Financial Advising Related Topics 
Tobias Financial
MARCH 8, 2023
On March 7 th , 2023, Tobias Financial Advisors has been named one of the 2023 Best Places to Work for Financial Advisers by InvestmentNews ! We have some exciting news.
Advisor Perspectives
SEPTEMBER 20, 2022
Millennials are self-centered and allergic to commitment. They switch jobs every six months and will never buy homes. And don’t get them started on marriage and kids
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Carson Wealth
JULY 12, 2022
We speak a secret language in financial planning. Translating from the secret language of financial planning, the sentence would read “Tammy specializes in insurance. Financial service professionals like Tammy climb a competence stairway to work with clients. Financial Planning
Advisor Websites
APRIL 28, 2022
If you are a financial advisor looking to attract more business, there are several strategies that you can adopt to help you stand out above your competitors. improve advisor SEO SEO seo for financial advisers seo tips for advisors
Advisor Websites
DECEMBER 23, 2021
Search Engine Optimization (SEO) is essential for all types of businesses, but is particularly important for financial advisors. seo for financial advisers
The Big Picture
SEPTEMBER 30, 2022
At Future Proof , I spoke with hosts Jeffrey Sherman and Samuel Lau of Doubleline + The Sherman Show about investing, the future of financial conferences, and why not failing means you are not taking enough risk.
AdvisorPR
OCTOBER 28, 2020
Financial advisors often don’t realize that they are sitting on a goldmine of information related to calendar-based events that local reporters would snap up in a minute. However, for a financial advisor, that works in your favor.
AdvisorPR
OCTOBER 28, 2020
The same could be said about a referral from a trusted source to your financial advisory firm. Some referral sources are more obvious than others but think not just of your service category (financial planning) but also of the age group that you prefer to work with.
AdvisorPR
AUGUST 10, 2020
In the financial industry, these catalysts have expedited many changes that were already in motion, from adopting new technologies to providing more inclusive holistic services that account for all aspects of life.
Wealth Management
JULY 27, 2022
Financial advisers share the biggest mistakes and best money moves they made in past downturns
Abnormal Returns
MARCH 13, 2023
Podcasts Mihael Kitces talks the challenges of succession planning with Yonhee Choi Gordon a Principal and the COO of JMG Financial Group. riaintel.com) SEC The SEC is looking for more resources to conduct adviser examinations.
Abnormal Returns
MARCH 22, 2023
abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? Markets Bond market volatility is at GFC-type levels. axios.com) Chasing 'smooth returns' is a fool's errand.
Abnormal Returns
MARCH 17, 2023
abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? Finance Why First Republic Bank ($FRC) isn't bouncing. thebasispoint.com) WeWork ($WE) has reached a deal with Softbank to restructure its debt. nytimes.com) Fidelity Crypto is now live.
Abnormal Returns
MARCH 3, 2023
abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? Markets Retail investors can't quit Tesla ($TSLA) stock. wsj.com) Softbank is planning to IPO chip maker Arm Holdings in New York. cnbc.com) Short-dated options are distorting market data.
Abnormal Returns
FEBRUARY 9, 2023
abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? Strategy How a big, successful trade can distort your thinking for years to come. youngmoney.co) Meb Faber on why more people don't invest in managed futures funds.
Abnormal Returns
FEBRUARY 17, 2023
abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? Markets European natural gas prices are back down to Q4 2021 levels. ft.com) Zero day options are growing in popularity. marketwatch.com) Strategy Copycat investing is blind alley.
Abnormal Returns
MARCH 6, 2023
ritholtz.com) Earlier on Abnormal Returns Adviser links: behavioral coaching. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? Companies Citadel's investment in weather forecasting is paying off big time.
Abnormal Returns
FEBRUARY 6, 2023
axios.com) Earlier on Abnormal Returns Adviser links: explaining alts. abnormalreturns.com) Check out my recent appearance on The Money Show with Chuck Jaffe talking all things financial media. Markets February has historically been the second worst month for the stock market.
Abnormal Returns
JANUARY 31, 2023
abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? Strategy Everybody talks their book. covestreetcapital.com) 20 lessons Seth Klarman learned from the GFC including 'Do not accept principal risk while investing short-term cash.'
Abnormal Returns
JANUARY 20, 2023
abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? Markets What a 'breakaway momentum thrust' means for investors. ritholtz.com) India's stock market held up well in 2022. wsj.com) Don't let your portfolio be driven by strategist forecasts.
