The Irrelevant Investor
MARCH 27, 2020
Today's Animal Spirits is brought to you by the Coronavirus Daily Briefing O n today’s show we discuss: The best financial books about the panic Bill McBride's 40-day plan to recover If you sold last week, what do you do now? What if you bought stocks too early? 75% of restaurants could go under without any help Airbnb is in trouble Is the FIRE movement finished?
Brown Advisory
MARCH 26, 2020
Tax Loss Harvesting: Upside To A Down Market ajackson Thu, 03/26/2020 - 14:08 The market's path forward is extremely uncertain right now, but there are still planning steps that investors can implement today to generate positive results down the line. Tax loss harvesting (the process of realizing a loss on the sale of an asset, in order to mitigate taxes on subsequent capital gains) is one of those planning steps.
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Indigo Marketing Agency
MARCH 22, 2020
It’s been an incredibly stressful time for most advisors and their clients. You have been putting out fires, worrying about the markets, and having the same conversations over and over with clients. But what comes next? How can you maintain a trusted relationship with your clients at a distance? How can you work remotely with the same level of efficiency and connection?
The Irrelevant Investor
MARCH 27, 2020
We've seen a wide range of estimates for how the economy will be impacted by the shutdown. The coming slowdown is likely going to be unlike anything we've seen since the Great Depression. It's almost a foregone conclusion at this point that the contraction will be deep, we just have to hope that it will be short. In the past, the stock market has fluctuated way more than the economy, which makes sense considering the economy is run by businesses and the stock market is driven by fear and greed.
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
MARCH 26, 2020
A reader asked me what my favorite books are about financial panics. Before getting into them, it's worth mentioning that books can only do so much. They can't teach you how to invest, they can't help you to control your emotions, and they can't prepare you for how to deal with the unexpected. What they can do is give you a sense of what has happened before so that we might understand what can happen again.
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
Brown Advisory
MARCH 26, 2020
Tax Loss Harvesting: Upside To A Down Market. ajackson. Thu, 03/26/2020 - 14:08. The market's path forward is extremely uncertain right now, but there are still planning steps that investors can implement today to generate positive results down the line. Tax loss harvesting (the process of realizing a loss on the sale of an asset, in order to mitigate taxes on subsequent capital gains) is one of those planning steps.
The Irrelevant Investor
MARCH 25, 2020
O n today’s show we discuss: Why hindsight bias is so dangerous Laffer and Moore's embarrassing op-ed Jobless rate might soar to 30% How Denmark is dealing with the crisis Stock market valuations Damodaran on valuation Dining bonds Massive redemptions in bond funds The bond market and the ETF market The state of the consumer before the panic Listen here: Recommendations: Ted Seides and James Aitken on the guts of the financial system Coronavirus financial relief The Great Depression A Diary The
The Irrelevant Investor
MARCH 25, 2020
Yesterday was the best day for stocks since 1933. Last Monday was the worst day since Black Monday in 1987. The volatility has been absolutely dizzying. What the hell is going on? Market professionals know this all too well, but the average citizen watching this might think the market is broken. The market is not broken, it is undergoing a paradigm shift.
The Irrelevant Investor
MARCH 25, 2020
Stocks continue their manic behavior, with the Dow posting its best two-day gain since 1987.* On March 12th, stocks fell 9.5%, which was the worst day since 1987, and put the indices firmly in bear market territory. Over the next seven sessions, the S&P 500 fell another ~12%, making anybody who sold a week earlier feel pretty good about their decision.
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.
The Irrelevant Investor
MARCH 23, 2020
In a bull market, protecting one's downside gets punished, and after being burned enough times, people tend to lighten up on risk management, or abandon it altogether. This doesn't happen suddenly, it slowly builds over time. In a bull market the more risk you take, the more you're rewarded, and the more you're rewarded, the more you forget about risk.
The Irrelevant Investor
MARCH 22, 2020
Articles Investors all over social media are panicking. Because they don’t have a plan. But you do. By Meb Faber Fewer than 200 civilian vehicles were built in the United States from 1942 to 1945. Every assembly line was devoted to war By Morgan Housel We talk about what’s happening, not what isn’t happening By Dan Egan The Treasury market is the foundation of the global economic financial system By Tim Duy We are in a severe recession right now that is unlike any other in recent history By Gav
Indigo Marketing Agency
MARCH 21, 2020
Many advisors today are struggling to connect with new clients in person. Seminars and networking are out, yet investors have an unprecedented urgency to protect their wealth. That makes it the perfect time to invest in helping people find you online through search engine optimization (SEO). We’ve created our SEO package to help advisors show up higher in search results and get more people to their websites.
Brown Advisory
MARCH 27, 2020
The CARES Act: A First Look eberkwits Fri, 03/27/2020 - 12:33 On March 25, the Senate unanimously passed a significant stimulus bill to help individuals, families, and businesses weather the economic disruptions caused by COVID-19. The passage of the Coronavirus Aid, Relief, and Economic Security Act (“CARES Act”) is the culmination of several days of negotiations between Republican and Democratic leaders in Congress and the White House.
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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.
Brown Advisory
MARCH 27, 2020
The CARES Act: A First Look. eberkwits. Fri, 03/27/2020 - 12:33. On March 25, the Senate unanimously passed a significant stimulus bill to help individuals, families, and businesses weather the economic disruptions caused by COVID-19. The passage of the Coronavirus Aid, Relief, and Economic Security Act (“CARES Act”) is the culmination of several days of negotiations between Republican and Democratic leaders in Congress and the White House.
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