Sat.Sep 04, 2021 - Fri.Sep 10, 2021

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It’s Nice to Have Nice Friends

The Irrelevant Investor

Last night on the train ride home I was reading what I wrote after Kobe passed away. When Robyn and I were deciding what to name our first child, we had a guiding light. She lost her father Kenneth, and I lost my mother Blanche, so my son’s name was either going to begin with a K or a B. As we were going through this process, my wife said “what about Kolby?

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5 Signs Your Business Needs a Professional Bookkeeper

MazumaBusinessAccounting

Entrepreneurs and small business owners are good at wearing multiple hats. They’re the marketing department, the production assistant, the CEO, the customer service rep, and much more. If you’ve been in business long, odds are you’ve learned quite a bit about finances (or you want to) and you might have even gotten pretty savvy at handling your books.

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Indexed Annuities: The New Retirement Pensions?

Tucker Advisors

Indexed Annuities: The New Retirement Pensions? By Sam Deleo Tucker Advisors Senior Content Specialist/Editor. Follow Follow Follow Follow Follow Follow. Defined-benefit plans. Those of us who are older might remember them better as “pensions,” but in 2021 they seem about as common as a rotary phone. (Sorry, but we don’t have time to explain what that is.).

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One of my Primary Tools To Evaluate The Equity Market

Andrew Thrasher

There are many ways to slice and dice the market but in today’s post I want to share one of the primarily models that gets discussed each week in the Thrasher Analytics letter to subscribers…. As a practitioner technical analysis Continue reading One of my Primary Tools To Evaluate The Equity Market → The post One of my Primary Tools To Evaluate The Equity Market first appeared on.

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2025 Industry Index: How Top Advisors Are Scaling Smarter (and Faster) This Year

Where are top advisors focusing in 2025? AcquireUp’s 2025 Industry Index reveals it all. Based on insights from 200+ financial professionals nationwide, discover why 74% say seminars and referrals deliver the best ROI, how automation is helping advisors scale faster, and why only 8% are tapping into niche marketing (a major growth opportunity!). Whether you're refining your client acquisition strategy or scaling your practice, this report gives you the real-world data, benchmarks, and action ste

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Business is Booming

The Irrelevant Investor

"There has never been a better time to start a company." a16z led their announcement of a $400 million seed fund by making that claim. I've spoken to more founders in the past 6 months than I have in the past 6 years. Something big is happening. Covid forced people to reevaluate their life's work`. A year at home gave them an opportunity to reflect.

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Blog #213: Missed ourMay 2021 Virtual Symposium?

Robert B. Ritter Jr.

Did you miss our May 2021 Virtual Symposium? Don’t worry. Register now for FREE to access the meeting recordings, PowerPoints, and the many resources from our Exhibit Hall Booths. (You don’t need to be licensed for any InsMark products to view our Symposium site.) If you are interested, don’t delay — registration is available only […]. The post Blog #213: Missed our May 2021 Virtual Symposium?

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Animal Spirits: Interest Rates Are Never Going Up Again

The Irrelevant Investor

Today’s Animal Spirits is brought to you Masterworks. For more information go to Masterworks.io/Animal to learn more On today’s show we discuss: Pure Alpha has been tough for investors How demographics are pulling down interest rates $2 million rejection Potential use cases for blockchain technology Robinhood as a payday lender? Why Bitcoin matters (2014) Brave web browser (BAT, Basic Attention Token) Tipping on Twitting using Bitcoin John St.

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Animal Spirits: Insourced CIO

The Irrelevant Investor

Today’s show is brought to you by Helios Quantitative. You can check them out here On today’s show we discuss: How the client-advisor relationship has evolved over time When people need to start thinking about estate planning How backtests help set expectations, and much more Listen here: Links: Helios investment research Practice integration Advisor training Contact us at animalspiritspod@gmail.com with any feedback, recommendations, or questions.

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10 Million Downloads

The Irrelevant Investor

Ben and I started Animal Spirits in November 2017. It's hard to believe it's been 4 years. We just crossed 10 million downloads, so it's a good time to reflect on what we learned on this journey. Josh, Barry, and I were on Patrick O'Shaughnessy's podcast in August 2017. At that point, he was podcasting for almost a year. His show opened up a whole new world for me.

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These Are the Goods

The Irrelevant Investor

Articles Web2 companies are waking up to the fact that they need to figure out their web3 strategy or they’re not gonna make it (By Packy McCormick) Perpetual QE seems to pose more downsides than upsides (By Allison Schrager) The era of the rock star equity research analyst passed a long time ago, yet revenues continue to fall. (By Marc Rubinstein) Are we in a real asset bubble?

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Data Talks, CFOs Listen: Why Analytics Are Key To Better Spend Management

Speaker: Claire Grosjean, Global Finance & Operations Executive

Finance teams are drowning in data—but is it actually helping them spend smarter? Without the right approach, excess spending, inefficiencies, and missed opportunities continue to drain profitability. While analytics offers powerful insights, financial intelligence requires more than just numbers—it takes the right blend of automation, strategy, and human expertise.