The Irrelevant Investor
JANUARY 28, 2022
Robinhood is going to open up down 88%* from its all-time highs. This is equivalent to what the Dow lost during The Great Depression. That happened in just under three years. Robinhood did it in six months. What a disaster. On Robinhood's conference call yesterday, the CFO said: Over time, I'd like to see us having a working capital structure, a capital structure that is more balanced between debt and equity.
Advisor Websites
JANUARY 28, 2022
Getting noticed when marketing your services online can be a challenge for any industry, including the financial sector. With over 218,000 personal financial advisors in the U.S. and more than 250,000 in Canada it's easy to get lost in the shuffle, especially if you don't have a content marketing strategy in place. Quite literally, there are thousands of financial advisors just like you who are vying for that high ranking on Google in a world where location and proximity no longer matter.
This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
MazumaBusinessAccounting
JANUARY 28, 2022
After a tight competition that included nearly 300 small business owners, Mazuma USA is thrilled to announce the winner of our first-ever $10K giveaway: Bruce Bassi, founder of TelepsychHealth. Dr. Bassi started TelepsychHealth in 2018 to improve access to mental health services, providing patients with the resources, support, and help they need when and where they need it.
ClearMoney
JANUARY 27, 2022
The following is provided by Dimensional Fund Advisors.
Advertisement
The office of the CFO is rapidly evolving, with more and more demands being placed upon the finance and accounting team each year. Join us in this webinar, where we share 8 things to NOT do when it comes to helping the CFO office advance in supporting the business. Learning Objectives: This course objective is to understand how best to support an organization's finance leadership.
The Irrelevant Investor
JANUARY 27, 2022
We've been talking a lot on the podcast about market volatility. A listener emailed us with an interesting take: "I am inclined to think that we all went through quite a volatile period in our personal lives over the last few years and are now projecting that onto our views of the market without any concrete evidence." If you're not watching the market between the hours of 9:30-4, it might not seem like the market is acting all that unusual.
Mr. Money Mustache
JANUARY 27, 2022
It has been a good while since we’ve done a reader case study here on MMM, but that hasn’t stopped them from arriving in my inbox. And since 2022 is becoming a year of interesting financial changes, it’s time to spark things up again, go back to our roots, and start covering some of the many subjects that are cropping up in this latest incarnation of our economic world.
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
Steve Feinberg
JANUARY 27, 2022
Beginning with tax periods that end on or after December 31, 2022, business taxpayers with gross sales of $92,000 or less are NOT required to file a Business Profits Tax return. Previously, this was $50,000. This is an obvious planning opportunity for small businesses that will no longer have to pay to prepare a New Hampshire return, since it’s no longer required.
The Richer Geek
JANUARY 26, 2022
I'm very happy to have Myles Gage with us today. He's the co-founder, Chief Marketing Officer of Rapunzl Investments. It is a mobile application that allows individuals to simulate stock portfolios for you utilizing real-time market data. Myles has been an advocate for encouraging young people to invest in the stock market given his exposure to learning about it in elementary school where he won stock trading competitions and even got to hold Warren Buffet's wallet once!
Accounting for Good
JANUARY 26, 2022
The post Not for profit fundraising first appeared on ACCOUNTING FOR GOOD.
The Irrelevant Investor
JANUARY 25, 2022
Retail traders panicked yesterday. Not all, obviously, but they dumped their shares as a group. Here's Bloomberg : In a spasm of panicked selling early Monday, retail investors offloaded a net $1.36 billion worth of stock by noon, most of it in the first hour, according to data compiled by JPMorgan Chase & Co. strategist Peng Cheng. By his estimate, share disposals were 3.9 standard deviations heavier than the full-day average in the previous 12 months.
Speaker: Dylan Secrest, Founder of Alamo Innovation and Construction Digital Transformation Consultant
Construction payment workflows are notoriously complex when you consider juggling multiple stakeholders, compliance requirements, and evolving project scopes. Delays in approvals or misaligned data between budgets, lien waivers, and pay applications can grind progress to a halt. The good news? It doesn't have to be this way! Join expert Dylan Secrest to discover how leading contractors are turning payment chaos into clarity using digital workflows, integrated systems, and automation strategies.
