The Irrelevant Investor

JUNE 18, 2020

Today's show is brought to you by Helios Quantitative. You can check them out here Listen here: On today's show we discuss: How financial advisors are leveraging Helios to focus on their core competency What's appealing about a quantitatively managed investment process How Helios teaches advisors about their investment strategies Links: Helios investment research Practice integration Advisor training Contact us at animalspiritspod@gmail.com with any feedback, recommendations, or questions.

Financial Advisor 52

Financial Advisor Investing Investments Management 52

Brown Advisory

JUNE 18, 2020

Brown Advisory 2020 Sustainability Report ajackson Thu, 06/18/2020 - 13:03 We are pleased to share Brown Advisory’s first corporate Sustainability Report. Our firm has had a long-term commitment to sustainability principles, and to the prosperity of our clients, colleagues, communities and society at large. We think we have demonstrated the importance of being a leader on these issues, and in recent years, we have recognized the need to raise the bar further—to expand our thinking and become mor

Fiduciary Duty 52

Fiduciary Duty Ethics Clients Education 52

The Irrelevant Investor

JUNE 18, 2020

The stock market falls because people want to sell and people want to sell because the stock market falls. Fidelity has the receipts. They showed that nearly one in five investors sold all of their stocks some time between February and May. Selling all of your stocks when the market is crashing is never a good idea. This isn't hindsight talking, this is just a fact.

Portfolio 52

Portfolio Marketing Marketing 52

Brown Advisory

JUNE 18, 2020

Brown Advisory 2020 Sustainability Report. ajackson. Thu, 06/18/2020 - 13:03. We are pleased to share Brown Advisory’s first corporate Sustainability Report. Our firm has had a long-term commitment to sustainability principles, and to the prosperity of our clients, colleagues, communities and society at large. We think we have demonstrated the importance of being a leader on these issues, and in recent years, we have recognized the need to raise the bar further—to expand our thinking and become

Fiduciary Duty 52

Fiduciary Duty Ethics Clients Education 52

Speaker: Amanda Adams, Fractional CFO, CPA

Are you ready to elevate your accounting processes for 2025? 🚀 Join us for an exclusive webinar led by Amanda Adams, 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

JUNE 17, 2020

On today’s show we discuss: Who's driving the stock market? It's Robinhood.No it's not.Maybe it is Matt Levine on Hertz Portnoy is having fun, and p **g people off CalPERS is turning to leverage to hit their bogey Private equity billionaires Doomscrolling Will the banks collapse? Probably not Instacart is valued at $14 billion The coming baby boom bust Joe Rogan got ripped off Listen here: Recommendations Next Charts: Tweets: [link] Contact us at animalspiritspod@gmail.com with any feedback, rec

Banking 52

Banking Marketing Marketing 52

The Irrelevant Investor

JUNE 14, 2020

Articles A company’s objective should not be simply to grow; it should be to grow such that it creates value. By Michael Mauboussin The world’s largest podcasters are sitting on oil By Andrew Wilkinson Las Vegas has reopened, and not just in Nevada. By Jason Zweig Being in this skin, there is no level of exceptionalism that can save you By Dasarte Yarnway When you grow up with certain advantages, their presence can be hard to notice.

Marketing 52

Marketing Marketing 52