A Matter of Factor Investing

A Wendy’s Wednesday Whimsy


As I’ve mentioned in this past post, the time is drawing near for my magic bus ride to attend the inaugural Evidence-Based Investment Conference in New York City on November 15.

I don’t leave my corporate world headquarters (third bedroom) that often, let alone schlep across the country for a one-day gathering. But there are so many signs that evidence-based investing is taking off in a big, exciting, scary, glorious, challenging, amazing, awesome, perfect storm of a way, I couldn’t resist being part of it.

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Fred Reish’s Well-Rounded Angles on the Fiduciary Rule

A Wendy’s Wednesday Whimsy

Fred Reish Interesting Angles on Fiduciary RuleAre you subscribed to Fred Reish’s Insights? If not, you should be.

Normally, when I seek legal counsel for anything, and I compare the hourly rate to my own, my first thought is, I am so in the wrong profession. In my next life, I intend to be an intellectual property attorney. Seriously, that’s how far gone I am; I think that sounds fascinating.

But back to Fred and his extended series, “Interesting Angles on the DOL’s Fiduciary Rule.” These are excellent legal opinions on a matter that either already is or is going to be of critical importance to you and your firm … and it’s FREE.

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The LinkedIn Company You Keep — or Lose

A Wendy’s Wednesday Whimsy

Have you established a LinkedIn profile? If not, for crying out loud, get ’er done (although that’s the subject for another Wednesday Whimsy). If you do have one, that’s fantastic, but I’ve stumbled across something worth double checking, to ensure that your LinkedIn profile isn’t inadvertently steering visitors to the wrong address.

Every so often, when I click on an advisor’s company name, and then click on the website address on the resulting page, I end up being taken to a site that may bear the firm’s name but be a different – wrong – address. You probably don’t need a Communications professional like me to tell you why that’s unfortunate, especially if that firm happens to be a similarly named competitor of yours. I’ve seen that happen.

So here’s how to double check your address in a few, easy clicks, using screen grabs from my own profile so you can follow along (and feel free to connect with me while you’re at it). To paraphrase Dr. Emmett Brown from “Back to the Future” (one of my faves), “Please excuse the crudity of these models. I didn’t have time to build them to scale or paint them.”

Step 1: From your LinkedIn home page, select Profile > Edit Profile Continue reading “The LinkedIn Company You Keep — or Lose”