The Irrelevant Investor

JUNE 17, 2016

“If you want to make God laugh, tell him about your plans.”- Woody Allen My mother passed away five years ago today. At just 56 years old, she was robbed of her future. I wasn't ready for her to go. But today I'm reminded that we are creatures of survival, that healing is in every fiber of our being. And although I'm still not ready to live the rest of my life without her, our mind and our body doesn't wait for us to be ready; it doesn't ask for our permission.

Planning 52

Planning 52

Brown Advisory

JUNE 16, 2016

Midyear Planning Tools for 2016. achen. Thu, 06/16/2016 - 15:22. As we write this letter, financial markets are grappling with plenty of controversy and uncertainty, from the aftershocks of the dramatic fall in oil prices, to the potential impact of a British exit from the EU, to the implications of the pending U.S. Presidential election. Yet despite a heavy dose of recent market volatility, the planning environment in 2016 is relatively stable.

Planning 52

Planning Taxes Assets Clients 52

The Irrelevant Investor

JUNE 15, 2016

The 1950s were a great time to be an investor. It was the only decade where stocks began at the lows and finished right near the highs. Furthermore, the total return on the S&P 500 was 486%, the strongest of any decade ever. But when looking at historical returns, we fail to see what really matters, which of course are investor returns. It's highly unlikely that they captured anywhere close to the 486% advance in the S&P 500.

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Sales Insurance Investing Investments 52