The Irrelevant Investor
JANUARY 31, 2020
For the 59th time since 2015, stocks fell more than 1.5% on Friday. The culprit this time was the Corona Virus. I wanted to look back on each of the 58 previous occasions to see what they were saying in the financial media This was a good exercise for me to go through because like many investors, I tend to fear the worst. Every time stocks fall a little, I think they're going to fall a lot.
Midstream Marketing
JANUARY 28, 2020
When you’ve spent just under a decade and hundreds upon hundreds of hours generating more leads on behalf of financial advisors everywhere as I have, you find yourself in a better position to see individual techniques through the lens of the “bigger picture.” None of your efforts exist in a vacuum – everything you’re doing, regardless of how small it may initially seem, all needs to come together to help you better focus on that ultimate goal.
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Indigo Marketing Agency
JANUARY 27, 2020
Today, I want to share my top tips for marketing for insurance agents in 2020. We’ll review the most common questions agents have about their marketing and discuss the most important actions they should take this year. As the owner of a small insurance agency, you’re pulled in every direction. One minute you’re balancing the books and the next you’re juggling sales and client services.
Brown Advisory
JANUARY 17, 2020
Performance, Alignment, Journeys ajackson Fri, 01/17/2020 - 07:33 CIO of Sustainable Investing Erika Pagel Interviewed at Davos 2020 Brown Advisory chief investment officer of sustainable investing Erika Pagel was recently interviewed by journalist Andrew Wilson in Davos ahead of the World Economic Forum. Erika spoke about the firm’s sustainable investing practice, which has a long history of helping individuals, families, endowments and foundations invest in a way that aligns with their mission
Speaker: Duke Heninger, Partner and Fractional CFO at Ampleo & Creator of CFO System
Are you ready to elevate your accounting processes for 2025? 🚀 Join us for an exclusive webinar led by Duke Heninger, a seasoned fractional CFO and CPA passionate about transforming back-office operations for finance teams. This session will cover critical best practices and process improvements tailored specifically for accounting professionals.
AdvisorPR
JANUARY 10, 2020
Everyone reading this understands the benefits of someone starting to invest for their retirement when they are in their 20’s vs. their 50’s. Although young investors might see some monetary gains from their investments when they’re in their 30’s, it most likely is not enough money to finally retire from work. Some of the advisors that we work with at AdvisorPR discuss how many people give in to instant gratification and spend their money on everything from lattes to a fancy car rather than save
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
The Irrelevant Investor
JANUARY 28, 2020
On today’s show we discuss: Thank you Kobe I love the thing that I most wish had not happened Shares of the housing market Commission free is affecting trading activity The role of country and sector returns People aren't holding stocks very long Seniors are working longer than ever before Federal R&D spending Ditch your car ( check out her resume ) The demographic debacle Listen here Recommendations Drive GoodTime The Outsider Fewer, Richer, Greener Tweets [link] [link] Charts The post Ani
The Irrelevant Investor
JANUARY 27, 2020
A silver lining of losing somebody is that it forces you to re calibrate your purpose. Death makes you think about life. I was rocked by the tragic news yesterday, along with millions of people in the United States and around the globe. Kobe meant so many things to so many people, myself included. When Robyn and I were deciding what to name our first child, we had a guiding light.
The Irrelevant Investor
JANUARY 25, 2020
Articles What brings meaning to your life? By Charlie Bilello It’s easy to forget just how many things a business that takes credit cards does not need to do By Ben Thompson Unsustainable valuations can more than offset the advantages of a wide moat and a capital-light business model By Lawrence Hamtil In the past half century, the number of bathrooms per person in America has doubled By Derek Thompson I used to think that anybody could be taught to manage money sensibly.
The Irrelevant Investor
JANUARY 22, 2020
I've been waiting a couple of months for Parasite to come to streaming and was really excited to see that it finally arrived on Amazon Prime over the weekend. But much to my consternation, when I clicked on the title, I saw that it was only available to purchase, for $15. Grrrr. In the span of about three seconds, I had a realization, why am I even debating this decision?
Speaker: Abdi Ali, Sr. Lease Accounting Consultant
Join this insightful webinar with industry expert Abdi Ali, who will discuss the challenges that can arise from managing lease accounting with spreadsheets! He will share real-world examples of errors, compliance issues, and risks that may be present within your spreadsheets. Learn how these tools, while useful, can sometimes lead to inefficiencies that affect your time, resources, and peace of mind.
