Brown Advisory
DECEMBER 5, 2016
Dune Thorne is a partner, portfolio manager and head of the Boston office at Brown Advisory, where she helps families and nonprofits develop financial and investment plans to align with their long-term goals.
The Irrelevant Investor
FEBRUARY 8, 2016
The S&P 500 closed at a 52-week low on January 20th for the first time since 2011. Because of the permanent uncertainty in markets, it's so important to have an investment plan in place. Last week I took a look at how stocks did in the year they made a 52-week low.
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Carson Wealth
MARCH 11, 2024
Near bear markets in 2011 and 2018, a 100-year pandemic bear market in 2020 and then another bear market in 2022 made it anything but an easy 15 years. Yet, longer-term investors have once again been rewarded for sticking to their investment plans. But it wasn’t a straight line higher. We had many scares along the way.
Truemind Capital
SEPTEMBER 13, 2021
You can look at the forecasted return vs actual return till 2011. And also, the majority of us lack the patience to implement logical investment plans with discipline. Without patience and discipline, long-term investment success is just a mirage. Global markets are very closely intertwined with each other.
Sara Grillo
AUGUST 14, 2023
Rostad is president of the Institute for the Fiduciary Standard , a not for profit think tank formed in 2011. The Institute exists to preserve, protect and defend fiduciary principles in investment advice, wealth management and financial planning. Knut Rostad Knut A.
The Irrelevant Investor
OCTOBER 20, 2015
Munger - Peter Kaufman, 2005 All About Asset Allocation - Rick Ferri, 2006 Your Money And Your Brain - Jason Zweig, 2007 Bailout Nation - Barry Ritholtz, 2009 The Big Short - Michael Lewis, 2010 The Quants - Scott Patterson, 2010 More Money Than God - Sebastian Mallaby, 2010 The Most Important Thing - Howard Marks, 2011 Backstage Wall Street - Josh (..)
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