This site uses cookies to improve your experience. To help us insure we adhere to various privacy regulations, please select your country/region of residence. If you do not select a country, we will assume you are from the United States. Select your Cookie Settings or view our Privacy Policy and Terms of Use.
Cookie Settings
Cookies and similar technologies are used on this website for proper function of the website, for tracking performance analytics and for marketing purposes. We and some of our third-party providers may use cookie data for various purposes. Please review the cookie settings below and choose your preference.
Used for the proper function of the website
Used for monitoring website traffic and interactions
Cookie Settings
Cookies and similar technologies are used on this website for proper function of the website, for tracking performance analytics and for marketing purposes. We and some of our third-party providers may use cookie data for various purposes. Please review the cookie settings below and choose your preference.
Strictly Necessary: Used for the proper function of the website
Performance/Analytics: Used for monitoring website traffic and interactions
Add Julian Robertson and Howard Marks to the long list of billionaires that are less than optimistic about the future. All the reasons they cite are unfortunately very compelling, but pessimists always sound intelligent. You can probably count on one hand the number of investors that were actually able to capitalize on their pessimism. But let's say all these billionaires are right and U.S. stocks will in fact experience lower returns going forward.
Falling Interest Rates Trigger Investor Hunger For Yield achen Mon, 09/12/2016 - 03:00 The rush by investors had all the hallmarks of a bond market panic. When the U.K. voted on June 23 to leave the European Union, yields on the benchmark 10-year Treasury note plunged to a record low of 1.32%. Yet fear that the EU will unravel was not the only impulse driving investors.
"When everyone believes something is risky, their unwillingness to buy usually reduces its price to the point where it's not risky at all. Broadly negative opinion can make it the least risky thing, since all optimism has been driven out of its price." This Howard Marks quote is the perfect way to describe what's happened with biotech stocks this year.
Defense Industry Stocks Gain Amid Rising Global Tension achen Mon, 09/12/2016 - 04:00 Forget the Machiavellian notion that the best defense is a strong offense. Amid persistent instability in geopolitics and global finance, an investor in equities can both limit risk and find opportunity with a targeted stake in the defense industry. An investment in defense contractors—which tend to perform independently of economic growth—provides diversification that could help buffer a portfolio against setb
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
Sustainable Investing Special Edition September 2016 achen Mon, 09/12/2016 - 07:07 In this issue: From our CEO: How We Help Clients Build Sustainable Portfolios Mike Hankin, Brown Advisory President and CEO, describes a framework for helping clients incorporate their values into their investment portfolios. By Michael D. Hankin, Chief Executive Officer ⚑ Sustainable Investing Investors Seeking Sustainability Gain Confidence Through Screening By screening their portfolios, investors align their a
From our CEO: How We Help Clients Build Sustainable Portfolios achen Mon, 09/12/2016 - 08:16 Last year, we published our first special edition of The Advisory focused on sustainable investing. At the time I wrote that our firm was fully committed to helping clients sort through an array of choices in sustainable investing, and to developing a tailored approach for each client—one that best fits their long-term goals.
Diving Deep: Achieving Outperformance By Using Environmental Research achen Mon, 09/12/2016 - 10:22 ARM Holdings rose to dominance among makers of smartphone microprocessors by focusing on energy efficiency rather than pure computational power and speed. WhiteWave Foods has grown faster than its more conventional rivals because of its commitment to producing organic, healthful and minimally processed foods.
Diving Deep: Achieving Outperformance By Using Environmental Research achen Mon, 09/12/2016 - 10:22 ARM Holdings rose to dominance among makers of smartphone microprocessors by focusing on energy efficiency rather than pure computational power and speed. WhiteWave Foods has grown faster than its more conventional rivals because of its commitment to producing organic, healthful and minimally processed foods.
Five Ways to Invest That Make the World a Better Place achen Mon, 09/12/2016 - 11:11 Henry David Thoreau did not live to see the rise of impact investing, but he captured the spirit of it with a simple insight—“Goodness is the only investment that never fails.” Impact investors align their assets behind their advocacy, whether it be for advances in environmental stewardship, human livelihood or public policy.
Case Studies Show Sustainable Investing Yields Varied Benefits achen Mon, 09/12/2016 - 12:31 Nurturing Well-Being Through Sustainable Investing Nancy Klavans is hardly a newcomer to the idea of backing projects that improve the lives of others. Since 1991 the Germeshausen Foundation created by Nancy’s parents, Polly and Ken Germeshausen, has made innovative grants linking different fields including education, the arts, sustainability, religion and peace- building.
