Fri.Apr 29, 2022

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Sell in May and Go Away?

Dear Mr. Market

Dear Mr. Market: Does the old stock market adage of “sell in May and go away” make sense? We’ve actually written about this one spring about nine years ago where we actually advocated taking some chips off the table, however it had less to do with a cute stock market rhyme and more due to profit taking. Where are we at now going into May and is this allegedly poor seasonal time of year appropriate to sell or perhaps not?

Assets 52
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The Better Letter: The Culture of Charade

The Better Letter

The classic 1963 American romantic comedy thriller, Charade , produced and directed by Stanley Donen, and featuring an all-star cast including Cary Grant, Audrey Hepburn, Walter Matthau, James Coburn, and George Kennedy, will be playing under the stars this weekend here in San Diego. The week’s TBL will feature charade in a different context plus some follow-up to last week’s missive.

Media 52
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Behind Every Great Advisor is an Even Greater Operations Team, Find Out Why | Hubly

Hubly

Hubly analyzed 60,000+ workflows managed by 100+ RIA firms and discovered that the majority of tasks and workflows are completed by back office employees.

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How do you measure the performance of the Internal Audit function?

Norman Marks

One metric stands out when it comes to assessing the performance of the CAE and his or her team: the satisfaction of their primary customer, the audit committee of the board. Second to that, and frankly not far apart in its effects on the longevity and mental health of the CAE, is the satisfaction of […].

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Live Demo: How to Achieve Reconciliation Zen

Speaker: Nancy Wu, Head of Sales and Customer Success at SkyStem

Automation generally supercharges any process and brings its value to the forefront. See how infusing automation such as ART (our month-end close solution), into your close can get you to the next level of closing. We will share a live demo of SkyStem's solution, ART and share the key elements of month-end close automation. Through ART, we'll take a look at: What month-end close automation entails Which process steps can and should be automated Benefits of achieving process automation, and Why i

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Nowhere to Hide

The Irrelevant Investor

It's been a rough start for the year in the stock market. To find a worse performance through the end of April, you have to go all the way back to 1970. It's also by far the worst start to the year for the bond market, going back to 1990 (h/t Jim Bianco). This has been a painful environment, to say the least. It's not the depth of the declines that are hurting, it's that it's happening in stocks and bonds at the same time.