The Irrelevant Investor
JULY 31, 2020
Today’s Animal Spirits is brought to you by State Street On today's show we discuss: Balancing risk while searching for yield Fallen angels Fixed income flows and holdings The possible threat of inflation Listen here: Contact us at animalspiritspod@gmail.com with any feedback, recommendations, or questions. Follow us on Facebook , Instagram , and YouTube.
Yardley Wealth Management
JULY 31, 2020
The post The Importance of Talking with Your Kids about Finances When Times are Tough appeared first on Yardley Wealth Management, LLC. The Importance of Talking with Your Kids about Finances When Times are Tough. FINANCIAL PLANNING, FINANCIAL MANAGEMENT. The recent news on job loss is staggering. Unemployment rose higher in three months of COVID-19 than it did in two years of the Great Recession.
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AdvisorPR
JULY 28, 2020
The global pandemic has brought a seismic shift to nearly all aspects of our lives, and it doesn’t stop short of public relations. In the last several months, coronavirus and the ever-changing news cycle has impacted the way we help our clients in their public relations initiatives. From a dramatic increase in virtual media interviews to evolving communication strategies, some critical public relations lessons have come from the COVID-19 outbreak.
Indigo Marketing Agency
JULY 23, 2020
Financial advisor blogging really isn’t complicated, however, many advisors who are just getting started with their marketing know they should be producing content, but they have no idea what to write about. You want to cover the topics and questions your ideal clients are thinking about, but where should you start? The key here is that you want to educate and provide value to your ideal prospects.
Speaker: Erroll Amacker
As businesses increasingly adopt automation, finance leaders must navigate the delicate balance between technology and human expertise. This webinar explores the critical role of human oversight in accounts payable (AP) automation and how a people-centric approach can drive better financial performance. Join us for an insightful discussion on how integrating human expertise into automated workflows enhances decision-making, reduces fraud risks, strengthens vendor relationships, and accelerates R
Brown Advisory
JULY 22, 2020
China: The Next Frontier In Venture ajackson Wed, 07/22/2020 - 11:37 In Thomas Friedman’s award-winning 2005 book, The World Is Flat , he highlighted how globalization had leveled the playing field, offering all competitors an equal opportunity. The book focused heavily on outsourcing and offshoring, which were dramatically changing industrial manufacturing in the U.S. at that time.
The Irrelevant Investor
JULY 31, 2020
When somebody fills out a risk tolerance questionnaire, it's usually more a reflection of how the market is doing and less a reflection of how they actually respond to risk. Stocks are doing well? "I can handle volatility." Volatility shows up? "I'm somewhat risk averse." But a global pandemic will change this dynamic very quickly. Certain investors are no longer responding to the stock market, they're responding to the world around them.
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
The Irrelevant Investor
JULY 30, 2020
Yesterday the tech giants were grilled by Congress during a hearing on antitrust issues. Today they smashed earnings expectations. Not even a global pandemic can disrupt these global disruptors. One of the key issues surrounding the hearing is the idea that these companies are stifling innovation and crushing the competition before they even have a chance to compete.
The Irrelevant Investor
JULY 29, 2020
On today’s show we discuss: My plumber story Everyone's a day trader now Existing home sales are red hot Special purpose acquisition vehicles are all the rage Hamptons prices hit record high Millions of Americans moved due to the pandemic Commercial real estate is in a lot of trouble $32 millions set to lose their $600 a week Business travel makes up 60-70% of airlines NASDAQ Cloud computing index Flowmageddon If you're a teacher or know someone who is, send them to this link Tenet is postponed
The Irrelevant Investor
JULY 29, 2020
Everything is working. Whether you're an equity investor, hiding out in bonds, or waiting for the dollar to collapse, you're making money. The permanent portfolio, which is an equal-weighting of everything from stocks to bonds, gold, and cash, just had its best run in 40 years! The main tenet behind this type of strategy is based on the old adage, don't have all your eggs in one basket.
The Irrelevant Investor
JULY 28, 2020
A listener asks: I was curious if you ever wrote topics focused around the media 's influence on the capital markets. Yes, I have written about the financial media in the past, and I think that now would is a good time to revisit this topic, given the comments that Bill Ackman made last week. Back on March 18th, the stock market had fallen more than 30% in record time.
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Based off SkyStem's popular e-Book, the book of secrets to the month-end close will be revealed in this one-hour webinar. Learn leading practices when it comes to building a strong and sustainable month-end close that has room to grow and evolve. Learn about the power of precise estimates, why reconciliations are critical to closing the books, how and when to automate, and how the chart of accounts play into your close process.
