Sat.Aug 01, 2020 - Fri.Aug 07, 2020

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Expect the Unexpected

The Irrelevant Investor

If you told me in March that in less than 100 trading days, the S&P 500 would be back near all-time highs, I would not have believed you. 2020 is teaching investors a lesson that should be apparent to all of us who watch the market closely; it is full of surprises. The best way to plan for surprises is to be ready for a wide range of outcomes. For example, when thinking about what stocks are going to do over the next ten years, there are four destinations, with an unlimited set of paths.

Economy 52
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Community Foundations: Challenges And Solutions

Brown Advisory

Community Foundations: Challenges And Solutions ajackson Wed, 08/05/2020 - 14:42 DOWNLOAD PDF On the surface, endowments and foundations are all pursuing similar goals, such as preservation of capital and ensuring income to cover spending needs. But if you look deeper, you will see that there are many different types of foundations, and that each of them faces unique challenges.

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The Sweet Spot

Mr. Money Mustache

“Success can get you to the top of a beautiful cliff, but then propel you right over the edge of it.” As a Mustachian, there’s a good chance that you are a bit of an overachiever. . Maybe you fought hard to get exceptional grades in school, or perhaps you have always dominated in your career or your Ultramarathon habit or your hobbies – or maybe all of the above. .

Medical 52
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How to Invite Connections to Follow Your LinkedIn Company Page (Video)

Indigo Marketing Agency

You have probably gotten a few emails by now inviting you to follow a company’s LinkedIn page. It is a new feature that LinkedIn released recently. Today we’re going to teach you how to invite people to follow your LinkedIn company page! It’s a quick three-step process that only takes a few minutes and can get more exposure for your content on LinkedIn.

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Less Stress, More Success: Accounting Best Practices & Processes for 2025

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.

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Animal Spirits: The Economics of Home Ownership

The Irrelevant Investor

Today's Animal Spirits is brought to you by NaviPlan by Advicent To learn more about how buying a plan works with financial planning software, hit this link On today's show we discuss The economics of owning a home Is it better to rent or buy? Closing costs are expensive Mortgage rates broken down by credit score How lenders think about debt-to-income ratios Trends in the housing market How to avoid PMI Different types and lengths of home loans Does it make sense to pay off your mortgage early?

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The Importance of Your Personal Brand as an Advisor

AdvisorPR

Often financial advisors don’t consider themselves as a “brand.” But whether you’re at a small financial planning firm or a large multinational firm, the brand a consumer evaluates largely centers around you individually. Sure, you have a company or team and a purposeful mission. Your team can likely (hopefully) recite your key messages of what you do and why you’re better than a competitor to prospective clients.

Clients 52
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What’s Driving the Price of Gold?

The Irrelevant Investor

Gold is a fickle asset. Because it doesn't produce any cash flows or earnings, it's price is ultimately driven by the story that investors are telling themselves. And this story, good bad or otherwise varies from person to person, depending on who you ask, and when you ask them. Some of the factors that can move the price of gold include but are not limited to*: Inflation expectations Actual inflation Real interest rates.

Assets 52
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Where’d All the Stocks Go?

The Irrelevant Investor

Fewer, but bigger. This describes the transformation that the U.S. stock market has undergone over the last few decades. There are fewer publicly listed companies today than there were in 1976. However, the average market cap for a publicly listed company today is over $10 billion, up from less than $700 million in 1976, adjusted for inflation. The enormous increase of the average U.S. company is driven by changes at opposite ends of the spectrum; The big are getting bigger, and the tiny ones ar

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Brown Advisory’s 2020 PRI Assessment Report

Brown Advisory

Brown Advisory’s 2020 PRI Assessment Report ajackson Tue, 08/04/2020 - 08:00 Brown Advisory has been a signatory to the PRI (Principles for Responsible Investment) since 2014. Each year, we complete a rigorous disclosure of our sustainable investing practices as part of our obligation as a signatory, and PRI in turn provides an evaluation of our practices and rates us relative to our peers in a variety of categories.

Assets 52
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Avoiding Lease Accounting Pitfalls in 2025: Lessons Learned from Spreadsheet Errors

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.

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Brown Advisory’s 2020 PRI Assessment Report

Brown Advisory

Brown Advisory’s 2020 PRI Assessment Report. ajackson. Tue, 08/04/2020 - 08:00. Brown Advisory has been a signatory to the PRI (Principles for Responsible Investment) since 2014. Each year, we complete a rigorous disclosure of our sustainable investing practices as part of our obligation as a signatory, and PRI in turn provides an evaluation of our practices and rates us relative to our peers in a variety of categories.

Assets 52
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The Most Lopsided Days

The Irrelevant Investor

The leaders have been powering this market higher for a long time. The distance between the generals and the soldiers, once thought to portend a market top, is as wide as it has ever been. Market participants have been having the same discussion for the last 5 years. At this point any chatter about lousy breadth sounds like boy who cried wolf talk, so please forgive me for going there again, because what happened last week is truly remarkable.

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These Are the Goods

The Irrelevant Investor

Articles We’re about to learn a whole lot about some questions no one ever thought to ask about only a few years ago! ( By Alex Danco) This is hygiene theater ( By Derek Thompson ) Now that work-from-home is the norm rather than the exception, more Americans may find themselves working gigs as independent consultants. ( By Blair duQuesnay ) The stock market is a video game that people play on their phones, and Kodak has racked up a high score ( By Matt Levine ) Many retail investors worship at t

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Do Technology Stocks Dominate?

The Irrelevant Investor

Hendrik Bessembinder, author of the widely cited "Do Stocks Outperform Treasury Bills?" , just published new research. In this four-part series, he examines characteristics of companies that have generated excess return for shareholders. All of them are worth reading, but what caught my attention in particular was part II, where he examines the commonly held idea that technology stocks dominate the market.

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Back to Basics with Reconciliations

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.

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We’ve Seen This Movie Before

The Irrelevant Investor

Ben wrote : Tech stocks are going crazy? Check IPOs are on fire? Check Retail day-trading is going bananas? Check People are proclaiming we’ve entered a “new” economy? Check Warren Buffett is getting mocked relentlessly? Check Investors are throwing money at unproven business models with no profits? Check Value stocks are getting crushed by growth stocks?

Retail 40
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Animal Spirits: The S&P 5

The Irrelevant Investor

Today’s Animal Spirits is brought to you by YCharts Mention Animal Spirits to receive 20% off when you initially sign up for the service On today’s show we discuss: Why bad breadth doesn't matter anymore Apple crushed it So much for that Facebook boycott Mark Zuckerberg's emails Microsoft is probably going to buy Tik Tok Kodak pharmaceuticals And the CEO stock options story Ben Hunt is angry, rightfully so Matt Levine breaking it down The Robinhood stampede into Kodak Ben is over Seth Klarma