The Irrelevant Investor
FEBRUARY 26, 2021
Today's Animal Spirits is brought to you by Direxion. For more information, you can visit their site here On today's show we discuss: The Moonshot Innovators ETF The companies that are changing the world How this differs from what Ark is going Where this fits into an investor's portfolio, and much more Listen here: Investor Resources: Remote work stocks.
Mauldin Economics
FEBRUARY 26, 2021
Many analysts contend that current stock valuations resemble the dot-com era. You can see it visually at CurrentMarketValuation.com. Some highlights… The classic “Buffett Indicator” certainly seems to be in nosebleed territory. Notice that the valuations in 1966, the beginning of a long-term bear market, were also high. Source: CurrentMarketValuation.com Then there is the ever-popular price-to-earnings ratio.
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Brown Advisory
FEBRUARY 26, 2021
2021 Asset Allocation Perspectives and Outlook. jharrison. Fri, 02/26/2021 - 13:22. Each year, our Investment Solutions Group (ISG) assess the current investment landscape and discuss how we are positioning client portfolios. Download the full report >. We are pleased to share Brown Advisory’s 2021 Investment Solutions Group (ISG) Annual Outlook report.
Indigo Marketing Agency
FEBRUARY 24, 2021
Who are you called to serve? The answer to this question should be at the very heart of your marketing message. When I went to business school and studied marketing, the biggest takeaway I learned was that those who are intimately aware of their clients’ needs are the ones who become the best marketers and reach the most people. I expand on this concept even more in the short video below.
Speaker: Erroll Amacker
As businesses increasingly adopt automation, finance leaders must navigate the delicate balance between technology and human expertise. This webinar explores the critical role of human oversight in accounts payable (AP) automation and how a people-centric approach can drive better financial performance. Join us for an insightful discussion on how integrating human expertise into automated workflows enhances decision-making, reduces fraud risks, strengthens vendor relationships, and accelerates R
The Irrelevant Investor
FEBRUARY 26, 2021
If you went into a laboratory to build a gold price optimizer, you would want a couple of things. A falling dollar Rising inflation expectations Money printing Central bank balance sheets expanding Fiscal deficits increasing Political turmoil All of these things were in place over the last few months, and yet gold has done the opposite of what you expected it to do.
C2P Enterprises
FEBRUARY 23, 2021
On this month’s Rainmaker Multiplier OnDemand episode, Jason sits down with business partner, Don Chamberlin, to discuss different approaches to finding and adding the right advisors who are a good fit to become rainmakers for your firm. For the last two years, Don’s office has been the top office with C2P, doing the most amount [.]. The post 3 Steps for Finding Future Rainmakers for Your Company appeared first on Clarity 2 Prosperity.
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
Clever Girl Finance
FEBRUARY 22, 2021
You may have a big have a goal you want to achieve or an upcoming financial obligation and you need to figure out how to save money fast. I should know, I was once a thousand dollars short for my tuition and had less than a month before the college I attended dropped me from my classes. I was able to figure it out, but that one lesson in circumstances changing at any time has stayed with me even as an adult.
The Irrelevant Investor
FEBRUARY 25, 2021
The past decade has been one of endless prosperity. At least in risk assets. Since 2011, the S&P 500 has gained nearly 300%. The return on certain individual securities makes the overall stock market look like a savings account. Over the same time, Apple and Amazon have gained more than one thousand percent. Netflix more than two thousand percent.
Indigo Marketing Agency
FEBRUARY 22, 2021
There are tons of advisors out there who still send their clients market commentaries each week like clockwork. (I know because I’m on several of these email lists and see the same commentaries sent out dozens of times.) Today, I want to challenge the assumption that market commentaries are a good use of your time. Watch the 3-minute video as I talk about: Why market commentaries confuse your clients and do more harm than good Why you should take the “quality over quantity” approach and focus
Brown Advisory
FEBRUARY 23, 2021
The Timeline of a U.S. Expat, Part 1: Pre-arrival. jharrison. Tue, 02/23/2021 - 05:15. In this series of articles, we will discuss the timeline of a U.S. expat living in the U.K. — from pre-arrival all the way to lifetime resident. Each article will outline the challenges and planning opportunities to consider during each step of the journey. U.S. citizens are in the unenviable position of being taxed on their worldwide income and gains.
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Based off SkyStem's popular e-Book, the book of secrets to the month-end close will be revealed in this one-hour webinar. Learn leading practices when it comes to building a strong and sustainable month-end close that has room to grow and evolve. Learn about the power of precise estimates, why reconciliations are critical to closing the books, how and when to automate, and how the chart of accounts play into your close process.
