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Stocks are wrapping up their worst quarter since 2008. It could have been a lot worse, with stocks down 30% last week. The strong bounce has created a weird dynamic, where some people think everyone thinks one thing, and other people think everyone thinks something else. Here's what I mean exactly. There are people of the bearish persuasion who are saying "everyone thinks the lows are in," while you have more optimistic people saying "everyone thinks we retest the lows.
Managing Liquidity in the Coronavirus Market ajackson Mon, 03/30/2020 - 16:04 This article was written by Sid Ahl, Taylor Graff, Adam King and J.R. Rodrigo, members of Brown Advisory's Investment Solutions Group. Liquidity risk is a critical issue for investors at all times, and especially so in the current environment. The background liquidity conditions for capital markets have changed substantively since the 2008-09 financial crisis, and to some extent these changes have contributed to the li
It’s been an incredibly stressful time for most advisors and their clients. You have been putting out fires, worrying about the markets, and having the same conversations over and over with clients. But what comes next? How can you maintain a trusted relationship with your clients at a distance? How can you work remotely with the same level of efficiency and connection?
🔊 Play Audio. In my multiple conversations with investors during the bull-run since 2014, there was no one who said that I will not take advantage of investing in equity when the market will crash. In good times i.e. when the market valuations are usually very high, everyone agrees to the logic of buying low and selling high. But interestingly, very few implement this strategy.
As businesses increasingly adopt automation, finance leaders must navigate the delicate balance between technology and human expertise. This webinar explores the critical role of human oversight in accounts payable (AP) automation and how a people-centric approach can drive better financial performance. Join us for an insightful discussion on how integrating human expertise into automated workflows enhances decision-making, reduces fraud risks, strengthens vendor relationships, and accelerates R
It is not common for fresh graduates to be left in a lurch while they had planned a successful transition to becoming a working professional. Unfortunately that’s what the coronavirus pandemic has done to hundreds and thousands of students worldwide. The good news, however, is that all is not lost. The world hasn’t come to an end (and isn’t likely to), scientists are working overtime to develop a vaccine and many world economies are slowly limping back to normalcy.
Managing Liquidity in the Coronavirus Market. ajackson. Mon, 03/30/2020 - 16:04. This article was written by Sid Ahl, Taylor Graff, Adam King and J.R. Rodrigo, members of Brown Advisory's Investment Solutions Group. Liquidity risk is a critical issue for investors at all times, and especially so in the current environment. The background liquidity conditions for capital markets have changed substantively since the 2008-09 financial crisis, and to some extent these changes have contributed to the
Articles Globally, companies have lost $26.1 trillion in market capitalization over the last five weeks By Aswath Damodaran Reducing noise is roughly twice as effective as reducing bias or increasing information By Michael Mauboussin and Dan Callahan A put option is like buying fire insurance on your house and trend following is more like an alarm and sprinkler system By Corey Hoffstein Don't let concerns about your retirement plan overwhelm what's really important By Christine Benz We must qui
Articles Globally, companies have lost $26.1 trillion in market capitalization over the last five weeks By Aswath Damodaran Reducing noise is roughly twice as effective as reducing bias or increasing information By Michael Mauboussin and Dan Callahan A put option is like buying fire insurance on your house and trend following is more like an alarm and sprinkler system By Corey Hoffstein Don't let concerns about your retirement plan overwhelm what's really important By Christine Benz We must qui
With the wild swings in the stock and bond market this year, it's likely that your asset allocation has gotten a bit out of whack. For example, a portfolio that started the year 60/40 (U.S. stock.bond) is now 54/46. This has a lot of people wondering, is now the right time to rebalance? In this post I'm going to explain what rebalancing is, why investors do it, and explore whether or not there is an optimal time to conduct them.
Today's Animal Spirits is brought to you by the Coronavirus Daily Briefing O n today’s show we discuss: The best financial books about the panic Bill McBride's 40-day plan to recover If you sold last week, what do you do now? What if you bought stocks too early? 75% of restaurants could go under without any help Airbnb is in trouble Is the FIRE movement finished?
We've seen a wide range of estimates for how the economy will be impacted by the shutdown. The coming slowdown is likely going to be unlike anything we've seen since the Great Depression. It's almost a foregone conclusion at this point that the contraction will be deep, we just have to hope that it will be short. In the past, the stock market has fluctuated way more than the economy, which makes sense considering the economy is run by businesses and the stock market is driven by fear and greed.
