Gen Y Planning
NOVEMBER 5, 2021
Year-end is a special time filled with traditions, old and new, and hopefully space to relax, decompress, and prepare for a wonderful new year. . As the final days of 2021 rapidly approach, it’s important to carve out intentional time to ready your finances for 2022. What should go on your year-end to-do list? Here are nine financial elements you won’t want to forget!
The Irrelevant Investor
NOVEMBER 5, 2021
In 2014 Josh wrote a post called The Relentless Bid. He described the phenomenon of selloffs, which were once measured in months and years, ending in days or weeks. Whereas yesterday’s brokers were principally concerned with keeping money in motion and generating activity each month, today’s brokers – who call themselves wealth managers by the way – are principally concerned with making client retirement accounts stretch out over decades.
This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
Brown Advisory
NOVEMBER 5, 2021
2021 Year-End Planning Letter. ajackson. Fri, 11/05/2021 - 13:01. The end of 2021 is notable for a host of reasons. Perhaps most significant for many of us is that after almost two years apart, loved ones will gather together for the holidays once again. Rarely has sharing a cocktail, watching a game, enjoying a meal and even engaging in friendly debate seemed so special.
ClearMoney
NOVEMBER 4, 2021
The following is provided by Dimensional Fund Advisors. Nearly 30 years after its formal discovery,1 the appeal of stock price momentum2 remains in the eye of the beholder. Some see its outsize historical premium, 9.1% per year in the US,3 as validation for investing in momentum-focused strategies. Others point to the extreme turnover and occasional catastrophic outcomes4 for the premium as insurmountable hurdles to real-world implementation.
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
Fortune Financial
NOVEMBER 4, 2021
As our identities and personal information become more regularly available on the internet, our risk of having our identities stolen increases. According to the Insurance Information Institute , there were 4.8 million identity theft and fraud reports received by the FTC in 2020, up 45% from 3.3 million in 2019. From an organizational standpoint, the number was equally as shocking, with a new company experiencing identity theft every 14 seconds. .
Gemini BITRIA
NOVEMBER 4, 2021
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
Brown Advisory
NOVEMBER 3, 2021
Karina Funk on Climate Risk in Investing (Financial Times Op-Ed) ajackson Wed, 11/03/2021 - 10:53 We are pleased to share "Why investors should collaborate to tackle climate change," an op-ed published in the Financial Times on Nov. 3 by Karina Funk, Brown Advisory's Chair of Sustainable Investing and co-manager of our U.S. Large-Cap Sustainable Growth equity strategy.
The Richer Geek
NOVEMBER 3, 2021
Today we welcome Jonathan Hung, and to set the tone ladies and gentlemen I'm not sure that there's a place to graduate that Jonathan hasn't graduated from. He has several degrees from the University of Southern California, London School of Economics, Massachusetts Institute of Technology, and The Wharton School at the University of Pennsylvania, one of the best schools.
Tucker Advisors
NOVEMBER 3, 2021
How Retirees Can Outpace Inflation. By Sam Deleo Tucker Advisors Senior Content Specialist/Editor. Follow Follow Follow Follow Follow Follow. As October drew to a close, our national rate of inflation rose to a whopping 5.4%. The Federal Reserve also announced they would not raise interest rates, but would gradually begin decreasing the bond-buying program they had enacted in order keep credit rates low.
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.
Indigo Marketing Agency
NOVEMBER 3, 2021
This has been our best year yet at Indigo Marketing Agency, with more marketing tips for financial advisors than ever before. Take a moment to review our top 10 blog posts of 2021! 10. How to Create a Provocative Value Proposition (Webinar). Your value proposition is THE keystone of your marketing strategy. It tells prospects how you’re different, why they should choose you over other advisors, and how their lives will be transformed by working with you.
Brown Advisory
NOVEMBER 3, 2021
Karina Funk on Climate Risk in Investing (Financial Times Op-Ed). ajackson. Wed, 11/03/2021 - 10:53. We are pleased to share "Why investors should collaborate to tackle climate change," an op-ed published in the Financial Times on Nov. 3 by Karina Funk, Brown Advisory's Chair of Sustainable Investing and co-manager of our U.S. Large-Cap Sustainable Growth equity strategy.
