Indigo Marketing Agency

OCTOBER 25, 2019

Embracing a Niche As a Financial Advisor. We know that embracing a specialty is the most critical decision you can make in your marketing. But where should you start developing a niche as a financial advisor? In this episode, we’ll visit with a top-performing specialist advisor, Landon Loveall of KB Financial Advisors. We will review how he built his firm from the ground up by embracing a niche, including: How he chose his specialty.

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The Irrelevant Investor

OCTOBER 30, 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 least amount of bulls in 20 years Some data on buybacks Mortgaging the future over and over and over The alternative to buybacks (this is so good) Facebook news, lol Remaking American capitalism Hollywood and China Explaining rotten tomatoes ( a video explanation ) How to get a better deal from real estate agents The economic case for paternity

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Brown Advisory

OCTOBER 28, 2019

Healthy Returns: Sustainable Investing in the Health Care Sector ajackson Mon, 10/28/2019 - 14:59 Our Large-Cap Sustainable Growth portfolio managers discuss how they have approached the health care sector as sustainable investors. Some of the most compelling investments over the next decades, in our view, will be in companies that help solve some of society’s thorniest challenges—resource scarcity, chronic health crises, access to clean water and climate change, to name a few.

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Midstream Marketing

OCTOBER 27, 2019

One of the major points that I’ve been telling my wealth management and financial planning clients for years is that, almost more so than any other industry, theirs is a business that lives and dies on trust. You’re not just trying to help someone make better decisions – you’re literally trying to get them to trust you to secure their financial future.

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It's the time of year to give our close process some TLC. Join us in this one hour webinar where we discuss how to adopt leading practices and infuse technology into the month-end close process to improve our experience and increase our productivity during month-end and quarter-end close. Learning Objectives: This course's objective is to understand how the month-end close can be improved with automation and adoption of leading practices.

Accounting

SEI

OCTOBER 6, 2019

The National Organization on Disability (NOD) Leading Disability Employer seal recognizes companies that demonstrate exemplary employment practices for differently-abled populations.

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The Irrelevant Investor

OCTOBER 29, 2019

The Wall Street Journal recently ran two articles about the struggles of stock-picking hedge fund managers. Last week covered Jeffrey Vinik who is shutting down his fund just eight months after starting it, and today's story covered the twilight of the stock pickers. There are legitimate reasons that stock pickers have struggled; from low interest rates to growth over value and mega cap over everything else, but this is losing the forest for the trees.

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The Irrelevant Investor

OCTOBER 28, 2019

The S&P 500 is about to open at an all-time high. Here are some numbers: This will be the 777th intra-day all-time high since 1982* All-time highs have happened on just over 8% of all days The average 1-year return is 10.2%. The average 1-year return following an all-time high is 11.5%. This does not include dividends So everyone is bullish right?

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Brown Advisory

OCTOBER 28, 2019

Healthy Returns: Sustainable Investing in the Health Care Sector. ajackson. Mon, 10/28/2019 - 14:59. Our Large-Cap Sustainable Growth portfolio managers discuss how they have approached the health care sector as sustainable investors. Some of the most compelling investments over the next decades, in our view, will be in companies that help solve some of society’s thorniest challenges—resource scarcity, chronic health crises, access to clean water and climate change, to name a few.

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The Irrelevant Investor

OCTOBER 27, 2019

Articles A lot of things do not revert to the mean. By Morgan Housel How can more money cause problems By Blair duQuesnay If you are an aspiring influencer your number one goal should be to look for a different career. By Ramp Capital The hardest part about owning a concentrated portfolio isn’t financial risk but thinking about your positions too much.

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Indigo Marketing Agency

OCTOBER 25, 2019

Preparing to Sell Your Financial Advisory Firm? Ron Carson is one of my heroes and mentors. He’s the founder of Carson Group Holdings, he has grown Carson Group to over $15 billion in assets under advisement, he’s a New York Times bestselling author of Avalanche and The Sustainable Edge. In this episode, he’ll help us understand how advisors can prepare to sell their financial advisory firm, including: What’s the selling landscape like for advisory firms today?

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Speaker: Sierre Lindgren

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.

Assets

The Irrelevant Investor

OCTOBER 24, 2019

Josh Ben and I did a video about how to build a recession proof portfolio. [link] These are the 12 charts I used for my talking points. You can see that recessions have become less frequent with the passage of time. This makes sense as the economy has matured. They've also been shorter in duration. The United States is home to one of the most dynamic economies the world has ever seen.