A reader asked me what my favorite books are about financial panics. Before getting into them, it's worth mentioning that books can only do so much. They can't teach you how to invest, they can't help you to control your emotions, and they can't prepare you for how to deal with the unexpected. What they can do is give you a sense of what has happened before so that we might understand what can happen again.
Based off SkyStem's popular e-Book, the book of secrets to the month-end close will be revealed in this one-hour webinar. Learn leading practices when it comes to building a strong and sustainable month-end close that has room to grow and evolve. Learn about the power of precise estimates, why reconciliations are critical to closing the books, how and when to automate, and how the chart of accounts play into your close process.
So this happened today. [link].And then this happened Stocks rose more than 6% on the same day that unemployment numbers shattered the previous record by an order of magnitude. What, how, why? Barry and I discussed how this could have happened, and what if anything it means going forward. [link] The post Why The Stock Market Rallies on Bad News appeared first on The Irrelevant Investor.
Tax Loss Harvesting: Upside To A Down Market ajackson Thu, 03/26/2020 - 14:08 The market's path forward is extremely uncertain right now, but there are still planning steps that investors can implement today to generate positive results down the line. Tax loss harvesting (the process of realizing a loss on the sale of an asset, in order to mitigate taxes on subsequent capital gains) is one of those planning steps.
Tax Loss Harvesting: Upside To A Down Market. ajackson. Thu, 03/26/2020 - 14:08. The market's path forward is extremely uncertain right now, but there are still planning steps that investors can implement today to generate positive results down the line. Tax loss harvesting (the process of realizing a loss on the sale of an asset, in order to mitigate taxes on subsequent capital gains) is one of those planning steps.
O n today’s show we discuss: Why hindsight bias is so dangerous Laffer and Moore's embarrassing op-ed Jobless rate might soar to 30% How Denmark is dealing with the crisis Stock market valuations Damodaran on valuation Dining bonds Massive redemptions in bond funds The bond market and the ETF market The state of the consumer before the panic Listen here: Recommendations: Ted Seides and James Aitken on the guts of the financial system Coronavirus financial relief The Great Depression A Diary The
Like being inches from the end zone, many advisors are frustratingly close to their next level of success. You work hard. You put in the hours. But if your closing rate is stuck or your pipeline feels like a revolving door… something has to change. Most advisors are just one small shift away from dramatically increasing their revenue. The difference?
Yesterday was the best day for stocks since 1933. Last Monday was the worst day since Black Monday in 1987. The volatility has been absolutely dizzying. What the hell is going on? Market professionals know this all too well, but the average citizen watching this might think the market is broken. The market is not broken, it is undergoing a paradigm shift.
Stocks continue their manic behavior, with the Dow posting its best two-day gain since 1987.* On March 12th, stocks fell 9.5%, which was the worst day since 1987, and put the indices firmly in bear market territory. Over the next seven sessions, the S&P 500 fell another ~12%, making anybody who sold a week earlier feel pretty good about their decision.
In a bull market, protecting one's downside gets punished, and after being burned enough times, people tend to lighten up on risk management, or abandon it altogether. This doesn't happen suddenly, it slowly builds over time. In a bull market the more risk you take, the more you're rewarded, and the more you're rewarded, the more you forget about risk.
Articles Investors all over social media are panicking. Because they don’t have a plan. But you do. By Meb Faber Fewer than 200 civilian vehicles were built in the United States from 1942 to 1945. Every assembly line was devoted to war By Morgan Housel We talk about what’s happening, not what isn’t happening By Dan Egan The Treasury market is the foundation of the global economic financial system By Tim Duy We are in a severe recession right now that is unlike any other in recent history By Gav
Managing spend is more than a cost cutting exercise – it's a pathway to smarter decisions that unlock efficiency and drive growth. By understanding and refining the spending process, financial leaders can empower their organizations to achieve more with less. Explore the art of balancing financial control with operational growth. From uncovering hidden inefficiencies to designing workflows that scale your business, we’ll share strategies to align your organization’s spending with its strategic g
Many advisors today are struggling to connect with new clients in person. Seminars and networking are out, yet investors have an unprecedented urgency to protect their wealth. That makes it the perfect time to invest in helping people find you online through search engine optimization (SEO). We’ve created our SEO package to help advisors show up higher in search results and get more people to their websites.
