AdvisorPR

JANUARY 10, 2020

Everyone reading this understands the benefits of someone starting to invest for their retirement when they are in their 20’s vs. their 50’s. Although young investors might see some monetary gains from their investments when they’re in their 30’s, it most likely is not enough money to finally retire from work. Some of the advisors that we work with at AdvisorPR discuss how many people give in to instant gratification and spend their money on everything from lattes to a fancy car rather than save

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The Irrelevant Investor

JANUARY 9, 2020

There are just over 130 million full-time workers in the United States and not a single one of them thinks they're overpaid. This holds for people all over the income pool and paradoxically, is especially true for people towards the top of the ladder.* It sounds absurd, but a person making $1 million can feel more stress over money than someone making $100,000 because the more you make, the easier it is to let your spending spiral out of control.

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Midstream Marketing

JANUARY 5, 2020

Speaking as someone who has spent hundreds of hours helping financial advisors generate reliable, qualified leads over the years, I understand first-hand what an important goal this is for many people. I also understand that there’s no “one right way” in which to do it – every business is unique and you need the type of strategy that will play directly into that fact, broadcasting exactly what it is that makes you unique to the widest possible audience.

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The Irrelevant Investor

JANUARY 8, 2020

When I sat down this morning* to create a “Wall of Worry” chart, the hard part wasn’t coming up with the list, but rather choosing what to leave off. Since the stock market bottomed in 2009, there have been so many potential reasons to sell that it wasn’t possible to fit them all on the chart. Below are a few that didn’t make the cut: MF Global Bankruptcy All the quantitative easing programs Ashton Kutcher is a venture capitalist China hard landing(s) CAPE ratio Occupy Wall Street Mike Tyson rep

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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

JANUARY 7, 2020

Today’s Animal Spirits is brought to you by YCharts. Mention Animal Spirits to receive 20% off (*New YCharts users only) Listen here On today’s show we discuss Ben's new book, buy it here! Zero fee commissions Why there's little enthusiasm for this bull market JPM Guide to the Markets The middle class is slowly going away WeRamp Millennials have how much in their 401(k) The aging of America 74% of people have a budget, ya right People aren't driving as much as they used to Millennials approve

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The Irrelevant Investor

JANUARY 5, 2020

Articles Progress happens too slowly to notice while setbacks happen too quickly to overlook By Morgan Housel Investing is overrated By Christine Benz Unremarkable kids no longer have access to remarkable opportunities By Scott Galloway A commitment to raising my savings and investment rate By Josh Brown Change is gonna come. By Bob Seawright They’re like NFL Offensive Lineman.

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