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?

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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

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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.

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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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Speaker: Erroll Amacker

As businesses increasingly adopt automation, finance leaders must navigate the delicate balance between technology and human expertise. This webinar explores the critical role of human oversight in accounts payable (AP) automation and how a people-centric approach can drive better financial performance. Join us for an insightful discussion on how integrating human expertise into automated workflows enhances decision-making, reduces fraud risks, strengthens vendor relationships, and accelerates R

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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The Irrelevant Investor

AUGUST 18, 2020

This week on an all-new edition of What Are Your Thoughts, Josh and I tackle the hottest topics in financial markets, including: Home Depot was the slam-dunk, no-brainer trade of the year. Josh hates himself. James Montier and Howard Marks disagree on the Fed's influence over the stock market this year. Emerging Markets are now 18% tech stocks, why won't they catch up to the US Stocks are at record highs again, for the first time in 120 days - which is kind of normal, believe it or not.

Financial Market 52

Financial Market Marketing 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.

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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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Portfolio Assets Investments Investing 52

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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