The Irrelevant Investor
OCTOBER 18, 2017
Stocks have been near all-time highs for a while now. The S&P 500 has gone 322 days without experiencing a 5% drawdown, colloquially known as a "pullback." Stocks haven't just been hanging out near all-time highs, they've been printing new ones daily. In 2017, 47 out of 201 sessions have closed at an all-time high. It's been a remarkably smooth ride.
Brown Advisory
OCTOBER 16, 2017
How We Advise Clients With Concentrated Positions achen Mon, 10/16/2017 - 10:00 “Strategic advice” is a very open-ended term, but when we use it, we have a specific meaning in mind. We think of our role in relatively simple terms: Our job is to listen to each of our clients, understand the unique nature of their challenges and aspirations, and then deliver effective and creative solutions that help them achieve their goals.
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The Irrelevant Investor
OCTOBER 17, 2017
There is a fine line between admiration and jealousy. We love watching people succeed, but not too much. It was easy to root for Tom Brady when he won his first Super Bowl. But outside of Patriots fans, was there a person in America that was rooting for him to win his fifth ? We love supporting the underdog until the underdog wins a championship and signs Kevin Durant.
The Irrelevant Investor
OCTOBER 16, 2017
A frequent question asked of podcast guests is, "What do you know now that you wish you knew twenty years ago?" Twenty years ago I was twelve, but five years ago I was buying stocks that were going down and shorting stocks that were going up. I wish I knew how foolish this was. I loathe talking to non-market people about investing because I don't know anything about their favorite stock, and the "what do you think about the markets" is a question for which I lack a satisfying answer.
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.
Brown Advisory
OCTOBER 16, 2017
Investment Planning Options achen Mon, 10/16/2017 - 10:24 The decision to sell or hold a concentrated position may sound simple, but these situations are often more complex than they appear. They require the investor to reconcile investment dynamics, tax considerations and a variety of subjective, emotional factors. Taxes are not the only reason that a client may want to hold onto a concentrated position—a holding may have understandable sentimental value based on family history, or it may have
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
Brown Advisory
OCTOBER 16, 2017
Philanthropic Options achen Mon, 10/16/2017 - 11:19 Philanthropic giving is an essential component of many of our clients’ long-term financial plans. A well-developed philanthropic strategy involves a great deal of planning; there is upfront work to prioritize specific causes and issues, followed by decisions on optimal giving structures. Finally—in keeping with the topic of this publication—there is the choice of which assets the client will donate.
Brown Advisory
OCTOBER 16, 2017
Building A Portfolio To Offset Position Risk achen Mon, 10/16/2017 - 11:53 For years, our firm has built equity strategies that fit squarely into traditional style boxes, like “U.S. large-cap growth” or “small-cap value.” But when our clients tell us what keeps them up at night, they don’t speak in terms of style boxes; they ask for things like income, protection against a market correction or (of particular relevance to this publication) a way to offset the risks of a large, concentrated stock
Brown Advisory
OCTOBER 16, 2017
How We Advise Clients With Concentrated Positions. achen. Mon, 10/16/2017 - 10:00. “Strategic advice” is a very open-ended term, but when we use it, we have a specific meaning in mind. We think of our role in relatively simple terms: Our job is to listen to each of our clients, understand the unique nature of their challenges and aspirations, and then deliver effective and creative solutions that help them achieve their goals.
Brown Advisory
OCTOBER 16, 2017
Investment Planning Options. achen. Mon, 10/16/2017 - 10:24. The decision to sell or hold a concentrated position may sound simple, but these situations are often more complex than they appear. They require the investor to reconcile investment dynamics, tax considerations and a variety of subjective, emotional factors. Taxes are not the only reason that a client may want to hold onto a concentrated position—a holding may have understandable sentimental value based on family history, or it may ha
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.
Brown Advisory
OCTOBER 16, 2017
Family Wealth Transfer Options. achen. Mon, 10/16/2017 - 10:49. Families can use a variety of strategies to reduce their estate tax burden. One of those is gifting assets from one generation to the next. By using various exemptions and exclusions, you can gift a certain amount of assets to your family members without triggering gift taxes, thereby reducing the size of your taxable estate.
Brown Advisory
OCTOBER 16, 2017
Philanthropic Options. achen. Mon, 10/16/2017 - 11:19. Philanthropic giving is an essential component of many of our clients’ long-term financial plans. A well-developed philanthropic strategy involves a great deal of planning; there is upfront work to prioritize specific causes and issues, followed by decisions on optimal giving structures. Finally—in keeping with the topic of this publication—there is the choice of which assets the client will donate.
Brown Advisory
OCTOBER 16, 2017
Building A Portfolio To Offset Position Risk. achen. Mon, 10/16/2017 - 11:53. For years, our firm has built equity strategies that fit squarely into traditional style boxes, like “U.S. large-cap growth” or “small-cap value.” But when our clients tell us what keeps them up at night, they don’t speak in terms of style boxes; they ask for things like income, protection against a market correction or (of particular relevance to this publication) a way to offset the risks of a large, concentrated sto
The Irrelevant Investor
OCTOBER 15, 2017
Articles In years when Finra’s fee revenue exceeds forecasts and investment gains are strong, the regulator can rebate fees paid by firms it regulates. It hasn’t done that since 2014. By Dave Michaels Telling the difference between patience and stubbornness is incredibly hard. By Morgan Housel This is why we do what we do. By Tony Isola Whenever an institutional portfolio runs into trouble it’s typically a governance issue more than investment strategy that causes the problems.
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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.
Brown Advisory
OCTOBER 15, 2017
Client Challenges & Solutions: Concentrated Position Management achen Mon, 10/16/2017 - 01:30
Brown Advisory
OCTOBER 15, 2017
Client Challenges & Solutions: Concentrated Position Management. achen. Mon, 10/16/2017 - 01:30.
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