The Irrelevant Investor
JANUARY 14, 2022
I've never gotten so much feedback on a recommendation I made. I've been hearing from a lot of listeners who took my advice and tuned into the podcast Our Thing, with Sammy the Bull Gravano. Sammy was a hitman for the mafia, working directly for John Gotti, doing stints with the Colombo and Gambino crime families. Sammy was a hitman, and also, paradoxically, a gentleman.
Zajac Group
JANUARY 14, 2022
If you have equity compensation and are in an abnormally high-income tax year, it often makes sense to consider how you may be able to offset that pending tax liability. One way to mitigate the tax bill might be to give to charity. Giving to charity in a high-income tax year makes sense for several reasons. First and foremost, the high-income tax year might be the result of cashing out stock, giving you the cash flow necessary to make such a contribution.
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Advisor Websites
JANUARY 14, 2022
The process of creating a great financial services website design is more than making it aesthetically pleasing; it requires the use of strategic language (your website copy) as well as content that will attract and engage your ideal client. In order to grow your business and acquire new clients , you need a website designed with your target audience top of mind.
Gemini BITRIA
JANUARY 13, 2022
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.
The Irrelevant Investor
JANUARY 14, 2022
There is a lot of liquidity out there. Andreesen Horowitz announced that they raised a fresh $9 billion to invest in their venture, growth, and bio funds. Today, FTX announced the launch of a $2 billion venture fund. CB Insights just published their State of Venture 2021 report and all arrows point in the same direction higher. Global funding hit an all-time high in the 1st, 2nd, 3rd, and 4th quarters of 2021.
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
Brown Advisory
JANUARY 12, 2022
Global Leaders Investment Letter: December 2021. jharrison. Wed, 01/12/2022 - 04:28. Just want the PDF? Download it here >. What Drives Intrinsic Motivation. In his book, Drive 1 , Daniel Pink delves into what intrinsically motivates us to complete and master a task for no visible reward. Intrinsic motivation appears to emanate from a number of fundamental drivers which are important both individually and within a team.
The Irrelevant Investor
JANUARY 12, 2022
U.S. stocks have compounded at an annual rate of 10.4% from 1926-today. If this was the only information you had, then there would be only one logical thing to do; Buy an index fund, and never, ever sell. Jeremy Siegel once said, "Fear has a far greater grasp on human action than the impressive weight of historical evidence." I think this is mostly right, but doesn't give enough consideration to the fact that bear markets really, really suck.
Mr. Money Mustache
JANUARY 11, 2022
I’ve been writing about money for almost eleven years now, and in that time the world has become an immensely richer place. Here in the US, our economy has grown by about 25% even after inflation, world economic output has grown even faster, and the number of people living in extreme poverty has been cut roughly in half. US Real Economic Growth over the Mustachian Era.
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.
Risk Management Guru
JANUARY 11, 2022
Introduction. Risk management can be defined as the “process which aims to help organizations understand, evaluate and take action on all their risks with a view to increasing the probability of success and reducing the likelihood of failure” (Hopkin, 2010, p. 37). This is the definition made by the Institute of Risk Management (IRM), which also published ‘A Risk Management Standard’ (IRM, 2002), a guide that lays out a framework for managing risks.
Prosperity Coaching
JANUARY 10, 2022
Welcome back to my blog and today’s post: Financial advisors working with or marketing to small business owners. This blog post is part of the Ideal Client Blog Post Series which I announced last month. In today’s post, you’ll learn about a target market that you may have overlooked, why […]. The post Financial advisors attracting small business owners appeared first on The Prosperous Advisor Coaching Blog.
The Irrelevant Investor
JANUARY 11, 2022
It's one thing to study the past after it was written, it's another thing to experience it in real-time. Telling future generations about the lockdown cannot possibly convey what it was like to experience it. Looking back at how crazy the numbers got during the dotcom bubble is informative, but data doesn't tell the whole story. Luckily we have people like Corry Wang, who was working at Bernstein during the runup, to share some lessons he learned.
Brown Advisory
JANUARY 12, 2022
Global Leaders Investment Letter: December 2021 jharrison Wed, 01/12/2022 - 04:28 Just want the PDF? Download it here > What Drives Intrinsic Motivation In his book, Drive 1 , Daniel Pink delves into what intrinsically motivates us to complete and master a task for no visible reward. Intrinsic motivation appears to emanate from a number of fundamental drivers which are important both individually and within a team.
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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 11, 2022
Today’s Animal Spirits is brought to you by Masterworks On today’s show we discuss: Growth stocks holy crap How much longer can the big stocks hold up? Inflation messaging OpenSea raises $300 million at a $13 billion valuation The next stage for NFTs is actual utility Crypto Explainer This was a good web3 takedown Lulu warns 1 in 7 jobs listings are remote Southeast housing markets Listen here: Transcript here: Audiograph Recommendations 1883 The Tender Bar Dexter The Bourne Ultimatum Lethal Wea
The Irrelevant Investor
JANUARY 10, 2022
Today’s Animal Spirits is brought to you by Simplify Asset Management. If you want to learn more, check out their webinar with Corey Hoffstein this Thursday at 4:30 EST. On today’s show we discuss: How market structure is impacting prices How to get exposure to Bitcoin and stocks in one wrapper How advisors are dealing with low-interest rates and high valuations, and much more Investor Resources: Advisor hub Volatility premium harvesting Simplify Volatility Premium ETF Simplify US equity plus
The Irrelevant Investor
JANUARY 8, 2022
In 2018, Research Affiliates wrote an article called CAPE Fear: Why CAPE Naysayers Are Wrong. One of the naysayers was yours truly. I tweeted that quote in July 2017, as the CAPE ratio crossed 30 for just the third time ever. The two other markets that saw such lofty valuations were 1929 and 2000. Gulp. To be very clear, at that time, I was in the "lower your return expectations camp" due to a combination of recent performance and high valuations.
The Irrelevant Investor
JANUARY 8, 2022
Articles We take things apart, but don’t know how to put them back together again afterwards. (By Tom Morgan) The fun part about this is that all of it matters (By Packy McCormick) There is one value investment that generates massive gains while remaining immune to market cycles, bubbles, fads, crashes, rates or the economy. (By Phil Pearlman) Seventy-two hours later it was bankrupt.
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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.
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