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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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

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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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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: 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

JULY 7, 2020

This stat from @SentimentTrader blew me away: "The S&P 500 fund, SPY, has been up at least 0.5% for 5 straight days. That's tied for the longest streak since its inception." I wasn't taken aback because of how strong the markets have been recently, but that streak of five days sounded really small to me. I almost couldn't believe it was right. But after looking at the data, the shock wore off.

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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

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.

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