Falling Interest Rates Trigger Investor Hunger For Yield. achen. Mon, 09/12/2016 - 03:00. The rush by investors had all the hallmarks of a bond market panic. When the U.K. voted on June 23 to leave the European Union, yields on the benchmark 10-year Treasury note plunged to a record low of 1.32%. Yet fear that the EU will unravel was not the only impulse driving investors.
Defense Industry Stocks Gain Amid Rising Global Tension. achen. Mon, 09/12/2016 - 04:00. Forget the Machiavellian notion that the best defense is a strong offense. Amid persistent instability in geopolitics and global finance, an investor in equities can both limit risk and find opportunity with a targeted stake in the defense industry. An investment in defense contractors—which tend to perform independently of economic growth—provides diversification that could help buffer a portfolio against s
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.
Private Credit Outshines Many High-Valuation Stocks, Bonds. achen. Mon, 09/12/2016 - 05:00. Sometimes it pays for investors to find sources of income outside the conventional public channels for fixed income securities. Take private credit, for example. 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
Sustainable Investing Special Edition September 2016. achen. Mon, 09/12/2016 - 07:07. In this issue: From our CEO: How We Help Clients Build Sustainable Portfolios Mike Hankin, Brown Advisory President and CEO, describes a framework for helping clients incorporate their values into their investment portfolios. By Michael D. Hankin, Chief Executive Officer ?
From our CEO: How We Help Clients Build Sustainable Portfolios. achen. Mon, 09/12/2016 - 08:16. Last year, we published our first special edition of The Advisory focused on sustainable investing. At the time I wrote that our firm was fully committed to helping clients sort through an array of choices in sustainable investing, and to developing a tailored approach for each client—one that best fits their long-term goals.
Diving Deep: Achieving Outperformance By Using Environmental Research. achen. Mon, 09/12/2016 - 10:22. ARM Holdings rose to dominance among makers of smartphone microprocessors by focusing on energy efficiency rather than pure computational power and speed. WhiteWave Foods has grown faster than its more conventional rivals because of its commitment to producing organic, healthful and minimally processed foods.
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.
Five Ways to Invest That Make the World a Better Place. achen. Mon, 09/12/2016 - 11:11. Henry David Thoreau did not live to see the rise of impact investing, but he captured the spirit of it with a simple insight—“Goodness is the only investment that never fails.”. Impact investors align their assets behind their advocacy, whether it be for advances in environmental stewardship, human livelihood or public policy.
Case Studies Show Sustainable Investing Yields Varied Benefits. achen. Mon, 09/12/2016 - 12:31. Nurturing Well-Being Through Sustainable Investing. Nancy Klavans is hardly a newcomer to the idea of backing projects that improve the lives of others. Since 1991 the Germeshausen Foundation created by Nancy’s parents, Polly and Ken Germeshausen, has made innovative grants linking different fields including education, the arts, sustainability, religion and peace- building.
September 2016 Insights on Markets and Investments achen Mon, 09/12/2016 - 01:00 In this issue: Investors Facing Rising Risks Need Solid Defense, Savvy Offense Increasing political and economic risk during the past year has widened the range of possible positive and negative scenarios for financial markets. Consequently, investors need to build a solid defensive position while seizing opportunities that arise amid the instability.
Investors Facing Rising Risks Need Solid Defense, Savvy Offense achen Mon, 09/12/2016 - 02:00 As rising economic and political risk fuels market volatility worldwide, investors need to maintain adequate liquidity, stability and diversification to shield against any protracted economic downturn. At the same time, they should be alert to the investment opportunities that emerge amid turbulence, knowing that companies create value, and innovation and entrepreneurship generate wealth, even amid seve
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.
September 2016 Insights on Markets and Investments. achen. Mon, 09/12/2016 - 01:00. In this issue: Investors Facing Rising Risks Need Solid Defense, Savvy Offense Increasing political and economic risk during the past year has widened the range of possible positive and negative scenarios for financial markets. Consequently, investors need to build a solid defensive position while seizing opportunities that arise amid the instability.
Investors Facing Rising Risks Need Solid Defense, Savvy Offense. achen. Mon, 09/12/2016 - 02:00. As rising economic and political risk fuels market volatility worldwide, investors need to maintain adequate liquidity, stability and diversification to shield against any protracted economic downturn. At the same time, they should be alert to the investment opportunities that emerge amid turbulence, knowing that companies create value, and innovation and entrepreneurship generate wealth, even amid s
Professional football players today bear little resemblance to the ones who suited up in the past. In the 1920s, the average offensive lineman- the biggest guys on the field- were 6'0 tall and 211 pounds. To put that in perspective, Odell Beckham, a smallish wide receiver is 5'11 and weighs 200 pounds. Source: Business Insider As NFL players grow bigger, stronger and faster, the standard deviation of play has decreased over time.
