Norman Marks
APRIL 5, 2022
The latest headline topic for internal auditors seems to be Environmental, Social, and Corporate Governance (ESG). For background, I refer you to a sensible piece by Richard Chambers. SEC Climate Disclosure Proposal May Be the Next SOX for Internal Audit summarizes in a clear and concise way (thank you, Richard) the SEC’s proposed climate-related disclosure […].
The Irrelevant Investor
APRIL 5, 2022
Today’s Animal Spirits is sponsored by Masterworks : Go to Masterworks.io/animal to learn more about investing in contemporary art. And check out our most recent interview with Masterworks CEO Scott Lynn here. On today’s show we discuss: Elon Musk takes a 9.2% stake in Twitter Tiger Global down 34% Using the yield curve to time the market (2019) US corporations have the best year since 1950 Layoffs are at record lows Nebraska unemployment The strategy a janitor used to build an $8M portfol
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Tobias Financial
APRIL 5, 2022
Are you considering a Roth Conversion? If so, you may want to act when the stock market drops. Recently, our CEO Marianela Collado was quoted on CNBC sharing what to consider regarding the potential upfront costs. “If you’re willing to pay upfront taxes on a Roth conversion, you may project how many years it will take to break even.”. To learn more, click here: [link].
Your Richest Life
APRIL 5, 2022
If you’ve already filed your taxes and received your refund, you might already be thinking of ways to use that refund. Save it? Pay down debt? Book a summer trip? All of the above could be the right answer depending on your situation. Here are some tips for putting that money to the best possible use in 2022: Avoid impulse tax refund spending. If you received a tax refund, then you might already be imagining different ways to spend it.
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Ron A. Rhodes
APRIL 5, 2022
From ARGI’s Monthly Economic Update, April 2022 Executive Summary: Price Increases Abound; Federal Reserve Likely to Raise Fed Funds Rate to Above-Neutral Policy Levels; Some Relief Likely in Late 2022…
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