AGILE WEALTH PARTNERS
  • Home
  • Our Firm
  • Services
    • Boutique Wealth Services
    • Business Wealth Services
    • Client Login
  • Contact Us
    • Journey
    • Connect
  • Insights

The Agile Investor

The Agile Assistant- what we're reading, watching and hearing

9/30/2020

0 Comments

 

Interesting and Intriguing information, I've recently read, watched, or listened to that helps feed my curiosity so why not feed yours. Have a great weekend.

I recently traveled to the Upper Peninsula, it was a great experience and the water was refreshing. Afterward, I stumbled upon this article! According to the comments, it's not "Perfect"... but I would have liked to see it before I went, thought I'd share. https://www.onlyinyourstate.com/michigan/weekend-waterfall-itinerary-mi/


Ok, I had no idea of the USPS numbers, so here they are... Consistent Revenue!
USPS Income and Expense data for Fiscal Year Ending:
9/30/19, Revenue $71.1B, Expenses $79.9B,
Loss $8.8B
9/30/18 Rev $70.6B, Exp $74.4, Loss $3.9B
9/30/17 Rev $69.6B, Exp $72.2, Loss $2.7B
9/30/16 Rev $71.4B, Exp $77.1B, Loss $5.7B
9/30/15 Rev $68.9B, Exp $74B, Loss $5.1B


Have you heard of Shopify? Get to know them. Their CEO is Tobi Lutke and it's actually a Canadian company. Youtube interview here, be aware there may have been some expletives.

https://www.youtu.be/3Epsahrx1HQ


Market tidbits...

Apple has added $420 billion to its market cap over the last month, which is more than the current market cap of 493 companies in the S&P 500. $AAPL 

Should you be considering a Roth Conversion?​ Take a look at this informative article that may create some clarity before you get knee deep in tax planning... 
https://www.kiplinger.com/article/retirement/t046-c000-s004-a-great-year-for-a-roth-conversion.html


Look out for more of these, they will also live at our Insights section of the Agile Wealth Partners website, for reference.   https://www.agilewealthpartners.com/blog

0 Comments



Leave a Reply.

    ​

    The Agile Investor is a blog that focuses on being prepared and informed within various topics of wealth management, investments, financial markets and investor psychology. Enjoy

    Archives

    May 2022
    March 2022
    January 2022
    May 2021
    September 2020
    July 2020
    May 2020
    March 2020
    February 2020
    January 2020
    December 2019
    October 2019

    Categories

    All

Powered by Create your own unique website with customizable templates.
  • Home
  • Our Firm
  • Services
    • Boutique Wealth Services
    • Business Wealth Services
    • Client Login
  • Contact Us
    • Journey
    • Connect
  • Insights