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InvestmentNews 2023 Best Places to Work for Financial Advisers

Tobias Financial

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.

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Millennials Are Finally Building Wealth and Hiring Financial Advisers

Advisor Perspectives

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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What Do Financial Adviser Designations Mean? What are the Letters after a Name?

Carson Wealth

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

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SEO Basics For Financial Advisors Looking To Rank

Advisor Websites

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

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SEO for Financial Advisors: The Key in Keywords

Advisor Websites

Search Engine Optimization (SEO) is essential for all types of businesses, but is particularly important for financial advisors. seo for financial advisers

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The Sherman Show: Clients, Advisers, Markets & Portfolios

The Big Picture

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.

Portfolio 243
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Local Media: How to Land Interviews in Your Backyard

AdvisorPR

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.

Media 52
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Word of Mouth is a Force of Nature

AdvisorPR

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.

Clients 52
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Building Brand Trust in Our “New Normal”

AdvisorPR

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.

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Finance Pros Find Lessons for Today in Their Biggest Blunders

Wealth Management

Financial advisers share the biggest mistakes and best money moves they made in past downturns

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Adviser links: holistic financial guidance

Abnormal Returns

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.

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Wednesday links: the pursuit of innovation

Abnormal Returns

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.

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Friday links: loaded language

Abnormal Returns

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.

Startup 225
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Friday links: risk and luck

Abnormal Returns

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.

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Thursday links: a clear and present danger

Abnormal Returns

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.

Startup 233
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Friday links: an abysmal investing strategy

Abnormal Returns

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.

Investing 222
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Monday links: successful relationships

Abnormal Returns

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.

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Monday links: an enduring presence

Abnormal Returns

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.

Media 222
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Tuesday links: get-rich schemes

Abnormal Returns

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.'

Startup 226
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Friday links: the most important investing skill

Abnormal Returns

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.

Investing 230
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Wednesday links: a call for help

Abnormal Returns

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.

Media 222
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Wednesday links: when volatility is your friend

Abnormal Returns

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.

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Tuesday links: value destruction

Abnormal Returns

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?

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Friday links: old patterns

Abnormal Returns

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?

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Thursday links: failing utterly

Abnormal Returns

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.

Startup 238
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Logistics Firm Terra Worldwide Explores $1 Billion Sale

Wealth Management

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

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Thursday links: finding your passion

Abnormal Returns

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.

Startup 191
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Thursday links: the Fed’s job

Abnormal Returns

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.

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Tuesday links: activists are feeling it

Abnormal Returns

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.

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Tuesday links: acute inefficiencies

Abnormal Returns

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?

Startup 215
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Monday links: digesting economic activity

Abnormal Returns

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).

Economics 130
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Adviser links: hyperbole cycles

Abnormal Returns

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.

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Friday links: breaking things

Abnormal Returns

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.

Banking 217
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Thursday links: keeping things simple

Abnormal Returns

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.

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Tuesday links: investing humility

Abnormal Returns

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.

Investing 234
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Thursday links: room for error

Abnormal Returns

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.

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Tuesday links: the tragedy of DeFi

Abnormal Returns

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?

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Monday links: bond market losses

Abnormal Returns

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?

Marketing 235
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Sunday links: the tech retrenchment

Abnormal Returns

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.

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Tuesday links: the AI genie

Abnormal Returns

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.