Wealth Pilgrim
JUNE 29, 2017
If you are toying with the idea of buying individual stocks it’s important to understand the pros and cons. The best way to master that knowledge is to compare individual stocks to the alternative – mutual funds. Let’s go through those differences now and then dive deeper into how to find the best stocks that fit […]. The post A Beginners Guide To Buying Individual Stocks appeared first on Wealth Pilgrim.
The Irrelevant Investor
JUNE 25, 2017
Articles Bubbles have less to do with rising valuations and more to do with shrinking time horizons among people playing a different game than you are. By Morgan Housel The best time to plant a tree was twenty years ago. The second best time is now. By Josh Brown Teachers all over the country are victimized every day by a system designed to feed financial predators their own form of live bait.
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Brown Advisory
JUNE 21, 2017
Investment Perspectives - The Great Debate achen Wed, 06/21/2017 - 12:35 Aside from some current political and economic topics that dominate the financial media, the most widely debated investment issue today involves the merits of passive investing, or indexing. As professional investors have found it increasingly challenging to meet or exceed market benchmarks, many of their clients have grown disillusioned with active management.
The Irrelevant Investor
JUNE 23, 2017
What would happen if stocks crash? What would that do to people's retirement plans? How would that change the way young people think about stocks? And what would it do to our country? The cyclically adjusted price-to-earnings ratio now reads 30 for just the third time ever. The two previous times it printed a three handle, not only were future returns lower, but they preceded major market tops that would define a generation of investors.
Speaker: Amanda Adams, Fractional CFO, CPA
Are you ready to elevate your accounting processes for 2025? 🚀 Join us for an exclusive webinar led by Amanda Adams, 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.
Brown Advisory
JUNE 21, 2017
Investment Perspectives - The Great Debate. achen. Wed, 06/21/2017 - 12:35. Aside from some current political and economic topics that dominate the financial media, the most widely debated investment issue today involves the merits of passive investing, or indexing. As professional investors have found it increasingly challenging to meet or exceed market benchmarks, many of their clients have grown disillusioned with active management.
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
Brown Advisory
JUNE 19, 2017
NOW 2017 | Welcome. ajackson. Mon, 06/19/2017 - 08:16. Thriving in Uncertain Times. Welcome to NOW London 2017. We thank you for taking time to join us in a forum where we can listen to and reflect on important issues that are shaping our world. NOW, which stands for Navigating Our World, is designed to stretch our minds, broaden our perspectives and illuminate meaningful trends.
The Irrelevant Investor
JUNE 18, 2017
Articles This may be the first bull market in history that featured layoffs on Wall Street. By Josh Brown Once you have hit an all time high, the very next month you are likely to hit another all time high. By of Dollars and Data Why pessimism can be hard to distinguish from critical thinking By Morgan Housel Style shifts are common, but the magnitude of the change from late 2016 to early 2017 has been particularly dramatic.
The Irrelevant Investor
JUNE 17, 2017
Investors have little appetite for human portfolio managers these days. In the first quarter of 2017, $4.6 billion of new money was invested in quant funds, while $10 billion was withdrawn from non-quant funds, according to the Wall Street Journal. It's been well documented that humans are having trouble beating the market, but it appears that machines aren't doing much better.
The Irrelevant Investor
JUNE 15, 2017
If you asked me what I thought about bitcoin a year ago, I would have said it’s ridiculous. Today I have no opinion. My knowledge of cryptocurrencies is unchanged over the last year, but bitcoin is up 240%. Then: A digital currency? What does that even mean? Can’t it get hacked? And what sort of so-called currency has the variance of a 4x ETF? Now: Why should we have faith in paper currencies?
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
JUNE 14, 2017
Municipal SMAs: Behind the Velvet Rope of Regulation achen Wed, 06/14/2017 - 09:19 At an increasing pace, retail municipal bond investors are shifting money to professional managers via mutual funds or separately managed accounts. While retail investors still account for a meaningful portion of the municipal market, regulatory changes enacted after calls for more market oversight have helped accelerate the industry’s realignment.
Brown Advisory
JUNE 14, 2017
Municipal SMAs: Behind the Velvet Rope of Regulation. achen. Wed, 06/14/2017 - 09:19. At an increasing pace, retail municipal bond investors are shifting money to professional managers via mutual funds or separately managed accounts. While retail investors still account for a meaningful portion of the municipal market, regulatory changes enacted after calls for more market oversight have helped accelerate the industry’s realignment.
The Irrelevant Investor
JUNE 13, 2017
There are new investment products hitting the shelves every week. This fierce competition amongst asset management companies is driving down expense ratios, but investor's are potentially paying higher costs. There are 50 U.S. Large Cap ETFs with over $500 million in assets, which means there will always be something in that category doing better than what you've selected.
The Irrelevant Investor
JUNE 13, 2017
On the final trading day of the first quarter in 2013, the S&P 500 made an all-time closing high. Five and a half years and 1375 trading days had passed since that last happened. On March 28, 2013, stocks wrapped up their strongest first quarter since 1998 and the S&P 500 (SPY) was up 149% from the lows. Banks in Cyprus had been closed for a couple of weeks, jobless claims were 357k, and GDP was growing at 0.4%.
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Join us in this webinar, where we share best practices on how to think about the reconciliation work each month, when best to do reconciliations, how they should be prepared, and some common pitfalls to avoid. Learning Objectives: This course objective is to understand how to properly prepare and review balance sheet reconciliations and its impact on the financial statements.
