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The first edition of the Journal of Portfolio Management opened with an article from its founder and editor, the great Peter Bernstein. In What this Journal is About , he wrote: The maiden issue of this Journal appears at a critical time for our profession. The dismal of record of portfolio management over the past five years needs no elaboration.Our profession probably receives a wider variety of information from more sources than any other group in the world.
2018 Impact Report: Sustainable Core Fixed Income Strategy ajackson Mon, 11/26/2018 - 08:01 A Letter of Introduction From The Portfolio Managers Brown Advisory is deeply committed to sustainable investing. As of Sept. 30, 2018, our firm managed approximately $4.1 billion* in client assets under various sustainable investment mandates for individuals, families and institutions.
On this week's Animal Spirits, we discuss: The truth about the content business How much should you charge? Option selling When cash outperforms everything Nothing is making money this year The private equity pillage This is a weird story Is a recession coming? Recommendations Factfulness Banana The Next Millionaire Next Door Joe Rogan and Jake the Snake Marc Maron and Michael Douglas Listen here: Charts mentioned: Tweets mentioned: [link] [link] The post Animal Spirits: Passive Income appeared
ETFs are having a bad year. Wait a minute, "ETFs are having a bad year?" That doesn't make any sense. There are ETFs that track a stock index There are ETFs that invest in commodities. There are ETFs that invest in emerging market stocks with low volatility. These investment vehicles come in all different shapes and all different sizes. General statements like "ETFs are having a bad year" lack any meaning.
Where are top advisors focusing in 2025? AcquireUp’s 2025 Industry Index reveals it all. Based on insights from 200+ financial professionals nationwide, discover why 74% say seminars and referrals deliver the best ROI, how automation is helping advisors scale faster, and why only 8% are tapping into niche marketing (a major growth opportunity!). Whether you're refining your client acquisition strategy or scaling your practice, this report gives you the real-world data, benchmarks, and action ste
The bear market of 1969 absolutely wrecked small stocks. In just 17 months, they lost 56% of their value, leaving investors once bitten, twice shy. People saw how quickly smaller companies could lose their value, so they turned to a new group of "one decision" stocks. These were blue-chips that had such high growth prospects that no price was too high to pay.
2018 Impact Report: Sustainable Core Fixed Income Strategy. ajackson. Mon, 11/26/2018 - 08:01. A Letter of Introduction From The Portfolio Managers. . Brown Advisory is deeply committed to sustainable investing. As of Sept. 30, 2018, our firm managed approximately $4.1 billion* in client assets under various sustainable investment mandates for individuals, families and institutions.
Articles If your investments are encumbered by loans and debt, you’re not going to be able to withstand many tackles. By Josh Brown The only way to distinguish between theory and practice is to test yourself and understand your biases By Nick Maggiulli Most of the engine noise we hear today is just for show. By Brendan Mullooly More choice means less standardization By Ben Carlson Good writing flashes between the concrete and the abstract By Jason Zweig Podcasts The easiest thing in the world to
Articles If your investments are encumbered by loans and debt, you’re not going to be able to withstand many tackles. By Josh Brown The only way to distinguish between theory and practice is to test yourself and understand your biases By Nick Maggiulli Most of the engine noise we hear today is just for show. By Brendan Mullooly More choice means less standardization By Ben Carlson Good writing flashes between the concrete and the abstract By Jason Zweig Podcasts The easiest thing in the world to
There has been a lot written this year about the shrinking public stock market. Two of the more common reasons provided are the rise and depth of private markets as well as regulations making it more costly to come public. There is a new paper out, Technological Disruptiveness and the Evolution of IPOs and Sell-Outs , that takes a different approach to answer this question.
In August 2017 I wrote "This will be my last post on the CAPE ratio." I made it 16 months, which means I pretty much kept my word. I was listening to Invest Like the Best when Cliff Asness said, "You do not want to make a career trying to beat the stock market based on whether it is cheap or expensive." This sent me back to the drawing board. There are no universal agreements as to what makes something cheap or expensive, but if you'll indulge me for a minute, I'll try to quantify this very b
Investment Perspectives | Diversification ajackson Tue, 11/20/2018 - 08:45 Last month’s sudden stock market “correction” serves as a vivid reminder that prices can move down at least as easily as they move up. While some investors were mystified by the severity of the pullback in the absence of meaningful incremental news, others argued that the pullback was long overdue, given the extended rally in what now has become the longest-running bull market in modern history.
Investment Perspectives | Diversification. ajackson. Tue, 11/20/2018 - 08:45. Last month’s sudden stock market “correction” serves as a vivid reminder that prices can move down at least as easily as they move up. While some investors were mystified by the severity of the pullback in the absence of meaningful incremental news, others argued that the pullback was long overdue, given the extended rally in what now has become the longest-running bull market in modern history.
Speaker: Claire Grosjean, Global Finance & Operations Executive
Finance teams are drowning in data—but is it actually helping them spend smarter? Without the right approach, excess spending, inefficiencies, and missed opportunities continue to drain profitability. While analytics offers powerful insights, financial intelligence requires more than just numbers—it takes the right blend of automation, strategy, and human expertise.
