Steve Sanduski

NOVEMBER 21, 2023

( Download the ChatGPT-4 Marketing Plan.) But effective marketing requires more than blindly following a GPT-generated plan — you have to target, personalize, and differentiate your message to reach your intended audience and turn clicks into clients through both marketing AND sales. ” Identifying ideal client personas.

Media 59

Media Marketing Marketing Planning 59

The Big Picture

OCTOBER 19, 2023

One of my favorite responsibilities as chief investment officer at Ritholtz Wealth Management is the quarterly conference call I do for our clients. I like to finish with a thought-provoking, often “investing-adjacent” idea they might not have previously considered. We are what we eat, media diet included.

Media 350

Media Economy Economics Wealth Management 350

Abnormal Returns

APRIL 30, 2024

Strategy Widen your investing lens. cnbc.com) How Lilly plans to ramp production by 50% in 2024. newsletter.abnormalreturns.com) Mixed media AI is in its experimentation phase. awealthofcommonsense.com) The best investors are running their own race. axios.com) Walmart ($WMT) is getting out of the health clinic business.

Financial Advising 242

Financial Advising Communication Media Economy 242

Abnormal Returns

NOVEMBER 9, 2022

variety.com) Taiwan Semi ($TSM) is planning another fab in Arizona. newsletter.abnormalreturns.com) Mixed media California rejected, for now, legalized sports betting. (forbes.com) Companies The rising price of cyber insurance is causing some companies to opt out. wsj.com) Meta ($META) is laying off some 11,000 employees.

Investing 218

Investing Investments Financial Advising Advertising 218

Abnormal Returns

APRIL 25, 2024

(semafor.com) Finance The FMX Futures exchange is planning to take on the CME ($CME) in interest rate futures. axios.com) Investment consultants Nearly all U.S. institutional investors work with a investment consultant. institutionalinvestor.com) Investment consultants hold a lot of sway over pension funds.

Accounting 251

Accounting Consulting Financial Advising Valuation 251

Abnormal Returns

NOVEMBER 22, 2023

(bigtechnology.com) Om Malik, "If you are a startup, an organization, or a large company, you need to learn from the past five days [at OpenAI] and start building resilience in your product plans." theatlantic.com) Finance Banks are planning to start.lending again. bonddad.blogspot.com) Economic growth is running around 2%.

Financial Advising 223

Financial Advising Startup Media Economy 223

Nerd's Eye View

AUGUST 23, 2022

What's unique about Shari, though, is how after a life-changing experience she went through in trying to get clear in articulating her own most important values, she created a 5-step “Maximize the Return on Life” framework to use with her clients, and then created what she calls her “CFO Family Checklist” as a form of living (..)

Clients 202

Clients Planning Financial Advisor Financial Planning 202

Wealth Management

MAY 3, 2024

Sixth Street has held preliminary talks with potential investors about the vehicle, which will seek to invest in sports teams and leagues, media rights and related businesses.

Planning 75

Planning Media Investing Investments 75

Abnormal Returns

AUGUST 8, 2023

Strategy Don't make your investments based on who is in the White House. morningstar.com) Semiconductors Arm Holdings is planning investments from Apple, Samsung and Intel on its IPO. scmp.com) News media Why the media needs to be more credulous when covering Elon Musk. Then check out our weekly e-mail newsletter.

Financial Advising 202

Financial Advising Media Insurance Economy 202

Abnormal Returns

FEBRUARY 13, 2024

marginalrevolution.com) Alternatives Alternative investments are generally sold, not bought. ft.com) IBM ($IBM) is funding 'retirement contributions with the surplus in its overfunded defined benefit plan rather than with corporate cash contributed to its 401(k) plan.' apolloacademy.com) Markets work: the case of lithium.

Financial Advising 220

Financial Advising Startup Retail Media 220

Abnormal Returns

MARCH 13, 2024

etf.com) Finance Why Evercore ($EVR) is outperforming other investment banks. barrons.com) Dollar Tree ($DLTR) is planning to close some 1,000 locations. newsletter.abnormalreturns.com) Mixed media How the interstate highway system changed America forever. (epsilontheory.com) How much is Bitcoin worth? Nobody really knows.

Financial Advising 264

Financial Advising Valuation Retail Media 264

Abnormal Returns

OCTOBER 27, 2023

(awealthofcommonsense.com) Successful stock investing is about knowing when you are wrong as early as possible. ritholtz.com) ETFs Fidelity plans to launch new ETFs as share classes of existing funds. (fa-mag.com) corporate.vanguard.com) Media The entertainment business needs a hard reset.

