The Irrelevant Investor

OCTOBER 2, 2020

On today's Animal Spirits, Ben and I spoke with Burton Malkiel, author of A Random Walk Down Wall Street, and Chief Investment Officer at WealthFront. The professor is in his ninth decade, and he's still as sharp as a tack. In this conversation we cover: What has changed since the book was first published in 1973 Malkiel's relationship with Jack Bogle The difference between efficient markets and perfect prices, and much more This was truly an honor.

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Workable Wealth

SEPTEMBER 30, 2020

Welcome back to the third part of our investment lexicon series. In part one, we introduced the concept of financial markets and discussed their broad reach. In part two, we looked at the U.S. stock market and its many intricacies, including what it is, ways of tracking it, and strategies to approach investing in it. Today, we’ll explore the ways you can participate in the stock market, namely the creation and management of your investment portfolio.

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Brown Advisory

SEPTEMBER 29, 2020

Endowment and Foundation Challenges: Managing Charitable Gift Annuities ajackson Tue, 09/29/2020 - 14:00 The charitable gift annuity is one of a number of donor-friendly solutions that nonprofit institutions can offer to donors. A charitable gift annuity (CGA) is a contract between donor and institution—the nonprofit receives a gift from the donor, and in return the donor receives an income stream from the nonprofit.

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The Irrelevant Investor

OCTOBER 1, 2020

This triggered the internet today. I, like many others, don't agree with Pomp on this one. [link] This makes it sound like people that never achieved success in the traditional sense didn't work hard and didn't put in the work. To say this is insulting is an understatement. Sure, there are people who would have been successful no matter what walls they had to run through, but how many people who might have been willing to run through walls never had the opportunity to do so?

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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 30, 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: People are starting businesses More diversity in the stock market Does asset allocation matter in retirement? SPACs are more lucrative than hedge funds The IPO machine is in fifth gear Home inventory is tight, especially on the lower end.

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Brown Advisory

SEPTEMBER 29, 2020

Endowment and Foundation Challenges: Managing Charitable Gift Annuities. ajackson. Tue, 09/29/2020 - 14:00. The charitable gift annuity is one of a number of donor-friendly solutions that nonprofit institutions can offer to donors. A charitable gift annuity (CGA) is a contract between donor and institution—the nonprofit receives a gift from the donor, and in return the donor receives an income stream from the nonprofit.

Management 52

Management Nonprofit Assets Risk Tolerance 52

The Irrelevant Investor

SEPTEMBER 28, 2020

A listener asks: Would really love a podcast segment on at what point a person should be seriously considering shifting to a CFP versus managing their financial life on their own. I keep hearing/reading “when you no longer feel comfortable/your financial decisions have more at stake” but that really doesn’t mean a whole lot. Some concrete examples would be helpful because I bet most people don’t trust their own gut to be able to make that decision.

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The Irrelevant Investor

SEPTEMBER 26, 2020

New Animal Spirits video! [link] The post Compounding is Overrated appeared first on The Irrelevant Investor.

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The Irrelevant Investor

SEPTEMBER 27, 2020

Articles If we are to believe this pandemic will be a two-year process, we are now officially entering the second quarter (By Myles Udland Home is where the startups aren't (By Packy McCormick) Like numerous other forms of Wall Street financial ingenuity, these vehicles have had a checkered history — and shockingly terrible performance (By Michelle Celarier) Good housing demographics, housing tenure at 10 years and low mortgage rates are a perfect recipe for unhealthy home-price growth (By Logan

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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