The Irrelevant Investor

DECEMBER 4, 2020

On today’s show we speak to Jason Barsema of Halo Investing about what they’re doing to bring the structured product market to the 21st century advisor. For more information visit HaloInvesting.com On today's show we discuss: Structured notes for the 21st century advisor How advisors can define their client's risk Where these products fit in a portfolio, and much more Listen here: Charts: Email us at animalspiritspod@gmail.com with any feedback, recommendations, or questions.

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Cordant Wealth Partners

DECEMBER 3, 2020

Ideally, with each paycheck or bonus paid we would have all the cash flow we need to support regular cash-flow needs, achieve our larger financial objectives and optimize deferrals to tax-advantaged accounts and other tax savings opportunities. However, money is a resource, and like most resources it’s limited. We are forced to prioritize where we spend, the objectives we further, and the extent to which we utilize tax-saving opportunities.

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C2P Enterprises

NOVEMBER 30, 2020

How often have we heard the expression, “Clients are the lifeblood of the business, treat them well and they will take care of you.” Odds are, every one of us has heard it at some point in our financial advising career, either from a manager or on our favorite podcast. As cliché as this saying [.]. The post Client Retention Strategies for Financial Advisors appeared first on Clarity 2 Prosperity.

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Truemind Capital

NOVEMBER 29, 2020

“There are decades where nothing happens; and there are weeks where decades happen” – Vladimir Ilyich Lenin. The first Roman empire rule began in 27 BC and helmed by the emperor Caesar Augustus. Roman Empire at its peak conquered a huge part of Europe and significant part of the African continent. The empire built 50,000 miles of roads, amphitheaters, bridges and infrastructures that are still in use today.

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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.

Accounting

The Irrelevant Investor

DECEMBER 4, 2020

The past 10 years have been phenomenal for U.S. stocks. If you're reading this, you probably know that the same can't be said for stock markets outside the United States. Forecasts rarely come true. That said, as somebody who is a big believer in international diversification, I really hope this one from Vanguard doesn't miss the mark by too much: "We expect higher international equity returns over the next decade compared with the last, and we believe that U.S. equity returns will be about 8 pe

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The Irrelevant Investor

DECEMBER 2, 2020

I miss going to movie theaters. There's no substitute for watching a big screen movie on a 50-foot screen. 1917 for example. That movie probably gets a 25% big-screen premium. An underappreciated benefit of going to the theater is it gives you alone time, which is nice. More importantly, it prevents you from checking your phone. A movie theater is one of the only places that gets your undivided attention.

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The Irrelevant Investor

DECEMBER 1, 2020

The sixth biggest company in the United States is being added to the S&P 500. We might never see anything like this again in our lifetimes. What took so long for Tesla to enter the index? The S&P has rules for stocks being added. Silly things like "you must earn money." This hurdle was removed after Tesla reported a profit in the second quarter, taking the sum of its previous four quarters into the black.

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Marketing Marketing 52

The Irrelevant Investor

NOVEMBER 28, 2020

Articles There are roughly three ways to think about gold, two of which are fairly crazy, one of which is boring but sometimes useful (By Byrne Hobart) What goes wrong when the FIRE dream dies? (By Monevator) One party is expected to act in the other’s best interest, but how can we be sure they will? (By Marc Rubinstein) Amazon is having a good lockdown, but so is anyone else who can sell online (By Benedict Evans) We have no idea what happens next (By Morgan Housel) Smart people allocate assets

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