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Fairman Group’s Next Nest: Volume 3

The Next Nest series features a fictitious family—the Carlsons. In the last issue, James, age 60, an executive with a publicly-held company headquartered in the Philadelphia suburbs and Jeanne, age 58, owner of a small public relations firm, received news that their first grandchild was on the way and sought ways to financially help their children and future grandchild. Now they find themselves in the dead of winter, wondering when they will be financially secure enough to spend their winters someplace warm. Have they saved enough money for James to consider stepping down from his high-paying, high-stress position?

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Thursday Thoughts: Backlinking

To wrap up the month of February (and hopefully winter) here is our recap of our favorite Wednesday activity, SEMrushChat! This week’s discussion focused on the importance of trustworthy links in your SEO strategy.

First, let’s define what this means. Search engines’ ranking algorithms focus on a variety of different metrics to determine authoritativeness, relevancy, and trustworthiness of a website. One of these metrics is backlinking.

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Thursday Thoughts: PPC Audience Targeting

Every Wednesday, Markitects participates in SEMrush’s Twitter Chat. This week’s discussion focused on how to take advantage of PPC audience targeting.

Here are our top takeaways:

1) Some key audiences to include for general campaigns are:

  • Audiences consisting of previous visitors to your website, especially those from high buyer intent pages like a RFQ page
  • Audiences based on demographic reports (i.e. from Google Ads & Analytics)
  • Audiences consisting of individuals searching for specific terms that align with your campaigns’ keywords and ads

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Fairman Group Explains What Each Financial Title Actually Means

It might make sense to seek advice from a financial professional, so you start your research. Unfortunately, this results in a myriad of confusing titles: Financial Consultant, Financial Advisor, Advanced Retirement Specialist, Wealth Manager, Retirement Counselor, Financial Planner and other variations on the theme. It all seems like a name game.

Since investments are an integral part to your overall plan, a good approach may be to sort prospective advisors by the legal standard of care to which they are held. Those who are acting as a broker or sales agent are held to a “product suitability” standard. This group typically consists of stock brokers and life insurance agents, whose primary function is that of a salesperson; investment advice is merely incidental to their role.

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HCC Partner’s 11 Steps to Help You Hire Top Talent in 2019

Today the job market belongs to the ‘candidate’. It doesn’t matter what industry you’re in or the type of job you are recruiting for; finding, attracting and retaining top talent is a real issue for everyone. At HCC Partners, they believe that with the strength of the economy, low unemployment rate, and number of available job openings, the challenge of recruiting top talent will continue to be top of mind through the remainder of 2019.

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Fairman Group’s Investment Fundamentals for 2019

Here in the U.S., we celebrate the New Year with the Times Square Ball Drop. In Japan, ‘Bonenki’ (forget-the-year parties) are held to bid farewell to the problems and concerns of the past. In the Netherlands, the Dutch burn their Christmas trees in large bonfires—to purge the old and welcome the new.

It seems that investors also have an annual New Year’s tradition—that of cleansing and purging their portfolios. They eagerly await publication of various mutual fund ranking reports. Armed with this data, they rush to analyze their portfolios and prepare a list of ‘must have’ funds selected based on last year’s performance. As a result, their current investment holdings are divided into two camps: “Winners” and “Dogs”. 

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Markitects Featured in Forbes’ “Drive Your Brand With Creative Messaging: 12 Expert-Recommended Tactics”

Forbes features Markitects in their article, “Drive Your Brand With Creative Messaging: 12 Expert-Recommended Tactics”. A strong, creative message is essential to brand awareness. Markitects’ approach to creative messaging: Meet With Customers Face-To-Face. Learn more about Markitects’ approach, along with insights from other experts in the industry, in the article below.

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NCCPAP Influences Redacted Data Policy

In December 2018, NCCPAP participated in a conference call with the IRS concerning issues affected by the IRS redaction of transcripts. Upon initially hearing about the IRS redacting proposal, a few months ago, NCCPAP immediately suggested the IRS simply put the unredacted information into the taxpayer representative’s e-Services secure mailbox. NCCPAP is proud to announce that effective January 7, 2019, Wage & Income (W&I) transcripts can be obtained in an unredacted format.

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