Articles Real income for the bottom 20% of wage-earners grew by a nearly identical amount as the top 5% from 1950 to 1980. By Morgan Housel People need to believe in something By Nick Maggiulli Sam’s entire family has terrible luck when it comes to the timing of their retirement. By Ben Carlson You are what you consume By David Perell Misleading stock tips By Jamie Catherwood The merry-go-round of psychological torture By Corey Hoffstein We need to find other ways to get people to give us a try
Things were going well for crude oil in 2018. After a few rough years, it was looking to deliver a double digit return, with a 27% gain through early October. The black gold hit nearly $77 a barrel, reaching its highest level in four years. But then, with no warning and without an apology, it swiftly fell 16% from its highs and finished the month with a -11.8% return.
On this week's Animal Spirits, we discuss $1,000 a month, no strings attached Universal basic income is ahead of its time Are quants facing a crisis of confidence? Hedge fund bloodbath Survey of the week Robinhood has to make money somehow Million dollar neighborhoods The decline in youth sports Banks have a lot of data Listen here Recommendations Fifty Inventions That Shaped the Modern Economy Gridiron Genius Charts mentioned The post Animal Spirits: How to Create the Perfect Fund appeared firs
Every time there is an article about buy and hold investing, somebody inevitably is in the comment section with "now show Japan." This is often used as the knee-jerk response to people like myself, who believe that buying and holding should be the default setting for most people with most of their money. Japan experienced one of the most spectacular stock market bubbles of all time.
Your financial statements hold powerful insights—but are you truly paying attention? Many finance professionals focus on the income statement while overlooking key signals hidden in the balance sheet and cash flow statement. Understanding these numbers can unlock smarter decision-making, uncover risks, and drive long-term success. Join David Worrell, accomplished CFO, finance expert, and author, for an engaging, nontraditional take on reading financial statements.
Private Credit: A Surprisingly All-Weather Asset Class. ajackson. Thu, 11/08/2018 - 09:35. Private credit has experienced a post-recession boom, but with rates rising steadily and default risk possibly increasing as well, some view the asset class with caution. We think differently about private credit. We believe that the “big tent” of private credit has something to offer investors at nearly all phases of the credit cycle.
On this week's Animal Spirits, we discuss: How close are we to the next bear market? Midterm election years Tech CEOs lost money Bonds for the long run 3 in 10 Americans consider themselves financially healthy (survey) Headline mismatch How much money should you charge? Berkshire's getting into FinTech More student loan talk.This guy literally moved to a jungle to avoid his student-loan debt Social media sucks for a lot of teenagers Listen here Charts mentioned Recommendations Our spirit animal
I was eating a bagel this weekend when my wife said to me, "I can't believe you like their tuna, it's really fishy." I hadn't noticed, but she was right, it was fishy. I hate fish. I'll have tuna on a bagel, but would never order tuna in a restaurant. The reason why I suffer from taste bud dissonance is pretty simple, I've had tuna fish on a bagel since I was a child.
Larry Page and Sergey Brin are are largely responsible for the fact that most noobwhale investors stumble across value investing early on in their journey. If you Google " best investing books ," The Intelligent Investor is right at the top of the list. What jumps right off the cover is a quote from Warren Buffett- "By far the best book on investing ever written.
Automation is transforming finance but without strong financial oversight it can introduce more risk than reward. From missed discrepancies to strained vendor relationships, accounts payable automation needs a human touch to deliver lasting value. This session is your playbook to get automation right. We’ll explore how to balance speed with control, boost decision-making through human-machine collaboration, and unlock ROI with fewer errors, stronger fraud prevention, and smoother operations.
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2018 Year-End Planning Letter. ajackson. Wed, 11/28/2018 - 08:38. Each year, we send a letter to clients to help guide our year-end planning discussions with them and to offer ideas for them to consider with their other advisors. Our goal in year-end discussions is to ensure that client plans are updated as needed, based on changing external conditions as well as the client’s circumstances, so that we stay on track to deliver the long-term outcomes that each client seeks.
Bubbles and Crises: Twenty Years of Lessons Learned ajackson Wed, 11/14/2018 - 10:25 Chief Investment Officer Paul Chew reflects on his experiences during past market disruptions, and how those lessons inform his thinking today. Last month, I was co-hosting one of our firm’s daily Morning Meetings with Jacob Hodes, our firm’s head of private equity.
Bubbles and Crises: Twenty Years of Lessons Learned. ajackson. Wed, 11/14/2018 - 10:25. Chief Investment Officer Paul Chew reflects on his experiences during past market disruptions, and how those lessons inform his thinking today. Last month, I was co-hosting one of our firm’s daily Morning Meetings with Jacob Hodes, our firm’s head of private equity.
Based off SkyStem's popular e-Book, the book of secrets to the month-end close will be revealed in this one-hour webinar. Learn leading practices when it comes to building a strong and sustainable month-end close that has room to grow and evolve. Learn about the power of precise estimates, why reconciliations are critical to closing the books, how and when to automate, and how the chart of accounts play into your close process.
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This week's Animal Spirits is presented by J.P. Morgan Asset Management On today's show, we discuss: The 401(k) turns 40 years old The automatic 401(k) transfer Asking the right questions Ben's morning routine Retirees have regrets Why the American dream is dying People don't finish books Druck says Listen here Charts mentioned Tweets mentioned [link] Recommendations Holy Ghost Who is Michael Ovitz?
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