Sat.Dec 05, 2020 - Fri.Dec 11, 2020

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What Makes Your Financial Goals SMART?

Workable Wealth

It’s easy to get ahead of yourself. When spotting an issue, you might jump into problem-solving mode without even thinking. Say someone is renovating an old house and decides their first step is to paint the front door. This plan doesn’t make sense and is not smart because it’s not prudent to do the finishing touches without addressing the larger structural issues first.

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Animal Spirits: ESG Investing

The Irrelevant Investor

Today’s Animal Spirits is brought to you by State Street On today’s show we discuss: Why investors are pouring money into ESG products The blurred lines between ESG and Non-ES How ESG investors think about performance and possible trade-offs The future of ESG, and much more Investor Resources: ESG Investing_From Tipping Point to Turning Point From Ambition to Action Listen here: Charts Contact us at animalspiritspod@gmail.com with any feedback, recommendations, or questions.

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The Intel Pension Plan: Understanding the Major Change in 2021 and How to Assess Your Retirement Decision

Cordant Wealth Partners

**UPDATE: We are aware that Intel has changed course and will NOT be changing its minimum pension calculation. We will update this blog post as more information is available.**. Today we are going to tell you everything you need to know about the upcoming 2021 changes to the Intel Minimum Pension Plan (MPP). We are also sharing free resources and templates to help you take quick action.

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When’s The Right Time to Sell?

The Irrelevant Investor

People aren't very good at timing the stock market. This is especially true on the way out. Believe me, I know from experience. When I was actively trading individual stocks, my purchases were actually pretty well-timed, generally speaking. I favored buying stocks as they were breaking out. My problem was, I sold them when they started to retrace, effectively exiting where I entered.

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Less Stress, More Success: Accounting Best Practices & Processes for 2025

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.

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Animal Spirits: How America Invests

The Irrelevant Investor

Today’s Animal Spirits is brought to you by YCharts Mention Animal Spirits to receive 20% off when you initially sign up for the service On today’s show we discuss: You had questions about BlockFi. We got answers. The best charts of the year AT&T (HBO) is not doing great Warner Bros movies coming to HBO Max The best movies you haven't seen People are talking about Stripe Should influencers get the vaccine early?

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Growth At an Unreasonable Price

The Irrelevant Investor

Growth stocks are trading at high multiples relative to their underlying businesses. Investors aren't stupid. They're paying up for a good reason. These businesses are crushing it. A handful are growing more than 100% year-over-year. If you want to see the inverse of crushing it, check out Blue Apron. Anyway, among the giant winners of 2020, one stock stands out among all the others.

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This Recession is Different

The Irrelevant Investor

In every recession, goods get hit harder than services. This makes sense. You delay that new appliance purchase, but you continue to go to the gym. This recession is different. People who could afford to bought Pelotons and canceled their gym membership. This type of thing is playing out in different areas of the economy. The chief economist at Indeed, Jed Kolko , wrote an excellent piece on the 2020 labor market and the outlook for 2021.

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This One’s a Head Scratcher

The Irrelevant Investor

Small businesses got killed during the first few months of the year. Unsurprisingly, small stocks followed suit. The Russell Micro-cap index fell 42% from the middle of January to the middle of March. With a weighted average market cap of just $660 million, these stocks are more sensitive to fluctuations in the economy, are less well-capitalized, and have higher borrowing costs than their mega-cap brethren.

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These Are the Goods

The Irrelevant Investor

Articles By 2025, most financial advisors will use web-based software to create and manage Custom Indexes for their clients (By Patrick O'Shaughnessy) Since 2013, the S&P 500 has more than doubled. And hardly anything has changed in how most pundits see the stock market (By Myles Udland) Straddling both sides is usually the best stance (By Morgan Housel) Uniform measures became a lynchpin of economic development (By Marc Rubinstein) We’re never going back to the way things were (By Packy Mc

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Avoiding Lease Accounting Pitfalls in 2025: Lessons Learned from Spreadsheet Errors

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.