The Irrelevant Investor
JANUARY 21, 2020
Somebody on Twitter made me aware of a video that was made about my book. All I can say is wow. The production value in here is really impressive, and I'm incredibly flattered that this person took the time to make it. Check it out! [link] The post Big Mistakes, Don’t Make Them Yourself appeared first on The Irrelevant Investor.
The Irrelevant Investor
JANUARY 21, 2020
Today’s Animal Spirits is brought to you by YCharts. Mention Animal Spirits to receive 20% off (*New YCharts users only) Listen here On today’s show we discuss Can financial literacy be improved? Has the 401(k) passed its expiration date? The new American retirement plan Almost 90% of Americans over age 65 receive Social Security benefits. Pay Is Rising Fastest for Low Earners Are yawns contagious?
Midstream Marketing
JANUARY 21, 2020
How to make this service work best for your firm. As someone who has been tasked with helping independent financial advisors, RIAs and other financial professionals deliver predictable, quality leads over the last decade, I often find that most of these pros ultimately have the exact same goal when it comes to their online presence. At the end of the day, they just want to be able to generate more leads—either because they want to secure a better future for their firm or because they simply want
The Irrelevant Investor
JANUARY 20, 2020
The average active U.S. large-cap equity fund gained more than 25% in 2019, according to a new article by Jeffrey Ptak. Pretty damn okay, but also pretty damn lousy when compared to its benchmark, the S&P 500, which gained 31.5% over the same time. I want to make a point that I believe is important and rarely spoken about; For most investors, the active /passive debate is a distraction from what really eats away at returns.
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Join us in this webinar, where we share best practices on how to think about the reconciliation work each month, when best to do reconciliations, how they should be prepared, and some common pitfalls to avoid. Learning Objectives: This course objective is to understand how to properly prepare and review balance sheet reconciliations and its impact on the financial statements.
The Irrelevant Investor
JANUARY 18, 2020
Articles Analysts have the second highest set of future earnings expectations for growth stocks since 2000. By Patrick O'Shaughnessy Expecting companies to sponsor retirement plans is like demanding that a dog dance; it may comply, but neither well nor happily. By John Rekenthaler The economics work better if Casper sent you a mattress for free, stuffed with $300.
The Irrelevant Investor
JANUARY 17, 2020
Josh and I spoke recently about the slow grind higher, the lack of volatility, and all the recent stock market records. The very first response in the comment section was, "market overdue for a pullback." This seems to be the prevailing narrative and I gotta be honest, I agree. I'm just as surprised as anyone that the market keeps grinding higher. Here are a few data points, by way of the S&P 500.
Brown Advisory
JANUARY 17, 2020
Performance, Alignment, Journeys. ajackson. Fri, 01/17/2020 - 07:33. CIO of Sustainable Investing Erika Pagel Interviewed at Davos 2020. Brown Advisory chief investment officer of sustainable investing Erika Pagel was recently interviewed by journalist Andrew Wilson in Davos ahead of the World Economic Forum. Erika spoke about the firm’s sustainable investing practice, which has a long history of helping individuals, families, endowments and foundations invest in a way that aligns with their mis
The Irrelevant Investor
JANUARY 14, 2020
On today’s show we discuss: Is Vanguard too powerful? Al Gore on index funds Budget busters Barron's roundtable The ten best jobs Why are there so many mattress stores? Apple's fundamentals are driving returns Jeff Gundlach drives asset flows Sapphire card is raising fees The rise of plant based meat New Twitter rules I'm a micro influencers Can you locate Iran on a map?
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As we step into 2024, the lending landscape evolves rapidly with technology, regulations, and market dynamics driving change. For banks and financial institutions to stay competitive and meet the evolving needs of their customers, these drivers must be understood and engaged with. Lenders can anticipate significant transformation fueled by technological advancements, regulatory shifts, and changing consumer behaviors.
The Irrelevant Investor
JANUARY 11, 2020
Articles The attention economy is so talked about today because there’s finally competition for leisure time By Matthew Ball And then, without any warning, fanfare or news, something strange happened. The market started to go up. By Charlie Bilello Today’s markets are so large that early stage VCs can make a 100x return on an IPO that then goes on to make a 100x return on the public markets By Alex Rubalcava Looking like you're being productive is often a better strategy for career advancement
The Irrelevant Investor
JANUARY 9, 2020
There are just over 130 million full-time workers in the United States and not a single one of them thinks they're overpaid. This holds for people all over the income pool and paradoxically, is especially true for people towards the top of the ladder.* It sounds absurd, but a person making $1 million can feel more stress over money than someone making $100,000 because the more you make, the easier it is to let your spending spiral out of control.
