Nerd's Eye View

MAY 2, 2025

a ski chalet), assessing whether it will lead to greater overall wellbeing, or, alternatively, more stress, is more challenging Enjoy the 'light' reading!

Financial Planner 179

Financial Planner CFP Financial Advisor Retirement 179

Brown Advisory

DECEMBER 5, 2016

Dune Thorne is a partner, portfolio manager and head of the Boston office at Brown Advisory, where she helps families and nonprofits develop financial and investment plans to align with their long-term goals.

Nonprofit 52

Nonprofit Portfolio Management Investment Planning Planning 52

The Irrelevant Investor

FEBRUARY 8, 2016

The S&P 500 closed at a 52-week low on January 20th for the first time since 2011. Because of the permanent uncertainty in markets, it's so important to have an investment plan in place. Last week I took a look at how stocks did in the year they made a 52-week low.

Investment Planning 52

Investment Planning Banking Planning Marketing 52

Carson Wealth

MARCH 11, 2024

Near bear markets in 2011 and 2018, a 100-year pandemic bear market in 2020 and then another bear market in 2022 made it anything but an easy 15 years. Yet, longer-term investors have once again been rewarded for sticking to their investment plans. But it wasn’t a straight line higher. We had many scares along the way.

Marketing 97

Marketing Marketing Economy Retirement 97

Truemind Capital

SEPTEMBER 13, 2021

You can look at the forecasted return vs actual return till 2011. And also, the majority of us lack the patience to implement logical investment plans with discipline. Without patience and discipline, long-term investment success is just a mirage. Global markets are very closely intertwined with each other.

Marketing 52

Marketing Marketing Valuation Retail 52

Sara Grillo

AUGUST 14, 2023

Rostad is president of the Institute for the Fiduciary Standard , a not for profit think tank formed in 2011. The Institute exists to preserve, protect and defend fiduciary principles in investment advice, wealth management and financial planning. Knut Rostad Knut A. Lee holds a Ph.D.

Financial Advisor 52

Financial Advisor Fiduciary Duty Insurance Financial Advice 52

The Irrelevant Investor

OCTOBER 20, 2015

Munger - Peter Kaufman, 2005 All About Asset Allocation - Rick Ferri, 2006 Your Money And Your Brain - Jason Zweig, 2007 Bailout Nation - Barry Ritholtz, 2009 The Big Short - Michael Lewis, 2010 The Quants - Scott Patterson, 2010 More Money Than God - Sebastian Mallaby, 2010 The Most Important Thing - Howard Marks, 2011 Backstage Wall Street - Josh (..)

Investments 52

Investments Investing Asset Allocation Investment Planning 52