Workable Wealth
DECEMBER 9, 2020
It’s easy to get ahead of yourself. When spotting an issue, you might jump into problem-solving mode without even thinking. Say someone is renovating an old house and decides their first step is to paint the front door. This plan doesn’t make sense and is not smart because it’s not prudent to do the finishing touches without addressing the larger structural issues first.
Brown Advisory
DECEMBER 31, 2020
U.S. Expats in the U.K.: Understanding the Complexities of the Two Tax Systems jharrison Thu, 12/31/2020 - 05:15 The U.S. and U.K. tax systems are fairly easy to understand on their own. It’s when you combine them that things go from straightforward to more complex. In this short post, we will give you a brief overview of the basic principles of the two systems and how they interact when you’re in the somewhat unfortunate circumstance of needing to follow both.
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The Irrelevant Investor
DECEMBER 30, 2020
On today’s show we discuss: Liftoff, our automated asset management program Fantasy stocks at Wealthbase How luck influenced your life this year Where does the WSJ find these people? A Roth IRA or a traditional one? Now showing Japan Amazon is ruthless Listen here: Recommendations Soul Wonder Woman 1984 It's a Wonderful Life Die Hard Doctor Sleep The Midnight Sky The Bourne Identity Charts: Tweets [link] [link] [link] [link] [link] Contact us at animalspiritspod@gmail.com with any feedback, rec
Indigo Marketing Agency
DECEMBER 23, 2020
Merry Christmas and Happy New Year to all the financial advisors out there! Today, I am wishing you and your family a wonderful holiday. As my gift to you, learn everything there is to know about marketing for financial advisors with The Marketing Guide For Financial Advisors on Amazon now at our lowest price ever ! Also, please join us for our latest webinar, How To Grow Your Business by 25% in 2021 by clicking here to register.
Speaker: Amanda Adams, Fractional CFO, CPA
Are you ready to elevate your accounting processes for 2025? 🚀 Join us for an exclusive webinar led by Amanda Adams, 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.
Midstream Marketing
DECEMBER 19, 2020
I’ve seen the financial services industry change in a lot of ways over the course of my career, but few things compare to the rapid-fire evolution I’ve seen take place over the last few months since the beginning of the global COVID-19 pandemic. Financial advisors, RIAs and other professionals have always been looking for new ways to grow their assets under management, but over the last few months more of them than ever have been open to the idea that they now need to go digital.
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
Cordant Wealth Partners
DECEMBER 11, 2020
**UPDATE: We are aware that Intel has changed course and will NOT be changing its minimum pension calculation. We will update this blog post as more information is available.**. Today we are going to tell you everything you need to know about the upcoming 2021 changes to the Intel Minimum Pension Plan (MPP). We are also sharing free resources and templates to help you take quick action.
Brown Advisory
DECEMBER 31, 2020
U.S. Expats in the U.K.: Understanding the Complexities of the Two Tax Systems. jharrison. Thu, 12/31/2020 - 05:15. The U.S. and U.K. tax systems are fairly easy to understand on their own. It’s when you combine them that things go from straightforward to more complex. In this short post, we will give you a brief overview of the basic principles of the two systems and how they interact when you’re in the somewhat unfortunate circumstance of needing to follow both.
The Irrelevant Investor
DECEMBER 29, 2020
Ben and I recorded a podcast today where we discussed our favorite content from 2020. The best movies, TV shows, podcasts, and some of our own blog posts. I want to spend a second looking back on my most widely read posts of the year. Before I get into it, I just want to acknowledge how small our world is. Not too many people read financial blogs. My top 5 posts all got between 40 and 50 thousand page views.
The Irrelevant Investor
DECEMBER 26, 2020
Articles Historians will look back at the Coronavirus pandemic as the greatest catalyst for progress and creativity in human history (By Packy McCormick) A dozen other things that money can buy (By Jonathan Clements) Automatically assuming these companies are mispriced may be a mistake (By Michael Mauboussin) I will run out of time before I run out of money (By Nick Maggiulli) What if you only invested at market peaks?