Brown Advisory
JUNE 12, 2017
2017 Berkshire Hathaway Annual Shareholder Meeting achen Mon, 06/12/2017 - 15:11 Thousands of people come to Omaha each spring for the Berkshire Hathaway annual shareholders’ meeting to hear the insights of Warren Buffett and Charles Munger, Buffett’s longtime business partner. Rather than a transcript, these notes are highlights organized to group common themes from responses to related questions.
Brown Advisory
JUNE 12, 2017
2017 Berkshire Hathaway Annual Shareholder Meeting. achen. Mon, 06/12/2017 - 15:11. Thousands of people come to Omaha each spring for the Berkshire Hathaway annual shareholders’ meeting to hear the insights of Warren Buffett and Charles Munger, Buffett’s longtime business partner. Rather than a transcript, these notes are highlights organized to group common themes from responses to related questions.
The Irrelevant Investor
JUNE 11, 2017
Articles Your best investments are likely to be made outside of the financial markets. By Cullen Roche Investors want what they can't have. By Ben Carlson There’s a big difference between statistics and strategy. By Charlie Bilello Pay attention to new information that can change a situation and adjust accordingly, but don’t fixate. By Dina Isola Suffering equals pain times resistance.
The Irrelevant Investor
JUNE 11, 2017
The Warriors set a record by winning fifteen straight playoff games. But that came to an end in game 4 when they got their asses handed to them. They lost by nineteen points and played from behind the entire game, there were zero lead changes. After the loss, Steve Kerr said, "The biggest adjustment you make in the playoffs is always an emotional one.
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As we step into 2024, the lending landscape evolves rapidly with technology, regulations, and market dynamics driving change. For banks and financial institutions to stay competitive and meet the evolving needs of their customers, these drivers must be understood and engaged with. Lenders can anticipate significant transformation fueled by technological advancements, regulatory shifts, and changing consumer behaviors.
The Irrelevant Investor
JUNE 5, 2017
Investing is personal. Behind data and numbers are emotion and feelings. It's one thing to read The Great Crash , it's another thing entirely to read The Great Depression: A Diary. One provides the macro- how much stocks fell and how high unemployment got- the other provides the micro, the human element. Here's Benjamin Roth writing in his diary in 1931.
The Irrelevant Investor
JUNE 4, 2017
Articles Long-term knowledge is harder to notice because it’s buried in books rather than blasted in headlines. By Morgan Housel No one wants to be lectured by people who presume to be better than them. By Josh Brown When you send your money outside the U.S., some of it bounces right back. By Jason Zweig Panic doesn’t discriminate based on which type of investment product you own.
The Irrelevant Investor
JUNE 2, 2017
The CFA didn't help me get a job. In fact, it hurt my chances. I was at an insurance company from 2008-2010, and when I left, I already knew what I wanted to do, but I had no idea how to get there. My resume was garbage, I got kicked out of school (twice), and I needed to do something to make myself more knowledgable and more marketable. I found the CFA program and fully dedicated myself to it.
Wealth Pilgrim
JUNE 1, 2017
You may have heard about people earning big bucks sharing their home with travelers through Airbnb practically being an Airbnb host. You might even be part of the Airbnb community already. You are if you ever used the service to find a place to stay for yourself in the past. Should you take it to […]. The post How Much Money Can You Make As An Airbnb Host And Is It Worth It?
Speaker: Joe Buhrmann, MBA, CFP®, CLU®, ChFC® Senior Financial Planning Practice Management Consultant eMoney Advisor
During an era of evolving consumer preferences, the banking sector is undergoing a profound shift. As customers continue to broaden their perspectives, banking professionals must support their customers' financial wellness by providing holistic financial advice that aligns with individual goals and circumstances. Without adapting, financial institutions will find that loyalty may crumble amid uncertainty.
Brown Advisory
JUNE 30, 2017
Global Leaders Investment Letter - Q2 2017 ajackson Fri, 06/30/2017 - 09:50 Global Leaders Strategy Investment Letter - Q2 2017 In this letter the team discuss the equity market euphoria and Robert Shiller’s cyclically adjusted price-to-earnings (CAPE) valuation tool in detail. They also discuss their favoured valuation metrics and the limitations of some others.
Brown Advisory
JUNE 30, 2017
Global Leaders Investment Letter - Q2 2017. ajackson. Fri, 06/30/2017 - 09:50. Global Leaders Strategy Investment Letter - Q2 2017. In this letter the team discuss the equity market euphoria and Robert Shiller’s cyclically adjusted price-to-earnings (CAPE) valuation tool in detail. They also discuss their favoured valuation metrics and the limitations of some others.
Brown Advisory
JUNE 28, 2017
Tax Reform, Then & Now: A Conversation with Tax Policy Expert John E. Chapoton achen Wed, 06/28/2017 - 13:28 Since the election in November 2016, investors have been watching for signs of how tax reform might proceed under the Trump administration. Reform is likely to affect the taxes they will pay on income and capital gains, and may influence the progress of their underlying investments.
Brown Advisory
JUNE 28, 2017
Tax Reform, Then & Now: A Conversation with Tax Policy Expert John E. Chapoton. achen. Wed, 06/28/2017 - 13:28. Since the election in November 2016, investors have been watching for signs of how tax reform might proceed under the Trump administration. Reform is likely to affect the taxes they will pay on income and capital gains, and may influence the progress of their underlying investments.
Speaker: Carolina Aponte - Owner and CEO, Caja Holdings LLC
In today's rapidly changing business environment, building a resilient balance sheet is crucial to the survival of any business. A resilient balance sheet allows a company to withstand financial shocks and adapt to changing market conditions. To achieve this, companies need to focus on key strategies such as maintaining adequate liquidity, managing debt levels, diversifying revenue streams, and prioritizing profitability over growth.
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