The Irrelevant Investor

SEPTEMBER 18, 2020

Today’s Animal Spirits is brought to you by NaviPlan by Advicent To learn more about how buying a plan works with financial planning software, hit this link On today’s show we discuss The 4% rule Sequence of returns risk You should have 2x your salary saved by the time you're 35. LOL Spending in retirement (JP Morgan) How to automatically save money on your bills (Trim) How America saves (Vanguard) Listen here Video [link] Charts Books I Will Teach You to Be Rich The Wealthy Barber Falling Sh

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Retirement Financial Planning Planning 52

Workable Wealth

SEPTEMBER 16, 2020

Welcome back to the second part of our investment lexicon series. By now you have a good understanding of what the market is, how the stock market works, and different methods of tracking market performance. Now it’s time to look at some key tools to keep in mind when investing in the stock market. . Remember, each strategy has its pros and cons so the best way to maximize them is working with a financial planner who’ll help your portfolio reflect the right risk with your financial goals.

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Investing Investments Asset Allocation Risk Tolerance 52

Yardley Wealth Management

SEPTEMBER 14, 2020

The post What is a SEP IRA? Understanding the benefits and details of a SEP IRA before committing to this retirement savings vehicle. appeared first on Yardley Wealth Management, LLC. What is a SEP IRA? Understanding the benefits and details of a SEP IRA before committing to this retirement savings vehicle. Retirement Planning, Income Taxes. [link].

Retirement 52

Retirement Retirement Planning Wealth Management Estate Planning 52

The Irrelevant Investor

SEPTEMBER 17, 2020

The S&P 500 hit an all-time high in August. Investors ran out the door. A record amount of money, more than $50 billion, left the building. You might think that it's a continued torrent of investors bailing on actively managed mutual funds, but that's not at all the case. From Morningstar's U.S. Fund Flows Batter Equity Funds in August (emphasis mine): The hardest-hit equity style-box category was large blend.

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Management Assets Marketing Marketing 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

SEPTEMBER 16, 2020

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: Work from home is a pure negative JP Morgan is bringing people back into the office Parents versus non parents Cutting pay for workers leaving Silicon Valley Inequality in the office College tuition is going down Upside-down markets, so good The coordinate risk of uncoordinated market participants The chances of outperforming by p

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Marketing Marketing Sales 52

The Irrelevant Investor

SEPTEMBER 15, 2020

One of the first investment books I ever read was The Intelligent Investor. At the time I didn't know anything about accounting or business or economics, but I understood the simple concept behind Mr. Market. I set out on a path to learn all about value investing, but I didn't make it very far. In order to value a stock, you must know hot to to value a business, and in order to value a business you must understand how to analyze financial statements.

Investing 52

Investing Investments Accounting Economics 52

The Irrelevant Investor

SEPTEMBER 15, 2020

On this weeks What Are Your Thoughts, Josh and I spoke about Why most stocks suck, and what that means for investors. The triple levered triple Qs are going bananas Al Michaels, CMT This Nikola story is wild How the reopening is going Football is back And the work from home backlash [link] We used YCharts to create some of the visuals you saw in the show.

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Marketing Marketing 52

The Irrelevant Investor

SEPTEMBER 13, 2020

One of the basic concepts in economics is that things get more expensive over time. But there is a lot of nuance in such a simple idea. Not everything goes up by the same amount, and in fact not everything goes up. As you can see in the table below, Televisions, toys and furniture have all gotten less expensive over the last 20 plus years, What makes the cost of some items go up while others go down?

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Electronics Valuation Economics Manufacturing 52

The Irrelevant Investor

SEPTEMBER 12, 2020

Articles People on both sides of the aisle are increasingly coming to realize that fiscal policy is the "cheat code" of economics (By Jesse Livermore) Another century of data doesn’t guarantee future investors will be smarter (By Adam Collins) These events appear to be occurring with greater frequency, not less (By Corey Hoffstein) The deal was good for one day only.

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Economics 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