Media 225

Media Financial Advising Economy Numbers 225

Abnormal Returns

DECEMBER 18, 2023

allstarcharts.com) Strategy The best thing you could have done in 2023 was to stick to your plan. institutionalinvestor.com) How the Norges Bank Investment Management votes its shares and why it matters (ft.com) Finance The IPO window in 2023 opened and shut pretty quickly. ft.com) Here are some more signs of market strength.

Financial Advising 218

Financial Advising Startup Media Government 218

Nerd's Eye View

APRIL 15, 2024

Foremost among their responsibilities is business development, which compels them to seek out prospects who will eventually become clients (so that they can grow their firms, allocate resources accordingly, and do even more financial planning!).

Marketing 179

Marketing Marketing Engineering Media 179

Nerd's Eye View

OCTOBER 27, 2023

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that the shift in financial advice from pure investment management to comprehensive financial planning continues, with more individuals becoming CFP professionals than CFAs in the past few years as consumers increasing the diversity (..)

Financial Planner 224

Financial Planner Financial Advice Financial Advisor Tax Planning 224

Nerd's Eye View

AUGUST 23, 2022

What's unique about Shari, though, is how after a life-changing experience she went through in trying to get clear in articulating her own most important values, she created a 5-step “Maximize the Return on Life” framework to use with her clients, and then created what she calls her “CFO Family Checklist” as a form of living (..)

Clients 149

Clients Planning Financial Advisor Financial Planning 149

Abnormal Returns

SEPTEMBER 18, 2023

(mrzepczynski.blogspot.com) Companies What does Disney ($DIS) look like without its legacy media businesses? bloomberg.com) Five insights from "Plunder: Private Equity’s Plan to Pillage America" by Brendan Ballou. bloomberg.com) Five insights from "Plunder: Private Equity’s Plan to Pillage America" by Brendan Ballou. wsj.com)

Financial Advising 144

Financial Advising Media Economy Financial Planning 144

Abnormal Returns

DECEMBER 17, 2023

theirrelevantinvestor.com) Why most people keep their hands off their 401(k) plans. yield-to-maturity.beehiiv.com) The best trading is planned, not reactive. newsletter.abnormalreturns.com) Mixed media Bad publicity aside, a college degree is still a good investment. Then check out our weekly e-mail newsletter.

Financial Advising 237

Financial Advising Economy Economics Media 237

Sara Grillo

SEPTEMBER 11, 2023

We’ve got special guests Dan McGrath and Paul Morrison of IRMAA Certified Planner with us today to talk about what you may be overlooking about IRMAA planning. The “old way” – does it neglect IRMAA planning? An example is how tax planning is handled. How do you help your clients plan for IRMAA?

Planning 111

Planning Financial Advisor Taxes Retirement 111

Abnormal Returns

JANUARY 31, 2024

coindesk.com) Are spot Bitcoin ETFs going to start showing up in 401(k) plans? spyglass.org) Sports The PGA Tour just scored a big, non-Saudi, investment. newsletter.abnormalreturns.com) Mixed media Shrinking family sizes are going to change our experience of aging. (ft.com) Is there an ideal level of inflation?

Financial Advising 206

Financial Advising Media Economy Economics 206

Nerd's Eye View

OCTOBER 20, 2022

In recent years, politically charged topics have become the forefront of news and media, and with the rise of access to digitally distributed media, it has become commonplace for clients to have concerns about the possible impact of political events on their portfolios. Read More.

Portfolio 208

Portfolio Clients Financial Planning Communication 208

The Big Picture

SEPTEMBER 28, 2022

Consider this tweet I bookmarked back in August; This updated version , via Mindfulenough , gave me the idea to turn it into something investment-related. You must have a Financial Plan , so it is clear what you are investing for, and so you can see how you are progressing towards those goals. Financial Plan. Elections.

Asset Allocation 341

Asset Allocation Financial Planning Assets Media 341

Clever Girl Finance

MARCH 19, 2024

No one cares more about your financial well-being than you, so having a personal financial plan is important. Knowing how to make a financial plan will allow you to save money, afford the things you want, and achieve long-term goals like saving for college and retirement. Table of contents What is a financial plan?

Financial Planning 69

Financial Planning Planning Budgeting Insurance 69

Nerd's Eye View

JULY 3, 2023

This month's edition kicks off with the news that Pershing X has announced the launch of its long-awaited (and newly renamed) “Wove” advisor technology platform – which despite purporting to be an open-architecture, multi-custodian solution allowing advisors to smoothly integrate all the technology they choose to bring onto it, in (..)

Estate Planning 238

Estate Planning Clients Media Wealth Management 238

Abnormal Returns

NOVEMBER 10, 2023

(peterlazaroff.com) Brett McKay talks with Morgan Housel author of "Same as Ever: A Guide to What Never Changes" (artofmanliness.com) Finance Steve Curley and Chris Cannon talk with Aswath Damodaran about the shortcomings of ESG investing. investorsfirstpodcast.com) John L.

