelly) We are undergoing an attitude adjustment about investments that’s one for the record books (By Josh Brown) What happens in the weeks following a buy doesn’t make or break a trade. (By Sam Ro) O ur wallets open a door into a new world and we step inside (With Packy McCormick and Alex Danco) The more you study your options, the more you struggle to make a decision (By Jack Raines) Why do people do these crazy things ev
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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?
Leading Advisor
MAY 11, 2022
Remember in 2019 when we had just plain old Decision Fatigue? Now we are combining fears and viruses of the following that contribute to even… The post What’s been going on and what to expect about Leading Advisor’s future appeared first on Leading Advisor - Simon Reilly.
The Irrelevant Investor
MAY 9, 2022
It was another ugly day on Wall Street. Coinbase was 71% off its highs as of Friday. Today it fell another 19%. Shopify was 1,400 in January. It was 700 in March. Today, it's 340. PayPal's market cap was $220 billion at the beginning of the year. Today it's $92 billion. Square is down 15% today and 65% over the past year. Spotify fell 10% today to an all-time low.
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