The Irrelevant Investor
DECEMBER 29, 2016
The S&P 500 is about to wrap up its eight consecutive year of positive returns. If this continues into next year, it would match the longest streak of all-time. For some context, in the nine years from 1991-1999, the S&P 500 gained 450%; In the recent 8 year period, the S&P 500 is up 193%. In addition to strong performance from U.S. stocks, you've probably noticed that international stocks haven't been keeping up.
Brown Advisory
DECEMBER 5, 2016
TEDxWilmington | Jump to the New S Curve: Unleash the Power of Inclusion. ajackson. Mon, 12/05/2016 - 07:33. Speaker: Dune Thorne. Dune Thorne explores the statistic that 70% of high school valedictorians are girls yet 4% of S&P CEOs are women. How can businesses be more supportive of women and gender diversity? Dune illustrates the “S curve” as a potential solution and discusses the need for a new approach and a new conversation—which can benefit women and benefit businesses.
This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
The Irrelevant Investor
DECEMBER 27, 2016
"Time is all you have. And you may find one day that you have less than you think." - Randy Pausch When I finished reading When Breath Becomes Air , my wife walked into our bedroom and found me with tears running down my face. I'm not talking about a single renegade tear that fought its way down my cheek, this was a whole army of them. I had a similar experience while reading The Last Lecture (although this time I made sure to lock the door!).
The Irrelevant Investor
DECEMBER 23, 2016
Odey Asset Management, a London hedge fund which was seeded by George Soros in 1991, is having a rough year. The fund has lost nearly half its value, because "Passive investing has taken money which typically would have been in the bond market and deposited it in the equity market." I cannot imagine how an investor feels after reading this. This is on the same are you f*king kidding me level as when Bernstein claimed indexes were worse for society than Marxism.
Speaker: Erroll Amacker
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
The Irrelevant Investor
DECEMBER 22, 2016
Human beings do not do well with decisions. Whether we're wrestling with who to start in fantasy football, which line to get on at the store, which stock to buy, or even what to choose from on a dinner menu, there are certain glitches in our brain that are really hard to avoid. We anchor to meaningless numbers, we make decisions that will minimize potential regret, we use information that comes to mind immediately, and we use simple rules of thumb.
The Irrelevant Investor
DECEMBER 21, 2016
Richard Feynman once said "The first principle is that you must not fool yourself – and you are the easiest person to fool." This is true in all walks of life- we think we're better looking than we really are, we think we're smarter, better drivers, better parents, and better children. Of all the places that self-deception exists, investing has to top the list.
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
The Irrelevant Investor
DECEMBER 14, 2016
Tracy Alloway and Joe Weisenthal recently had Victgor Haghani, co-founder of LTCM and CEO of Elm Partners Management, on the Odd Lots podcast. Haghani told a story about an experiment he did in which subjects were given a loaded coin. They were told that the coin will land on heads 60% of the time. The subjects were given half an hour to flip the coins and there was real money on the line.
The Irrelevant Investor
DECEMBER 9, 2016
Ben Carlson recently wrote about the parallels between dieting and personal finance. In both cases, we know exactly what we're supposed to do, but just knowing is not nearly enough. Our brains function in such a way that sometimes it helps to completely remove our mind from the equation. Other times we have to introduce a barrier to the way we think.
The Irrelevant Investor
DECEMBER 7, 2016
In a recent Bloomberg article, Luke Kawa writes how investors are positioning themselves as interest rates rise: Cumulative inflows into the iShares Short Maturity Bond ETF (NEAR), Floating Rate Bond ETF, SPDR Bloomberg Barclays Short Term High Yield Bond ETF, PowerShares Senior Loan Portfolio , and the Vanguard Short-Term Corporate Bond ETF topped $400 million in total for the first session of the week, the highest since the inception date of the most recent member of this product group.
The Irrelevant Investor
DECEMBER 5, 2016
This was the subject line of an email that came into my inbox tonight and it's something I've been thinking about for a while. No, not how to use MACD to perfection, but how investors think about signals and indicators. A few weeks ago I was riding the subway, when after a minute or two of sitting at a station, on came the dreaded “we are delayed due to train traffic ahead of us.
Advertisement
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.
Brown Advisory
DECEMBER 5, 2016
TEDxWilmington | Why Investing in Public Education is So Risky. ajackson. Mon, 12/05/2016 - 08:20. Speaker: Atnre Alleyne. Atnre Alleyne talks about our track record of investing in the right thing - and the wrong thing, using Solyndra, the Snuggie, and the movie "Moneyball" as examples. We’ve got to think differently. To advance we need to reconsider our investments and disrupt the inequitable system.
Brown Advisory
DECEMBER 5, 2016
TEDxWilmington | Better Health, Lower Cost—Absolutely! ajackson. Mon, 12/05/2016 - 09:12. Speaker: Janice Nevin, M.D., MPH. Janice Nevin shares her family’s story of caring for her terminally ill father - and the significant challenges they faced despite their collective expertise. She contrasts this with the more common challenges faced by other patients who are less advantaged.
The Irrelevant Investor
DECEMBER 2, 2016
For the last 35 years, the classic 60/40 portfolio returned 10.5% a year. It's hard to imagine that these results will be matched over the next 35 years, which has a lot of people looking to alternative ways of managing a portfolio. Today I'm going to examine one of these alternatives, the "Permanent Portfolio," which was outlined in William Bernstein's "Deep Risk" (and elsewhere).
Brown Advisory
DECEMBER 31, 2016
Global Leaders Investment Letter - Q4 2016 ajackson Sat, 12/31/2016 - 09:50 Global Leaders Strategy Investment Letter - Q4 2016 This letter discusses Donald Trump’s victory in the U.S. presidential election and the ensuing market upswing. They also discuss their views on the market ‘rotation’ of stocks with perceived value qualities outperforming those with growth qualities.
Advertisement
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?
Brown Advisory
DECEMBER 31, 2016
Global Leaders Investment Letter - Q4 2016. ajackson. Sat, 12/31/2016 - 09:50. Global Leaders Strategy Investment Letter - Q4 2016. This letter discusses Donald Trump’s victory in the U.S. presidential election and the ensuing market upswing. They also discuss their views on the market ‘rotation’ of stocks with perceived value qualities outperforming those with growth qualities. . .
Brown Advisory
DECEMBER 14, 2016
Finding Value Amid Turbulence achen Wed, 12/14/2016 - 11:16 The Federal Reserve on December 14 fell in step with a post-election surge in bond yields by raising the main interest rate for the first time in a year. The Fed’s quarter-point increase followed the biggest five-week gain in the yield of the benchmark 10-year U.S. Treasury in six years. The 10-year Treasury yield on December 12 broke through 2.5% for the first time since September 2014, pushed up by rising oil prices and expectations t
Brown Advisory
DECEMBER 14, 2016
Finding Value Amid Turbulence. achen. Wed, 12/14/2016 - 11:16. The Federal Reserve on December 14 fell in step with a post-election surge in bond yields by raising the main interest rate for the first time in a year. The Fed’s quarter-point increase followed the biggest five-week gain in the yield of the benchmark 10-year U.S. Treasury in six years.
Expert insights. Personalized for you.
52 
Let's personalize your content