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Use The KISS Principle

Today it is more complicated than ever for the average investor to really understand how to pick a mutual fund.   Most novices may choose a fund if it has a 4-star or 5-star ranking.   Or they decide to pick a fund because they did a Google search for best returns and then select one from the top of list.  The truth is, most investors today would be lucky if they could name one or two actual positions that their mutual fund owns if they were asked.  In my opinion fund companies could become more friendly if they used the Keep It Simple Stupid principle. First, mutual fund companies should provide consumers some sort of simple x-ray software so when they choose to buy multiple funds from a fund company, an investor can at least have some idea about how much the different funds overlap.  Far too often, I see consumers who own three or four different mutual funds only to ...

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Listen To What The Baby Has To Say

I am a complete marketing junkie, so I have to give props to financial companies that take risks to launch edgy marketing campaigns.  Historically, investment companies are boring advertisers showing couples taking a bicycle ride, smelling the roses on their front porch, or some actor looking all serious on camera about the ‘serious’ investment company.   I was a bit melancholy this year to see the last installments of the E*Trade baby commercials which completed a tremendous six year run of ad spots. For a marketing campaign to be successful, it has to leave a mark etched in our mind that will last for many years to come.  Think about slogans like Nike’s Just Do It or Wendy’s Where’s The Beef that you can remember just like it was yesterday.   When the E*Trade baby aired during the Super Bowl in 2008, the commercial made us all laugh while at the same time beginning the drip the ideas of what we could ...

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What Happened To My Precious Pandora?

As I pulled up my favorite Pandora station, Red Hot Chili Peppers, I anxiously awaited the install of some cool track like Scar Tissue or Give It Away.    Instead I was greeted with a movie trailer-like 30-second ad followed by a plumbing ad followed by a ‘what’s your favorite sandwich’ Panera ad.   A song later, I got hit with another ad and then followed up by yet another.   The frustration seeped quickly through my blood as all I wanted to do was listen to a few tunes of my favorite rock band.   It dawned on me recently that new technology launched through apps or a website is really exciting when it is unencumbered by the fact that eventually it will need to make money.   Think about these examples below. FACEBOOK– Facebook is still one of the most widely used social mediums that exist today.  However, like all technology machines built for growth it inevitably needed to produce a profit.    It ...

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40 Year Old Business Virgin Radio Show with Brad Shepard Co-Founder of Innovar Partners

40 Year Old Business Virgin – The BEST Business Radio Show TUNE IN LIVE – TODAY at Noon!!!! LISTEN ONLINE-Click Here Come join your hosts, Ted Jenkin and Kile Lewis; CEOs of oXYGen Financial EVERY Friday at 12pm as they interview local Atlanta Area CEOs to learn the do’s and don’ts of starting up, running, and growing a new business in today’s economy. Today’s Guests – Brad Shepard Co-Founder of Innovar Partners Atlanta Office 1230 Peachtree Street NE Suite 1800 Atlanta, GA 30309 www.innovarpartners.com Brad is a co-founding partner of Innovar Partners and a seasoned executive who spent the last decade working in both public accounting and on start-up ventures.  Prior to co-founding Innovar, he held leadership positions with Ernst & Young, Arthur Andersen and Capgemini Outsourcing.  Within professional services he has been primarily focused in the areas of revenue assurance, business process design and improvement, M&A, regulatory compliance, and financial transformation. Clients have included Fortune 500 communications, energy, financial, ...

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40 Year Old Business Virgin Radio Show with Marc Borrelli – Corporate Finance Associates

40 Year Old Business Virgin – Radio Show TUNE IN LIVE – TODAY at Noon!!!! LISTEN ONLINE-Click Here Come join your hosts, Ted Jenkin and Kile Lewis; CEOs of oXYGen Financial EVERY Friday at 12pm as they interview local Atlanta Area CEOs to learn the do’s and don’ts of starting up, running, and growing a new business in today’s economy. Today’s Guests – Marc A. Borrelli Managing Director Corporate Finance Associates 5775 Glenridge Drive, Bldg B, Ste 100 Atlanta, GA 30328 678.270.4020 http://www.cfaw.com/atlanta/ Marc Borrelli is a Managing Director in the Atlanta office of Corporate Finance Associates (“CFA”). Mr. Borrelli has over 30 years of executive management and investment banking experience representing and advising companies and investors in all phases of corporate strategy, business development, origination, valuation, structuring and closing M&A transactions. He has completed more than 50 transactions with a combined value in excess of $3 billion and has been involved in many public company transactions.  He has also ...

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