Mr. Money Mustache
JANUARY 29, 2021
So, I kind of just bought the house next door to me. We’ve already gotten straight into the renovations with a symbolic first step: a new front door. This is already somewhat amazing, for a small-town boy who refuses to even buy himself a new car. But even stranger are the details that surround this deal: I’m not moving into it. I don’t really need or want a second house.
Brown Advisory
JANUARY 28, 2021
Brown Advisory Global Leaders Strategy: Ted Seides interviews Mick Dillon jharrison Fri, 01/29/2021 - 00:00 In this podcast, Ted Seides of Capital Allocators interviews Portfolio Manager Mick Dillon. They discuss the Global Leaders strategy in detail, as well as how Mick came to be an investor, his experience in the industry and lessons learned along the way.
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Cordant Wealth Partners
JANUARY 28, 2021
Article Summary & Key Points. Employees of what was formerly Mentor Graphics, now Siemens, may find that they are eligible for Siemens’ Deferred Compensation Plan (DCP) and wonder if they should defer their salary and/or bonus into the plan. In this article, we lay out 4-steps to consider as you evaluate this decision: Why Defer? The Benefits of Deferred Compensation.
The Irrelevant Investor
JANUARY 28, 2021
When Wall Streeters take advantage of the system, it's called capitalism, but when outsiders do it, it's called manipulation. This is where the narrative has been over the past 48 hours. At the heart of the debate is a question about what's right and wrong: how can there be more shares are sold short than are outstanding. Over the past two days, I've seen variations of the following question: "How is this even possible, and how is this legal?
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.
Brown Advisory
JANUARY 28, 2021
Brown Advisory Global Leaders Strategy: Ted Seides interviews Mick Dillon. jharrison. Fri, 01/29/2021 - 00:00. In this podcast, Ted Seides of Capital Allocators interviews Portfolio Manager Mick Dillon. They discuss the Global Leaders strategy in detail, as well as how Mick came to be an investor, his experience in the industry and lessons learned along the way.
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
Brown Advisory
JANUARY 28, 2021
2020 Impact Report: Large-Cap Sustainable Growth Strategy ajackson Thu, 01/28/2021 - 15:09 A Letter of Introduction From The Portfolio Managers At Brown Advisory, we are deeply committed to sustainable investing. Our firm managed more than $16 billion* in client assets under various sustainable investment mandates for individuals, families and institutions, as of Dec. 31, 2020.
Brown Advisory
JANUARY 28, 2021
2020 Impact Report: Tax-Exempt Sustainable Fixed Income Strategy ajackson Thu, 01/28/2021 - 15:15 A Letter of Introduction From The Portfolio Managers At Brown Advisory, we are deeply committed to sustainable investing. Our firm managed more than $16 billion* in client assets under various sustainable investment mandates for individuals, families and institutions, as of Dec. 31, 2020.
Brown Advisory
JANUARY 28, 2021
2020 Impact Report: Sustainable Core Fixed Income Strategy. ajackson. Thu, 01/28/2021 - 12:56. . A Letter of Introduction From The Portfolio Managers. At Brown Advisory, we are deeply committed to sustainable investing. Our firm managed more than $16 billion* in client assets under various sustainable investment mandates for individuals, families and institutions, as of Dec. 31, 2020.
Brown Advisory
JANUARY 28, 2021
2020 Summary Report on Engagement. ajackson. Thu, 01/28/2021 - 13:19. . We are pleased to present our 2020 Summary Report on Engagement, which contains an overview of our ESG-related engagement activity throughout the past year, and offers a view into the issues where we have focused our engagement efforts. We regularly interact, or “engage,” with various stakeholders who have an interest in the equity and fixed income securities we hold, including the companies and issuers themselves.
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.
Brown Advisory
JANUARY 28, 2021
2020 Impact Report: Large-Cap Sustainable Growth Strategy. ajackson. Thu, 01/28/2021 - 15:09. . A Letter of Introduction From The Portfolio Managers. At Brown Advisory, we are deeply committed to sustainable investing. Our firm managed more than $16 billion* in client assets under various sustainable investment mandates for individuals, families and institutions, as of Dec. 31, 2020.
Brown Advisory
JANUARY 28, 2021
2020 Impact Report: Tax-Exempt Sustainable Fixed Income Strategy. ajackson. Thu, 01/28/2021 - 15:15. . A Letter of Introduction From The Portfolio Managers. At Brown Advisory, we are deeply committed to sustainable investing. Our firm managed more than $16 billion* in client assets under various sustainable investment mandates for individuals, families and institutions, as of Dec. 31, 2020.
The Irrelevant Investor
JANUARY 25, 2021
Today was one of the most exciting days in the stock market for as long as I can remember. Shortly after the opening bell this morning, a basket of the 11 most shorted stocks were up 100%. Markets that are moving like this can make somebody's year or ruin somebody's life. This type of environment is fertile ground for blogging, so if you'll indulge me, I want to take a second to discuss a few timeless lessons that we can learn from all of this.
The Irrelevant Investor
JANUARY 26, 2021
I laid out this theory a few weeks back that the stock market is causing the bubbles. Gains from Apple are moving into Tesla. Gains from Tesla are moving into ARKK. Gains from ARKK are moving into SPACs. Gains from SPACs are moving into EV stocks. Flies are feeding on an oversized elephant and then having giant baby flies who are having giant baby flies and on and on we go.
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Join us in this webinar, where we share best practices on how to think about the reconciliation work each month, when best to do reconciliations, how they should be prepared, and some common pitfalls to avoid. Learning Objectives: This course objective is to understand how to properly prepare and review balance sheet reconciliations and its impact on the financial statements.
The Irrelevant Investor
JANUARY 24, 2021
Articles It’s easier to predict what will happen, it turns out, than when it will happen (By Ahmed Elbakari, Tom Macky, and Igor Vasilachi) Save like a pessimist and invest like an optimist (By Morgan Housel) The markets have brought me to panic and fear on many occasions but mostly they bring me joy (By Howard Lindzon) ETFs are positioned to overtake mutual funds (By John Rekenthaler) Regret can be more painful than loss itself (By Phil Pearlman) Private equity finances large swathes of the mod
The Irrelevant Investor
JANUARY 23, 2021
"You ever hear of Jumia?" "No," I said as I punched up the chart. "HOLY S**T!" "Crazy, right? It's supposed to be the Amazon of Africa. I bought a few thousand shares three weeks ago in the 20s, and now it's close to 50." This was a very real conversation I had on December 22nd with a family member. Take a look at this chart, and you'll see why I responded the way I did.
The Irrelevant Investor
JANUARY 27, 2021
Today's Animal Spirits is brought to you by Interactive Brokers. On today’s show we discuss: Investing in a bubble Klarman is angry (Here he is in 2010 talking about the Fed) Corey Hoffstein on Odd Lots Corey on structural changes in the market The juxtaposition of AAII and WSB is remarkable The trading numbers at the big custodians is off the charts An epic short squeeze Hedge funds getting squeezed Short sellers lost $1.6 billion in GameStop WSB owns 5.8% of GameStop GameStop YOLO update GameS
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