The Irrelevant Investor

MARCH 26, 2021

If you would prefer to listen to this, hit the link below. Matt Levine wrote about private investments. Here's what he said: My basic view of private investments —stocks that are not traded on the stock exchange but are instead limited to accredited investors who meet some wealth requirement—is that the good private investments get offered to the good private investors, and the bad private investments get offered to the bad private investors.

Startup 52

Startup Investing Investments Financial Services 52

Brown Advisory

MARCH 25, 2021

Investment Insights: Current trends in the health care sector jharrison Thu, 03/25/2021 - 05:00 Few sectors touched our lives as much over the last year—as consumers, citizens and investors—as the health care sector did. As the COVID-19 pandemic gripped the world, the health care sector scrambled to develop vaccines, therapies and new ways of distributing care like telehealth.

Investing 52

Investing Investments Distribution Clients 52

Clever Girl Finance

MARCH 25, 2021

Back to school shopping can be really expensive, and outside of the holiday season, this is the second biggest retail shopping season in America. The biggest items purchased? Electronics, clothing, and school supplies. Needless to say, it's easy to see how these school essentials can add up fast! If you have kids or if you are a student, then you may likely be picking up a few school supplies, and so in this article, you'll get some key tips for how to get the most bang for your buck on your bac

Electronics 52

Electronics Retail Budgeting Accounting 52

International College of Financial Planning

MARCH 23, 2021

Career planning is essential if you want to fast-track your life towards success. There are many things worth considering while you think about your future. If you think that getting a job is a good enough boost for your career, you are not entirely right. Securing a job is just the first step. How fast you advance in your career, how steep your career graph looks matters in the long run.

Management 52

Management Financial Planning Planning Investments 52

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

MARCH 26, 2021

On today’s show, we talk with SoFi about how to invest in the gig economy. To learn more, go here. On today’s show we discuss: How to actively manage an ETF The four different categories of the gig economy Why you should look outside the United States for growth, and much more Investor Resources: GIGE Fact-Sheet The-Case-for-SoFi-Gig-Economy-ETF Listen here: Charts: Contact us at animalspiritspod@gmail.com with any feedback, recommendations, or questions.

Economy 52

Economy Investing Investments Management 52

Mr. Money Mustache

MARCH 26, 2021

“A Nation Which Forgets Its Past Has No Future” Those were the words on a 20-foot-long banner that “Mr. Slick”, my high school history teacher, kept carefully pinned across the width of his classroom for the entire four years I had classes with him. “That makes no sense at all”, I thought to myself when I first read it at age fifteen. “The past is just a fuzzy black-and-white era, with big crude steam-powered factories and tragic wars with brutal low-tec

Investing 52

Investing Investments Accounting Commission 52

The Irrelevant Investor

MARCH 24, 2021

It's never fun to see your portfolio lose value, but some times are more painful than others. For certain investors, this is one of those moments. Misery loves company, so losses are harrowing when you're experiencing them while the market is chugging along. Right now, the S&P 500 is only 2% off its all-time high, but some names are getting absolutely torpedoed.* What I'm about to say won't take away the pain if you're heavily invested in these growth names, but maybe you can use some contex

Numbers 52

Numbers Sales Portfolio Investing 52

Brown Advisory

MARCH 24, 2021

Hearing, Seeing and Thinking: Signs of a bear steepener emerge, high-flying tech stocks wobble, and thoughts on inflation jharrison Wed, 03/24/2021 - 05:32 Jump to: What we're hearing | What we're seeing | What we're thinking | Download PDF > Welcome to our latest edition of Hearing, Seeing and Thinking (HST). In today’s note, signs of a bear steepener emerge, high-flying tech stocks begin to wobble and we share some thoughts on inflation given the subject sits firmly in the centre of almost eve

Assets 52

Assets Economics Investing Investments 52

Brown Advisory

MARCH 24, 2021

Hearing, Seeing and Thinking: Signs of a bear steepener emerge, high-flying tech stocks wobble, and thoughts on inflation. jharrison. Wed, 03/24/2021 - 05:32. Jump to: What we're hearing | What we're seeing | What we're thinking | Download PDF >. Welcome to our latest edition of Hearing, Seeing and Thinking (HST). In today’s note, signs of a bear steepener emerge, high-flying tech stocks begin to wobble and we share some thoughts on inflation given the subject sits firmly in the centre of almost

Assets 52

Assets Economics Investing Investments 52

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.

