This site uses cookies to improve your experience. To help us insure we adhere to various privacy regulations, please select your country/region of residence. If you do not select a country, we will assume you are from the United States. Select your Cookie Settings or view our Privacy Policy and Terms of Use.
Cookie Settings
Cookies and similar technologies are used on this website for proper function of the website, for tracking performance analytics and for marketing purposes. We and some of our third-party providers may use cookie data for various purposes. Please review the cookie settings below and choose your preference.
Used for the proper function of the website
Used for monitoring website traffic and interactions
Cookie Settings
Cookies and similar technologies are used on this website for proper function of the website, for tracking performance analytics and for marketing purposes. We and some of our third-party providers may use cookie data for various purposes. Please review the cookie settings below and choose your preference.
Strictly Necessary: Used for the proper function of the website
Performance/Analytics: Used for monitoring website traffic and interactions
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
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.
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.
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.
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.
Dear Mr. Market: It’s that time of year. Everyone has some stinkers in their portfolio and in a taxable account it’s a great time to evaluate whether one should offset that loss by taking some gains on your winners. If you followed any of Jim Cramer’s advice this past year you have some serious evaluating to do! The aim of this article is not a hit piece of Mr.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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. .
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.
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).
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. “
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.
The Internet was developed by the US Defense Department to create a network that was capable of surviving a military attack. They accomplished that with a design where no part of the system was central to its operation. You can take out any part of the Internet and it will still operate. When I read the Bitcoin White Paper for the first time, I was struck by the similarity of its design to the Internet.
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.
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.
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.
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”?
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
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.
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.
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.
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.
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.
We are in the middle of one of the great asset bubbles of modern times. It has been brought on by the easy money policies of central banks around the world aimed at weathering the global Covid 19 pandemic. Interest rates are near zero or negative in most developed economies and asset prices have gone way up as a result. When interest rates are zero or negative, the value of future cash flows is huge and that is how you get PE and EBITDA ratios of over 100 and price/revenue multiples approaching
Many/most of you know that a lot of my philanthropic time and energy is dedicated to making sure that all K12 students, but particularly young women and students of color, have access to a high quality computer science education. When I started this work a decade or more ago, I would regularly run into well-meaning people in the education system who would say something like “oh, that’s not for my students” and it would p**s me off and I would try to explain that anyone can lear
On Friday, the US jobs report produced a confusing result. From Bloomberg : The jobs report is composed of two surveys — one of employers and the other of households. The employer survey, which determines the payroll and wage figures, showed hiring slowed across industries, including declines at automakers and retail outlets. The household survey, which determines the jobless and participation rates, showed employment surged by 1.14 million people and many came off the sidelines.
143
143
Input your email to sign up, or if you already have an account, log in here!
Enter your email address to reset your password. A temporary password will be e‑mailed to you.
We organize all of the trending information in your field so you don't have to. Join 5,000+ users and stay up to date on the latest articles your peers are reading.
You know about us, now we want to get to know you!
Let's personalize your content
Let's get even more personalized
We recognize your account from another site in our network, please click 'Send Email' below to continue with verifying your account and setting a password.
214 
Let's personalize your content