The Irrelevant Investor

JULY 10, 2020

If there was a way to protect your portfolio from periodic blowups like the one earlier this year, would you want it? Of course you would, but so would everybody else. And because there is such a strong desire for this type of insurance, the eventual payoff might not be worth it if the premiums that you pay along the way are too expensive. AQR took a closer look at tail risk hedging strategies and showed that: Over the 35 years or so where we have good index option data, OTM put prices were set

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Yardley Wealth Management

JULY 10, 2020

The post Is Financial Planning a Pandemic Necessity? appeared first on Yardley Wealth Management, LLC. Is Financial Planning a Pandemic Necessity? By Michael Garry Yardley Wealth Management . Financial Planning magazine just released their annual tech survey and a corresponding article: Tech Survey 2020: Advisors losing faith in planning software.

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Financial Planning Planning Wealth Management Estate Planning 40

Brown Advisory

JULY 7, 2020

The Materiality of The "S" In ESG ajackson Tue, 07/07/2020 - 17:28 Environmental, social, and governance (ESG) research among institutional investors has historically focused mostly on the “E” and the “G,” leaving social issues as somewhat of a forgotten middle child. Investors have concentrated on quantifiable environmental targets such as carbon emissions, and on best governance practices for compensation and board composition; meanwhile, social investment risks—especially risks related to rac

Ethics 52

Ethics Investing Investments Government 52

The Irrelevant Investor

JULY 9, 2020

For a few years now, people have been comparing the rise of mega cap tech stocks to the late 90s. I think these comparisons are somewhat misguided. I wrote those words in June 2018, adding "The gains have been extraordinary over the past five years, with Facebook, Apple, Amazon, Microsoft and Google growing from$1.2 trillion to near $4 trillion." Fast forward to today and the gains have been extra extraordinary, growing from $4 trillion to $6.5 trillion.

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Speaker: Igli Laci, Strategic Finance Leader

In today’s competitive market, pricing is more than just a number — it’s the cornerstone of profitability. The right pricing strategy ensures that you capture the true value of your offering, paving the way for sustainable growth and long-term success. Join Igli Laci, Strategic Finance Leader, in this exclusive session where he will explore how a well-crafted pricing approach balances customer perception with business objectives, creating a powerful tool for securing both competitive advantage a

Numbers

The Irrelevant Investor

JULY 7, 2020

Today’s Animal Spirits is brought to you by YCharts Mention Animal Spirits to receive 20% off when you initially sign up for the service On today’s show we discuss: The record home sales fall in Manhattan Remote work is hurting San Francisco real estate Tesla might enter the S&P 500. Or it might not. JP Morgan's Guide to the Markets Berkshire is firing the water pistol John Paulson is calling it quits Gary Shilling sees a 30-40% decline on the horizon The likelihood of a business dying b

Education 52

Education Financial Advisor Sales Marketing 52

Yardley Wealth Management

JULY 7, 2020

The post Mindset Mastery Podcast by NAPFA: “Anything is Possible” with Michael Garry appeared first on Yardley Wealth Management, LLC. Mindset Mastery Podcast by NAPFA: “Anything is Possible” with Michael Garry. This past month, I had the honor of being interviewed by Marie Swift for the NAPFA Mindset Mastery podcast about life lessons learned from completing an IRONMAN Triathlon.

Wealth Management 40

Wealth Management Estate Planning Fee Only License 40

Brown Advisory

JULY 7, 2020

The Materiality of The "S" In ESG. ajackson. Tue, 07/07/2020 - 17:28. Environmental, social, and governance (ESG) research among institutional investors has historically focused mostly on the “E” and the “G,” leaving social issues as somewhat of a forgotten middle child. Investors have concentrated on quantifiable environmental targets such as carbon emissions, and on best governance practices for compensation and board composition; meanwhile, social investment risks—especially risks related to

Ethics 52

Ethics Investing Investments Government 52