Accounting

The Irrelevant Investor

MARCH 23, 2021

Michael Cembalest and the team from JP Morgan Asset Management are out with an update to one of my favorite research reports ever. They first wrote about the risks and rewards of a concentrated stock position in 2004, updated it in 2014, and are out with version 3.0 today. This data point has had as big an impact on how I see the world of investing as anything else: More than 40% of all companies that were ever in the Russell 3000 Index experienced a "catastrophic stock price loss", which we de

Assets 52

Assets Management Investing Investments 52

The Irrelevant Investor

MARCH 23, 2021

Today’s Animal Spirits is brought to you by Masterworks, sign up here. See important Disclaimer here On today’s show we discuss : There's a housing affordability crisis But what if houses aren't as expensive as we think There are more realtors than houses It's hard work being a junior investment banker Retiring early might not be all it's cracked up to be The child tax credit is a big deal Ray Dalio on what happens when everyone goes to sell their bonds Why the stock market has had higher valu

Valuation 52

Valuation Retirement Taxes Planning 52

Brown Advisory

MARCH 23, 2021

What You Need To Know About U.S. Expatriation jharrison Tue, 03/23/2021 - 05:00 On the 24 February 2021, Georgina Guy and Billy Mathews hosted a chat with Jaime McLemore , Partner at withersworldwide, about all things related to U.S. Expatriation. During the webinar they discuss how to correctly expatriate depending on your tax status and how to know if you are a covered or non-covered expatriate.

Taxes 52

Taxes Investment Planning Planning Numbers 52

Brown Advisory

MARCH 23, 2021

What You Need To Know About U.S. Expatriation. jharrison. Tue, 03/23/2021 - 05:00. On the 24 February 2021, Georgina Guy and Billy Mathews hosted a chat with Jaime McLemore , Partner at withersworldwide, about all things related to U.S. Expatriation. During the webinar they discuss how to correctly expatriate depending on your tax status and how to know if you are a covered or non-covered expatriate.

Taxes 52

Taxes Investment Planning Planning Numbers 52

Advertisement

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.

Accounting

The Irrelevant Investor

MARCH 22, 2021

No strategy works all of the time. Things go in and out of favor. Over the last year, the sun has set on min-vol strategies. I was thinking about this today while reading this excellent piece from Robin Wigglesworth. He describes the history of this strategy, and where they stand today. This factor, Wigglesworth points out, is the worst-performing factor over the last year.

52

52

The Irrelevant Investor

MARCH 21, 2021

Articles There are limits to scaling. (By Morgan Housel) Pipe figured it out (By Alex Danco) The hallmark of a big market delusion is when all the firms in the evolving industry rise together even though they are often direct competitors. (By Rob Arnott) So much of everything going on in the markets has to do with the fact that rich people have too much money and nowhere to put it (By Ben Carlson) This is a reverse wealth transfer.

Investing 52

Investing Investments Marketing Marketing 52

The Irrelevant Investor

MARCH 20, 2021

First-level thinking has served investors well over the last decade. Apple is a good company, buy Apple. IBM can't innovate, avoid. Second-level thinking is sexy. First-level thinking is underrated. It's tempting to over-think things. But often times we end up twisting our brains into a pretzel. For example, this is what an investor's internal monologue might sound like right now: I think the economy is going to boom.

Economy 52

Economy Economics Marketing Marketing 52