Sat.Jan 15, 2022 - Fri.Jan 21, 2022

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Intangible Value

The Irrelevant Investor

I have a new favorite writer. His name is Kai Wu. If you're not reading his research, do yourself a favor and get subscribed. Kai spent 5 years at GMO, co-founded and managed a quantitative hedge fund for another 5 years, and for the last few years has been building Sparkline Capital , an investment management firm using machine learning to uncover alpha in unstructured data sets.

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Financial Advisors Using Instagram – How to Make It Work for You

Prosperity Coaching

Instagram can work for financial advisors! I’ve been a Coach for financial advisors since 2004 and I’ve seen many changes in ways to market an advisory firm. You may have this image in your head of Instagram as a photo-sharing platform that the “kids these days” are into; however, it’s […]. The post Financial Advisors Using Instagram – How to Make It Work for You appeared first on The Prosperous Advisor Coaching Blog.

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[NEWS] Advisor Websites Releases Inaugural State of the Industry Report

Advisor Websites

Advisor Websites’ Inaugural State of the Industry Report Analyzes Successful Digital Marketing Strategies for Financial Advisors. Survey of nearly 500 advisors reveals that personalization, automation. and tailored content drive digital marketing engagement.

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How skills of the Accounting For Good team can help your NFP

Accounting for Good

The post How skills of the Accounting For Good team can help your NFP first appeared on ACCOUNTING FOR GOOD.

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8 Ways to Torture Your CFO

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.

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Not an Inflation Hedge

The Irrelevant Investor

You've probably noticed things have gotten more expensive lately. A dollar isn't going as far today as it did a year ago. One of the main reasons why people invest in risk assets is to make sure that the fruit of their labor keeps up with the pace of inflation. A dollar that you earned and saved in 2014 would be worth significantly less today if all you did with that money was put it in a savings account.

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36 Top Influencers for Financial Advisors in 2022

Indigo Marketing Agency

It’s no secret that the financial landscape is changing rapidly. To stay ahead of the curve, financial advisors must identify and align themselves with the top influencers in the field. Here are 36 financial advisor influencers who will likely have a big impact on the industry in 2022. 1. Bill Cates If you need help figuring out how to identify the best niche for your firm, Bill Cates is your guy.

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Protecting What’s Yours (After You Pass) 

Yardley Wealth Management

The post Protecting What’s Yours (After You Pass) appeared first on Yardley Wealth Management, LLC. Protecting What’s Yours (After You Pass) In our last piece, we emphasized the importance of estate planning as the greatest gift you can bequeath to your loved ones, to reduce their painful stress load during an already stressful time. If you’ve been putting off your estate planning, taking the initial steps can be daunting—but liberating.

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Animal Spirits: 25 Million New Brokerage Accounts

The Irrelevant Investor

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: Retail takeover ARKK outflows Remember international stocks? This is not the way The fake business cycle U.S. Retail sales miss The 1940s analogy plays Netflix raised prices 150 million Americans have prime Only the HODLers remain JP Morgan earnings Robinhood settlement Would housing still do well if rates rise?

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Good Memories that Sucked

The Irrelevant Investor

Like most children of the 90s, I spent countless hours roaming the halls of Blockbuster. I look back on that time in my life with very fond memories. My parents got divorced when I was young, and I spent every weekend with my dad. On Saturday we watched movies. We did this every Saturday for a decade, and I never stopped going to the Blockbuster even as I got older.

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The Market is Tightening

The Irrelevant Investor

Interest rates are the lifeblood of an economy. The cost of money impacts everyone in one form or another. Money has been free for a while. Not anymore.* The chart below shows interest rates over the last year. Short-term rates are still pinned to the ground, while at the same time we're seeing some serious liftoff 1-3 years out. The 2-year yield is significantly higher today than it was a year ago, especially relative to the 10-year.

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How to Streamline Payment Applications & Lien Waivers Through Innovative Construction Technology

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.

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Animal Spirits: Investing in Sustainability

The Irrelevant Investor

On today’s show, we talk with Jim Madden,co-portfolio manager of Calamos Investments. To learn more, visit Calamos.com On today’s show we discuss: ESG investing before it was cool The Investment Case For Corporate Diversity Environmental investing Listen here: Investor resources: Calamo Global Sustainable Equities Fund New York pension shifts to alts Contact us at animalspiritspod@gmail.com with any feedback, recommendations, or questions.

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These Are the Goods

The Irrelevant Investor

Articles Lines for essential goods are a pretty good sign of failed public policy (By Derek Thompson) It seems that we have monetary policy that’s juicing the economy indefinitely (By Allison Schrager) Everything we know about history is limited to what’s been written down, shared publicly, or spoken into a camera (By Morgan Housel) A company with a big outcome can still be a bad investment at the wrong entry point.

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Protecting What’s Yours (After You Pass) 

Yardley Wealth Management

The post Protecting What’s Yours (After You Pass) appeared first on Yardley Wealth Management, LLC. Protecting What’s Yours (After You Pass). In our last piece, we emphasized the importance of estate planning as the greatest gift you can bequeath to your loved ones, to reduce their painful stress load during an already stressful time. If you’ve been putting off your estate planning, taking the initial steps can be daunting—but liberating.