Mauldin Economics
FEBRUARY 26, 2021
I just talked with one of the most successful hedge fund managers in the country (in terms of returns over the last four years). He will not allow me to use his name. But I can tell you he is a raging bull. He believes the stimulus that we already had plus what we will get—coupled with a major infrastructure bill, plus extraordinarily easy monetary policy, combined with significant new technology innovations—adds up to a new bull market.
The Irrelevant Investor
FEBRUARY 24, 2021
Last year was the worst one on record for value stocks. It's no wonder that one of the questions that came up over and over again was, "Is value investing dead?" You've probably noticed that value investing has been the opposite of dead for a while now. In fact, small value stocks have more than doubled since the low last year. Yes, I'm cherry-picking.
The Irrelevant Investor
FEBRUARY 23, 2021
If the stock market had a mantra, it would be "buy the dip." Today, millions of market participants repeated this over and over again. Today, the S&P 500 was down nearly 2% at its low point, but it stormed a late comeback to finish positive. This sort of move has happened on 121 other occasions since 1970, or 1% of all days. But what's more interesting than how often they happen is where they happen.
The Irrelevant Investor
FEBRUARY 23, 2021
Today’s Animal Spirits is brought to you by DPL Financial Partners We spoke to David Lau a few weeks ago about how they work with advisors. Check out the whole show here. On today’s show we discuss : Packy's latest on the creator economy What is NBA Top Shot? Michael Burry sold his GameStop stock in the fourth quarter Where to donate for Texas What are NFTs?
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Like being inches from the end zone, many advisors are frustratingly close to their next level of success. You work hard. You put in the hours. But if your closing rate is stuck or your pipeline feels like a revolving door… something has to change. Most advisors are just one small shift away from dramatically increasing their revenue. The difference?
The Irrelevant Investor
FEBRUARY 21, 2021
I want to share a quick story on how investor appetite changes. Today we're going to be looking at USMV, the iShares min-vol factor ETF. From the launch in late 2011 up through February of last year, money poured in, passing $40 billion. It was one of the top 20 ETFs by assets. The story was a good one. Equity returns with a smoother ride. And it worked.The standard deviation was 10%, compared with 17% for the S&P 500.
The Irrelevant Investor
FEBRUARY 20, 2021
Articles In the public markets in the 2010s, the $1 trillion market cap was the four-minute mile. (By Packy McCormick) Value strategies outperform because investors overreact to long-term trends, whereas momentum is driven by an underreaction to new information (By Daniel Sotiroff) The optimal approach when it comes to making decisions isn’t to blindly follow the base rate, but to respect it (By Nick Maggiulli) The risk-free rate is zero and, as a result, no one has any care or concern for curre
Mauldin Economics
FEBRUARY 24, 2021
Fed Chairman Jerome Powell believes the US unemployment rate, officially at 6.3% in January, is clearly understated. That rate is likely closer to 10%, if they include those who left the labor force because of the pandemic. That isn't the only data in need of adjusting. Just look at the Labor Department’s business birth/death estimates. Those are aspirational.
The Irrelevant Investor
FEBRUARY 22, 2021
What I'm about to write is going to sound incredibly stupid. Some of it also might not be factually accurate, as I'm still very much a NoobWhale. If you want to learn more, I suggest you start here , here , or here. Also, this is definitely 100% not investment advice. Terms and conditions , etc. I'm participating in the early days of a mania for the first time in my life.
Speaker: Aaron Berson
Managing spend is more than a cost cutting exercise – it's a pathway to smarter decisions that unlock efficiency and drive growth. By understanding and refining the spending process, financial leaders can empower their organizations to achieve more with less. Explore the art of balancing financial control with operational growth. From uncovering hidden inefficiencies to designing workflows that scale your business, we’ll share strategies to align your organization’s spending with its strategic g
Brown Advisory
FEBRUARY 26, 2021
Policy Impact: How New Initiatives in Washington Intersect with ESG Portfolios jharrison Fri, 02/26/2021 - 05:00 Recently, Erika Pagel , CIO of Sustainable Investing, and Elizabeth Hiss , Sustainable Investment Analyst, spoke with Susan Traver , Senior Advisor, about how new initiatives in Washington D.C. may intersect with ESG portfolios. The incoming Biden Administration has pledged a dramatically different environmental strategy from its predecessor and is prepared to execute this ambitious a
Brown Advisory
FEBRUARY 26, 2021
Policy Impact: How New Initiatives in Washington Intersect with ESG Portfolios. jharrison. Fri, 02/26/2021 - 05:00. Recently, Erika Pagel , CIO of Sustainable Investing, and Elizabeth Hiss , Sustainable Investment Analyst, spoke with Susan Traver , Senior Advisor, about how new initiatives in Washington D.C. may intersect with ESG portfolios. The incoming Biden Administration has pledged a dramatically different environmental strategy from its predecessor and is prepared to execute this ambitiou
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