Sat.Nov 28, 2020 - Fri.Dec 04, 2020

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Animal Spirits: The Structured Marketplace

The Irrelevant Investor

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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SERPLUS or Mega Roth? Prioritizing Two of Intel’s Tax-Preferenced Savings Opportunities

Cordant Wealth Partners

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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Client Retention Strategies for Financial Advisors

C2P Enterprises

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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What lessons today’s investors can learn from the collapse of the Roman Empire?

Truemind Capital

“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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Are Robots Replacing You? Keeping Humans in the Loop in Automated Environments

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

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Stocks, Both Foreign and Domestic

The Irrelevant Investor

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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Animal Spirits: Raising the Minimum Wage

The Irrelevant Investor

Today’s Animal Spirits is brought to you by Interactive Brokers. On today’s show we discuss: Where are the crazy Bitcoin predictions? Found em! Ben's new book Dividends are coming back We need to raise the minimum wage Hitting your personal finance goals What if FIRE doesn't work? Early retirement: Boring The state of low-income America Is Robinhood good for investors?

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The Biggest S&P 500 Addition Ever

The Irrelevant Investor

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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These Are the Goods

The Irrelevant Investor

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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