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.

Sales 52

Sales Marketing Marketing 52

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

Planning 52

Planning Distribution Taxes Accounting 52

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

Planning 52

Planning Distribution Taxes Accounting 52

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

Valuation 52

Valuation Portfolio Investing Investments 52

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

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.

Financial Services 52

Financial Services Certified Financial Planner Financial Planner Certification 52

The Irrelevant Investor

JULY 28, 2019

Articles The market for unwavering, rock-solid opinions is bigger than the market for weighted probabilities. By Morgan Housel There are many unpredictable variables regarding investing, the truth shouldn’t be one of them. By Tony Isola Since 1899, more than 3.6 million people have died in traffic accidents in the United States, and more than eighty million have been injured By Nathan Heller It kind of goes without saying, that if you would have invested in one of the biggest, most successful co

Investing 52

Investing Investments Marketing Marketing 52