A VC: Musings of a VC in NYC
NOVEMBER 4, 2021
On Tuesday night the Gotham Gal and I boarded an overnight flight at JFK and arrived in Paris on Wednesday morning. That sounds like a normal thing to do and it is something we have been doing together since we met forty years ago. But we have not done any international travel since November of 2019 due to the Covid pandemic. So for us, it is quite a thrill to be traveling again.
ClearMoney
NOVEMBER 4, 2021
The following is provided by Dimensional Fund Advisors. Nearly 30 years after its formal discovery,1 the appeal of stock price momentum2 remains in the eye of the beholder. Some see its outsize historical premium, 9.1% per year in the US,3 as validation for investing in momentum-focused strategies. Others point to the extreme turnover and occasional catastrophic outcomes4 for the premium as insurmountable hurdles to real-world implementation.
This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
Fortune Financial
NOVEMBER 4, 2021
As our identities and personal information become more regularly available on the internet, our risk of having our identities stolen increases. According to the Insurance Information Institute , there were 4.8 million identity theft and fraud reports received by the FTC in 2020, up 45% from 3.3 million in 2019. From an organizational standpoint, the number was equally as shocking, with a new company experiencing identity theft every 14 seconds. .
Indigo Marketing Agency
NOVEMBER 3, 2021
This has been our best year yet at Indigo Marketing Agency, with more marketing tips for financial advisors than ever before. Take a moment to review our top 10 blog posts of 2021! 10. How to Create a Provocative Value Proposition (Webinar). Your value proposition is THE keystone of your marketing strategy. It tells prospects how you’re different, why they should choose you over other advisors, and how their lives will be transformed by working with you.
A VC: Musings of a VC in NYC
NOVEMBER 1, 2021
I’ve been hearing the term Metaverse for at least twenty years and I have always struggled with it. As I told my colleagues last week “I like the real world, I don’t want to live in a video game.” My colleagues explained to me that I am thinking about it incorrectly. They said that as digitally mediated experiences have become a more important part of our everyday lives, we are already living in the metaverse.
Advisor Rankings
NOVEMBER 1, 2021
The addition of Financial Calculators to an advisor’s website is a common consideration during the design process. The tools are well known, readily available, and are a regular offering on many finance-related websites. The downside – professional calculators can be an expensive add-on. Are they worth it? Case Study A client who was offering Calculators asked that same question.
Private Equity Central brings together the best content for private equity professionals from the widest variety of industry thought leaders.
Indigo Marketing Agency
NOVEMBER 3, 2021
At Indigo Marketing Agency, we got together as a team, identified our favorite financial advisor clients, and picked apart some of the characteristics they share. Whether you’re a new client of ours or are thinking about partnering with us, you may be wondering if you’re a good fit for our services. In this two-minute video, I walk you through the four characteristics we look for in a new client.
Tucker Advisors
NOVEMBER 3, 2021
How Retirees Can Outpace Inflation. By Sam Deleo Tucker Advisors Senior Content Specialist/Editor. Follow Follow Follow Follow Follow Follow. As October drew to a close, our national rate of inflation rose to a whopping 5.4%. The Federal Reserve also announced they would not raise interest rates, but would gradually begin decreasing the bond-buying program they had enacted in order keep credit rates low.
Expert insights. Personalized for you.
84 
Let's personalize your content