The Irrelevant Investor
JANUARY 8, 2020
When I sat down this morning* to create a “Wall of Worry” chart, the hard part wasn’t coming up with the list, but rather choosing what to leave off. Since the stock market bottomed in 2009, there have been so many potential reasons to sell that it wasn’t possible to fit them all on the chart. Below are a few that didn’t make the cut: MF Global Bankruptcy All the quantitative easing programs Ashton Kutcher is a venture capitalist China hard landing(s) CAPE ratio Occupy Wall Street Mike Tyson rep
The Irrelevant Investor
JANUARY 7, 2020
Today’s Animal Spirits is brought to you by YCharts. Mention Animal Spirits to receive 20% off (*New YCharts users only) Listen here On today’s show we discuss Ben's new book, buy it here! Zero fee commissions Why there's little enthusiasm for this bull market JPM Guide to the Markets The middle class is slowly going away WeRamp Millennials have how much in their 401(k) The aging of America 74% of people have a budget, ya right People aren't driving as much as they used to Millennials approve
Speaker: Joe Buhrmann, MBA, CFP®, CLU®, ChFC® Senior Financial Planning Practice Management Consultant eMoney Advisor
During an era of evolving consumer preferences, the banking sector is undergoing a profound shift. As customers continue to broaden their perspectives, banking professionals must support their customers' financial wellness by providing holistic financial advice that aligns with individual goals and circumstances. Without adapting, financial institutions will find that loyalty may crumble amid uncertainty.
The Irrelevant Investor
JANUARY 6, 2020
Performance is one of the most mean-reverting data sets in the financial universe*. What goes up must come down and what goes down sometimes comes back up, eventually. For example, real 10-year returns for U.S. stocks going back to 1900, have averaged 6.5%. (gray line) When 10-year returns have been twice the average, forward ten-year returns fall to just 3%.
The Irrelevant Investor
JANUARY 5, 2020
Articles Progress happens too slowly to notice while setbacks happen too quickly to overlook By Morgan Housel Investing is overrated By Christine Benz Unremarkable kids no longer have access to remarkable opportunities By Scott Galloway A commitment to raising my savings and investment rate By Josh Brown Change is gonna come. By Bob Seawright They’re like NFL Offensive Lineman.
Midstream Marketing
JANUARY 5, 2020
Speaking as someone who has spent hundreds of hours helping financial advisors generate reliable, qualified leads over the years, I understand first-hand what an important goal this is for many people. I also understand that there’s no “one right way” in which to do it – every business is unique and you need the type of strategy that will play directly into that fact, broadcasting exactly what it is that makes you unique to the widest possible audience.
The Irrelevant Investor
JANUARY 2, 2020
Investors are guaranteed to suffer from long periods with negative real returns. The other day Ben and I were discussing this topic, which was inspired from the tweet below. [link] A few things about this didn't look right to me and what jumped right off the chart was US Treasuries. I've looked at this before and remember there being more than 50 years of negative real returns.
Speaker: Carolina Aponte - Owner and CEO, Caja Holdings LLC
In today's rapidly changing business environment, building a resilient balance sheet is crucial to the survival of any business. A resilient balance sheet allows a company to withstand financial shocks and adapt to changing market conditions. To achieve this, companies need to focus on key strategies such as maintaining adequate liquidity, managing debt levels, diversifying revenue streams, and prioritizing profitability over growth.
Indigo Marketing Agency
JANUARY 16, 2020
Why I Love Marketing for Financial Advisors: I love marketing and I love working with financial advisors. When I started Indigo Marketing Agency in 2015, my goal was to make marketing for financial advisors easy and fun. Whether someone used my services or followed my content and implemented the ideas on their own, I wanted the experience to be exciting.
The Irrelevant Investor
JANUARY 3, 2020
JP Morgan is out with two excellent pieces ( here , here ) that are loaded with charts. Here are a few that caught my attention. The Good For the first time since 2007, the income generated in a cash investment account outpaced inflation. The stock market is at all-time highs because American businesses have never looked better. American consumers are also doing pretty well.
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