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
DECEMBER 26, 2020
There were two markets in 2020. The first part was when the pandemic hit and the losers were hit harder than everyone else. In the second market, coordinated monetary and fiscal stimulus contained the economic damage, and helped the winners slingshot past everyone else. When it became clear that we were experiencing a different type of recession, the market acted quickly.
The Irrelevant Investor
DECEMBER 25, 2020
On today’s show we discuss: The biggest lessons from 2020 Why the stock market is a roller coaster and cash is like eating ice cream Why momentum investing feels like gambling Why buy high sell higher sounds good but is hard to implement Investor Resources: Virtus Terranova U.S. Quality Momentum ETF Quality Momentum Fact Sheet Buy High, Sell Higher Listen here: Contact us at animalspiritspod@gmail.com with any feedback, recommendations, or questions.
The Irrelevant Investor
DECEMBER 22, 2020
Today’s Animal Spirits is brought to you by YCharts Mention Animal Spirits to receive 20% off when you initially sign up for the service On today’s show we discuss: We've got a deal This is not the way The best is yet to come Tesla bulls double down Robinhood accused of gamification The SEC fined them $65 million Why waiting for the market to crash is a terrible strategy $1 trillion mutual fund Most popular terms of 2020 Poverty is rising What happened to Apple credit cards?
The Irrelevant Investor
DECEMBER 23, 2020
"I can't invest now. The stock market is too high." Everybody who has ever put a dollar into the market has had this thought at some point in time. But all-time highs are nothing to fear. In fact, returns are stronger after all-time highs because rising prices attract more buyers which leads to higher prices. This tends to continue until something comes along and knocks this cycle off of its course.
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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
DECEMBER 22, 2020
I started trading in 2010 with real money. It wasn't a ton of money, but it was all I had, and it was very real to me. I had no experience with investing, but I was aware of the market environment. It was impossible not to be. At that time, the GFC had just ripped a hole the size of Texas through our financial system. To learn more about how to navigate the waters, I hit the books.
The Irrelevant Investor
DECEMBER 21, 2020
"If it feels a little bubbly, well, that’s how innovation happens." -Packy McCormick Last week I wrote a post about why this cannot continue. By "this," I mean the ease at which people are making money in the stock market. It's no fun being a Debbie Downer, which is why I was thrilled to read an uplifting piece that was the ying to my yang. The Best is Yet to Come , by one of my favorite writers, Packy McCormick, doesn't necessarily rebut what I wrote, but offers a reason why the innovation is
The Irrelevant Investor
DECEMBER 20, 2020
Articles Management using buybacks to get paid instead of applying it within a proper capital allocation framework is why share repurchases get a bad rap (By Nongaap Investing) The business with the most dollars wins (By Morgan Housel) In the summer of 2014 Amazon embarked an all-out attack on Square (By Marc Rubinstein) Stocks are rising and no one is selling (By Josh Brown) This is why investing is sometimes more art than science (By Nick Maggiulli) The evolution of investing over the past 70
The Irrelevant Investor
DECEMBER 18, 2020
Today’s Animal Spirits is brought to you by NaviPlan by Advicent To learn more about how buying a plan works with financial planning software, hit this link On today’s show we discuss: Our first experience with money and investing Funding investment accounts for your children How much should you spend on your engagement ring? Here's how much the average wedding cost How to become a 401(k) millionaire How to think about buying your first house How to share finances with your partner How to sta
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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
DECEMBER 18, 2020
If you would prefer to listen to me, hit the link below. And subscribe to our new podcast, The Goldmine , which features all of our writers. Meet Brandon Smith, the 32-year old who put everything he had in Tesla and became a millionaire. [link] I promise this will not be another post about valuation, but I do have to mention it one time. Look at the chart below from Research Affiliates.
