Risk Management Guru
SEPTEMBER 20, 2021
Whether you’ve just started in Risk Management or you’re already a professional in this arena, this article will interest you. We are highlighting some of the reference professionals we follow who are seasoned Risk Managers, each in its own area of expertise. Most of these professionals have lengthy experience in Risk Management and are at the centre of current topics and discussions.
Yardley Wealth Management
SEPTEMBER 24, 2021
The post 5 Steps for Creating a Financial Plan appeared first on Yardley Wealth Management, LLC. 5 Steps for Creating a Financial Plan. In a year of epic surprises, investors have taken a ride with the stock market’s volatility, found ways to cope with new realities and living in the midst of a pandemic, turned more attention than usual to the ongoing civil unrest, and continue to speculate regarding the meaning of 2020’s unprecedented voter turnout and the presidential election.
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The Irrelevant Investor
SEPTEMBER 22, 2021
A wise man once said, "Stocks usually go up." This is true, most of the time. We're in one of those times, however, where the opposite is true. In September, stocks usually go down. It's the only month where historically, stocks were more likely to be down than up. And on average, it's the only month with negative returns. I wanted to take a closer look at the numbers to see if the average was being dragged down by one or two outliers.
Cordant Wealth Partners
SEPTEMBER 21, 2021
The Mega Backdoor Roth is a powerful new feature in many employer 401(k) plans that can turbocharge your savings. In this guide, we will walk you through everything you need to know about how the Mega Backdoor Roth works, why you should consider it, and some of the rules you need to know—including contribution limits for 2021. What is a Mega Backdoor Roth 401(k).
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.
Risk Management Guru
SEPTEMBER 22, 2021
The Risk Awareness Week 2021 is upcoming! It will be 5 days of the most interesting workshops and will occur between 11th and 15th of October. This event is considered to be the biggest virtual conference about Risk Management topics, delivering more than 50 interactive workshops with more than 30 speakers, including the best Risk Management professionals in the planet.
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
The Irrelevant Investor
SEPTEMBER 21, 2021
Today’s Animal Spirits is brought to you by BlockFi On today’s show we discuss: Alternative data Robinhood is going on a college tour NFT insider trading Crypto ponzi Fidelity met with the SEC Transitory wins? Child care is broken Why do we not pay daycare people like teachers? Some surprising stats Listen here: Recommendations Don't Look Up Triplets Ronin Crank Vacation Friends Hotel Mumbai Norm MacDonald's biography Boy Plunger - Jesse Livermore The North Water Charts: Contact us at animalsp
Steve Feinberg
SEPTEMBER 20, 2021
Running and owning a business is difficult enough, but one of the most consequential decisions you’ll have to make is finding the business entity type that best suits your company’s goals and operations. Your business entity type is your company’s official classification in the eyes of the state, and it affects things like how much you’ll pay in taxes, what documents to file , or how much you’re personally liable against instances of lawsuits or bankruptcy.
ClearMoney
SEPTEMBER 24, 2021
The following is provided by Dimensional Fund Advisors. We’ve learned a lot about investing over the past 60 years, a period that has seen many breakthroughs in the world of finance. What we know comes from studying public markets and is grounded in serious academic research. The lessons are clear: Investing in markets is an excellent plan for meeting long-term goals, like maximizing your retirement income.
The Irrelevant Investor
SEPTEMBER 20, 2021
Today’s Animal Spirits is brought to you by Fabric On today’s show we discuss: Why risk means different things to different people How to bring institutional risk management to retail clients Quantifying the danger, and much more Listen here Investor resources: Visit fabric here 5 Things Your Risk System Never Told You Schedule a demo with Fabric Contact us at animalspiritspod@gmail.com with any feedback, recommendations, or questions.
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
SEPTEMBER 20, 2021
The stock market has been bending for the last week or two. Today it's breaking. The headlines are all about Evergrande, the most indebted property developer in the world. It sounds like they're buckling under the weight of their liabilities and aren't able to make their lenders whole. They have $300 billion worth of debt that we know about, and the concerns are that a deleveraging could spill over into other areas of the market.
The Irrelevant Investor
SEPTEMBER 19, 2021
Articles Simpler theories are better (By Bob Seawright) There’s a disconnect that sits at the heart of banking: the people with the highest demand for loans aren’t the ones banks want to lend to. (By Marc Rubinstein) Americans now die earlier than their European counterparts, no matter what age you’re looking at (By Derek Thompson) The cheat code for studying new technologies is that they tend to follow old patterns.
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