What if Walter White was played by Matthew Broderick and not Bryan Cranston? What if Phil Jackson sent Kobe Bryant to the Pistons for Grant Hill? What if free agent Tim Duncan signed with the Magic in 2000? It's safe to say that Breaking Bad would not have won 110 Emmy awards without Bryan Cranston, and the Spurs and Lakers would not have won a combined eight championships from 2000-2010 without Kobe or Duncan.
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.
Global Leaders Investment Letter - Q3 2016 ajackson Fri, 09/30/2016 - 09:50 Global Leaders Strategy Investment Letter - Q3 2016 In this letter the team discuss the current environment of higher valuations and the impact this is having on their investability test as part of their process. They describe their concept of calculating value using the weighted average cost of capital (WACC).
Global Leaders Investment Letter - Q3 2016. ajackson. Fri, 09/30/2016 - 09:50. Global Leaders Strategy Investment Letter - Q3 2016. In this letter the team discuss the current environment of higher valuations and the impact this is having on their investability test as part of their process. They describe their concept of calculating value using the weighted average cost of capital (WACC). . .
A few weeks ago at dinner I was getting set to order a brisket sandwich. Then I saw that this tower of goodness, which was covered with beer braised bacon and other accoutrements, came with a hefty price tag of 1400 calories. I thought better and went for the grilled chicken instead. Investors could use something that would act like a calorie counter.
Investors Seeking Sustainability Gain Confidence Through Screening achen Mon, 09/12/2016 - 09:40 Some Wal-Mart stores sell rifles, some Starbucks coffee shops sell alcohol and GE builds engines for jet fighters and bombers. While generating just a small part of their revenues from these products, these companies pose a dilemma to investors who want to purge their portfolios of connections with guns, alcohol or the military.
Like being inches from the end zone, many advisors are frustratingly close to their next level of success. You work hard. You put in the hours. But if your closing rate is stuck or your pipeline feels like a revolving door… something has to change. Most advisors are just one small shift away from dramatically increasing their revenue. The difference?
Investors Seeking Sustainability Gain Confidence Through Screening. achen. Mon, 09/12/2016 - 09:40. Some Wal-Mart stores sell rifles, some Starbucks coffee shops sell alcohol and GE builds engines for jet fighters and bombers. While generating just a small part of their revenues from these products, these companies pose a dilemma to investors who want to purge their portfolios of connections with guns, alcohol or the military.
Proposed Tax Law Changes Prompt Estate Planning Review achen Mon, 09/12/2016 - 06:00 A plan to maximize a family’s financial legacy usually saves the most tax by leveraging the longterm compounding of investments outside of the taxable estate. Adopting a program of planning early, and monitoring that program, often brings the best results. But saving tax is not the only objective— clients also need to know that their financial security is assured and that the long-term stewardship of family asse
Proposed Tax Law Changes Prompt Estate Planning Review. achen. Mon, 09/12/2016 - 06:00. A plan to maximize a family’s financial legacy usually saves the most tax by leveraging the longterm compounding of investments outside of the taxable estate. Adopting a program of planning early, and monitoring that program, often brings the best results. But saving tax is not the only objective— clients also need to know that their financial security is assured and that the long-term stewardship of family a
In September 1929, just three days before the market crashed, Irving Fisher famously said "Stocks have reached what looks like a permanently high plateau." He died 18 year later, having never seen stocks at a higher level than when he made that statement. A few weeks earlier, a more glaring, yet overlooked contrarian signal was provided by John J. Raskob, the builder of the Empire State Building.
Managing spend is more than a cost cutting exercise – it's a pathway to smarter decisions that unlock efficiency and drive growth. By understanding and refining the spending process, financial leaders can empower their organizations to achieve more with less. Explore the art of balancing financial control with operational growth. From uncovering hidden inefficiencies to designing workflows that scale your business, we’ll share strategies to align your organization’s spending with its strategic g
We organize all of the trending information in your field so you don't have to. Join 36,000+ users and stay up to date on the latest articles your peers are reading.
You know about us, now we want to get to know you!
Let's personalize your content
Let's get even more personalized
We recognize your account from another site in our network, please click 'Send Email' below to continue with verifying your account and setting a password.
52 
Let's personalize your content