This is going to be BIG.

JANUARY 31, 2021

There’s been an emergence of “pre-accelorator” or “people accelorator” programs—experiences that you can buy your way into with cash, as opposed to potentially valuable future equity, that replicate the education and network provided by the likes of YCombinator. They’re popping up in a variety of different verticals, led by one called On Deck and they’re causing a lot of people to ask the question if a very specific and highly relevant continuing professional education and network is buyable in

Education 214

Education Venture Capital Debt Funds 214

A VC: Musings of a VC in NYC

NOVEMBER 15, 2021

We have been seeing quite a few seed rounds getting done in and around $100mm post-money and that concerns me for a few reasons: Seed stage is when a company has a good team, a good idea, but has not yet proven product market fit and a go to market model, and has not yet demonstrated a sustainable business model. These investments have a high failure rate.

Venture Capital 145

Venture Capital Funds Portfolios Returns 145

Financial Times: Moral Money

DECEMBER 30, 2021

Green stocks were ‘leading the show’ last year but energy companies and funds have roared ahead

Funds 98

Funds Companies 98

Indigo Marketing Agency

AUGUST 18, 2021

If you feel like you’re in a crowded space as a financial advisor, it’s because you are. There are over 300,000 advisors in this country (including seven in my office building alone). The financial services industry is getting more and more competitive every single year. Now more than ever, you need to work hard to differentiate yourself so you don’t sound like every other advisor on the block.

Financial Services 64

Financial Services Assets Accounting Investing 64

Mr. Money Mustache

JANUARY 29, 2021

So, I kind of just bought the house next door to me. We’ve already gotten straight into the renovations with a symbolic first step: a new front door. This is already somewhat amazing, for a small-town boy who refuses to even buy himself a new car. But even stranger are the details that surround this deal: I’m not moving into it. I don’t really need or want a second house.

Taxes 53

Taxes Collateral Stock Market Stock Market 53

Advisor Rankings

DECEMBER 22, 2021

Google recently confirmed a major update to its local search algorithm. The update – named Vicinity by the SEO community – rolled out between November 30th and December 8th, 2021. It is the largest change to the Local Algorithm since the Possum update in 2016. The update is different from the usual algorithm update as it isn’t fixing bugs or targeting spam.

Consultants 52

Consultants Consulting 52

Fortune Financial

NOVEMBER 17, 2021

Inflation is affecting businesses and individuals worldwide and it’s not going anywhere anytime soon. The pandemic has forced factories in parts of Asia to shut down, along with trucking and staffing shortages at ports is slowing the U.S. port facility operations. Due to this, inflation has become part of daily conversations causing investors to consider alternative investments outside of the stock market.

Stock Market 52

Stock Market Stock Market Private Equity Firms Private Equity Firms 52

Tucker Advisors

NOVEMBER 11, 2021

How to Grow on Twitter as a Financial Advisor. By Jordan Collins Tucker Advisors Senior Digital Marketing Specialist. Follow Follow Follow Follow Follow Follow. Table of Contents . Click the links below to jump to a client appreciation event page section specific to your needs. Why Twitter? Setting Up Your Twitter Account. Who Should You Follow On Twitter.

Accounting 52

Accounting Prospects Companies 52

Zajac Group

NOVEMBER 9, 2021

When it comes to charitable giving, there are many different options, from dropping a dollar in the collection plate at church to starting a private foundation. While an anonymous greenback in the offering plate might not generate the paperwork necessary to realize any tax benefits and starting a private foundation might seem daunting, a Donor-Advised Fund could be a great option for philanthropic investors.

Funds 52

Funds Taxes Liabilities Assets 52

C2P Enterprises

OCTOBER 21, 2021

FOR IMMEDIATE RELEASE. AdvisorPR® (702) 685-7450. “Days Can Be Sunny for Bunnies and Money” Now Available for Purchase. The children’s book is inspired by Clarity 2 Prosperity’s signature financial planning process and the bestselling book, “The Bucket Plan: Protecting and Growing Your Assets for a Worry-Free Retirement”. Cleveland [.]. The post “Days Can Be Sunny for Bunnies and Money” Now Available for Purchase appeared first on Clarity 2 Prosperity.

Assets 52

Assets 52

This is going to be BIG.

