The Irrelevant Investor

OCTOBER 29, 2020

Today’s Animal Spirits Talk Your Book is presented by Innovator ETFs. For more information, click here. On today’s show we discuss: The use case for defined outcome investment solutions How to get leverage without using leverage Where these products can fit inside a portfolio How the caps change over time Investor materials Stacker investor guide Triple Stacker ETF summary Full product lineup Listen here: Charts Video [link] Contact us at animalspiritspod@gmail.com with any feedback, recommen

Portfolio 52

Portfolio Investing Investments 52

AdvisorPR

OCTOBER 28, 2020

Identifying COIs to force it in your direction. We all know referrals are the most impactful way to grow your business. An endorsement from someone you already like and trust goes a long way in getting you to want to take the next steps with the recommended vendor. Whether it’s a car repair, new restaurant or the latest show on Prime Video – if someone in your trusted network says to do it, they’ve already done half the work for you – the research.

Clients 52

Clients Financial Planning Consulting Education 52

Workable Wealth

OCTOBER 28, 2020

Much of our daily behavior relies on habits. Take your morning routine. Do you jump right out of bed or do you snooze a few cycles? Are you a brush-your-teeth-before-breakfast or after- breakfast type of person? Do you tie your shoes with a single or double loop? Some of these things you might not even notice unless pointed out to you. They are learned behaviors and preferences that move you through the world, and they greatly impact your life.

Budgeting 52

Budgeting Planning Management Retail 52

Yardley Wealth Management

OCTOBER 26, 2020

The post Worried about your future Social Security benefits? Fleshing out current concerns and common myths. appeared first on Yardley Wealth Management, LLC. [link]. Social Security Retirement Planning . Worried about your future Social Security benefits? Fleshing out current concerns and common myths. By Michael Garry Yardley Wealth Management October 26, 2020.

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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

OCTOBER 30, 2020

"The stock market hates uncertainty" is one of the more trite phrases in the financial lexicon. That doesn't mean it's not true. Certainty can never be found in the markets, but reasonable people might agree that there is more for investors to consider at this very moment than there was say in April of last year. Between the election, the rising number of Covid cases, and companies pulling their forecasts in earnings calls, there is a lot for investors to juggle.

Numbers 52

Numbers Marketing Marketing 52

The Irrelevant Investor

OCTOBER 27, 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: Some Things I’ve Learned Over The Last 30 Years The consumerization of finance A closer look at momentum funds My friend Jon Boorman Richer, but not happier It's not just Robinhood Who owns the stock market?

Sales 52

Sales Marketing Marketing 52

The Irrelevant Investor

OCTOBER 27, 2020

“I’m certainly in the camp that we are not out of the woods. I think a retest of the low is very plausible.I think we’d take out the low.” -Jeffrey Gundlach, April 27, 2020 “The risk-reward for equity is maybe as bad as I’ve seen it in my career.” -Stanley Druckenmiller, May 13, 2020 "I would say that 99 was more overvalued, but yeah i would say it's one of the most overvalued markets i've ever seen, maybe the second most overvalued" -David Tepper, May 13, 2020 Earlier in the year as the stock m

Marketing 52

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The Irrelevant Investor

OCTOBER 25, 2020

Articles Good news takes time but bad news happens instantly (By Morgan Housel) A quantitative look at what drives box office results (By Harrison Burke) Amazon has actually lost share in e-commerce during Covid (By Gavin Baker) The distinction between investing and speculating is not only a fine one, but very much in the eyes of the beholder (By Aswath Damodaran) The weakest links derail everything (By Tony Isola) It’s cheap, simple, automated, easy and convenient (By Ben Carlson) Why should I

Investing 52

Investing Investments 52

The Irrelevant Investor

OCTOBER 25, 2020

Have you ever wondered who actually owns the stock market? Now we know, thanks to a new piece from the Urban-Brookings Tax Policy Center. Two things jump out at me from this chart. First, at 40% of the U.S. stock market, foreigners own more than taxable accounts (25%), and retirement accounts (30%). The second thing that stands out is that the ownership of the stock market used to be concentrated in taxable accounts.

Marketing 52

Marketing Marketing Retirement Accounting 52

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

AdvisorPR

OCTOBER 29, 2020

As seen in Family Wealth Report. The looming US presidential election is already prompting investors and wealth managers to reshuffle portfolios. Another task is for clients not to let their own politics lead them to make bad investment decisions. To consider how wealth advisors ought to speak to clients in this period is Alana Kohl, president of AdvisorPR , a public relations firm that focuses on the financial advisory sector.

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