The Irrelevant Investor
FEBRUARY 28, 2017
A few legendary hedge fund investors have been able to overcome the burden placed on them by the nature of their fee structure. Paul Tudor Jones is one of these managers. According to a recent Wall Street Journal article, his flagship fund has had average annual returns of 17% over the last three decades, after fees, compared with a 7% return for the S&P 500 over the same period.
Brown Advisory
FEBRUARY 13, 2017
Uniting Around a Legacy: Generational Wealth Transfer achen Mon, 02/13/2017 - 14:02 Young investors face a critical set of decision points in their early years of independence. We work regularly with clients in their 20s and 30s, helping them make good decisions about starting new business ventures, funding their educations, managing inherited wealth and tackling other challenges unique to the time in their lives when they are first charting their long-term path.
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The Irrelevant Investor
FEBRUARY 23, 2017
When thinking about their financial situation, most people spend way more time thinking about investing than they do about spending and saving. If I had to guess, I'd say the breakdown looks like something the chart below. It should be the exact opposite, because saving and spending is something we have complete control over. We can't know if our portfolio will be up or down next year, but we can decide whether or not to take that $5,000 vacation.
The Irrelevant Investor
FEBRUARY 21, 2017
A few weeks after the election, a friend of mine told me he sold all of his stocks in his 401(k). He was happy with the 13% his portfolio earned in 2016 and felt that stocks had gone too far too fast. He understands that he can't time the market, but he just couldn't help himself. His mind was made up and he would get back in when stocks came back down to earth.
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.
The Irrelevant Investor
FEBRUARY 16, 2017
Not everybody can sit through a bear market. Sure, guys like Buffett and Munger never sell, but for the 99% of us who have emotions, we need to do something to de-risk when it looks like the world is falling apart. But what so many investors get wrong is that they don’t have a process for selling and then getting back in. The pain threshold is different for everyone, but the trigger to sell is always the same, it's overwhelming fear.
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The Irrelevant Investor
FEBRUARY 13, 2017
"Strange things happened near the boundaries"- James Gleick Stocks are not cheap. The CAPE ratio is 28.46, above the long-term average of 16.73 and more expensive than 96% of all readings. But exactly how expensive are they, and what might this mean for future returns? The chart below from Star Capital shows that the more expensive stocks are, the deeper the average drawdown.
Brown Advisory
FEBRUARY 13, 2017
Uniting Around a Legacy: Generational Wealth Transfer. achen. Mon, 02/13/2017 - 14:02. Young investors face a critical set of decision points in their early years of independence. We work regularly with clients in their 20s and 30s, helping them make good decisions about starting new business ventures, funding their educations, managing inherited wealth and tackling other challenges unique to the time in their lives when they are first charting their long-term path.
The Irrelevant Investor
FEBRUARY 12, 2017
“Chance can be thought of as the cards you are dealt in life. Choice is how you play them.”- Ed Thorp This past week I was on a panel with Abby Joseph Cohen and Liz Ann Sonders. How the hell did that happen? I want to share with you some pieces of my story and how chance was on my side. My parents got divorced when I was seven years old. My mother never graduated from college and had no marketable skills to rely on in the workplace.
Brown Advisory
FEBRUARY 3, 2017
Outlook for 2017 | Balance in an Uncertain Time achen Fri, 02/03/2017 - 14:19 With that said, we present this discussion of our asset allocation approach and our current portfolio stance as we begin the year. Our motivation for preparing this report is expressed in its title, “Balance in an Uncertain Time.” Investors today face a high degree of uncertainty, from geopolitical transformation to economic transition to fragile market fundamentals.
Speaker: Abdi Ali, Sr. Lease Accounting Consultant
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.
Brown Advisory
FEBRUARY 3, 2017
Outlook for 2017 | Balance in an Uncertain Time. achen. Fri, 02/03/2017 - 14:19. With that said, we present this discussion of our asset allocation approach and our current portfolio stance as we begin the year. Our motivation for preparing this report is expressed in its title, “Balance in an Uncertain Time.” Investors today face a high degree of uncertainty, from geopolitical transformation to economic transition to fragile market fundamentals.
Brown Advisory
FEBRUARY 7, 2017
Investment Perspectives | Fat Tails achen Tue, 02/07/2017 - 16:20 The title of this piece may conjure up images of odd looking dogs or cats, or monkeys no longer able to dangle effectively from trees, but that’s not what we have in mind. Instead, we’re thinking of a phenomenon by the name of “kurtosis,” which may have implications for investing in today’s markets.
Brown Advisory
FEBRUARY 7, 2017
Investment Perspectives | Fat Tails. achen. Tue, 02/07/2017 - 16:20. The title of this piece may conjure up images of odd looking dogs or cats, or monkeys no longer able to dangle effectively from trees, but that’s not what we have in mind. Instead, we’re thinking of a phenomenon by the name of “kurtosis,” which may have implications for investing in today’s markets.
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