Norman Marks
APRIL 1, 2022
Today, I am hosting a Guest Post by Elliot Schreiber, PhD. I have a few comments at the end. _ Boards have responsibility for approving the strategy and risk appetite of the company. This requires directors to have sufficient information to assure themselves that they can make the best decisions possible at the time the […].
Investing Caffeine
APRIL 1, 2022
After a painful start to 2022, the stock market surged last month, with the S&P 500 index gaining a respectable +3.6%, while the technology-heavy NASDAQ index rose by +3.4%. With volatility on the rise, getting caught up in the emotions of the headlines can be challenging for some investors. At Sidoxia , we are determined to objectively stick to the facts and migrate investments to the areas of the market that provide the best risk-reward opportunities to our clients, based on their unique
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Advisor Websites
APRIL 1, 2022
Your website is the central hub of your business; it's your brand image, informational resource for prospects, and sales generator. When someone is curious about your advising practice, or has been referred to you by someone else, they will be directed to your website where they will discover who you are, the services you provide, and how they can get in contact.
Gen Y Planning
APRIL 1, 2022
Watching the housing market explode over the last couple of years has been like binging reality TV drama—outrageous list prices, all-cash offers, waiving inspections, intense bidding wars, real estate love letters to win sellers’ hearts, and other things you’d think only exist on the big screen, not real life. Now, let us welcome you to the Spring 2022 housing market.
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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
Norman Marks
MARCH 29, 2022
Two recent pieces share the thoughts of board members and advisors. McKinsey had a podcast and published an edited transcript in The role of the board in preparing for extraordinary risk. It makes the point that “Risks that threaten a company’s existence require unique interventions from the board”. A senior McKinsey advisor, Celia Huber, reported: […].
The Financial Literates
MARCH 31, 2022
Money brings up all kinds of emotions within us. But the one that is more or less constant throughout and among many people is ‘Fear’ We fear talking about it, earning too much, earning too less, etc.
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
Brown Advisory
MARCH 30, 2022
Investing in Turbulent International Equity Markets, with Impact mhannan Wed, 03/30/2022 - 09:22 War, humanitarian crises, geopolitical tensions, inflation fears and uncertainty over interest rate policies have added turbulence to equity markets. We believe that a long-term investing approach focused on businesses with strong competitive advantages, with business models that generate high return on incremental invested capital, capable and rightly incentivized management teams and attractive val
The Irrelevant Investor
MARCH 29, 2022
Like most people, I'm fearful when others are fearful. I'll be the first to admit that ten days ago I was pretty nervous about the stock market. Still am. Did I think we would get a bounce? Yes. On March 12th I wrote about how nobody was bullish, myself included. Allow me to quote.myself. I said, "A lack of bulls doesn’t promise anything, but good things usually happen when nobody thinks they can.
The Financial Literates
MARCH 31, 2022
Money brings up all kinds of emotions within us. But the one that is more or less constant throughout and among many people is ‘Fear’ We fear talking about it, earning too much, earning too less, etc. Fear is deeply seated in our genetic drive to survive – this cannot be speedily wiped away with […].
Indigo Marketing Agency
MARCH 28, 2022
When I work with advisors to grow their businesses, we always start with assessing their email list. Email is still the bread and butter of marketing. But if you’re not growing your email list, it’s probably shrinking due to a small number of people unsubscribing each month. Here are my tips for growing your email list, as well as two videos to show how to add people to your email list in both Constant Contact and MailChimp!
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.
Darrow Wealth Management
MARCH 28, 2022
“Far more money has been lost by investors preparing for corrections or trying to anticipate corrections than has been lost in corrections themselves.”. – Peter Lynch. Talking heads in the media and permabears love doomsday scenarios. They sky is always about to fall. Sometimes they’re right, most times they’re wrong. After all, even a broken clock can tell time twice a day.