Retirement Planning 229

Retirement Planning Estate Planning Economy Media 229

Nerd's Eye View

OCTOBER 13, 2023

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with a new study from Herbers & Company that provides insight into the financial planning services that consumers demand the most, and which services financial advisory firms offer the most often.

Financial Planner 221

Financial Planner Financial Planning Client Management Clients 221

Nerd's Eye View

AUGUST 7, 2023

This month's edition kicks off with the news that estate planning platform Wealth.com has launched Ester, an AI-driven 'legal assistant' that uses machine learning to help advisors quickly review and extract the key information from clients' estate planning documents, as it joins FP Alpha in the competition to become 'Holistiplan for estate planning (..)

Estate Planning 219

Estate Planning Wealth Management Financial Advisor Planning 219

Abnormal Returns

NOVEMBER 17, 2023

(joincolossus.com) Russell Napier talks with Brendan Ballou author of "Plunder: Private Equity’s Plan to Pillage America." newcomer.co) Venture capital Ted Seides talks venture investing with Rick Heitzman founder and Managing Partner of FirstMark Capital. tenpercent.com) Emily Oster talks kids and social media with U.S.

Startup 214

Startup Media Investing Investments 214

Abnormal Returns

FEBRUARY 7, 2023

morningstar.com) Social media finance gurus gloss over a lot of the tough stuff. thisisthetop.substack.com) Finance More investment funds are outsourcing their trading function. nextbigideaclub.com) Media The Mastodon bump is now a slump. wired.com) Penske Media is buying 20% of Vox Media.

Startup 130

Startup Media Financial Advising Planning 130

Random Roger's Retirement Planning

SEPTEMBER 30, 2022

The financial news media and to an extent, Twitter are really pounding the table on how terrible the current market event is using words/phrases like crash, record loss of wealth, markets breaking and so on. When the media and the like use sensational language it whips people up by playing on their fear and might even push them to panic sell.

Media 63

Media Asset Allocation Assets Clients 63

Abnormal Returns

JANUARY 22, 2024

Podcasts Michael Kitces talks social media with Thomas Kopelman who is the co-founder of AllStreet Wealth. kitces.com) Zach Conway and Kelsey McKenna talk with Michael Conway, CEO of Conway Wealth, about the multifaceted roles financial advisors play beyond managing investments.

Wealth Management 157

Wealth Management Estate Planning Startup Retirement 157

Abnormal Returns

OCTOBER 31, 2022

awealthofcommonsense.com) Joachim Klement, "The people who are committed to sin stock investing are a small minority and are unlikely to shift the consensus away from the ESG investing trend." wsj.com) Poland is planning to build nuclear power plants. newsletter.abnormalreturns.com) Mixed media Five insights from Jonathan D.

Financial Advising 215

Financial Advising Media Valuation Retail 215

Abnormal Returns

JANUARY 11, 2024

blockworks.co) It seems appropriate that 'This is Not Investment Advice' is available on the day the spot Bitcoin ETFs went live. abnormalreturns.com) Personal finance links: investment politicians. newsletter.abnormalreturns.com) Mixed media Seth Godin, "The opposite of insubordination is now enrollment."

Financial Advising 157

Financial Advising Media Taxes Economy 157

The Chicago Financial Planner

JUNE 13, 2022

Assuming that you have a financial plan with an investment strategy in place there is really nothing to do at this point. Ideally you’ve been rebalancing your portfolio along the way and your asset allocation is largely in line with your plan and your risk tolerance. Don’t get caught up in the media hype. Do nothing.

Risk Tolerance 188

Risk Tolerance Marketing Marketing Financial Planner 188

Truemind Capital

MARCH 6, 2024

Sebi introduced Registered Investment Adviser(RIA) as a category of intermediaries in 2013 to safeguard the interests of investors. RIAs are competent professionals offering unbiased and optimum investment advice to their clients. But what led Sebi to introduce the regulations for investment advisory?

Commission 52

Commission Investing Investments Compliance 52

Indigo Marketing Agency

JANUARY 17, 2024

You’re not alone: a recent Investment Planning Counsel study found that only 11% of financial advisors had a formal plan in place even though they were nearing retirement. Now’s the perfect time to test new article ideas, refresh the website , update social media strategies, and consider a rebranding strategy.

Financial Advisor 52

Financial Advisor Planning Retirement Clients 52

Abnormal Returns

JUNE 19, 2023

(standarddeviationspod.com) Michael Kitces talks with Danika Waddell about the unique circumstances in building Xena Financial Planning. kitces.com) Matt Reiner talks with Thomas Kopelman about authenticity and social media. wealthmanagement.com) Preparing a free financial plan is no guarantee a prospective client will sign up.

Financial Advising 185

Financial Advising Financial Planning Media Retirement 185