Brown Advisory
SEPTEMBER 30, 2019
Global Leaders Investment Letter - Q3 2019. ajackson. Mon, 09/30/2019 - 09:50. Global Leaders Strategy Investment Letter - Q3 2019. In this letter the team discuss their thoughts on 'growth' vs 'value' given the market fluctuations over the last few months. Additionally they discuss emotion and how this plays a role in investing, relating this to Dr.
The Irrelevant Investor
SEPTEMBER 29, 2019
Articles Each layer that comes off the We onion stinks more and more. By Scott Galloway What do you think about the idea of Disney buying Pixar? By Bob Eiger That’s the thing a head coach has to live with, not the professor By Bob Seawright You should not take a position in a security if you have no framework in place for updating your views on the basis of new information.
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Midstream Marketing
SEPTEMBER 24, 2019
The Top 15 Financial Advisor Website Calculators You Need to Be Aware Of. As someone who has devoted a lot of time to generating predictable leads for independent financial firms over the last decade, I see a lot of people fall into the same basic trap again and again. They do an incredible amount of research into their market, making sure beyond the shadow of a doubt they know exactly who their ideal audience members are.
Truemind Capital
SEPTEMBER 10, 2019
🔊 Play Audio. Investment management is never a part-time activity but a full-time job. Quality investment management is much more than selecting schemes from star-rating websites or buying a stock based on little insights. It requires not just sophisticated skill-set for asset allocation calls (across asset classes, sub-categories, and schemes), the temperament to keep emotions under check but also an ability to quickly understand the impact of the latest market developments (global and
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.
The Irrelevant Investor
SEPTEMBER 26, 2019
There has been something of a changing of the guard going on in the stock market this month. Stocks that had done the best over the past year have been hit and stocks that have done the worst have been lifted up. You can see this reversal of fortunes in the chart below. Here are the numbers: The Russell 1000 is up 2% this month Going into September, 39 stocks were up at least 50% or more over the previous 12 months.
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The Irrelevant Investor
SEPTEMBER 25, 2019
J.P. Morgan put out a new piece called Active management and QE-distorted markets. The main point is that it's been incredibly easy for active managers to beat the index in an era of manipulated markets. I pulled three charts that I thought were interesting. The first one shows the contribution of the top 5 and 20 stocks to the overall return of the market.
The Irrelevant Investor
SEPTEMBER 23, 2019
The drumbeat of recession calls grows louder every day. One of the biggest drivers of this is simply due to how long it's been since the economy experienced a setback. We are in the 41st quarter of the current economic expansion. What's notable about this period, aside from the duration, is also how modest growth has been. On average, previous expansions saw 1.06% quarterly real GDP growth.
The Irrelevant Investor
SEPTEMBER 22, 2019
Articles Short the market for advice, and I think you’ll get burned. By Rusty Guinn If you wake up on a Casper mattress, hail a Lyft to get to your desk at WeWork, use DoorDash to order lunch to the office, hail another Lyft home, and have Uber Eats bring you dinner, you have spent your entire day interacting with companies that will collectively lose nearly $13 billion this year.
The Irrelevant Investor
SEPTEMBER 19, 2019
Ben and I are doing this new thing for Animal Spirits where we post a couple of show highlights on YouTube. Check out the first one below. [link] Subscribe to the channel so you never miss an update. The post Searching For Bobby Shiller appeared first on The Irrelevant Investor.
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.
The Irrelevant Investor
SEPTEMBER 17, 2019
Pacer Financial has $4.8 billion in assets under management, which is impressive, given that they're less than five years old and are in an incredibly competitive industry. They recently gave an interview with ETF.com to talk about their growth. ETF.com: What do you see as the firm's core strengths? O’Hara: No.1: distribution. No. 2: innovation. No. 3: An underdog's insecurity about competition and wanting to win.
The Irrelevant Investor
SEPTEMBER 16, 2019
It's been a mixed bag for factor investors. I suspect this is always the case. The chart below shows some of the most common factors: value, min vol, momentum, quality, and dividends (I used all iShares products ). It's interesting that the two factors that outperformed since July 2013 (earliest common inception date), are min vol and momentum. These are two strategies that rely on past performance and have little to do with fundamental factors like earnings growth or value or anything to do wit
The Irrelevant Investor
SEPTEMBER 15, 2019
Articles If GM has a market value of $50 billion, it is because it is worth $50 billion, and no amount of new buyers or new sellers would change that By Drew Dickson How do you get rich without getting lucky? By Nick Maggiulli A certain segment of the crowd is always going to get too greedy and too fearful. By Ben Carlson It is an understatement to say that the recent factor moves are rare.
Midstream Marketing
SEPTEMBER 15, 2019
As someone who has been an active part of the world of digital marketing and wealth management and financial planning for the last decade and a half, it’s easy to see why staying current on all the latest tips, tricks, best practices and trends in the industry is important. After all, how can you advise your own clients on the best course of action to take if you’re not actually sure what it is yourself?
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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.
The Irrelevant Investor
SEPTEMBER 14, 2019
Ben and I recorded Animal Spirits last week in the same room. We were in a podcast booth, conducted by our producer Mathew Passy and shot by our new videographer, Duncan Hill. It was a unique experience for us given that we're usually not in the same room when we record, and when we do, there usually aren't hundreds of people walking by us. We got a lot of feedback on this one, mainly, "Michael, you said literally 400 times", and "Did you guys take speed before recording?
The Irrelevant Investor
SEPTEMBER 12, 2019
There have been 17 separate 5% pullbacks since stocks bottomed in 2009. Each one of them felt like the top. Okay, this is just a bit hyperbolic, but for people who don't work in the financial services industry, the chart below shows some of the headlines and quotes they might have read when they opened their computer during market declines. Note that each of these 17 items were pulled from the day of the bottom.