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The Irrelevant Investor

OCTOBER 23, 2019

On today's Animal Spirits, we discuss: The 60/40 is dead. Again But it has worked even when bond returns have sucked Why don't rich people just stop working? Carl Icahn's succession is like real life Succession Are influencers a winner take all game? Housing and recessions Wait, what about buyback data? The best predictor of stock returns The least happy age How households invest Bob Iger's big bet that Ben doesn't think is a big bet Hanky panky in the futures market?

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The Irrelevant Investor

OCTOBER 23, 2019

On the podcast this week I spoke about a big story that seemingly went unnoticed. Apparently, the most commonly cited data on buybacks isn't accurate. Yes, you read this right. The data doesn't account for the fact that two-thirds of buybacks are done to offset employee stock ownership plans. Here's a representative from the Fed in an email to Barron's : The current source for equity issuance data in the Financial Accounts of the United States does not fully incorporate issuance to employees by

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The Irrelevant Investor

OCTOBER 22, 2019

I don't pay attention to negative market commentary. I avoid it not because I want to stick my head in the sand and ignore potential warnings, it's just that this type of content doesn't make you a better investor. It's mostly hyperbolic and fortunately, mostly wrong. But the real reason I don't read it is because it's a waste of my time. It won't change how I manage money for myself and it won't impact how we manage money for our clients.

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Speaker: Aaron Berson

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

Management

Brown Advisory

OCTOBER 22, 2019

Family Matters: New Considerations for Structuring Family Offices ajackson Tue, 10/22/2019 - 15:48 Families that have created or inherited considerable wealth contend with a wide range of responsibilities. They must support the needs of the current generation; oversee homes, aircraft, curated art and other substantial fixed assets; preserve and transfer wealth for the benefit of future generations; and, in many cases, fund broader community and philanthropic aims.

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Brown Advisory

OCTOBER 22, 2019

Family Matters: New Considerations for Structuring Family Offices. ajackson. Tue, 10/22/2019 - 15:48. Families that have created or inherited considerable wealth contend with a wide range of responsibilities. They must support the needs of the current generation; oversee homes, aircraft, curated art and other substantial fixed assets; preserve and transfer wealth for the benefit of future generations; and, in many cases, fund broader community and philanthropic aims.

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Brown Advisory

OCTOBER 22, 2019

Family Matters: New Considerations for Structuring Family Offices. ajackson. Tue, 10/22/2019 - 15:48. Families that have created or inherited considerable wealth contend with a wide range of responsibilities. They must support the needs of the current generation; oversee homes, aircraft, curated art and other substantial fixed assets; preserve and transfer wealth for the benefit of future generations; and, in many cases, fund broader community and philanthropic aims.

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The Irrelevant Investor

OCTOBER 20, 2019

Articles William Stolz, who has worked for two years at an Amazon warehouse in Shakopee, Minnesota, told me that he’s expected to grab an item every eight second By Charles Duhigg More product searches are conducted on Amazon than on Google, which has allowed Bezos to build an advertising business as valuable as the entirety of IBM. By Franklin Foer The streaming video era is already starting to resemble the old age of television that viewers were so excited to escape By Matthew Ball Inflation v

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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.

Accounting

Brown Advisory

OCTOBER 18, 2019

Five Sources of Alpha in an Aging Market Cycle ajackson Fri, 10/18/2019 - 10:30 For the past decade, investors have enjoyed a long climb up the “wall of worry.” Perhaps enjoyed is the wrong word: Investors have weathered European debt crises, a peek over a “fiscal cliff” in the U.S., an oil-market collapse, and an undeniable escalation in geopolitical and trade tensions around the world.

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Brown Advisory

OCTOBER 18, 2019

Five Sources of Alpha in an Aging Market Cycle. ajackson. Fri, 10/18/2019 - 10:30. For the past decade, investors have enjoyed a long climb up the “wall of worry.” Perhaps enjoyed is the wrong word: Investors have weathered European debt crises, a peek over a “fiscal cliff” in the U.S., an oil-market collapse, and an undeniable escalation in geopolitical and trade tensions around the world.

