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.

Marketing 52

Marketing Marketing Accounting Portfolio 52

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.

Clients 52

Clients Portfolio Planning Education 52

The Irrelevant Investor

FEBRUARY 15, 2017

It's generally accepted that the current bull market began in March of 2009, which means that stocks have been running for 2002 trading days. I'm not on board with this line of thinking. Forget the first point, that the bull started at the lows in 2009, as opposed to 2013 when the 2007 highs were taken out. Rather, I'm talking about the idea that this bull has been running for eight straight years.

Marketing 52

Marketing Marketing Transportation Numbers 52

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.

Valuation 52

Valuation Commission Sales Retirement 52

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.

Accounting

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.

Clients 52

Clients Portfolio Planning Education 52