Indigo Marketing Agency

OCTOBER 25, 2019

Embracing a Niche As a Financial Advisor. We know that embracing a specialty is the most critical decision you can make in your marketing. But where should you start developing a niche as a financial advisor? In this episode, we’ll visit with a top-performing specialist advisor, Landon Loveall of KB Financial Advisors. We will review how he built his firm from the ground up by embracing a niche, including: How he chose his specialty.

Financial Advisor 59

Financial Advisor Marketing Marketing Clients 59

The Irrelevant Investor

OCTOBER 22, 2019

I don't pay attention to negative market commentary. I avoid it not because I want to stick my head in the sand and ignore potential warnings, it's just that this type of content doesn't make you a better investor. It's mostly hyperbolic and fortunately, mostly wrong. But the real reason I don't read it is because it's a waste of my time. It won't change how I manage money for myself and it won't impact how we manage money for our clients.

Financial Services 52

Financial Services Management Investments Investing 52

Brown Advisory

OCTOBER 22, 2019

Family Matters: New Considerations for Structuring Family Offices ajackson Tue, 10/22/2019 - 15:48 Families that have created or inherited considerable wealth contend with a wide range of responsibilities. They must support the needs of the current generation; oversee homes, aircraft, curated art and other substantial fixed assets; preserve and transfer wealth for the benefit of future generations; and, in many cases, fund broader community and philanthropic aims.

Taxes 52

Taxes Management Investments Investing 52

Brown Advisory

OCTOBER 22, 2019

Family Matters: New Considerations for Structuring Family Offices. ajackson. Tue, 10/22/2019 - 15:48. Families that have created or inherited considerable wealth contend with a wide range of responsibilities. They must support the needs of the current generation; oversee homes, aircraft, curated art and other substantial fixed assets; preserve and transfer wealth for the benefit of future generations; and, in many cases, fund broader community and philanthropic aims.

Taxes 52

Taxes Management Investments Investing 52

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Clients

Brown Advisory

OCTOBER 22, 2019

Family Matters: New Considerations for Structuring Family Offices. ajackson. Tue, 10/22/2019 - 15:48. Families that have created or inherited considerable wealth contend with a wide range of responsibilities. They must support the needs of the current generation; oversee homes, aircraft, curated art and other substantial fixed assets; preserve and transfer wealth for the benefit of future generations; and, in many cases, fund broader community and philanthropic aims.

Taxes 52

Taxes Management Investments Investing 52

The Irrelevant Investor

OCTOBER 20, 2019

Articles William Stolz, who has worked for two years at an Amazon warehouse in Shakopee, Minnesota, told me that he’s expected to grab an item every eight second By Charles Duhigg More product searches are conducted on Amazon than on Google, which has allowed Bezos to build an advertising business as valuable as the entirety of IBM. By Franklin Foer The streaming video era is already starting to resemble the old age of television that viewers were so excited to escape By Matthew Ball Inflation v

Advertising 52

Advertising Transportation Medical Government 52

The Irrelevant Investor

OCTOBER 24, 2019

Josh Ben and I did a video about how to build a recession proof portfolio. [link] These are the 12 charts I used for my talking points. You can see that recessions have become less frequent with the passage of time. This makes sense as the economy has matured. They've also been shorter in duration. The United States is home to one of the most dynamic economies the world has ever seen.

Economy 52

Economy Economics Portfolio Manufacturing 52

The Irrelevant Investor

OCTOBER 23, 2019

On the podcast this week I spoke about a big story that seemingly went unnoticed. Apparently, the most commonly cited data on buybacks isn't accurate. Yes, you read this right. The data doesn't account for the fact that two-thirds of buybacks are done to offset employee stock ownership plans. Here's a representative from the Fed in an email to Barron's : The current source for equity issuance data in the Financial Accounts of the United States does not fully incorporate issuance to employees by

Accounting 52

Accounting Marketing Marketing Planning 52

The Irrelevant Investor

OCTOBER 23, 2019

On today's Animal Spirits, we discuss: The 60/40 is dead. Again But it has worked even when bond returns have sucked Why don't rich people just stop working? Carl Icahn's succession is like real life Succession Are influencers a winner take all game? Housing and recessions Wait, what about buyback data? The best predictor of stock returns The least happy age How households invest Bob Iger's big bet that Ben doesn't think is a big bet Hanky panky in the futures market?

Investments 52

Investments Investing Marketing Marketing 52