The Irrelevant Investor

JUNE 20, 2019

Think all the way back to the end of May. The S&P 500 had just experienced a 6% monthly loss for the third time in eight months. The stock market had made zero progress since January of the previous year. It was looking like tariffs would soon be raining down on Mexico. The global economy was decelerating. With all of this going on, there was little reason to expect what was about to happen next.In the thirteen trading days since the end of May, the S&P 500 is up almost 8%, and once agai

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Risk Management Portfolio Management Economy 52

Brown Advisory

JUNE 19, 2019

Late-Cycle Investing: MBS Offer Attractive Income and Downside Protection. ajackson. Wed, 06/19/2019 - 09:00. With the daily stream of “7th inning” and “fourth quarter” articles about the current economic cycle, it is hard to avoid warnings in the media about the potential for a downturn and/or recession. There are some warning signs, to be sure, such as an inverted yield curve, tight labor markets, and a slowing housing market, but there are also other factors—such as modest household leverage,

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Investing Investments Clients Government 52

The Irrelevant Investor

JUNE 17, 2019

According to TechCrunch , 151 private companies around the world passed the $1 billion valuation mark in 2018. Collectively, they managed to raise a whopping $135 billion. Where do these unicorns go? Last year, 39 had initial public offerings and another 14 were acquired. All told, 144 companies have seen exits, with 68% going public and the other 32% being acquired.

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Valuation Retail Accounting Management 52

The Irrelevant Investor

JUNE 18, 2019

We get a lot of the same questions for people who are new to investing: What is the first thing a beginning investor should do? Where should I open my first investment account? How should I pick stocks or funds? What should I be reading or listening to? What should my asset allocation be? So we decided to make a video to help these noobs. If you know anybody who you think this might help, please pass it along.

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Asset Allocation Accounting Assets Investing 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 16, 2019

Mention Animal Spirits to receive 20% off (*New YCharts users only) Stories Discussed Unicorns are back, not that they ever left Mary Meeker's internet trends Ben has some (plagiarized) thoughts on the future of retirement Is the personal finance industry a scam? When is the social security IPO? A positive take on social security Lime's one year report (have not read yet) Are RVs the canary in the coal mine?

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Retirement 52

The Irrelevant Investor

JUNE 15, 2019

Vanguard is out with a new monster research report called How America Saves. There are more than 100 million Americans with a defined contribution plan, holding more than $7.5 trillion in assets. Vanguard did a study at the DC plans on their platform, which has more than 5 million participants. Here are some of their key findings. One of the biggest changes in 401(k) plans over the last fifteen years has been the explosion of target-date funds.

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The Irrelevant Investor

JUNE 19, 2019

Some people just are who they are and know it at a very young age. Others take longer to develop into the person they're going to become. I was in this latter group. A few weeks ago I looked at this through the lens of a question that's become very popular lately: " What do you know now that you wish you knew twenty years ago ?" I argued that what you know now wouldn't have helped your younger self because who you are today isn't who you were yesterday.

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Planning 52

The Irrelevant Investor

JUNE 15, 2019

Articles Lines on charts become lines on people’s faces in this game By Josh Brown In a liquid market with continuous pricing, all losses are permanent. By Drew Dickson There’s a saying in Texas – if you don’t like the weather just wait a little while By Blair duQuesnay You should have $1,000,000 before you buy a new Beamer or a Benz. By Jared Dillian It's important that investors keep up with current developments and those that will shape the future.

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