The Irrelevant Investor
DECEMBER 3, 2021
"Would you want to partner with us on this? We're literally trying to build the exact same thing that you are." "Absolutely," I said. "Let's do it." This was the conversation I had a few months ago with Jeremy Schwartz, the Global Chief Investment Officer at WisdomTree. The project we were both working on, independent of one another, was building a diversified cryptocurrency strategy.
The Richer Geek
DECEMBER 1, 2021
Welcome to another episode of the Richer Geek. We're happy to have Chad Willardson. He is the President and Founder of Pacific Capital and is a Certified Financial Fiduciary®, Accredited Wealth Management Advisor, and Chartered Retirement Planning Counselor. Before founding Pacific Capital, he spent 9 years at Merrill Lynch, where he ranked in the top 2% of over 16,000 Financial Advisors nationally.
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Gen Y Planning
DECEMBER 1, 2021
You’re likely familiar with the saying, A penny saved is a penny earned. . It sounds like the type of vague financial advice you might hear from your relatives around the holiday table. . But how is that penny earning anything? If it’s stuck in a traditional savings account, likely not much since the current national average return on a savings account is 0.06%.
Robert B. Ritter Jr.
NOVEMBER 30, 2021
(Click here for Blog Archive)(Click here for Blog Index) (There are no InsMark presentations used in this blog. It is a an informational blog only) Note from Bob Ritter: I have been buried lately on a project involving a new product we will release in 2022 called the InsMark Annuity Proposal System. Unfortunately, this undertaking […]. The post Blog #215: Three Good Ideas first appeared on Bob Ritter's Blog, ideas for financial service professionals.
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The Irrelevant Investor
NOVEMBER 30, 2021
The S&P 500 is not the stock market. Well, technically it is. But since the index is weighted by company size, looking at it in isolation can provide an incomplete picture as to what's happening at the individual company level. In a cap-weighted index, and this would never happen, but the 50 smallest companies could double in size overnight and that would provide a modest 2.2% bump to the index.
Andrew Thrasher
NOVEMBER 29, 2021
I had the great honor to be interviewed on the Excess Returns podcast – hosted by Jack Forehand, CFA and Justin Carbonneau. It was a pleasure and a lot of fun diving into topics like: technical analysis, volatility, how my Continue reading My Interview on the Excess Returns Podcast → The post My Interview on the Excess Returns Podcast first appeared on.
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MazumaBusinessAccounting
NOVEMBER 29, 2021
If God told you to open a flower shop, even if you knew nothing about flowers, would you have the courage to follow through? That is what happened to Brandon Lunsford, who completely changed his family’s life by opening Garden Of Eden Floral and Tea Room in La Porte, Texas. Back in 2012, Brandon helped his parents run a trucking brokerage company, but the industry was struggling, and large companies that owed his family money were not paying their bills, effectively shutting down the famil
The Irrelevant Investor
NOVEMBER 28, 2021
Articles A DAO is a company that has no leadership structure. (By Dave Nadig) If you really believe the big wave is coming, timing is less important than you think (By Jackson Dahl) Ideas are building on each other more quickly than ever before (By Packy McCormick) Go find people who have made the change you want to make and get with them (By Phil Pearlman) It's the biggest TAM in crypto (By Mario Gabriele) Television people think financial advice is about guessing the future prices of stocks a
Investing Caffeine
DECEMBER 1, 2021
I f you have recovered from your Thanksgiving turkey and stuffing food coma, you have probably woken up to the sound of a new health scare alarm …Omicron. Where does the name Omicron come from, and why is it named after a Greek alphabet letter? The short answer is the system was created to avoid public confusion with complicated scientific names (e.g., B.1.1.529) and also to mitigate the stigma assigned to a region of origination.
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