The Irrelevant Investor

OCTOBER 22, 2020

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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Marketing Marketing 52

Mr. Money Mustache

OCTOBER 23, 2020

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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C2P Enterprises

OCTOBER 22, 2020

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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Planning Financial Planning Clients 52

Indigo Marketing Agency

OCTOBER 22, 2020

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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Speaker: Amanda Adams, Fractional CFO, CPA

Are you ready to elevate your accounting processes for 2025? 🚀 Join us for an exclusive webinar led by Amanda Adams, 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

OCTOBER 23, 2020

"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.

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Economy Investing Investments Accounting 52

The Irrelevant Investor

OCTOBER 21, 2020

"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.

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Clients Investing Investments Marketing 52

The Irrelevant Investor

OCTOBER 20, 2020

The Covid economy has been a tailwind for companies that didn't need any help. Exhibit A, Amazon. North American sales in the second quarter came in at $55.44 billion, up from $38.65 billion a year earlier. That 43% growth is remarkable considering how large these numbers are. Amazon has experienced incredible growth for the last 20 years with only a few hiccups along the way.

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Economy Retail Numbers Sales 52

The Irrelevant Investor

OCTOBER 18, 2020

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

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Valuation Economics 52