The Irrelevant Investor

FEBRUARY 18, 2022

On today's bonus episode of Animal Spirits, we spoke with Leigh Drogen of Starkiller Capital about what it's like to start a crypto hedge fund. Leigh has years of experience working with more traditional hedge funds so it was interesting to hear his take on the similarities and differences involved in this new asset class. On today’s show we discuss: The opportunity in crypto in the years ahead Why momentum strategies work so well in crypto How does custody work for something like this?

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Advisor Websites

FEBRUARY 18, 2022

To say that the evolution of marketing has rapidly developed within the last two years is an understatement. While marketing trends have been moving along at breakneck speeds, the strategies that financial advisors previously implemented may no longer be the most successful.

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Pacifica Wealth

FEBRUARY 17, 2022

Optional estate planning documents are generally not legally binding documents. . Their purpose has little or nothing to do with the transfer of assets and do not effect estate tax. Optional estate documents focus on values, lessons, and legacy issues. Not everyone wants to think about these issues since they can be much more emotional. 1) Organ donor.

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The Better Letter

FEBRUARY 17, 2022

It was a typically steamy August morning in 1978 North Carolina but an utterly atypical day for me. I was sitting in the large lecture room at the Duke University School of Law, which could hold essentially all our 170-member class, waiting for my first session of law school to begin. The subject was Constitutional Law. We had been assigned the famous 1803 case of Marbury v.

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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.

Accounting

The Irrelevant Investor

FEBRUARY 18, 2022

This is a weird market. Every day it seems like another stock is blowing up. Losing a quarter of its value overnight after being cut in half over the last 90 days. Roku is a good example of this dynamic. The stock is 70% below its high in July. The stock is down 26% right now in pre-market trading. Ooof. If I scanned through 500 charts, I might conclude that the market is down 40%.

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Pacifica Wealth

FEBRUARY 17, 2022

The decisions you choose to make and those you ignore or overlook for your estate plan will have long-lasting and permanent ramifications. Don’t let the significance of estate planning prevent you from getting started. Would you fail to jump to action if you saw a friend choking because of the long-lasting ramifications of helping him? Of course not!

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Prosperity Coaching

FEBRUARY 17, 2022

Use these tips to market yourself as the obvious choice for retirees. Financial Advisors Attracting Retirees: When I ask financial advisors “Who is your target market?” I often get a blank stare. Then an “um” and a reply “I work with, you know, the retired crowd.” So I say “So […]. The post Financial Advisors Attracting Retirees and Retired Couples appeared first on The Prosperous Advisor Coaching Blog.

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The Irrelevant Investor

FEBRUARY 16, 2022

I'm not a big shortcut guy. I believe in hard work and putting in the time. I was thinking about this idea while listening to Trent Dilfer talk about the Rams game-winning drive. Listen to this two-minute clip, it's worth it. [link] There is so much demand for growth hacks because patience is in short supply. Growth hacks are mostly b t. The answer to every "How did you" question is hard work and time.

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Conneqtor

FEBRUARY 16, 2022

The Golden Thread That Leads To Recognition – It is through trust that we find appreciation The sharp-eyed financial advisor will note a single golden thread weaved through the last few blogs and podcasts that I’ve had the pleasure to attend and host.

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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.

Accounting

Yardley Wealth Management

FEBRUARY 15, 2022

The post Part 2: Tax-Wise Investment Techniques appeared first on Yardley Wealth Management, LLC. Part 2: Tax-Wise Investment Techniques In our last piece, we introduced some of the tools of the tax-planning trade. These include tax-sheltered accounts for saving toward retirement, healthcare, and education, as well as tax-efficient tools for charitable giving, emergency spending, and estate planning.

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Your Richest Life

FEBRUARY 15, 2022

After two years of a pandemic, many of us are itching to travel again. If that includes you, then let’s take a look at some of the ways you can book a vacation without destroying your budget: Make a Travel Plan Ahead of Time. If you want to avoid hurting your financial goals for the year, then definitely plan for your trips ahead of time. As early into the year as possible, map out what your year looks like, and what trips you plan to take.

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The Irrelevant Investor

FEBRUARY 14, 2022

An email came in tonight with the subject line "You're my Rukeyser." It's a lovely email, filled with life lessons. I wanted to share it, and not just because it paints us in a good light. I'm a 56 year old college professor who grew up watching Louis Rukeyser on Wall Street Week with my Dad every Friday evening. Now I listen to you two. I can't believe the amount of outstanding content you produce, and I wanted to thank you for your contributions.

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Conneqtor

FEBRUARY 16, 2022

How do you go about improving financial advice? You don’t have to ask for personal information on your first call with your client. As financial advisors, we are trained, mind you, in a traditional methodology that doesn’t speak to reason.

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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.

Accounting

Yardley Wealth Management

FEBRUARY 15, 2022

The post Part 2: Tax-Wise Investment Techniques appeared first on Yardley Wealth Management, LLC. Part 2: Tax-Wise Investment Techniques. In our last piece, we introduced some of the tools of the tax-planning trade. These include tax-sheltered accounts for saving toward retirement, healthcare, and education, as well as tax-efficient tools for charitable giving, emergency spending, and estate planning. .

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ModernAdvisor

FEBRUARY 14, 2022

January was a wake up call for growth investors with many high-flying tech companies missing earnings expectations, which roiled equity markets. Meanwhile, fixed income didn’t offer much protection as the prospect of rising interest rates spooked investors, sending bond indexes lower. January 2022 Market Performance All index returns are total return (includes reinvestment of dividends) and are in […].

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The Irrelevant Investor

FEBRUARY 12, 2022

Articles Keeping your check size anchored to a bias established in a different regime is a sure fire way to trap yourself in flatlining growth. (By Ro Patel) By most measures, the U.S. job market isn’t simply hot, it’s arguably the greatest sellers’ market for labor in decades, if not ever. (By Matt Klein) A new wave of investors has emerged that manage large capital bases and win allocation over storied funds (By Mario Gabriele) Policy is always about trade-offs, winners, losers, and unintended

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The Irrelevant Investor

FEBRUARY 12, 2022

Here's the cover of the NYT website this morning. Every news service looks the same. I've spoken to a lot of investors over the years, and I can count on one hand the number of times we've spoken about geopolitical flareups. The financial media tends to overplay the importance of these events on their viewer's portfolios, but in my experience, they generally don't take the bait.

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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.

Banking

The Irrelevant Investor

FEBRUARY 15, 2022

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: Bets on interest rates in March Should the Fed pick inflation or a recession? WisdomTree, RWM, and Onramp crypto webinar registration Bens experience using the Robinhood wallet Blockfi to pay $100 million in SEC settlement The SECs statement on Blockfi Blackwells Capital Peloton activist presentation Zillow lost $881 million in t

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