The Irrelevant Investor

AUGUST 21, 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 Managing your household budget Avoiding classflation Where my money goes Mental accounting How to be selectively cheap0 How to spend without guilt (the Nick Maggiulli rule) The 50/30/20 rule Night guy versus morning guy Are SUVs ruining retirement savings?

Budgeting 52

Budgeting Financial Planning Retirement Planning 52

Indigo Marketing Agency

AUGUST 19, 2020

Our Total Marketing Package is designed to keep you in front of your network and capture the urgency your prospects and clients may be facing. We do that through the following methods: Setting up and optimizing your social media profiles Our top-rated search engine optimization (SEO) package Creating your email marketing engine Building your marketing calendar One custom article each month Posting to Facebook, LinkedIn, and Twitter three times per week Setting up your online appointment schedul

Financial Advisor 52

Financial Advisor Marketing Marketing Engineering 52

International College of Financial Planning

AUGUST 16, 2020

The repercussions of the lockdown caused by the coronavirus pandemic have been alarming to say the least. This period has allowed us all to delve deep within us and to acknowledge fears that haven’t surfaced for the longest of times. All of us had to stay away from other people, were asked not to visit our families and this gave us the opportunity to learn new things every day.

Recruitment 52

Recruitment Financial Planning Communication Planning 52

The Irrelevant Investor

AUGUST 20, 2020

Yesterday, the S&P 500 made a new all-time high. However, of the 500 members in the index, just 6% were concurrently making 52-week highs. This is a remarkable data point, but it doesn't necessarily tell the whole story. What if the other 94% were just 2% from a 52-week high? They're not, but if they were, this data point would obscure that fact.

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Numbers 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

AUGUST 19, 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: V-shaped recoveries Inflation had the biggest jump since 1991.But maybe it's nothing to get too worked up about 80% of bonds outstanding yield less than 1% Against the Gods (Peter Bernstein) The hardest investing questions NYC is unsustainable for retail It's dead forever, riiiiiiiight Zillow 2020 urban-suburban market report.The

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Retail Investing Investments Marketing 52

The Irrelevant Investor

AUGUST 17, 2020

Jack Bogle would be proud. According to a new Vanguard Perspective , 95% of investors in defined contribution plans didn't make a single transaction during the Corona crash. 83% of retail accounts also stayed the course. Less than 0.5% of investors pulled the ripcord and moved entirely to cash. That's just 5 out of every 1,000. Maybe the record speed at which the market paralyzed investors, like a deer in the headlights.

Retail 52

Retail Accounting Planning Marketing 52

Indigo Marketing Agency

AUGUST 17, 2020

Send video messages with Loom for easy communication with clients. How many times has this happened to you? You get an email from a client saying they can’t locate a financial document in their web portal. No biggie. You know exactly where to find it. But as you begin to respond, you realize it’s taking longer than you thought to write out clear step-by-step instructions.

Financial Advisor 52

Financial Advisor Communication Clients Compliance 52

The Irrelevant Investor

AUGUST 16, 2020

Articles We go through phases in our financial life ( By Tom Welsh ) Value investing has rotated into a massive bet against technological disruption (By Sparkline Capital) They’re hoping that — indeed counting on — all their investors losing all their money (By Dave Nadig) Bundles grow gracefully and shrink painfully (By Byrne Hobart) Never before have I seen a market so highly valued in the face of overwhelming uncertainty (By James Montier) Annuities are the worst asset to leave your heirs (By

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The Irrelevant Investor

AUGUST 16, 2020

"Finding Bigfoot might be easier than finding a house to purchase on Long Island this summer." This was the lede from an article in my town's newspaper. A few obvious factors are at play. There are 1.5 million people in New York City between the ages of 25-35. They were already having kids and moving out to the suburbs before the virus. This trend was accelerated by the COVID-19, which hit the city particularly hard.

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Sales Marketing Marketing 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