Sat.Aug 15, 2020 - Fri.Aug 21, 2020

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Animal Spirits: How to Spend Your Money

The Irrelevant Investor

Today’s Animal Spirits is brought to you by NaviPlan by Advicent To learn more about how buying a plan works with financial planning software, hit this link On today’s show we discuss Managing your household budget Avoiding classflation Where my money goes Mental accounting How to be selectively cheap0 How to spend without guilt (the Nick Maggiulli rule) The 50/30/20 rule Night guy versus morning guy Are SUVs ruining retirement savings?

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What’s Included in the Total Marketing Package (Video)

Indigo Marketing Agency

Our Total Marketing Package is designed to keep you in front of your network and capture the urgency your prospects and clients may be facing. We do that through the following methods: Setting up and optimizing your social media profiles Our top-rated search engine optimization (SEO) package Creating your email marketing engine Building your marketing calendar One custom article each month Posting to Facebook, LinkedIn, and Twitter three times per week Setting up your online appointment schedul

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How Finance Students Need to Prepare as Independent Professionals in Post-COVID World

International College of Financial Planning

The repercussions of the lockdown caused by the coronavirus pandemic have been alarming to say the least. This period has allowed us all to delve deep within us and to acknowledge fears that haven’t surfaced for the longest of times. All of us had to stay away from other people, were asked not to visit our families and this gave us the opportunity to learn new things every day.

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The Other 94%

The Irrelevant Investor

Yesterday, the S&P 500 made a new all-time high. However, of the 500 members in the index, just 6% were concurrently making 52-week highs. This is a remarkable data point, but it doesn't necessarily tell the whole story. What if the other 94% were just 2% from a 52-week high? They're not, but if they were, this data point would obscure that fact.

Numbers 52
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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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They Stayed the Course

The Irrelevant Investor

Jack Bogle would be proud. According to a new Vanguard Perspective , 95% of investors in defined contribution plans didn't make a single transaction during the Corona crash. 83% of retail accounts also stayed the course. Less than 0.5% of investors pulled the ripcord and moved entirely to cash. That's just 5 out of every 1,000. Maybe the record speed at which the market paralyzed investors, like a deer in the headlights.

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How to Send Quick Video Messages With Loom (for Financial Advisors)

Indigo Marketing Agency

Send video messages with Loom for easy communication with clients. How many times has this happened to you? You get an email from a client saying they can’t locate a financial document in their web portal. No biggie. You know exactly where to find it. But as you begin to respond, you realize it’s taking longer than you thought to write out clear step-by-step instructions.

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We’re Not So Different, You And I

The Irrelevant Investor

"Finding Bigfoot might be easier than finding a house to purchase on Long Island this summer." This was the lede from an article in my town's newspaper. A few obvious factors are at play. There are 1.5 million people in New York City between the ages of 25-35. They were already having kids and moving out to the suburbs before the virus. This trend was accelerated by the COVID-19, which hit the city particularly hard.

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Animal Spirits: The Four Most Dangerous Words

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: V-shaped recoveries Inflation had the biggest jump since 1991.But maybe it's nothing to get too worked up about 80% of bonds outstanding yield less than 1% Against the Gods (Peter Bernstein) The hardest investing questions NYC is unsustainable for retail It's dead forever, riiiiiiiight Zillow 2020 urban-suburban market report.The

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The Real Reason for All Time Highs: What Are Your Thoughts

The Irrelevant Investor

This week on an all-new edition of What Are Your Thoughts, Josh and I tackle the hottest topics in financial markets, including: Home Depot was the slam-dunk, no-brainer trade of the year. Josh hates himself. James Montier and Howard Marks disagree on the Fed's influence over the stock market this year. Emerging Markets are now 18% tech stocks, why won't they catch up to the US Stocks are at record highs again, for the first time in 120 days - which is kind of normal, believe it or not.