Workable Wealth

MARCH 4, 2020

Retirement planning for the self-employed can seem complicated and, often out of reach. Without a traditional workplace 401(k), many business owners and freelancers aren’t sure how to start putting money toward retiring someday. There are, of course, individual options available, specifically Roth and Traditional IRAs. However, their contribution limits may limit your ability to save effectively – especially if your goal is to save 10% or more of your total annual income.

Retirement

The Irrelevant Investor

MARCH 5, 2020

What do you call a group of stocks that fell 10%, then another 20%, then another 30%, then another 40%, and then got cut in half? Oil services. This group of stocks, think Halliburton, Schlumberger et al., are collectively down 86% from their peak in 2014. If you know absolutely nothing about investing, you know the phrase " buy low sell high." This idea makes sense in theory, but in reality these four words have been responsible for more wealth destruction than any other quote in the investor's

Planning

Indigo Marketing Agency

MARCH 5, 2020

Best Books for Financial Advisors. Many of us are on lockdown today across the United States. While we are worried about public health and the economy, there isn’t much we can do to help. It’s the perfect time to invest in your knowledge and business fundamentals so you come out of this crisis stronger. That’s why I’m excited to share the top books for financial advisors in 2020.

Financial Advisor

Brown Advisory

MARCH 2, 2020

Looking Back And Thinking Ahead: 10 Lessons Learned After 10 Years Of Managing Large-Cap Sustainable Growth ajackson Mon, 03/02/2020 - 10:33 We are excited to reflect on our ten year anniversary for the Large-Cap Sustainable Growth strategy. We are pleased that our long-term results have demonstrated that there does not have to be a trade-off between strong performance and smart investments that help address some of our society’s trickiest sustainability challenges.

Management

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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

The Irrelevant Investor

MARCH 4, 2020

Today’s Animal Spirits is brought to you by YCharts. Mention Animal Spirits to receive 20% off (*New YCharts users only) Listen here: On today’s show we discuss: Resist the urge to panic What happens to stocks after a big down month? Bill Gates on the Coronavirus Tourism and its effect on global GDP Mom and pop aren't doing the selling Monetary heresy Credit Suisse Yearbook VC/PE investor survey Dow 40k Redditt's profane, greedy traders Recommendations: The Hot Hand Judd Apatow with Conan O'Br

The Irrelevant Investor

MARCH 4, 2020

There was some unusual activity in the stock market today. It was a risk off risk on type of session. The S&P 500 was up more than 4%, but some of the market internals didn't exactly scream everybody back in the pool. Stocks have grabbed all the headlines over the last ten days, but the move lower in interest rates was arguably more extreme, with the 10-year falling from 1.57% to 1% over that same time.

Marketing

The Irrelevant Investor

MARCH 2, 2020

The S&P 500 is currently up almost 3%. If it were to to close here, it would be the fourth plus or minus 3% move in the last seven days. Maybe the only absolutely-iron-clad-physics-like-law in all of finance is that the best days and the worst days cluster in periods of above average volatility. Exhibit A Exhibit B The volatility will continue until morale improves.

Marketing

Brown Advisory

MARCH 2, 2020

Looking Back And Thinking Ahead: 10 Lessons Learned After 10 Years Of Managing Large-Cap Sustainable Growth. ajackson. Mon, 03/02/2020 - 10:33. We are excited to reflect on our ten year anniversary for the Large-Cap Sustainable Growth strategy. We are pleased that our long-term results have demonstrated that there does not have to be a trade-off between strong performance and smart investments that help address some of our society’s trickiest sustainability challenges.

Management

The Irrelevant Investor

MARCH 1, 2020

Today’s Animal Spirits Talk Your Book is brought to you by USCF Investments. For more information please visit their site here On today’s show we discussed: The Commodity Futures Risk Premium: 1871–2018 Getting exposure to oil through an ETF Ben's take on the holy grail of investing Listen here The post Talk Your Book: Investing in Commodities appeared first on The Irrelevant Investor.

Investing

The Irrelevant Investor

FEBRUARY 29, 2020

Articles If you can’t stick with a 100% stock portfolio through a 50% downturn then the S&P isn’t your benchmark. By Cullen Roche If you have a long term savings or dollar cost average plan and suddenly you sell everything because you’re in pain, whelp, that’s capitulation By Phil Pearlman In a decade quite bad for value investing, the start of 2020 is the absolute worst 6-week period By Cliff Asness Of the US firms listed in 1900, over 80% of their value was in industries that are today sma

Portfolio

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