The Irrelevant Investor

NOVEMBER 30, 2018

The first edition of the Journal of Portfolio Management opened with an article from its founder and editor, the great Peter Bernstein. In What this Journal is About , he wrote: The maiden issue of this Journal appears at a critical time for our profession. The dismal of record of portfolio management over the past five years needs no elaboration.Our profession probably receives a wider variety of information from more sources than any other group in the world.

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Portfolio Management Portfolio Government Management 52

Brown Advisory

NOVEMBER 28, 2018

2018 Year-End Planning Letter. ajackson. Wed, 11/28/2018 - 08:38. Each year, we send a letter to clients to help guide our year-end planning discussions with them and to offer ideas for them to consider with their other advisors. Our goal in year-end discussions is to ensure that client plans are updated as needed, based on changing external conditions as well as the client’s circumstances, so that we stay on track to deliver the long-term outcomes that each client seeks.

Planning 52

Planning Taxes Clients Estate Planning 52

The Irrelevant Investor

NOVEMBER 28, 2018

On this week's Animal Spirits, we discuss: The truth about the content business How much should you charge? Option selling When cash outperforms everything Nothing is making money this year The private equity pillage This is a weird story Is a recession coming? Recommendations Factfulness Banana The Next Millionaire Next Door Joe Rogan and Jake the Snake Marc Maron and Michael Douglas Listen here: Charts mentioned: Tweets mentioned: [link] [link] The post Animal Spirits: Passive Income appeared

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The Irrelevant Investor

NOVEMBER 27, 2018

ETFs are having a bad year. Wait a minute, "ETFs are having a bad year?" That doesn't make any sense. There are ETFs that track a stock index There are ETFs that invest in commodities. There are ETFs that invest in emerging market stocks with low volatility. These investment vehicles come in all different shapes and all different sizes. General statements like "ETFs are having a bad year" lack any meaning.

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Food Investing Investments Marketing 52

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

The Irrelevant Investor

NOVEMBER 26, 2018

The bear market of 1969 absolutely wrecked small stocks. In just 17 months, they lost 56% of their value, leaving investors once bitten, twice shy. People saw how quickly smaller companies could lose their value, so they turned to a new group of "one decision" stocks. These were blue-chips that had such high growth prospects that no price was too high to pay.

Marketing 52

Marketing Marketing 52

Brown Advisory

NOVEMBER 26, 2018

2018 Impact Report: Sustainable Core Fixed Income Strategy. ajackson. Mon, 11/26/2018 - 08:01. A Letter of Introduction From The Portfolio Managers. . Brown Advisory is deeply committed to sustainable investing. As of Sept. 30, 2018, our firm managed approximately $4.1 billion* in client assets under various sustainable investment mandates for individuals, families and institutions.

Portfolio Management 52

Portfolio Management Portfolio Clients Management 52

The Irrelevant Investor

NOVEMBER 25, 2018

Articles If your investments are encumbered by loans and debt, you’re not going to be able to withstand many tackles. By Josh Brown The only way to distinguish between theory and practice is to test yourself and understand your biases By Nick Maggiulli Most of the engine noise we hear today is just for show. By Brendan Mullooly More choice means less standardization By Ben Carlson Good writing flashes between the concrete and the abstract By Jason Zweig Podcasts The easiest thing in the world to

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Engineering Investing Investments 52