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The Irrelevant Investor

OCTOBER 17, 2019

Vanguard recently conducted a study where they examined the trading behavior of 8.4 million households from their U.S. retail business as well as their defined contribution business. Collectively, they represent $1.5 trillion in financial assets as of December 2018. Here are some of the key findings: Only about 1 in 7 households traded in a given year.

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The Irrelevant Investor

OCTOBER 16, 2019

The 20 largest ETFs have $1.556 trillion in assets. While the indexes they track are passive, their users are anything but. Over the previous twelve months, the total trading volume in these products was a whopping $11.529 trillion. A recent paper from S&P Dow Jones Indices takes a deeper dive into trades linked to some of the most widely followed indexes.

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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.

Accounting

The Irrelevant Investor

OCTOBER 15, 2019

GMO's most recent 7-year forecast does not paint an especially pretty picture for stocks or for bonds. If these prognostications for U.S. large stocks come to pass, it would be just the 4th time that they experienced a -3.3% real total return over a 7-year period. GMO is hardly alone in their forecast for lower future returns, which is at least partly why endowments are so heavily allocated towards alternative strategies.

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The Irrelevant Investor

OCTOBER 15, 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 Media's terrifying debt problem Video will soon look like the bad old days Apple splurges on A Christmas Carol Netflix going all in on kids programming What Jeff Bezos wants Is Amazon Unstoppable? China and all the takes ESPN forbids discussion of it Investors continue to pull money out of stocks Undees, champagne, and RVs Why aren't mortgage rates

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The Irrelevant Investor

OCTOBER 14, 2019

On today's Animal Spirits Re-Kindled, we talk about Malcolm Gladwell's first two books, The Tipping Point , and Blink On today's show, we discuss: Malcolm Gladwell blow back From his first two books, what aged the best and what aged the worst? Favorite quotes, studies, and anecdotes? Today's Tipping Points, and much more Listen here The post Animal Spirits Re-Kindled: Malcolm Gladwell appeared first on The Irrelevant Investor.

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The Irrelevant Investor

OCTOBER 11, 2019

Articles The disposable income for all Americans rose nearly 75% between 1929 and 1950. By Ben Carlson July 4, 1933, is arguably the day that data visualization became a permanent part of mainstream media. By Priceonomics Active managers are still the ones who set market prices By Klement On Investing While I would place John in the top 5% of all people I have ever worked with, I would place Steve in the bottom third.

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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.

Banking

The Irrelevant Investor

OCTOBER 10, 2019

The Dow opened the 20th century trading at 68. It closed at 11,497, a 16,875% increase, which explodes to 1.8 million percent with dividends. But of course nobody got these returns, and the ones that achieved even a fraction of them had to endure unthinkable pain along the way. Consider that: The low in 1932 was the lowest prices of the 20th century.

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The Irrelevant Investor

OCTOBER 9, 2019

On today's show we discuss: How private equity won These unicorns could lost 80% or disappear Computers are running the market The IPO market The venture-backed IPO market Should your child get allowance? Sports Illustrated layoffs How low can unemployment go? Manhattan real estate The American household The cost of free Who reads books (survey) All eyes turn to Fidelity Listen here: Recommendations The Big Change Charts The post Animal Spirits: Winners of the Financial Crisis appeared first on

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The Irrelevant Investor

OCTOBER 9, 2019

In the most recent episode of What Are Your Thoughts, Josh said, "The Fed is managing stock market sentiment more than it's managing its mandate" [link] Fact check, maybe? I know people will see this quote as proof of something, but I really don't think this is controversial. I mean, why wouldn't he watch markets very carefully? There are plenty of investors who agree with Josh that the Fed's real mandate is stable (stock) prices.

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Brown Advisory

OCTOBER 9, 2019

2019 Annual Report | This Time Tomorrow achen Wed, 10/09/2019 - 10:00 We are pleased to share with you Brown Advisory’s 2019 annual report— This Time Tomorrow. The theme of this year’s report is our firm’s purpose, which we state most simply as “Raise the Future.” The future, and all that it represents, dominates our thinking, planning and goals. To raise the bar set by our clients’ expectations, we pursue ideas, strategies and services aimed at supporting their long-term and, often, evolving go

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Change is difficult, whether in our private or work life. However, without change, growth and learning are difficult not to mention keeping up with the market and staying competitive. We have all worked for or ourselves are the bosses that prefer to keep the status quo. We will discuss how to address the "change challenge" to enable you to be a changemaker and a graceful recipient of change.

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