The Irrelevant Investor
DECEMBER 2, 2015
It's one thing to call a trade, it's another thing entirely to profit off that call. First, there's the issue of timing. Then you have to be able to execute; when to get in, press your bet, take profits, etc. The excerpt below is from Gregory Zuckerman's The Greatest Trade Ever (emphasis mine). Investment advisor Peter Schiff seemed in an ideal position to benefit from real estate troubles.
Brown Advisory
DECEMBER 2, 2015
Ensuring Legacies Last. achen. Wed, 12/02/2015 - 10:29. Heirs who are unprepared for an inheritance may find that a big windfall can quickly become a mixed blessing. An essential step in estate planning is making sure beneficiaries know all the responsibilities and challenges that accompany the management of increasing wealth. When an aging parent with an air-tight estate plan fails to prepare heirs for an inheritance, an act of kindness runs a high risk of backfire.
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The Irrelevant Investor
DECEMBER 2, 2015
Long before Jim Cramer's record was being dissected, Alfred Cowles was skeptical of the claims made by stock market pundits. Cowles, who later founded the Cowles Foundation for Research and Economics , spent years working on a paper published in 1933, "Can Stock Market Forecasters Forecast? His mission: "It seemed a plausible assumption that if we could demonstrate the existence in individuals or organizations of the ability to foretell the elusive fluctuations, either of particular stocks, or
Brown Advisory
DECEMBER 2, 2015
Anchoring Expectations. achen. Wed, 12/02/2015 - 12:50. Stock market corrections can prompt investors to impulse selling or other moves that are often harmful to their long-term financial well-being. By walking through four steps with a client, we can refocus his or her mindset on the fundamental issues that help safeguard financial stability and achieve steady outperformance.
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Brown Advisory
DECEMBER 2, 2015
Diamonds In The Rough. achen. Wed, 12/02/2015 - 12:58. Weak commodity prices and flagging emerging market economies have dimmed the outlook for energy and metals companies, and are shaking up the high-yield bond market. Through conservative, bottom-up analysis, we are taking advantage of current market dynamics to buy attractively priced debt in companies with solid revenues and limited vulnerability to an economic downturn.
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The Irrelevant Investor
NOVEMBER 30, 2015
I tend to be on the skeptical side when it comes to investing based on seasonal trends. I'm almost always of the mind that less is more and seasonality encourages more decision making, not less. Making changes to your portfolio based on this type of study would probably not be in your best interest when taking into consideration taxes, transaction costs, and most importantly, the cost of being wrong.
Brown Advisory
DECEMBER 2, 2015
Off the Beaten Trail. achen. Wed, 12/02/2015 - 13:46. Investors should expect the market swings of 2015 to carry over into the new year, driven largely by concerns over weak global growth. We are recommending that clients consider high-yield bonds and other asset classes that can offer the prospect of solid gains that diverge from the path of traditional stocks and bonds.
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