The Irrelevant Investor
JULY 26, 2020
Articles It’s time to start wondering if inflation is going to be a problem ( By Tim Duy ) Paying >10x revenue for exciting growth stories is historically one of the worst long-term investment methodologies ever ( By Verdad ) For every PhD there is an equal and opposite PhD (By Morgan Housel) The closest thing that many Americans have to becoming a millionaire is getting a professional degree (By Nick Maggiulli) Looking exclusively at the price of a home doesn’t tell the whole story when it
The Irrelevant Investor
JULY 23, 2020
Last night something happened that will stay with me for the rest of my life. Before I get into that, I want to share my favorite description of the late stages of a bull market from "Adam Smith's" Supermoney: We are all at a wonderful ball where the champagne sparkles in every glass and soft laughter falls upon the summer air. We know, by the rules, that at some moment, the Black Horseman will come shattering through the great terrace doors, wreaking vengeance and scattering the survivors.
Indigo Marketing Agency
JULY 23, 2020
Financial Advisor Prospecting Are you curious about top advisor marketing results? Well, I just got off a call with a veteran advisor that has been a client of ours for about 3 months. He was blown away that he is currently onboarding 6 new high-net-worth clients. He’s been an advisor for 35 years and always had a successful firm, but he’s never gotten 6 new highly qualified clients in the same month!
The Irrelevant Investor
JULY 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: Mortgage rates are at their lowest level ever Ben's take and numbers here Mortgage delinquencies might explode U.S banks are not too optimistic about the recovery All eyes are on the vaccine There is reason to be hopeful More on the vaccine (triplets story) $1 Tests The market and the economy Generational real estate Ten thousand
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Like being inches from the end zone, many advisors are frustratingly close to their next level of success. You work hard. You put in the hours. But if your closing rate is stuck or your pipeline feels like a revolving door… something has to change. Most advisors are just one small shift away from dramatically increasing their revenue. The difference?
The Irrelevant Investor
JULY 22, 2020
For the first half of the 20th century, stocks offered investors higher income than government bonds. Peter Bernstein describes this in his wonderful book, Against the Gods : In 1959, exactly thirty years after the Great Crash, an event took place that made absolutely no sense in the light of history. Up to the late 1950s, investors had received a higher income from owning stocks than from owning bonds.
Brown Advisory
JULY 22, 2020
China: The Next Frontier In Venture. ajackson. Wed, 07/22/2020 - 11:37. In Thomas Friedman’s award-winning 2005 book, The World Is Flat , he highlighted how globalization had leveled the playing field, offering all competitors an equal opportunity. The book focused heavily on outsourcing and offshoring, which were dramatically changing industrial manufacturing in the U.S. at that time.
The Irrelevant Investor
JULY 19, 2020
Articles If you had a strategy that invested in expensive, weak momentum diluters, that are unprofitable, goose their books through accounting shenanigans, and take on excess debt, you probably did exceptionally well in Q2 (By O'Shaughnessy Asset Management) There is a long history of economies being hit with downpours. But this is the first in which perhaps 70% of the economy has a sturdy umbrella while 30% is left to get soaked ( By Morgan Housel ) Small college towns across the country are be
The Irrelevant Investor
JULY 18, 2020
On the latest episode of Animal Spirits , Ben and I spoke the seduction of sitting in cash and waiting for your pitch. Somebody on YouTube commented: I waited 6 years for the dow to fall back to 18k support. it finally dipped to 18k. i still didn't buy I feel for this person. It's reasonable in theory to tell yourself that the market is too high and to wait for a more attractive entry point.
Speaker: Aaron Berson
Managing spend is more than a cost cutting exercise – it's a pathway to smarter decisions that unlock efficiency and drive growth. By understanding and refining the spending process, financial leaders can empower their organizations to achieve more with less. Explore the art of balancing financial control with operational growth. From uncovering hidden inefficiencies to designing workflows that scale your business, we’ll share strategies to align your organization’s spending with its strategic g
Indigo Marketing Agency
JULY 18, 2020
Most of the advisors I work with are true specialists, so they want their website and brand, presentations, and social media profiles to be truly unique. The best way to make an impact through your marketing imagery is with original photography of you, your office, and your team. Beyond a great headshot, original photography can be used to enhance your website, presentations, and social media profiles.
