The Irrelevant Investor

JANUARY 7, 2021

"The top 20 ETFs to debut in 2020 by total fund assets include only three products from BlackRock Inc. and none from Vanguard Group or State Street Corp., according to data compiled by Bloomberg. " There are four main themes that I'm most interested in for the ETF marketplace. The first one, tied to the quote above, is maturation. While active equity funds continue to hemorrhage money, flows into passive have plateaued over the last few years.

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Workable Wealth

JANUARY 6, 2021

When you look back on 2020and the pandemic, what would you like to reset? Perhaps it’s more time with your loved ones, better work-life balance, adopting healthier eating habits, getting more sleep, or using your money wisely. There are likely many areas of your life that you want to revamp. The whirlwind of 2020 taught us many lessons – how to work, maintain relationships, and experience personal growth during a pandemic. .

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The Irrelevant Investor

JANUARY 7, 2021

Today’s Animal Spirits is brought to you by State Street On today’s show we discuss: The origins of the 60/40 portfolio Where to find yield How to think about a balanced portfolio with no income Investor Resources: Portfolio Construction for the Next Decade 2021 ETF Market Outlook Listen here: Charts Contact us at animalspiritspod@gmail.com with any feedback, recommendations, or questions.

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The Irrelevant Investor

JANUARY 5, 2021

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 : Why it's so hard to measure inflation J.P. Morgan guide to the markets Why I'm Not Selling Bitcoin Why Bitcoin is a religion Janet Yellen got paid State and local government jobs disappear Horrible year for main street, great year for wall street.

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Speaker: Amanda Adams, Fractional CFO, CPA

Are you ready to elevate your accounting processes for 2025? 🚀 Join us for an exclusive webinar led by Amanda Adams, 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

JANUARY 6, 2021

A YouTube viewer asks: I've been up way later than I should be trying to figure out if I got duped. I'm 35 and seven years ago my friend set me up a variable whole life policy in which I pay in every month. Obviously if I had just put this payment to work in the market over the last 7 years it would have doubled basically, but can't go back. Am I just stuck in this now?

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The Irrelevant Investor

JANUARY 2, 2021

Articles If you’re serious about building a new habit, then start with something small (By James Clear) Manias often end at the end of a calendar year (By Gavin Baker) Lock it in. Secure the win (By Blair duQuesnay) There’s a very simple way to avoid bear markets (By Josh Brown) All-time highs tend to follow other all-time highs (By Nick Maggiulli) The fact that there are currently winners means there will be a flood of losers to follow (By Ben Carlson) Podcasts The next big challenge for our in

Marketing 52

Marketing Marketing 52

The Irrelevant Investor

JANUARY 3, 2021

What do you say when somebody asks you what they should do with their portfolio? Here's what you say, "Sorry, I can't help you." I know that sounds oddly robotic, especially if you work in the financial services industry. In general, people who don't work in finance expect those who do to have an opinion on Apple, Tesla, Bitcoin, or whatever they're asking about.

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The Irrelevant Investor

JANUARY 2, 2021

Michael Cembalest and his team at J.P. Morgan Asset & Wealth Management just put out their 2021 outlook. They do incredible work, and I wanted to share some of the most important charts from their piece, which I cannot recommend highly enough. Source: Eye on the Market Outlook 2021: The Hazmat Recovery If someone told you that a global pandemic would come out of nowhere and grind the economy to a halt, you would have been incredibly bearish on the stock market.

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Taxes Assets Government Tax Planning 52

The Irrelevant Investor

JANUARY 7, 2021

2020 was the wildest year in the stock market that any of us have ever seen. We had two of the five worst days ever, the fastest bear market ever, and the fastest recovery ever. Today I want to look forward and talk about some of the things I'm thinking about for 2021. Will the NASDAQ ever fall? The Nasdaq-100 gained in 2020, which was its best year since 2009.

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Economy Assets Economics Portfolio 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