The Irrelevant Investor
NOVEMBER 1, 2019
The majority of stocks have lifetime returns that are less than that of one-month treasuries. The best performing 4% of stocks were responsible for all of the wealth created in the stock market from 1926 through 2018. This information comes from Hendrik Bessembinder's Do Stocks Outperform Treasury Bills? A lot of people use this information, rightly so in my opinion, as the case to hold cap-weighted indexes.
Indigo Marketing Agency
NOVEMBER 1, 2019
It’s been a long and winding road that led me to create Indigo Marketing Agency. I know how important financial advisors are in the lives of their clients because my dad is a financial advisor. I created this firm because I know advisors like you are busy and they need help with their marketing so they can serve more people. Here’s why I created my firm and what we do to help advisors like you!
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Brown Advisory
NOVEMBER 1, 2019
2019 Year-End Planning Letter. ajackson. Fri, 11/01/2019 - 13:44. Each year, we send a letter to clients to help guide year-end planning discussions and to offer ideas for them to consider with their other advisors. Our goal in year-end discussions is to ensure that client plans are updated as needed, based on changing external conditions as well as the client’s circumstances, so that we stay on track to deliver the long-term outcomes that each client seeks.
Midstream Marketing
OCTOBER 27, 2019
One of the major points that I’ve been telling my wealth management and financial planning clients for years is that, almost more so than any other industry, theirs is a business that lives and dies on trust. You’re not just trying to help someone make better decisions – you’re literally trying to get them to trust you to secure their financial future.
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.
The Irrelevant Investor
OCTOBER 30, 2019
Today’s Animal Spirits is brought to you by YCharts. Mention Animal Spirits to receive 20% off (*New YCharts users only) On today’s show we discuss The least amount of bulls in 20 years Some data on buybacks Mortgaging the future over and over and over The alternative to buybacks (this is so good) Facebook news, lol Remaking American capitalism Hollywood and China Explaining rotten tomatoes ( a video explanation ) How to get a better deal from real estate agents The economic case for paternity
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The Irrelevant Investor
OCTOBER 28, 2019
On today's Animal Spirits Talk Your Book, we talk with the great Eddy Elfenbein. Topics discussed Eddy's blog The buy list The ETF The Elfenbein theory to explain the entire stock market Listen here Follow us on Facebook , Instagram , and YouTube. Check out our t-shirts, stickers, coffee mugs, and other swag here. Subscribe here: iTunes Android Google Play Stitcher Spotify The post Animal Spirits Talk Your Book: Crossing Wall Street appeared first on The Irrelevant Investor.
The Irrelevant Investor
OCTOBER 28, 2019
The S&P 500 is about to open at an all-time high. Here are some numbers: This will be the 777th intra-day all-time high since 1982* All-time highs have happened on just over 8% of all days The average 1-year return is 10.2%. The average 1-year return following an all-time high is 11.5%. This does not include dividends So everyone is bullish right?
Brown Advisory
OCTOBER 28, 2019
Healthy Returns: Sustainable Investing in the Health Care Sector ajackson Mon, 10/28/2019 - 14:59 Our Large-Cap Sustainable Growth portfolio managers discuss how they have approached the health care sector as sustainable investors. Some of the most compelling investments over the next decades, in our view, will be in companies that help solve some of society’s thorniest challenges—resource scarcity, chronic health crises, access to clean water and climate change, to name a few.
Brown Advisory
OCTOBER 28, 2019
Healthy Returns: Sustainable Investing in the Health Care Sector. ajackson. Mon, 10/28/2019 - 14:59. Our Large-Cap Sustainable Growth portfolio managers discuss how they have approached the health care sector as sustainable investors. Some of the most compelling investments over the next decades, in our view, will be in companies that help solve some of society’s thorniest challenges—resource scarcity, chronic health crises, access to clean water and climate change, to name a few.
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.
The Irrelevant Investor
OCTOBER 27, 2019
Articles A lot of things do not revert to the mean. By Morgan Housel How can more money cause problems By Blair duQuesnay If you are an aspiring influencer your number one goal should be to look for a different career. By Ramp Capital The hardest part about owning a concentrated portfolio isn’t financial risk but thinking about your positions too much.
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