The Irrelevant Investor
JULY 17, 2020
The economy has been turned upside down and shaken like a snow globe. Certain industry groups like leisure and hospitality are being held hostage by COVID-19, while others like information technology have never been stronger. By looking at the breakdown of industry concentration by different cities, Unison was able to determine which are the most vulnerable and the most resilient to the current economic landscape.
The Irrelevant Investor
JULY 15, 2020
Today’s Animal Spirits is brought to you by Masterworks, sign up here. Disclaimer here On today’s show we discuss: Elon Musk is worth more than Warren Buffett Robert De Niro is going broke. Low vol in name only Market neutral is kinda confusing Hedge funds' existential crisis Tail risk hedging is expensive Alternatives are a loser's game Damodaran on why the markets are making a lot of sense What to do once you're out of the market Robinhood incentivizes its customers to trade more Reckless on W
Brown Advisory
JULY 14, 2020
2019 Global Leaders ESG Transparency Report ajackson Tue, 07/14/2020 - 08:15 Download the Report A Letter of Introduction From The Portfolio Managers At Brown Advisory, we are deeply committed to sustainable investing, with the goal of helping clients generate attractive investment returns, align their investments with their values and make a positive impact on society with their capital.
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.
Brown Advisory
JULY 14, 2020
2019 Global Leaders ESG Transparency Report. ajackson. Tue, 07/14/2020 - 08:15. Download the Report. . A Letter of Introduction From The Portfolio Managers. . At Brown Advisory, we are deeply committed to sustainable investing, with the goal of helping clients generate attractive investment returns, align their investments with their values and make a positive impact on society with their capital.
The Irrelevant Investor
JULY 13, 2020
On last week's Animal Spirits , Ben and I talked about the giant stocks outside of the S&P 500, what college kids are going to do in the fall, and much more [link] The post What should college students do this fall? appeared first on The Irrelevant Investor.
The Irrelevant Investor
JULY 13, 2020
That was one heck of a reversal today in tech stocks. At one point the Nasdaq-100 was up more than 2%, but it gave up all of those gains and then some, finishing the day down over 2%. After a 60% move off the March lows, the question on many investor's minds tonight is, "was that the top?" This type of reversal is rare and is only seen in volatile markets.
The Irrelevant Investor
JULY 12, 2020
Articles Good stories usually have just one hero or one villain because if there are more the plot is hard to follow ( By Morgan Housel) The common view that Put costs more but is a more effective tail hedge contains a kernel of truth but does not capture the full story (By AQR) The question becomes not when to sell some of these shares but how. ( By Blair duQuesnay) Dead people don’t get to retire (By Tony Isola) Savor the garbage time (By Ben Carlson) Regrets are something to be cherished (By
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.
Indigo Marketing Agency
JULY 12, 2020
Most advisors struggle with marketing simply because it’s not their expertise. They either don’t know where to start or they’re already doing it themselves but they’re not sure if they’re doing it right. Sound familiar? We thought it would be helpful to put together a checklist of the most important things top advisors are doing that you should be doing too.
Indigo Marketing Agency
JULY 11, 2020
Whether you’re a current client of ours or are doing your own marketing, here are three tips you can use to supercharge your marketing—so you stay top-of-mind as the go-to person who can solve your target audience’s biggest problem. 1. Get Your Message Out To More People. My #1 tip to supercharge your marketing is to get your message out to as many people as possible.
The Irrelevant Investor
JULY 10, 2020
If there was a way to protect your portfolio from periodic blowups like the one earlier this year, would you want it? Of course you would, but so would everybody else. And because there is such a strong desire for this type of insurance, the eventual payoff might not be worth it if the premiums that you pay along the way are too expensive. AQR took a closer look at tail risk hedging strategies and showed that: Over the 35 years or so where we have good index option data, OTM put prices were set
The Irrelevant Investor
JULY 9, 2020
For a few years now, people have been comparing the rise of mega cap tech stocks to the late 90s. I think these comparisons are somewhat misguided. I wrote those words in June 2018, adding "The gains have been extraordinary over the past five years, with Facebook, Apple, Amazon, Microsoft and Google growing from$1.2 trillion to near $4 trillion." Fast forward to today and the gains have been extra extraordinary, growing from $4 trillion to $6.5 trillion.
Speaker: Sierre Lindgren
Fraud is a battle that every organization must face – it’s no longer a question of “if” but “when.” Every organization is a potential target for fraud, and the finance department is often the bullseye. From cleverly disguised emails to fraudulent payment requests, the tactics of cybercriminals are advancing rapidly. Drawing insights from real-world cases and industry expertise, we’ll explore the vulnerabilities in your processes and how to fortify them effectively.
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