By now you’ve heard about the data breach at Equifax. From the looks of it over 140 million consumers may have had their social security numbers, addresses and other information hacked. The press reports about the breach and its ramifications – on the general public and for the company – are non-stop. In typical media fashion, many headlines are designed to peak interest via scare tactics. It seems everyone was talking about it, but what did you/your firm do about it?
Sometimes when I am writing a blog post, I just know some people are going to disagree with me. Case in point: my recent post Why Focus Groups (Not Advisory Boards) Put the Focus Where It Belongs was one that I knew I would hear from people with a differing point of view. Personally, I love the back-and-forth and debate of an idea like this, as the only clear winner is going to be you, the advisor, who now can decide what will work for your practice.
Back to school time isn’t just for the kids. Our most recent monthly webinar was entitled “Twelve Things Every Advisor Should Know When a Spouse Inherits an IRA.” It featured our own Dean Mioli (the self-proclaimed Tax Doctor) and I have to say, more than 12 tips. Call it extra credit work, call it a bonus, but Dean is now answering questions from the webinar here. Don’t miss the extra bonus at the end. Q: I have a client born on 9/15/47. Accordingly, she will be 70½ on March 15, 2018.
Muck Rack makes it simple to find people, tweets, or articles that mention any name, keyword, company, hashtag etc. We've compiled this guide to help you make the most of your search.
Selecting a term
Start searching tweets, articles from media outlets, articles mentioned in tweets, journalists'
names, titles and bios with some suggested searches:
Companies or Topics (e.g. iPhone, Microsoft)
Phrases (e.g. "cloud computing") — use quotes to keep the terms together
Twitter handles (e.g. @username) — returns those who have mentioned or replied to
Names (e.g. "David Pogue")
Hashtags (e.g. #sxsw, #london2012)
Bio details (e.g. vegan, Olympics, father)
Muck Rack's Advanced Search allows for many boolean operators.
Find results that mention multiple specified terms, use AND or
+. For example, ensure each result contains both Elon Musk and Mark Zuckerberg by
searching Obama AND Romney or Obama + Romney.
Use the operators OR or , to broaden your search when you'd like either of
multiple terms to appear in results. (This is the default behavior of our search when no operators
are used.) For example, search for democrat OR republican to find results that refer to
Democrats and/or Republicans.
Use NOT or - to subtract results from your search. For
example, searching Disney will yield results about the Walt Disney Company as well as Walt Disney
World Resort. To exclude mentions of Disney World, search for Disney -World or Disney
When using one of these operators with a phrase, enclose it in quotation marks. For example, you can
find results about smartphones excluding Apple's iPhone 4S by searching smartphone -"iPhone
Exact case matching or punctuation
If you're searching for a brand name or keyword that relies on specific punctuation marks or capitalization, you can
find results that match your exact query by adding matchcase: before the keyword you're searching for, like matchcase:E*TRADE .
Use parentheses to separate multiple
boolean phrases. For example, to find journalists talking about having fun in Disney World or
Disneyland, search for ("disney world" OR disneyland) AND fun.
An asterisk can be used to search for any variation of a root word truncated by the asterisk. For example, searching for admin* will return results for administrator, administration, administer, administered, etc.
A near operator is an AND operator where you can control the distance between the words. You can vary the distance the near operation uses by adding a forward slash and number (between 0-99) such as strawberries NEAR/10 "whipped cream", which means the strawberries must exist within 10 words of "whipped cream".