The Irrelevant Investor

NOVEMBER 20, 2020

This week's Animal Spirits is brought to you by Orion. For more information on Orion's Direct Indexing platform, p lease visit their site here On today’s show we discuss: The evolution of investment vehicles Tax loss harvesting Are direct indexes a threat to the ETF industry? Are direct indexes coming to retail? How advisors are educating themselves and their clients about direct indexing Advisor adoption, and much more Listen here: Contact us at animalspiritspod@gmail.com with any feedback, rec

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Cordant Wealth Partners

NOVEMBER 20, 2020

A clever person once said it’s “difficult to make predictions, especially about the future.” This is true with most things, and it’s undoubtedly true with investing. However, despite the unpredictability of the future, there comes a time when we must place our bets and choose a direction—Ideally, one that tips the odds in our favor. 409(a) Nonqualified Deferred Compensation Plans present one of these opportunities.

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Indigo Marketing Agency

NOVEMBER 20, 2020

There are more than a few reasons to look forward to 2021. Here at Indigo Marketing, we feel that too. So we wanted to give you a sneak peek into what the financial advisor landscape may look like next year. Let’s start with what the most current trends are today. . What The Statistics Say. Right now, according to the Bureau of Labor Statistics, there are approximately 263,000 financial advisors in the United States.

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Brown Advisory

NOVEMBER 19, 2020

2020 Year-End Planning Letter. ajackson. Thu, 11/19/2020 - 08:44. Each year, we send a letter to clients to help guide year-end planning discussions and to offer ideas for consideration with their other advisors. In our year-end discussions with clients, we aim to ensure that their plans are updated as needed, based on changing external conditions as well as their specific circumstances.

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The Irrelevant Investor

NOVEMBER 18, 2020

If you thought the stock market had a wild ride this year, then you should see what the small stock market did. The Russell 2000 is comprised of stocks ranging from a market cap of $25 million on the small end to $17 billion on the high end. These names got absolutely annihilated during the first half of the year and have experienced an epic comeback on the other side.

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Cordant Wealth Partners

NOVEMBER 18, 2020

While preparing to write my first blog, I was reminded of my time in college and how I would hope a lecture would be done earlier than the time allotted and not go over time. With that in mind, I want to keep the blog post concise but still provide you with all the necessary information on the subject. That said, let’s get to it. What is a 529 Plan?

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The Irrelevant Investor

NOVEMBER 14, 2020

Articles Demographics were never destiny (By Derek Thompson) Over the past 50 years, health care hasn’t slowed the aging process so much as it has slowed the dying process (By Ezekiel Emanuel) It’s normal to cling to something you’re familiar with when confronted with something you’re not (By Morgan Housel) More than four in 10 U.S.-based stocks have suffered drops of 50% or more over a three-month period, compared with just 2% of all U.S.

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The Irrelevant Investor

NOVEMBER 17, 2020

"But it's being led by just five stocks." This was the narrative as the market was bouncing in March and April and even into May. That narrative wasn't necessarily wrong at the time, and yes, I was a part of the chorus, but that narrative no longer reflects reality. It's not just the Apples and the Amazons of the world that are dragging the market higher.

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The Irrelevant Investor

NOVEMBER 17, 2020

Today’s Animal Spirits is brought to you by Masterworks, sign up here. See important Disclaimer here On today’s show we discuss: Moderna's vaccine is 94.5% effective Will you take a vaccine? A work from home tax, lol What happened to political polls? Emergency payroll deduction How to spend on education The current student debt situation Why I hope to die at 75 (Highly recommend) Biden stepping into a dream scenario Listen here: Recommendations: Rocket Men One Giant Leap Possessor (warning, ex

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