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.
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?
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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.
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.
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
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.
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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.
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.
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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.
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.
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.
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 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
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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
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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