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Adviser links: the authenticity of human connection

Abnormal Returns

Podcasts Stephen Clapham talks with Beth Lilly about value investing and managing a family office. podcasts.apple.com) Q&As A Q&A with Larry Swedroe about valuations and private credit. podcasts.apple.com) Q&As A Q&A with Larry Swedroe about valuations and private credit. Most people in finance are not doing it.

Valuation 188
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March Madness: Final Four Investing Bracket 2024

Dear Mr. Market

My Portfolio Guide, LLC was the first investment firm to publish a March Madness investing bracket where we share our picks and match them up against each other. For example, a #1 seeded investment could lose right out of the gate just as a #12 could potentially win it all.

Investing 105
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#FA Success Ep 339: Resetting The Business For Its Next Stage Of Growth After Hitting The 10-Year Capacity Wall, With Eric Roberge

Nerd's Eye View

In this episode, we talk in-depth about how, in 2022, Eric and his wife Kali faced a tumultuous year the firm dipped from $600,000 to $500,000 of revenue run rate in just the first few months and because it coincided with the arrival of their first child they didn’t have the bandwidth and capacity to adapt, how, to help with capacity constraints, (..)

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Good Preparation Leads to a Good Audit Experience: What to Expect from Your Investment Advisor

Brown Advisory

Good Preparation Leads to a Good Audit Experience: What to Expect from Your Investment Advisor mhannan Wed, 04/20/2022 - 06:03 After an extended period of strong returns that began in 2009, many not-for-profit (NFP) organizations find themselves increasingly challenged to earn the traditional target of an inflation-adjusted 5% annual spending rate.

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10 Friday AM Reads

The Big Picture

Slate ) • Extreme Heat Is Deadlier Than Hurricanes, Floods and Tornadoes Combined : When dangerous heat waves hit cities, better risk communication could save lives. Slate ) • Extreme Heat Is Deadlier Than Hurricanes, Floods and Tornadoes Combined : When dangerous heat waves hit cities, better risk communication could save lives.

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Weekly Market Insights – February 26, 2024

Cornerstone Financial Advisory

Nvidia’s market cap rose by $277 billion on the news, pushing it to a $2 trillion valuation. WDAY), Zoom Video Communications, Inc. (ZM) Investing involves risks, and investment decisions should be based on your own goals, time horizon, and tolerance for risk. Individuals cannot directly invest in unmanaged indexes.

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Private Credit Outshines Many High-Valuation Stocks, Bonds

Brown Advisory

Private Credit Outshines Many High-Valuation Stocks, Bonds. With interest rates at record lows and many publicly traded bonds and stocks approaching historically high valuations, private credit has become increasingly attractive to investors because of its total return prospects, steady income and role in diversification.