The Irrelevant Investor
DECEMBER 16, 2020
Today’s Animal Spirits is brought to you by Interactive Brokers. On today’s show we discuss: AirBnb (S1) It's a record year for IPOs It's been a windfall for IPO investors AirBnb is worth $54 per share. LOL. There's a debate on how to price IPOs In defense of the IPO (A16Z) Affirm postpones IPO DoorDash also surged A history of IPOs Evictions are coming Microsoft's borrowing rates are in line with the U.S. treasury Derek Thompson was the first half MVP Some more student loan stuff YOLO structur
The Irrelevant Investor
DECEMBER 14, 2020
A lot of people are making a lot of money in a short period of time. This may be harmful to your financial well-being. The two most influential emotions in the investor's decision-making toolbox are fear and greed. One is a more powerful motivator than the other. Fear, like greed, makes people do things they regret later on. But greed, unlike fear, commands action.
The Irrelevant Investor
DECEMBER 13, 2020
Articles Year-ahead forecasts are not definitive. It is only the critique of them that is (By Myles Udland) Modern software is APIs all the way down (By Packy McCormick) A little surprise usually does more damage than something big that’s been in the news for months (By Morgan Housel) You can do everything right in your financial life and still experience money stress (By Tadas Viskanta) If a man’s livelihood depends on something, he’s going to believe in it (By Blair duQuesnay) Podcasts I don't
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
DECEMBER 11, 2020
Today’s Animal Spirits is brought to you by State Street On today’s show we discuss: Why investors are pouring money into ESG products The blurred lines between ESG and Non-ES How ESG investors think about performance and possible trade-offs The future of ESG, and much more Investor Resources: ESG Investing_From Tipping Point to Turning Point From Ambition to Action Listen here: Charts Contact us at animalspiritspod@gmail.com with any feedback, recommendations, or questions.
The Irrelevant Investor
DECEMBER 11, 2020
People aren't very good at timing the stock market. This is especially true on the way out. Believe me, I know from experience. When I was actively trading individual stocks, my purchases were actually pretty well-timed, generally speaking. I favored buying stocks as they were breaking out. My problem was, I sold them when they started to retrace, effectively exiting where I entered.
The Irrelevant Investor
DECEMBER 9, 2020
Today’s Animal Spirits is brought to you by YCharts Mention Animal Spirits to receive 20% off when you initially sign up for the service On today’s show we discuss: You had questions about BlockFi. We got answers. The best charts of the year AT&T (HBO) is not doing great Warner Bros movies coming to HBO Max The best movies you haven't seen People are talking about Stripe Should influencers get the vaccine early?
The Irrelevant Investor
DECEMBER 9, 2020
Let's rewind the clock for 24 hours. DoorDash had just sold shares in its IPO at $102 , above the $90-$95 expected range. Now let's come back to today. The stock opens at.$182, giving it a market cap of $69.6 billion. That vaulted it ahead of names like Chubb, Sherwin-Williams, CME Group, and General Motors, to name a few. Young companies have crushed it in their early existence as public entities.
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.
The Irrelevant Investor
DECEMBER 8, 2020
Growth stocks are trading at high multiples relative to their underlying businesses. Investors aren't stupid. They're paying up for a good reason. These businesses are crushing it. A handful are growing more than 100% year-over-year. If you want to see the inverse of crushing it, check out Blue Apron. Anyway, among the giant winners of 2020, one stock stands out among all the others.
The Irrelevant Investor
DECEMBER 5, 2020
Articles By 2025, most financial advisors will use web-based software to create and manage Custom Indexes for their clients (By Patrick O'Shaughnessy) Since 2013, the S&P 500 has more than doubled. And hardly anything has changed in how most pundits see the stock market (By Myles Udland) Straddling both sides is usually the best stance (By Morgan Housel) Uniform measures became a lynchpin of economic development (By Marc Rubinstein) We’re never going back to the way things were (By Packy Mc
The Irrelevant Investor
DECEMBER 6, 2020
In every recession, goods get hit harder than services. This makes sense. You delay that new appliance purchase, but you continue to go to the gym. This recession is different. People who could afford to bought Pelotons and canceled their gym membership. This type of thing is playing out in different areas of the economy. The chief economist at Indeed, Jed Kolko , wrote an excellent piece on the 2020 labor market and the outlook for 2021.
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