Brown Advisory
SEPTEMBER 12, 2019
Sustainable Investing: Considerations for Trustees ajackson Thu, 09/12/2019 - 08:49 Sustainable investing. Mission alignment. Impact investing. “ESG.” These terms all refer to the consideration of social and environmental factors in one’s investment decisions—a concept that is gaining serious traction in the investment universe. More than 2,350 institutional investors representing over $86 trillion (as of 6/30/2019) have signed the Principles for Responsible Investment (PRI), to demonstrate thei
Brown Advisory
SEPTEMBER 12, 2019
Sustainable Investing: Considerations for Trustees. ajackson. Thu, 09/12/2019 - 08:49. Sustainable investing. Mission alignment. Impact investing. “ESG.”. These terms all refer to the consideration of social and environmental factors in one’s investment decisions—a concept that is gaining serious traction in the investment universe. More than 2,350 institutional investors representing over $86 trillion (as of 6/30/2019) have signed the Principles for Responsible Investment (PRI), to demonstrate
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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
SEPTEMBER 11, 2019
On today's Animal Spirits, we discuss: Ben Hunt on unrealistic expectations Drew Dickson weighs in on the passive bubble WeWork might slash their valuation prior to the IPO Galloway on Uber and other things An introduction to credit card points The stock market actually might be the economy Americans own more stock than ever Academics on the passive bubble The influencer market is saturated Why people don't like financial advice from the experts Student loan forgiveness Realtor fees haven't come
The Irrelevant Investor
SEPTEMBER 7, 2019
Articles Index funds never lever up your holdings. They never receive a margin call. By Ben Carlson If you divide the time Lewis took to write Liar’s Poker by the price you paid for it, you are paying Lewis less than $0.004 per hour to write Liar’s Poker. By Nick Maggiulli There has been no greater impact on investor outcomes than the rise of Financial Twitter By Dave Nadig Cash flow > reported earnings, because accountants can be science fiction writers masquerading as statisticians.
The Irrelevant Investor
SEPTEMBER 4, 2019
The number of babies born in the U.S. last year fell to a 32-year low, according to a recent article at The Wall Street Journal About 3.8 million babies were born in the U.S. in 2018, which was a 2% decline y/o/y and and the fourth year in a row that this number fell. The decline in birth rates is sad, and I'll get to that in a minute, but there is a silver lining: research out of the University of Notre Dame found that 35% of the decline from 2006 to 2017 was due to declines in unplanned pregna
The Irrelevant Investor
SEPTEMBER 4, 2019
Today’s Animal Spirits is brought to you by YCharts. Mention Animal Spirits to receive 20% off (*New YCharts users only) On today’s show we discuss The bubble in passive investing ETFs are swallowing the market The gender gap in financial literacy The growth in target date funds The behavior gap might not be due to bad behavior Peloton IPO OnLy THe FeD CaN SaVe Us The new measure of market volatility Amazon's shipping empire Life insurance startup Porsche monthly subscription Zero down Child c
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
SEPTEMBER 4, 2019
Beyond Investing: Strategic Advice for Nonprofits. ajackson. Wed, 09/04/2019 - 14:54. Running a nonprofit is a tall order. The missions that these organizations tackle— helping vulnerable families, advancing health care, and protecting the environment, just to name a few—are incredibly challenging. And in parallel with their program work, nonprofit leaders must also build the financial and organizational infrastructure to sustain those programs.
The Irrelevant Investor
SEPTEMBER 1, 2019
Articles Most people don’t buy a set of stocks and hold them for life By Nick Maggiulli Musk is a nice guy when you talk to him, but I think he’s full of s**t. By Bethany McLean Perhaps investor behavior has improved over time and we just haven't properly measured it By Econompic Unless you’ve seen the estate planning documents and account statements yourself, you probably have no what you’re talking about By Douglas Boneparth What’s happening now is a reversion to normalcy.
Brown Advisory
SEPTEMBER 30, 2019
Global Leaders Investment Letter - Q3 2019 ajackson Mon, 09/30/2019 - 09:50 Global Leaders Strategy Investment Letter - Q3 2019 In this letter the team discuss their thoughts on 'growth' vs 'value' given the market fluctuations over the last few months. Additionally they discuss emotion and how this plays a role in investing, relating this to Dr. Tali Sharot's research and the talk she gave at our NOW speaker evening in October 2019.
The Irrelevant Investor
SEPTEMBER 25, 2019
“Worldly wisdom teaches that it is better for reputation to fail conventionally than to succeed unconventionally.” There is a lot of truth to this John Maynard Keynes quote, at least when it comes to the world of investing. To succeed unconventionally in the market, you have to be on the opposite side of the trade. And by opposite side, I mean the side that most people don't think can happen, let alone will happen.
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.
The Irrelevant Investor
SEPTEMBER 18, 2019
Today’s Animal Spirits is brought to you by YCharts. Mention Animal Spirits to receive 20% off (*New YCharts users only) On today's show we discuss A chart can only move in three different directions Can feelings set off a recession? The influencer bubble is popping Fake meat (survey) VC returns The Amazon podcast Listen here Recommendations Super Pumped Alex McKnight series (not a joke) Tweets [link] [link] [link] [link] [link] The post Animal Spirits: Michael’s Brain Fart appeared firs
Truemind Capital
SEPTEMBER 13, 2019
🔊 Play Audio. We have heard this phrase many times that time in the market is more important than timing the market. Time and again we hear this from many in the investment industry. Instead of blindly following the saying without putting much thought, let’s delve deeper into its wisdom and understand how relevant it is in the current scenario.
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