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: Claire Grosjean
Finance teams are drowning in data—but is it actually helping them spend smarter? Without the right approach, excess spending, inefficiencies, and missed opportunities continue to drain profitability. While analytics offers powerful insights, financial intelligence requires more than just numbers—it takes the right blend of automation, strategy, and human expertise.
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
The Irrelevant Investor
OCTOBER 29, 2019
The Wall Street Journal recently ran two articles about the struggles of stock-picking hedge fund managers. Last week covered Jeffrey Vinik who is shutting down his fund just eight months after starting it, and today's story covered the twilight of the stock pickers. There are legitimate reasons that stock pickers have struggled; from low interest rates to growth over value and mega cap over everything else, but this is losing the forest for the trees.
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
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.
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.
Speaker: David Worrell, CFO, Author & Speaker
Your financial statements hold powerful insights—but are you truly paying attention? Many finance professionals focus on the income statement while overlooking key signals hidden in the balance sheet and cash flow statement. Understanding these numbers can unlock smarter decision-making, uncover risks, and drive long-term success. Join David Worrell, accomplished CFO, finance expert, and author, for an engaging, nontraditional take on reading financial statements.
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