The Irrelevant Investor

DECEMBER 21, 2018

Articles Two to three times more would be perfect. By Josh Brown We will be less wrong By Corey Hoffstein People who are rich just can’t accept that fact. If you’re rich, you can buy a lot of things, but on average you can’t buy above-average performance. By Jason Zweig The most successful active funds over the long term weren't persistent By Jeffrey Ptak Expectation and reality diverge quite often By Nick Maggiulli Investors tend to believe that not only is their home country a safer place to i

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Wealth Pilgrim

DECEMBER 21, 2018

Let’s say you need cash ASAP to pay off high-cost credit card debt or complete a pet project. You need the money but you don’t want to pay through the nose for the finances. You already know that if you need a loan there are many alternatives. Which is the best source? Where can you […]. The post Can Upgrade Personal Loans Really Cut Your Credit Card Interest Rates?

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Brown Advisory

DECEMBER 19, 2018

2018 Impact Report: Large-Cap Sustainable Growth Strategy ajackson Wed, 12/19/2018 - 11:16 A Letter of Introduction From The Portfolio Managers Brown Advisory is deeply committed to sustainable investing, with the goal of helping our clients generate attractive investment returns, align their investments with their values and make a positive impact on society with their capital.

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The Irrelevant Investor

DECEMBER 21, 2018

The NASDAQ 100 just had its worst week since 2008. Every stock in the index finished in the red. Twenty-one fell at least 10%. There wasn't a single -2% day in the S&P 500 from October 2016 through January 2018. There have been 7 over the last 60 sessions Something interesting has been going on the past six months that a lot of investors aren't aware of.

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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

DECEMBER 20, 2018

As is usually the case, most stocks are doing worse than the index. While the S&P 500 is mired in a 15% drawdown (as of yesterday's close), the median stock is 23.5% below its 52-week high. Looking within the S&P 500 (as of yesterday's close, data from YCharts), things have gotten ugly out there. There are more stocks 50% below their 52-week high (21) than stocks within 5% of their 52-week high (18). 40% of S&P 500 stocks (black/gray) remain within 20% of their 52-week highs.

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The Irrelevant Investor

DECEMBER 19, 2018

Below are the total annual returns for the S&P 500 over the past nine calendar years. Nine consecutive years of calendar gains is terrific, but I don't feel any comfort in writing this so I doubt you feel any comfort in reading it I could show you a million stats about how accommodating the market has been over the last few years but right now context doesn't help because we don't care where stocks came from, we worry about where they might be going.

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Brown Advisory

DECEMBER 19, 2018

2018 Impact Report: Large-Cap Sustainable Growth Strategy. ajackson. Wed, 12/19/2018 - 11:16. A Letter of Introduction From The Portfolio Managers. . Brown Advisory is deeply committed to sustainable investing, with the goal of helping our clients generate attractive investment returns, align their investments with their values and make a positive impact on society with their capital.

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The Irrelevant Investor

DECEMBER 17, 2018

Ben Graham once said, "Nearly everyone interested in common stocks wants to be told by someone else what he thinks the market is going to do. The demand being there, it must be supplied." Over the weekend, Barron's obliged. As is always the case, strategists see stocks going higher next year, with the average price target at 2974, which is 17% above where the S&P 500 closed on Monday.

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The Irrelevant Investor

DECEMBER 16, 2018

Today's Animal Spirits Talk Your Book is presented by iShares On today's episode, we discuss: Is market cap weighting really sub-optimal? Can factor investing replace old-school active management? Why should investors bother diversifying internationally? S&P envy. Structuring a multi-factor portfolio. Finding unicorn stocks in a multi-factor model.

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Speaker: Abdi Ali, Sr. Lease Accounting Consultant

Join this insightful webinar with industry expert Abdi Ali, who will discuss the challenges that can arise from managing lease accounting with spreadsheets! He will share real-world examples of errors, compliance issues, and risks that may be present within your spreadsheets. Learn how these tools, while useful, can sometimes lead to inefficiencies that affect your time, resources, and peace of mind.

Accounting

The Irrelevant Investor

DECEMBER 16, 2018

Articles because someone sold it to them By Blair duQuesnay If you’ve only recently begun accumulating material levels of assets, I virtually guarantee your tolerance for risk is nowhere near as high as you believe it to be. By Fat Tailed There’s too much to learn and not enough time. By Khe Hy The power of compounding when saving for college trumps even the world-beating investment returns.

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