Workable Wealth

NOVEMBER 25, 2020

In our last post, we kicked off our two part series of addressing the money tasks you’re avoiding and the steps you can take to make progress. Today, we’re covering four additional areas that you can make headway in your financial life. 4. Open an IRA How many times have you sat down at the dinner table and said to your spouse, “After we eat, let’s open an IRA.

Taxes

C2P Enterprises

NOVEMBER 25, 2020

Choosing the right financial advisor is a big decision for investors looking for someone they can trust with their money. They want someone who will look out for their best interest and guide them to solutions that will yield high dividends. As a financial advisor, you know you’re the best person for the job. But, [.]. The post 5 Things Clients Look for in a Financial Advisor appeared first on Clarity 2 Prosperity.

Financial Advisor

The Irrelevant Investor

NOVEMBER 24, 2020

This decade belonged to the winners. I suppose that's always the case to a certain extent, but this time has to be close to a record. What I'm talking about specifically is that if you owned a portfolio of the 10 largest stocks and did a rebalance every January, you absolutely annihilated the S&P 500. I can't imagine this is always the case. The only stocks that would have stayed in your portfolio from 2010 through the end of the decade were Apple, Microsoft, Google, and the one run by that

Portfolio

Indigo Marketing Agency

NOVEMBER 23, 2020

Indigo Marketing Agency’s marketing expert Claire Akin and BuddyIns CEO Marc Glickman recently joined forces in a new webinar, Do You Know SEO? During this webinar, Claire and Marc share secrets to SEO success. Claire and Marc discuss: How search engine optimization works. What content leads to the best outcomes. Tips to help your website generate more traffic.

Financial Advisor

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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.

Accounting

Workable Wealth

NOVEMBER 25, 2020

In our last post, we kicked off our two part series of addressing the money tasks you’re avoiding and the steps you can take to make progress. Today, we’re covering four additional areas that you can make headway in your financial life. . 4. Open an IRA. How many times have you sat down at the dinner table and said to your spouse, “After we eat, let’s open an IRA.

Taxes

The Irrelevant Investor

NOVEMBER 24, 2020

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: LISTENER SURVEY (giving away six $50 gift cards) Why the stay-at-home economy is here to stay There's a new group of Bitcoin buyers The tyranny of index funds Dividends fell, but not by much A generational wealth gap Data on student loan debt The government will lose $400 billion on student loans Why do poor people waste money on

Government

The Irrelevant Investor

NOVEMBER 22, 2020

Articles It uses greed as a Trojan Horse (By Packy McCormick) It makes use of the world’s largest asset class without putting any of it on the balance sheet (By Byrne Hobart) Just because something is intuitive does not mean it is correct (By Lyall Taylor) Even before interest rates dropped to zero, the dream of living on dividends and interest in retirement was impossible (By Blair duQuesnay) Letting temporary emotions influence your investment decisions is like drinking salt water to quench yo

Retirement

The Irrelevant Investor

NOVEMBER 22, 2020

If you're looking for evidence that shorts have thrown in the towel, and therefore now's the time to get cautious, there's a chart for that. If you're looking for evidence that actually, an absence of bears doesn't mean an overwhelming amount of bulls, there's a chart for that too. In this tweet from @MacroCharts , he writes: " Equity Futures traders have cut exposure aggressively – even as $SPX broke to new highs.

Marketing

The Irrelevant Investor

NOVEMBER 21, 2020

"Mortgage balances—the largest component of household debt—rose by $85 billion in the third quarter and sat at $9.86 trillion on September 30. Mortgage originations, which include refinances, were at $1.05 trillion, the second highest volume in the history of the series and second only to the historic refinance boom in 2003 Q3." This comes from a new report on total household debt from the Federal Reserve Bank of New York.

Banking

The Irrelevant Investor

NOVEMBER 27, 2020

On this week's Animal Spirits, Ben shared his best-case scenario for Bitcoin. Bitcoin hasn't transformed our lives or experienced mainstream adoption, yet it still has done so well. This alone should give the bulls a lot more confidence that this thing is here to stay. I pushed back at first, but I think that's actually a fair point. My completely uninformed opinion is that it's too early to give opinions on what Bitcoin will or will not be in the future.

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.

Budgeting