APRIL 29, 2021

Mayoral Candidate and current NYC Comptroller Scott Stringer has been accused of sexual assault by a woman who worked for him twenty years ago. He has denied the allegations—a reflection that the wrong question is being centered in the conversation. “Did he do it?” That’s the road everyone goes down in these situations—dividing the world into “good guys” and, basically, rapists.

Accounting 199

Accounting Capital 199

A VC: Musings of a VC in NYC

AUGUST 11, 2021

I like to think of investing in new things a bit like a football running play. Imagine you are the running back. You’ve been handed the football and you are looking for a hole to open up and run through. What you really want is some running room beyond the opening. We’ve known for a while that crypto is the next big tech architecture. We’ve known that once the wave breaks on the shore, there will be enormous opportunities unleashed.

Companies 145

Companies Investing 145

ClearMoney

OCTOBER 8, 2021

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Indigo Marketing Agency

DECEMBER 28, 2021

If you’re like most financial advisors, you want to make the best impression possible on LinkedIn. And this may have you wondering: What should I do when I get a new LinkedIn connection? What protocol is there for following up and staying engaged? Well, that’s exactly what we’ll talk about today. As part of our Total Marketing Package, we help advisors grow their networks by making new connections on LinkedIn for them.

Companies 59

Companies 59

Mr. Money Mustache

JULY 25, 2021

Unsuccessfully but Refreshingly trying to climb the local waterfall. “MMM, are you still alive?” – somebody on Twitter. Holy S**t! I just realized that the last time I wrote a blog post for you was on April 18th, and now it’s late July. That’s an entire quarter of a year that I have let this wonderful, golden field of interesting opportunities and people sit untended.

Return On Investment 52

Return On Investment Accounting Companies Returns 52

Advisor Rankings

NOVEMBER 21, 2021

Google would like all of us to become a publisher – or at least to “think like a publisher.” Many financial firms are embracing this concept, planning and writing content at an unprecedented pace. But what does it really mean to “think like a publisher?” Magazine and newspaper publishers—online and off—are responsible for the bottom line.

Prospects 52

Prospects Taxes Investing 52

Dear Mr. Market

NOVEMBER 23, 2021

Dear Mr. Market: When it comes to the stock market it’s easy to see the road we just traveled; what’s more difficult is trying to assess and figure out where we’re going. In last quarter’s newsletter from My Portfolio Guide, LLC we put out a fairly bold prediction of the S&P 500 hitting 5,000 and the Dow Jones reaching 40,000 within the next year.

Stock Market 52

Stock Market Stock Market Portfolios Finance 52

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. .

Liabilities 52

Liabilities Banks Accounting Taxes 52

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.

Assets 52

Assets Portfolios Returns Capital 52

Zajac Group

OCTOBER 21, 2021

Most people understand that taxes can be a little more complicated when you have incentives stock options and other equity compensation. What they may not know is that income tax isn’t just about tax brackets to calculate your regular taxable income. The federal income tax system has a sister system that figures how much tax you may owe due to the Alternative Minimum Tax (AMT).

Taxes 52

Taxes Legal Capital Education 52

AdvisorPR

JULY 14, 2021

JConnelly, a communications agency serving clients worldwide, has acquired AdvisorPR, a boutique public relations and marketing company that specializes in working with wealth management firms. Based in Las Vegas , AdvisorPR Founder Alana Kohl and her team will operate AdvisorPR as a division within JConnelly’s financial practice group. “Now is the right time to augment our strong organic growth with an acquisition,” said Ray Hennessey , JConnelly President and CEO. “

Financial Services 52

Financial Services Companies 52

This is going to be BIG.

NOVEMBER 28, 2021

After 80 long days in the NICU, my 10 week early daughter Mirren has finally come home. We’re overjoyed and we’ve begun the task of learning how to manage all the logistics of her care—while somehow doing the bare minimum of that for ourselves. We both showered in the last 24 hours, which is a major moral victory for the team. TFW you’re small and slippery and you realize your parents have no idea how to give you a bath.

Startups 192

Startups Companies Venture Capital Capital 192

A VC: Musings of a VC in NYC

JULY 7, 2021

My partner Albert shared this article yesterday which suggests that the price of carbon will have to reach $150/ton by 2030 in order to create the conditions for the world to get to zero carbon by 2050. The current price of a ton of carbon on the EU’s Emission Trading System is about $60/ton and you can buy carbon offsets for much less than that although you may be purchasing junk credits if you are not careful.