Dear Mr. Market
JANUARY 25, 2022
Dear Mr. Market: Finally. It’s here… a bonafide stock market correction. What’s also almost here is Groundhog Day…but more on that in a minute. For those of us with short memories we’ll have to do the necessary preamble and small talk refresher on what this is. For those of you who remember what you did (or were supposed to do/not do) during the last correction, here we go again.
Indigo Marketing Agency
JANUARY 25, 2022
It’s been a wild ride on Wall Street this week! Monday’s market dip almost put the S&P 500 down over 10%. Investors are worried about their portfolios and their purchasing power. But as a financial advisor, how should you communicate with your clients about market volatility? And can you use the events to find opportunities to get new clients?
The Irrelevant Investor
JANUARY 25, 2022
Today’s Animal Spirits is brought to you by Groundfloor. Download the Stairs app here On today’s show we discuss: Why this market is like the Go-Go years Will there be a recession in the second quarter? Warren Buffett is washed up, LOL Grantham is bearish. Seriously this time. Grantham in 2013 18 charts that explain the economy Bitcoiners are underwater Bitcoin is not an inflation hedge.Or is it?
The Irrelevant Investor
JANUARY 24, 2022
Markets amirite? ARKK was down 9% in the morning and finished up ~3% on the day. The Russell 2000 was down more than 2.5% in the morning and finished up more than 2%. This is pretty rare. As you can see on the chart below, it's happened near or at previous bottoms, like 2002 and 2020. But its also happened near, well, not bottoms, like 2007 and 2008.
Speaker: Victor C. Barnes, CPA, MBA
In the climb from contributor to leader, the rules quietly change. If you’re aiming for the summit, the air gets thinner—and what got you here won’t be enough to get you to the top (a concept first popularized by Marshall Goldsmith in his book What Got You Here Won’t Get You There ). What made you successful early in your finance career—technical accuracy, sharp analysis, flawless execution—won’t be what carries you to the next level.
The Irrelevant Investor
JANUARY 23, 2022
It's hard to stay optimistic when you're losing money. When markets get volatile, we often hear people say, "ignore the noise." But telling people to ignore the noise is telling people not to be people. It's not practical advice. It's important to contextualize short-term losses, but we can do better than this. Morgan Housel spoke about this idea, helping to reframe how we think about bear markets and recessions.
The Irrelevant Investor
JANUARY 22, 2022
This market is savage. The index finally cracked, but many individual names are splattered on the cement. The last time stocks gave up intraday gains like this was during the dotcom bubble. Here's an extreme example of the carnage. In early November, Peloton was down 50% from the highs before reporting earnings. It fell 35% that day after a dumpster fire of a report.
The Irrelevant Investor
JANUARY 22, 2022
Articles Supply is a b h (By Howard Lindzon) Great quarter guys ( By Marc Rubinstein) In 1959, the average family spent 19 percent of their budgets on food. That fell to 7 percent in 2019 (By Timothy B. Lee) Working for mysterious billionaires with a “go anywhere” strategy seemed exciting. (By Frederik Gieschen) There are two main reasons why people sell investments: because they’re up and because they’re down.
The Irrelevant Investor
JANUARY 27, 2022
Earlier in the week we* wrote about how quickly the market moves these days. Not surprisingly, this is having a measurable impact on investors' psyche, and their portfolio. On Monday, Bloomberg highlighted the wave of panic selling: In a spasm of panicked selling early Monday, retail investors offloaded a net $1.36 billion worth of stock by noon, most of it in the first hour, according to data compiled by JPMorgan Chase & Co. strategist Peng Cheng.
Speaker: Kim Beynon, CPA, CGMA, PMP
The most overlooked, yet most critical, element of transformation is preparing people for change. Automation and AI aren't just technical upgrades, they’re cultural shifts which can challenge identities. That’s why change management isn’t a side project—it’s the foundation. In finance, where precision and process rule, navigating change can feel especially disruptive.
Expert insights. Personalized for you.
Let's personalize your content