Author: Markitects, Inc.

Thursday Thoughts: PPC Audience Targeting

Written on February 21, 2019. Posted in Blog, Markitects.

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

Fairman Group Explains What Each Financial Title Actually Means

Written on February 19, 2019. Posted in Blog, Fairman Group Family Office.

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.

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

Written on February 13, 2019. Posted in Blog, HCC Partners.

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.

Fairman Group’s Investment Fundamentals for 2019

Written on January 16, 2019. Posted in Blog, Fairman Group Family Office.

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”.

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

Written on January 15, 2019. Posted in Blog, Features, Markitects.

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.

Read the Article

NCCPAP Influences Redacted Data Policy

Written on January 8, 2019. Posted in Blog, NCCPAP.

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.

New at Proconex: AccuTEST Safety Valve Test System

Written on December 21, 2018. Posted in Blog, Proconex.

The AccuTEST Safety Valve Test System is a fully automated in-situ test system that utilizes a computer-controlled electric motor in conjunction with system pressure to verify set point. AccuTEST accurately determines if a valve lifts within set point tolerance and if the valve seat is tight, giving you the peace of mind that your safety relief valves will perform when needed and protect your plant assets and personnel. See AccuTEST in action at Atlantic Valve Services, Proconex’s valve service operations center.

Fairman Group Suggests Top Questions to Ask a Tax Advisor

Written on December 19, 2018. Posted in Blog, Fairman Group Family Office.

The 2018 tax season will be here soon. Have you experienced a life event such as retirement, a divorce, a move, a job change, or a transfer of wealth in the past year? In these situations, seeking the professional advice of a qualified tax advisor may be a given. When interviewing a qualified tax advisor, Fairman Group Family Office suggests that you ask the following 5 questions to gain valuable insight into the quality of relationship you can anticipate and how it will impact your overall financial health.

NCCPAP Releases Its November IRS NPL Update

Written on December 19, 2018. Posted in Blog, NCCPAP.

NCCPAP Immediate Past President, Steve Mankowski, CPA, recently attended the November 2018 IRS NPL meeting. Highlights of the meeting include the IRS Advisory Council Report (Now Available), WebEx Goes Prime Time, Secure Access for Tax Professionals, and a Filing Season Update.

Fairman Group’s Next Nest: Volume 2

Written on December 4, 2018. Posted in Blog, Fairman Group Family Office.

Welcome Back, Empty Nesters! You won’t want to miss Next Nest Volume 2 of Fairman Group Family Office’s fictional series about the financial implications, opportunities and gotchas regarding helping with the purchase of a home, gift exclusion and education expenses!