The Irrelevant Investor
NOVEMBER 2, 2021
Today’s Animal Spirits is brought to you Masterworks. For more information go to Masterworks.io/Animal to learn more On today’s show we discuss: Bill Ackman wants higher rates Probably never had households better prepared for either higher inflation or high rates How to invest in iBonds Shiba Inu is the third most googled crypto in 2021, new study shows SquidGame coin investors get rugged People are retiring too early 20-year truck driver on this mess Too much demand is a good problem Used ca
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.
Indigo Marketing Agency
NOVEMBER 3, 2021
At Indigo Marketing Agency, we got together as a team, identified our favorite financial advisor clients, and picked apart some of the characteristics they share. Whether you’re a new client of ours or are thinking about partnering with us, you may be wondering if you’re a good fit for our services. In this two-minute video, I walk you through the four characteristics we look for in a new client.
Prosperity Coaching
NOVEMBER 1, 2021
🙋♂️ Are you writing your Financial Advisor Business Plan for 2022? Are you happy with your business revenue? Is your revenue stagnant or growing? 🚣 🚗 Motivated, ambitious advisors plan their business growth each year by reviewing results from prior years and deciding where they’re going this year. 🏆 The […].
Investing Caffeine
NOVEMBER 1, 2021
Normally, investors equate the month of October with scary, blood-curdling screams because horrifying losses during the 1929 and 1987 crashes occurred during this month. Fortunately, for those invested in stocks, they experienced the opposite this last month – a flood of green (new all-time record highs), despite a whole host of frightening factors, including the following: · Inflation. · Supply chain disruptions. · Federal Reserve monetary policy. · COVID variants. · Evergrande’s impact o
The Irrelevant Investor
NOVEMBER 1, 2021
Today’s Animal Spirits is brought to you by Kalshi On today’s show we discuss: How to bet on binary outcomes Why it's hard to be right and also make money How Kalshi got CFTC approval, and much more Listen here Links Kalshi raised $30 million Kalshi wins CFTC approval Contact us at animalspiritspod@gmail.com with any feedback, recommendations, or questions.
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.
Robert B. Ritter Jr.
OCTOBER 30, 2021
(Click here for Blog Archive)(Click here for Blog Index) This is a re-release of Blog #214 due to several needed edits. So what is it? It’s an analysis of a Roth Conversion with the income tax paid by a Reverse Mortgage coupled with Indexed Universal Life — all illustrated with Wealthy and Wise®. Case Study […]. The post Blog #214: Roth Conversion Magic first appeared on Bob Ritter's Blog, ideas for financial service professionals.
Inside Information
OCTOBER 30, 2021
B y now, I’m sure most of you are familiar with the Committee for the Fiduciary Standard—but if not, well, it’s a group of prominent advisors who advocate that anybody who holds out as a financial planner or advisor be held to a strict fiduciary standard. I participate in their discussions, though I’m not formally a member. Every year, the Committee selects a worthy candidate to be given its “Fiduciary of the Year” award.
The Irrelevant Investor
OCTOBER 30, 2021
The U.S. public stock market closed at an all-time high in October. Private markets are enjoying the same up only type of activity. In a new report from AngelList, they shared that: In 4Q20, 80% of startups that changed valuations were marked up or had a positive exit—a new record for startups on AngelList at the time. That record was broken in 1Q21 (85%) and then again in 2Q21 (90%).3Q21 fell just short of setting a new record for positive activity.
Advertisement
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.
MazumaBusinessAccounting
NOVEMBER 5, 2021
Stress, illness, and a near-death experience. That’s what propelled Maureen Wendy Dearborne to find her calling in life. From a broken engagement to missed promotions at work, Wendy felt like her life was unraveling. “I was blaming everybody and everything for every woe in my life,” she says. But Wendy’s perspective changed when her life was nearly cut short by illness. “I had a near-death experience when I was 21 years old,” she says, adding with a laugh,
The Irrelevant Investor
OCTOBER 30, 2021
Articles When everything is burnt to the ground, there’s room for new ideas and institutions to grow (By Packy McCormick) If the world changed in the last 18 months, can you really use data that is 10 years old? (By Allison Schrager) There are two ways to measure how you’re doing: Against yourself and against others. (By Morgan Housel) In the long run, physical exchanges lower the price and increase the use of the underlying commodity being traded.
Expert insights. Personalized for you.
75 
Let's personalize your content