Returns 145

Returns Portfolios Companies Investing 145

ClearMoney

OCTOBER 1, 2021

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Indigo Marketing Agency

JULY 27, 2021

Why do people really hire a financial advisor? As a financial professional, I’m sure this question has crossed your mind at least a dozen times. But in order to answer it, you have to look at why people buy any type of product or service. I once heard it said, “People buy aspirin. They don’t buy vitamins.” In other words, people are more concerned about solving their short-term ailments than they are about their long-term well-being.

Prospects 59

Prospects 59

C2P Enterprises

JUNE 30, 2021

Are you nervous about asking your clients for referrals? Does it make you feel uncomfortable or pushy to approach the subject? What if we told you there was a process to get your clients telling you if they’d like to make a referral? No more nerves; no more uneasiness. In our latest episode of the [.]. The post How to Turn Happy Clients into Your Best Referral Sources appeared first on Clarity 2 Prosperity.

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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.

Finance 52

Finance Financing Returns Companies 52

Dear Mr. Market

OCTOBER 27, 2021

Dear Mr. Market: This isn’t the type of letter we like to write you. Our brief note today will not center around anything of stock market or economic interest. Mr. Market dupes people with his manic, unpredictable, and volatile ways but one thing that we can guard ourselves from is the ever growing threat of phishing. What exactly is “phishing”?

Stock Market 52

Stock Market Stock Market Investment Firms Capital 52

Fortune Financial

AUGUST 16, 2021

One topic I have not touched on in a while is portfolio construction, so I wanted to dedicate this post to the reasons why a sector-neutral portfolio makes sense, and to give investors some ideas for creating their own. Here is why I favor sector-neutral positioning: I would argue that if you are deviating from the index by making active bets with your portfolio, and if you are subject to benchmarking, it makes sense to limit the number of things you have to “get right” in order to

Portfolios 52

Portfolios Capital Investors Companies 52

Tucker Advisors

OCTOBER 18, 2021

How to Get Qualified Leads from Facebook. By Jordan Collins Tucker Advisors Senior Digital Marketing Specialist. Follow Follow Follow Follow Follow Follow. Table of Contents . Click the links below to jump to a client appreciation event page section specific to your needs. Setting Up Your Facebook Business Page. Facebook Ads Manager. Create a Facebook Ad Campaign.

Bidding 52

Bidding Education Accounting Assets 52

This is going to be BIG.

FEBRUARY 21, 2021

Fundraising takes a long time. I’m a female founder. I don’t have a technical co-founder. I don’t have enough traction. These are all of the things I heard from a founder that I recently backed. She was pitching for a pre-seed round of $400k. I committed to the round, but I wanted to see her raise a bit more—at least $750k, but perhaps up to $1.5mm.

Venture Capital 190

Venture Capital Deal Flow Startups Capital 190

This is going to be BIG.

SEPTEMBER 20, 2021

In 2010, Antonio Garcia Martinez, the founder of AdGrok, wrote, “New York will always be a tech backwater, I don’t care what Chris Dixon or Ron Conway or Paul Graham say.” That prediction obviously turned out pretty wrong, but it did drum up a whole lot of chatter about the right ingredients for building a startup community—about New York vs Boston on the East Coast and whether cities like Austin and Seattle would ever break through.

Startups 173

Startups Education Finance Financing 173

This is going to be BIG.

MARCH 28, 2021

A lot is made out of the price of a round. It’s the one time that, as an investor, I’m not aligned with the founder at all. I want to try to buy up shares of the company as cheaply as possible (and own more) and the founder wants to give up as little of the company as possible. That all being said, I’ve yet to meet a founder that sold their company for $100 million or more who looks back with great regret at the price they raised their seed round at.

Startups 159

Startups Finance Financing Banks 159

This is going to be BIG.

DECEMBER 13, 2021

Figuring out how to build and run a business isn’t easy—and a lot of the moves you need to make aren’t intuitive. However, too many people approach it by just copying what it seems like everyone else is doing without taking a hard look at what your actual goals are and really learning how to go about the job of Founder and CEO. They’re “playing startup” as opposed to actually building a company.

Startups 156

Startups Companies Accounting Funds 156