Sat.Oct 17, 2020 - Fri.Oct 23, 2020

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Yes I Was Bearish. No, I Wasn’t Bearish.

The Irrelevant Investor

"You were bearish the whole way up" Ben said , with a smile on his face. Surprised, yes. Bearish? I don't think so. Today I want to set the record straight. Sell first, ask questions later. That was the mindset of investors in the first half of this year. Nobody could be sure of the ramifications of a pandemic that was spreading at such a rapid rate that it forced us to shut down the entire economy.

Economy 52
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The Man Who Retired at 27: Why You Should Consider House-Hacking

Mr. Money Mustache

Way back in the olden days, people used to be amazed at my life story. I was “The Man Who Retired at 30”, and it was so unusual that it would show up in news headlines all over the place. Thankfully, this is no longer such a surprising story. The idea of financial independence has spread far and wide with the rise of the FIRE movement , and people now realize it’s not such a big deal after all.

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Monetize Your Wisdom: Charge Planning Fees

C2P Enterprises

It can be confusing to know how, or why, to charge fees for your financial planning services. Especially if you don’t understand the value of the wisdom you’re providing, how can you put a monetary value on that wisdom and how can you expect your client to buy into that value? In a recent [.]. The post Monetize Your Wisdom: Charge Planning Fees appeared first on Clarity 2 Prosperity.

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How to Select Your Niche (for Financial Advisors)

Indigo Marketing Agency

Struggling to figure out the best niche for your firm? You’re not alone. When a financial advisor tells us they need help to select their niche, we recommend they do three things: . Watch our workshop webinar on embracing a specialty. Send out a client survey. Create a “Who We Serve” statement. We’ve had dozens of advisors follow these three foolproof steps.

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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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Animal Spirits: Is the Fed Too Entrenched?

The Irrelevant Investor

Today’s Animal Spirits is brought to you by State Street. See State Street's latest quarterly report on fixed income here. On today’s show we discuss: Will fiscal stimulus be the norm to combat recessions going forward? Why inflation isn't showing up in the data Has the fed caused or contributed to wealth inequality? Why interest rates are so low How the bond market is responding to the polls, and much more Listen here Charts Contact us at animalspiritspod@gmail.com with any feedback, recommen

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Rest In Peace Jon

The Irrelevant Investor

"Oh my god you have to write about that" "No no, it wouldn't be right." One night in, I don't know, 2015 or so, Jon Boorman came out to dinner in New York City. He told an incredible story about investor psychology that I'll never forget. That week he had just sold a stock for a big gain, roughly a double if I recall correctly. What made that particular trade so interesting is not what he gained, but what he lost.

Clients 52

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Animal Spirits: Bad Ideas

The Irrelevant Investor

Today’s Animal Spirits is brought to you by Interactive Brokers. Check out Portfolio Analyst here On today’s show we discuss: Older Americans are slowly selling the stock market America is having a moral convulsion A value investor calling it quits Howard Marks memo Corey Hoffstein's latest is must read Companies are borrowing a lot of money The 4% rule Ark's bad ideas Credit scores are going.up?

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These Are the Goods

The Irrelevant Investor

Articles A crisis of trust (By David Brooks) The median European stock trades at about half the valuation of the median US stock (By Verdad) The most popular video service in the United States is now YouTube, which is almost entirely user-generated content (By Matthew Ball) Pessimists are underappreciated (By Scott Galloway) Buy now pay later (By Marc Rubinstein) We have ourselves a pressure cooker of uncertainty (By Blair duQuesnay) You want the odds in your favor but the majority of the time y