The Irrelevant Investor
DECEMBER 24, 2021
I didn't grow up with a passion for the markets. When I first developed an interest in it, I started from level 0. I knew absolutely nothing. So you could imagine how much I retained from the first book I picked up, The Intelligent Investor, written in 1949. All of the concepts were new to me, but the chapter on Mr. Market clicked and inspired me to keep going.
Advisor Websites
DECEMBER 23, 2021
Search Engine Optimization (SEO) is essential for all types of businesses, but is particularly important for financial advisors. Utilizing SEO strategies and tactics will drive online traffic to your website and increase the number of potential clients. If implemented correctly, Google will rank your website high in search results, making your site visible for more users.
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Gemini BITRIA
DECEMBER 19, 2021
Managing client assets is time-consuming – and particularly challenging when working with a new asset class you’re less familiar with, like Bitcoin and other digital assets. Watch our advisor-focused event to learn how Crypto Separately Managed Accounts (SMAs) can give your clients the exposure to digital assets they want while letting you spend your time with your clients and growing your practice.
The Irrelevant Investor
DECEMBER 23, 2021
Times are tough right now, but we have so much to be thankful for. I got an email two weeks ago that stopped me in my tracks. At first, I thought it was a scam. The subject line of the email was "Urgent Request." But as I read the note, I realized my knee-jerk reaction could not possibly have been more wrong. Good afternoon, I'm following up on an email I should have sent months ago to try to find a person to assist with account management for middle income asset owners with a series of accounts
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
DECEMBER 21, 2021
Here are some stats on the S&P 500 year-to-date: The market cap-weighted index is up 23.33% The equal-weighted index is up 23.17% The average stock in the index is up 23.16% The median stock in the index is up 21.7% The chart below breaks down the returns by individual components. Just eyeballing this, it seems like returns were fairly normally distributed, which jives with the data above.
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The Irrelevant Investor
DECEMBER 20, 2021
Today’s Animal Spirits is brought to you by State Street. On today's show, we sat down with State Street’s Matt Bartolini and discussed: Record-breaking ETF flows Non-profitable stocks are getting hit and it's not just the tech names How to protect your portfolio from inflation, and much more Listen here Charts Tweets [link] Contact us at animalspiritspod@gmail.com with any questions, comments, feedback or recommendations.
The Irrelevant Investor
DECEMBER 18, 2021
Articles After correcting for nearly 11 months, innovation stocks seem to have entered deep value territory (By Cathie Wood) It is tempting to assume that over a long enough period of time historical returns are representative of what returns can be expected going forward, but that may not be the case. (By Ben Inker and John Thorndike) Optimism has been the financially dominant strategy for at least the past two decades (By Packy McCormick) Who do I look up to that is secretly miserable?
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