O n today’s show we discuss: A hub for help during the Coronavirus Danny Meyer's USHG lays off 80% of their total workforce Restaurants will need a miracle Is 20% unemployment coming? Hedge funds are outperforming Why markets are so volatile Postponing tax payments GM shutdown, but they're going to help What happens to advertisers in a recession? Cash is all that matters Sentiment survey Listen here: Charts: Tweets: [link] [link] [link] [link] [link] [link] The post Animal Spirits: Bailout Main
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: The sudden economic stop Pure Alpha's struggles Restaurant traffic is crashing GMO says it's time to buy Bond ETFs, what the hell is going on? A serious article with one random man's opinion Robinhood maxed out a credit line The NBA was the tipping point What's going to happen to movies?
"When is the right time to buy stocks?" I've been getting a lot of emails about this recently, and by a lot, I mean 4 emails, which is 4 more than I've ever gotten. I want you to scroll through some charts of previous bear markets. I've circled the bottoms in red. Looking through this, one thing is crystal clear to me. It doesn't matter when you buy, only that you buy.
Speaker: Duke Heninger, Partner and Fractional CFO at Ampleo & Creator of CFO System
Are you ready to elevate your accounting processes for 2025? 🚀 Join us for an exclusive webinar led by Duke Heninger, a seasoned fractional CFO and CPA passionate about transforming back-office operations for finance teams. This session will cover critical best practices and process improvements tailored specifically for accounting professionals.
For this week’s marketing tip, I answer the age-old question: How often should financial advisors post to social media? How can we know the ideal financial advisor social media post frequency? The short answer is, you should post about 10 times a month, which is what we do at Indigo. If you’re a current client of ours, you don’t have to worry about posting to LinkedIn, Facebook, and Twitter.
Stocks have never experienced this level of destruction in such a short amount of time. The question on investor's mind is, where do we go from here? There are two scenarios that can play out. Of course there are a million derivations of each path, but broadly speaking this is what we can expect: The situation worsens in terms of the virus spreading and its effect on the economy.
Today’s Animal Spirits Talk Your Book is brought to you by Direxion. For more information please visit their site here. On today’s show we discussed: How leverage works inside of their ETFs All Direxion ETFs Thematic ETFs Leveraged ETF University Listen here: The post Talk Your Book: Positive and Negative Compounding- Trading Direxion Leveraged ETFs appeared first on The Irrelevant Investor.
People are worried about their portfolios and they should be. The declines over the last few weeks in the stock market have been fast and unrelenting. But being concerned about your portfolio at this stage of the game is a luxury. Roughly half of the country doesn't own stock. These people are much more anxious about their job security than the decline in the Dow.
Join this insightful webinar with industry expert Abdi Ali, who will discuss the challenges that can arise from managing lease accounting with spreadsheets! He will share real-world examples of errors, compliance issues, and risks that may be present within your spreadsheets. Learn how these tools, while useful, can sometimes lead to inefficiencies that affect your time, resources, and peace of mind.
Buy low, sell high. Even if you know nothing about investing, you've heard this phrase before. With the S&P 500 20% off its highs, investors have an opportunity to execute on the first half of that statement. As stocks decline, they become more dangerous in the short-run but more attractive over the long-run. In order to show this, I made* a table below that shows the average returns over different time periods based on how far stocks are from their high.
Articles Forget about what the stock market is going to do. Instead, focus on what you, as an investor, ought to do. By Jason Zweig Booms make people complacent, assets expensive, and businesses fragile By Morgan Housel Emotions have everything to do with market analysis By Dave Nadig Prudent measures to stop the spread of the virus in an effort to protect more vulnerable community members will substantially reduce economic growth.
The desire to feel safe when danger is lurking is a primal instinct. We feel it in the streets, we feel it in nature, and we sure as hell feel it in the stock market. Everyone has a breaking point, and it's only in times of distress that we learn where that point is. The psychology of a bear market goes something like this. Everybody's tolerance for pain is different, but for the purposes of this mental exercise let's assume your breaking point is a 40% decline.
On today’s show we discuss: Creating an overreaction plan Everything you need to know about a recession 12 charts for the recession Is the stock market going to close? Recessions are normal, but they're not healthy 20% is an important psychological number Listen here: Contact us at animalspiritspod@gmail.com with any feedback, recommendations, or questions.
Fraud is a battle that every organization must face – it’s no longer a question of “if” but “when.” Every organization is a potential target for fraud, and the finance department is often the bullseye. From cleverly disguised emails to fraudulent payment requests, the tactics of cybercriminals are advancing rapidly. Drawing insights from real-world cases and industry expertise, we’ll explore the vulnerabilities in your processes and how to fortify them effectively.
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