Brown Advisory

MARCH 30, 2018

Outlook for 2018 | Confronting the Unknown. achen. Fri, 03/30/2018 - 11:57. Throughout 2017, our meetings and conversations with clients very frequently focused on the topic of risk. With the market doing so well for so many years, we all knew that downward volatility would eventually manifest, but we didn’t know when, or to what extent. In February, just days before publishing this report, it happened; the S&P 500 Index fell into correction territory, and no one can say for sure if the market w

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The Irrelevant Investor

MARCH 29, 2018

I'm lucky that I get to work with such incredible people. Dina and Tony Isola are as good as it gets. Tony wrote a beautiful piece yesterday called Ring Life's Bell. In it he said: "Overcoming seemingly insurmountable obstacles are what defines us." The Isola's obstacle came when their fourth grade child, Joe, was diagnosed with stage 2 Hodgkins Lymphoma.

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The Irrelevant Investor

MARCH 29, 2018

The psychologist Dan Gilbert once said "Findings from a multitude of research literatures converge on a single point: People are credulous creatures who find it very easy to believe and very difficult to doubt." I'm guilty of this. I'm much more inclined to see something and say, "Huh, that's interesting" rather than "this is total garbage." But there are limits, even for people like myself whose knee-jerk reaction is to believe rather than to doubt.

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The Irrelevant Investor

MARCH 28, 2018

On this week’s Animal Spirits with Michael & Ben we discuss: Jim Carrey nailed it Two centuries of momentum Do most people need life insurance? To find the right advisor, do a beauty contest. Whitney Tilson opens up If buybacks are bad. Buybacks demystified Listen here: Tweet of the Week [link] Tweet Storm of The Week [link] Charts Mentioned Recommendations Legacy of Ashes I Contain Multitudes Bill Simmons and Chuck Klosterman Daniel Pink and Tim Ferriss Thanks for listening!

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Insurance 52

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The Irrelevant Investor

MARCH 28, 2018

Over the last nine years, the NASDAQ 100 gained 55%, 20%, 3%, 18%, 37%, 19%, 9%, 7%, 32%. These numbers are insane. But the past is the past and today's question is whether the recent selling is the beginning of the end, or just another shakeout? The chart below shows that all of the FAANG stocks are down at least 10% from their highs, with the exception of Apple.

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Numbers 52

The Irrelevant Investor

MARCH 26, 2018

Over the weekend a friend sent me his 401(k) options to review. I wouldn't wish this lineup on my worst enemy. All of the choices come from one fund family. There are no index funds. The target-date funds are 79 basis points.The only thing that is listed is a one or two-sentence description, accompanied by 1, 3, and 5 year performance numbers. There are no fees, no benchmark comparisons, no portfolio composition breakdown, no nothing.

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The Irrelevant Investor

MARCH 25, 2018

Articles Anecdotes are nice and interesting to examine, but what about the average firm? By Jack Vogel How is it possible that on average the strategy is a winner if each and every path is expected to decay over time? By Corey Hoffstein Selling is as unnatural to me as writing with my less dominant hand. By Dina Isola The quest for "slow and steady" is largely misguided By Jeffrey Ptak If you can tell a good enough story, you can raise someone’s expectations By Nick Maggiulli Consider your por

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Fee Only Portfolio Assets Management 52

Brown Advisory

MARCH 30, 2018

Global Leaders Investment Letter - Q1 2018 ajackson Fri, 03/30/2018 - 09:50 Global Leaders Strategy Investment Letter - Q1 2018 In this letter, the team discuss their view of the importance of capital allocation. They feel that it is a discipline that is frequently overlooked by investors but it is a key area of focus for the global equity team. Download the Letter Past performance is not a guarantee of future performance and you may not get back the amount invested.

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Investing Investments Clients Marketing 40

Brown Advisory

MARCH 30, 2018

Global Leaders Investment Letter - Q1 2018. ajackson. Fri, 03/30/2018 - 09:50. Global Leaders Strategy Investment Letter - Q1 2018. In this letter, the team discuss their view of the importance of capital allocation. They feel that it is a discipline that is frequently overlooked by investors but it is a key area of focus for the global equity team. . .

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Investing Investments Clients Marketing 40