The Irrelevant Investor

NOVEMBER 19, 2021

So this happened last September. A dad, with 30 years in the investment business, dunking on his son, "who's never even had a job." The tweet backfired, with 81% of the audience voting for the kid. And, um, the performance of bitcoin versus "his precious" since the poll is, well, yeah. I saw that tweet floating around my stream today and it caught my attention because of the conversation we just had on The Compound and Friends with Phil Huber and Jim O'Shaughnessy.

Assets

Prosperity Coaching

NOVEMBER 19, 2021

Great is often good enough. At face value, being a perfectionist sounds like a good trait; indeed, it’s always good to strive to do high-quality work. But aiming to do everything perfectly — which is unrealistic — can take a toll on you as an individual and on your financial […]. The post Are You a Financial Advisor Perfectionist?

Financial Advisor

Gemini BITRIA

NOVEMBER 18, 2021

The Richer Geek

NOVEMBER 17, 2021

Today, we welcome Joe DiSanto. He spent his childhood riding BMX bikes, breakdancing, and memorizing 80’s movies, but the carefree days of youth wouldn’t last long. By 13 he was working as a busboy, helping his recently-divorced mom, and picking up some of his own tabs. A valuable lesson was learned: If you don’t deal with your money, your money will deal with you.

Retirement

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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.

Accounting

Fortune Financial

NOVEMBER 17, 2021

Inflation is affecting businesses and individuals worldwide and it’s not going anywhere anytime soon. The pandemic has forced factories in parts of Asia to shut down, along with trucking and staffing shortages at ports is slowing the U.S. port facility operations. Due to this, inflation has become part of daily conversations causing investors to consider alternative investments outside of the stock market.

Investments

The Irrelevant Investor

NOVEMBER 16, 2021

Today’s Animal Spirits is brought to you by Groundfloor On today’s show we discuss: The case for patience on inflation A good look at some of the inflation numbers Bridgewater: It's a demand shock De-Fi 2.0 Ethereum name service tokens (the future) I got scammed Coinbase transcript Coinbase shareholder letter Marc Rubinstein on Crypto market structure DoorDash transcript (made an $8 billion acquisition Wolt) Debt at all-time highs Listen here: Transcript here: Audiograph Recommendations 1917 De

Numbers

Indigo Marketing Agency

NOVEMBER 16, 2021

Many times advisors ask me, “What should I blog about?” or “What should I talk about in my marketing?” So, today I want to share an example of a great financial advisor blog post that was both really successful and really memorable. Plus, I’ll show you how you can replicate its success for your own financial advisor blog. Watch this two-minute video or keep reading to learn more.

Financial Advisor

Brown Advisory

NOVEMBER 16, 2021

Family Office Client Stories. eberkwits. Tue, 11/16/2021 - 12:54. One size definitely doesn't fit all. Every family is unique and we approach each relationship as such. Drawing on our extensive experience with generations of families, we design creative, advantageous strategies to help families reach their goals. In appreciation of both the responsibility and opportunity that wealth carries, we understand that successful families require distinct attention.

Clients

The Irrelevant Investor

NOVEMBER 14, 2021

This tweet lit up the internet a few weeks ago. [link] I'm not going to dunk on the Stotlers, who have nine children, seven of who are adopted or fostered. Using this information alone, I'm guessing they're decent people. Twitter was so outraged by how much milk they claimed to drink that they didn't bother looking at the price they claimed to pay I'm sure a gallon of milk used to cost $1.99, but it's been a long, long time.

Retirement

The Irrelevant Investor

NOVEMBER 13, 2021

Articles The world is rapidly becoming an attention economy. (By Sean O'Neill) Imagine a place where dank memes flow like honey. (By Packy McCormick and Mario Gabriele) It’s time to talk about the new wave of media-first investors. (By Neckar) If it sounds confusing, that's because it is (By Shiv Socrates Kapoor) The recovery has mostly benefited the poor and top 1% while many in the middle feel left behind.

Media

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.

Budgeting

Indigo Marketing Agency

NOVEMBER 17, 2021

If you’re a financial advisor, you’ve likely had these questions go through your mind at some point in your career, “How do I position myself as an expert in the field?” and “How do I stay top-of-mind so I’m the first call when someone realizes they need a financial professional?” The answer to both is strategic marketing. And financial advisor blog posts are an integral part of marketing strategically.

Financial Advisor