Abnormal Returns
MARCH 15, 2023
abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? Markets The demise of SIVB upended all manner of market trends. wsj.com) The bond market reversal caught a lot of managed futures funds offsides.
Abnormal Returns
FEBRUARY 1, 2023
abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? Markets How major asset classes performed in January 2023. capitalspectator.com) January's market rally was kinda junky.
Abnormal Returns
MARCH 28, 2023
theirrelevantinvestor.com) Financial stresses are on the rise. abnormalreturns.com) Adviser links: hyperbole cycles. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking?
Abnormal Returns
NOVEMBER 25, 2022
abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? Markets How do stocks beat inflation? thereformedbroker.com) The S&P 500 is not the economy. awealthofcommonsense.com) FTX Is the FTX blow up the end of crypto?
Abnormal Returns
DECEMBER 29, 2022
abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? Markets The energy sector dominated in 2022, and it wasn't even close. capitalspectator.com) The stock market is not a Ponzi scheme. awealthofcommonsense.com) Here is Eddy's 2023 Buy List.
Wealth Management
AUGUST 1, 2022
The Atlanta-based company is working with a financial adviser on the potential sale. Other logistics firms and investment funds have expressed preliminary interest in acquiring the business
Abnormal Returns
MARCH 23, 2023
abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? Strategy Why isn't the stock market going down? theirrelevantinvestor.com) Bonds have had a rough five years. Things are different moving forward.
Abnormal Returns
MARCH 2, 2023
abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? Markets The stock market is getting oversold. quantifiableedges.com) Small caps are still outperforming. wsj.com) Finance The SEC is charging an insider trading case using 10b5-1 plans. wsj.com) Now you can bet on Jim Cramer's stock picks via these new ETFs. advisorperspectives.com) Global A year later some companies are stuck in Russia.
Abnormal Returns
JANUARY 24, 2023
abnormalreturns.com) Adviser links: the overarching idea. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? Markets We are in the strongest part of the Presidential election cycle.
Abnormal Returns
MARCH 14, 2023
ft.com) Social media will change any future financial crisis. abnormalreturns.com) Adviser links: holistic financial guidance. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking?
Abnormal Returns
MARCH 27, 2023
npr.org) Earlier on Abnormal Returns Adviser links: hyperbole cycles. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? Companies Elliott Management is giving up its proxy fight with Salesforce ($CRM).
Abnormal Returns
MARCH 27, 2023
bogleheads.podbean.com) Justin Castelli is talking with the authors of "More Than Money" including Elliott Appel of Kindness Financial Planning. youtube.com) Practice management What advisers need to do to prepare for the transition from TDA to Schwab.
Abnormal Returns
MARCH 10, 2023
abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? Markets When markets get volatile and chaotic, there's often no benefit to moving first. thereformedbroker.com) 0DTEs now dominate S&P 500 options trading.
Abnormal Returns
FEBRUARY 23, 2023
abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? Markets Higher for longer, has put pressure on bond yields in February. morningstar.com) It's easy to forget how bad 2022 was for retirement account investors.
Abnormal Returns
FEBRUARY 14, 2023
abnormalreturns.com) Adviser links: client confidence. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? Crypto The SEC continues to push back against crypto companies.
Abnormal Returns
DECEMBER 8, 2022
morningstar.com) Strategy Six year-end financial moves to consider including 'tax loss harvesting.' abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? Markets U.S. gasoline prices are below where they were a year ago.
Abnormal Returns
NOVEMBER 15, 2022
abnormalreturns.com) Adviser links: managing sudden wealth. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? Bonds Mortgage bond buyers are on strike. wsj.com) After the sell-off, how attractive are muni bonds?
Abnormal Returns
OCTOBER 24, 2022
bonddad.blogspot.com) Earlier on Abnormal Returns Adviser links: what bear markets demand. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? Strategy How much has indexing saved investors in fees?
Abnormal Returns
NOVEMBER 27, 2022
Strategy Rising interest rates reset a whole host of financial questions. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? humbledollar.com) Why fraud seems more prevalent these days.
Abnormal Returns
JANUARY 10, 2023
abnormalreturns.com) Adviser links: two forms of growth. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? Markets What role do interest rates have in stock prices? ofdollarsanddata.com) Why the golden age of biotech stocks may be over.
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