Sat.Oct 10, 2020 - Fri.Oct 16, 2020

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Why Should You Care About Financial Planning?

Workable Wealth

Money is a tool; a tool that can help you shape, design, and live the life you want. Way too often, people talk about money as the destination, when it’s really a medium to facilitate the journey. Financial planning can take your money game up a notch by bringing clarity, strategy, and intention to your financial life. It can illuminate your priorities and get you thinking about money differently.

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Animal Spirits: What’s in an Index?

The Irrelevant Investor

Today’s Animal Spirits is brought to you by The Index Standard On today’s show we discuss: How advisors can use The Index Standard to look under the hood of their investments The coming boom in alternative ETFs The problem with backtests Why not every index is created equal What makes an index unattractive The rise of ESG, and much more Listen here: Follow The Index Standard: Website Twitter LinkedIn Contact us at animalspiritspod@gmail.com with any feedback, recommendations, or questions.

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Elementality Podcast Guest Alana Kohl: Stand Out From the Advisor Crowd

AdvisorPR

Alana Kohl for Elements. Hosted By: Reese Harper of Dentist Advisors. In this week’s episode of Elementality , Reese Harper brings in Alana Kohl, founder, and president of AdvisorPR, to talk about marketing communications for financial advisors. They discuss the key components of good marketing, strategies for differentiating yourself in a “me too” market, and all-too-common advisor mistakes.

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SEI Named Leading Disability Employer by National Organization on Disability

SEI

We’re proud to have launched our Neurodiversity@Work program in 2018.

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How to Streamline Payment Applications & Lien Waivers Through Innovative Construction Technology

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.

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Why Should You Care About Financial Planning?

Workable Wealth

Money is a tool; a tool that can help you shape, design, and live the life you want. Way too often, people talk about money as the destination, when it’s really a medium to facilitate the journey. Financial planning can take your money game up a notch by bringing clarity, strategy, and intention to your financial life. It can illuminate your priorities and get you thinking about money differently.

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Trading Through the Pandemic

The Irrelevant Investor

On this week's Animal Spirits, Ben made the case for traders being more educated and better behaved than they were in the past. [link] This line of thinking was plucked from an article by Rob Walker , who got some interesting quotes from one of the cofounders of Robinhood: For more than a year prior to the current crisis, the company was focusing on people who had registered for the service, but hadn’t used it to buy any stock, essentially asking: What’s preventing you from getting in the market

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Animal Spirits: Bearish the Whole Way Up

The Irrelevant Investor

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: How do Presidential elections impact the stock market? Don't mix your politics with your portfolio Jason Zweig on low interest rates Our conversation with Simplify ETF Private equity crushed Ben says speculators are learning.

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Chart of the Day

The Irrelevant Investor

The chart of the day comes from Ehren Stanhope. Companies issued a ton of debt in the third quarter. $267 billion for investment grade corporates and $119 billion for high yield, to be exact. There was obviously a good reason for the explosion in debt. Earnings collapsed and businesses needed to bridge the gap. But at some point in time, you would think the chickens will come home to roost, at least for some of these businesses.

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And Now, Some Bad News

The Irrelevant Investor

I'm a glass half full person. I'm thankful for this because I don't think it's a decision that people consciously make. Nobody wakes up in the morning with the intent to focus on everything that can go wrong that day. Because I'm an optimist, I tend to take good news at face value, like for example, the decline in the number of people living in poverty.

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New WAYT!

The Irrelevant Investor

On today's show Josh and I discuss: Is Facebook really a monopoly if they compete with Google and The Trade Desk on ads, Snapchat and Twitter on users? Will millennials embrace single-family home rentals as they outgrow their apartments and head to the suburbs? Why investors should consider REITs rather than directly investing in real estate. What sets today's tech giants like Apple and Amazon apart from the trusts and monopolies of 100 years ago.

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You upgrade everything else. Why not your close process?

You wouldn’t keep using a 2009 flip phone - so why settle for outdated close processes? It’s time for an upgrade. SkyStem's Guide to Month-End Close Software walks you through what today’s best tools can do (and what your team shouldn’t have to deal with anymore). Get smart, fast, and a whole lot less stressed when it’s time to close the books.

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These Are the Goods

The Irrelevant Investor

Articles Public markets are the new private markets (By Myles Udland) Not all tech companies are the same (By Ben Thompson) Unlike the rest of the permanent portfolio, I wouldn’t change the original 25% in gold (By Adam Collins) It’s only in hindsight that you realize whether Newton or Darwin was in control (By Morgan Housel) Doing the important things adequately will serve you well (By Tadas Viskanta) It doesn’t take much to see fantastic results, assuming you can stay the course for long enoug

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