The Irrelevant Investor

AUGUST 1, 2019

The current environment has been a challenging one for value investors. The bottom decile of value stocks, whether you're looking at EV/EBITDA, P/FCF, P/E or whatever, have produced returns that badly lagged the overall market. The chart below shows that value, defined here by book-to-market, is in its longest drawdown ever, by far. I know you're probably tired of reading the same things over and over, but I think this piece from GMO, Risk and Premium: A Tale of Value is worth taking the time.

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Brown Advisory

AUGUST 1, 2019

The Long Game: Roth Conversions & Legacy Planning ajackson Thu, 08/01/2019 - 14:51 Legacy planning is all about transferring wealth to descendants as efficiently as possible. So it may be surprising to hear that a Roth IRA—a vehicle ostensibly intended for retirement income—can be a powerful mechanism for next-generation wealth transfer. Indeed, a Roth conversion has the potential to generate greater wealth than a traditional IRA during an individual’s or couple’s lifetime, and it can play a mea

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Brown Advisory

AUGUST 1, 2019

The Long Game: Roth Conversions & Legacy Planning. ajackson. Thu, 08/01/2019 - 14:51. Legacy planning is all about transferring wealth to descendants as efficiently as possible. So it may be surprising to hear that a Roth IRA—a vehicle ostensibly intended for retirement income—can be a powerful mechanism for next-generation wealth transfer. Indeed, a Roth conversion has the potential to generate greater wealth than a traditional IRA during an individual’s or couple’s lifetime, and it can play a

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The Irrelevant Investor

JULY 31, 2019

On today's show we discuss Is it a bad idea to borrow money from my friend? (yes) Bird is raising more money And ScootScoop is taking their products You should only own the best stocks Do global stocks outperform US treasury bills? Passive investing is causing a market bubble, but not in stocks you'd expect Portfolios look alike $3.6 trillion of the S&P 500 is indexed Minivans are so 2005 The U.S. dollar is on borrowed time Robinhood is raising money at a $7.6 billion valuation Betterment ev

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Speaker: Duke Heninger, Partner and Fractional CFO at Ampleo & Creator of CFO System

Are you ready to elevate your accounting processes for 2025? 🚀 Join us for an exclusive webinar led by Duke Heninger, 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.

Accounting

The Irrelevant Investor

JULY 30, 2019

Jason Zweig and Andrea Fuller pulled no punches yesterday in their piece, Looking for a Financial Planner? The Go-To Website Often Omits Red Flags. The TL:DR is that the company behind the CFP certification, a designation that ought to signal trust and competence to consumers, has let some people with a checkered history use their letters. For example, the Journal uncovered that more than 60 Certified Financial Planners filed for bankruptcy within the past decade.

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