The Irrelevant Investor
MARCH 29, 2022
Today’s Animal Spirits is brought to you by YCharts Enter here for the first 100 submissions to get a FREE YCharts Professional account until April 30th. On today’s show we discuss: The most actively traded ETF Stocks as an inflation hedge is the new narrative Recession v. non-recession insights Consumer wealth via Sam Ro Bonds are getting killed 37.9% of the adult US population has a bachelor's degree or higher When the optimists are too pessimistic A record number of US homebuyers are look
The Financial Literates
MARCH 29, 2022
Financial advisors have always played a crucial role in the development of the financial industry.
Indigo Marketing Agency
MARCH 28, 2022
When I work with advisors to grow their businesses, we always start with assessing their email list. Email is still the bread and butter of marketing. But if you’re not growing your email list, it’s probably shrinking due to a small number of people unsubscribing each month. Here are my tips for growing your email list, as well as two videos to show how to add people to your email list in both Constant Contact and MailChimp!
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.
Envision Wealth Planning
MARCH 28, 2022
YourStake Edition. Envision Wealth Planning has a passion for helping clients incorporate women’s empowerment and other personal values into their financial plans. We help clients invest in companies with strong financial records as well as how those companies treat the women who work for them. Our Founder and CEO, James Brewer wrote about the issue of women’s empowerment and investing for Forbes, Can Women Actually Retire Successfully by Investing in Gender Equality?
Steve Feinberg
MARCH 28, 2022
Parsing any state’s tax code can be a multifaceted and complicated affair, but small business owners especially should understand what types of taxes they are required to pay if they live and operate their company in New Hampshire. New Hampshire is generally considered to be a business-friendly state when it comes to taxes—the state was ranked 6th in terms of state business tax climate—but there are a few things to know about what to expect when taxes are due.
The Financial Literates
MARCH 29, 2022
Financial advisors have always played a crucial role in the development of the financial industry. Historically, we have seen individual advisors selling mutual fund units of Unit Trust of India, insurance policies of Life Insurance Corporation, bank and post office fixed deposits, NSC, PPF, public issue of shares of the company either directly or as […].
The Irrelevant Investor
MARCH 27, 2022
Today’s Talk Your Book is brought to you by Innovator ETFs Ben and I had Co-Founder and CEO Bruce Bond back on the show to talk about caps and buffers in today's market. On today’s show we discuss: Innovator ETFs in today's market How buffers, ladders, and step-ups work and when to utilize them Understanding the options embedded in Innovator ETFs Innovators Defined Wealth Shield ETF Innovators hedged Tesla ETF and the difference between a buffer and a floor Who these products benefit the most Li
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.
Ron A. Rhodes
MARCH 27, 2022
Do cryptocurrencies possess any real value? Years from now, this fad will pass.
Robert B. Ritter Jr.
MARCH 28, 2022
(Click here for Blog Archive)(Click here for Blog Index) (Presentations in this Blog were created using the InsMark Loan-Based Split Dollar System) Editor’s Note: This blog presents a sizzling loan-based split-dollar plan. This executive benefit will be difficult to justify if interest rates increase considerably. Still, such a strategy can look terrific if you know […].
Walkner Condon Financial Advisors
MARCH 31, 2022
With the rise of virtual currency – such as Bitcoin or Ethereum – there are many investors that have significant unrealized gains embedded in their holdings. But when someone passes away, their holdings may go through a step-up in basis (depending on what it is they’re holding and how it’s held, e.g. brokerage account, Roth IRA, etc.). Effectively, the value at the date of death becomes the new cost basis for that asset.
The Irrelevant Investor
MARCH 26, 2022
Articles Most of what people share is what they want you to see. Skills are advertised, flaws are hidden. (By Morgan Housel) Once people belong , they automatically oppose or shut down any idea that seems to threaten their side (By Dror Poleg) I spent 140 ETH on a cartoon picture of an Ape. Yeah, that is around $400,000. (By Raoul Pal) Out of twenty-seven investments, ten have returned a gross MOIC of 10x or more already, with many stretching far beyond that figure (By Mario Gabriele) Ramp is th
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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.
Ron A. Rhodes
MARCH 31, 2022
by Ron A. Rhoades, JD, CFP One key to happiness in life is identifying, then mapping out a plan for achieving, your lifetime goals.
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