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Today’s Animal Spirits is brought to you by Techmeme Ride Home Listen here On today's show we discuss Should we force business to save more for a rainy day? Corporate America cannot hoard cash Brent Beshore on the state of small businesses Private equity wants in on the relief package Bill Gates on the virus Scientists are working together Buying when stocks are down big America's make or break week Some people may come back to work sooner than expected The rent is due Paying rent with security
The CARES Act: Impacts on Endowments & Foundations. ajackson. Fri, 04/03/2020 - 14:17. We have spent a great deal of time in recent weeks connecting with our clients and friends who oversee endowments and foundations, listening to their concerns and offering counsel as we all navigate this pandemic and its impact on our communities. Many of our clients feel an understandable tension, as the financial stress impacting their portfolios is occurring at the same moment when the needs of their consti
We all know that financial advice is a trust-based business. Whether you’re speaking with prospects or discussing recommendations with current clients, trust is critical to your conversations. But how can you build and increase trust working virtually in today’s world? Especially during tough times and market volatility, it’s critical for advisors to create authenticity in their virtual communications.
"In bear markets, stocks return to their rightful owners." I used to like this quote which is attributed to J.P. Morgan. I thought of it as a variation of the Buffett line of thinking, "The stock market is a device for transferring money from the impatient to the patient." But after hearing William Bernstein talk about it in a conversation with Ben Carlson , I have very different feelings about it.
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
95% of all stocks in the S&P 500 are down year-to-date. The selling has been merciless, but it has not been indiscriminate. The market has done a good job reflecting what's going on in the real economy. Energy has been the hardest hit sector, with the double whammy of the price war between the Russians and the Saudis coupled with the dried up demand.
Strategic Planning in Volatile Markets ajackson Wed, 04/01/2020 - 09:31 Our conversations with clients usually cover topics that range beyond investment and financial affairs. That has rarely been truer than during the past month or so as the COVID-19 outbreak has spread across the world, and as we have been talking to you about your health and well-being, your families, friends and communities, and about the adjustment to the new social distancing protocols that are transforming our daily lives
Strategic Planning in Volatile Markets. ajackson. Wed, 04/01/2020 - 09:31. Our conversations with clients usually cover topics that range beyond investment and financial affairs. That has rarely been truer than during the past month or so as the COVID-19 outbreak has spread across the world, and as we have been talking to you about your health and well-being, your families, friends and communities, and about the adjustment to the new social distancing protocols that are transforming our daily li
Strategic Planning in Volatile Markets. ajackson. Wed, 04/01/2020 - 09:31. Our conversations with clients usually cover topics that range beyond investment and financial affairs. That has rarely been truer than during the past month or so as the COVID-19 outbreak has spread across the world, and as we have been talking to you about your health and well-being, your families, friends and communities, and about the adjustment to the new social distancing protocols that are transforming our daily li
Stocks are wrapping up their worst quarter since 2008. It could have been a lot worse, with stocks down 30% last week. The strong bounce has created a weird dynamic, where some people think everyone thinks one thing, and other people think everyone thinks something else. Here's what I mean exactly. There are people of the bearish persuasion who are saying "everyone thinks the lows are in," while you have more optimistic people saying "everyone thinks we retest the lows.
Managing Liquidity in the Coronavirus Market ajackson Mon, 03/30/2020 - 16:04 This article was written by Sid Ahl, Taylor Graff, Adam King and J.R. Rodrigo, members of Brown Advisory's Investment Solutions Group. Liquidity risk is a critical issue for investors at all times, and especially so in the current environment. The background liquidity conditions for capital markets have changed substantively since the 2008-09 financial crisis, and to some extent these changes have contributed to the li
Managing Liquidity in the Coronavirus Market. ajackson. Mon, 03/30/2020 - 16:04. This article was written by Sid Ahl, Taylor Graff, Adam King and J.R. Rodrigo, members of Brown Advisory's Investment Solutions Group. Liquidity risk is a critical issue for investors at all times, and especially so in the current environment. The background liquidity conditions for capital markets have changed substantively since the 2008-09 financial crisis, and to some extent these changes have contributed to the
Articles Globally, companies have lost $26.1 trillion in market capitalization over the last five weeks By Aswath Damodaran Reducing noise is roughly twice as effective as reducing bias or increasing information By Michael Mauboussin and Dan Callahan A put option is like buying fire insurance on your house and trend following is more like an alarm and sprinkler system By Corey Hoffstein Don't let concerns about your retirement plan overwhelm what's really important By Christine Benz We must qui
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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.
With the wild swings in the stock and bond market this year, it's likely that your asset allocation has gotten a bit out of whack. For example, a portfolio that started the year 60/40 (U.S. stock.bond) is now 54/46. This has a lot of people wondering, is now the right time to rebalance? In this post I'm going to explain what rebalancing is, why investors do it, and explore whether or not there is an optimal time to conduct them.
Global Leaders Investment Letter - Q1 2020 ajackson Tue, 03/31/2020 - 09:50 Global Leaders Strategy Investment Letter - Q1 2020 In this letter the team reflect on the considerable impact of COVID-19 during the first quarter 2020. They discuss what they believe are their key sources of investment edge – their long-term vision and deep understanding of human behaviour – and how their process has enabled them to navigate the recent volatility in the global markets.
Global Leaders Investment Letter - Q1 2020. ajackson. Tue, 03/31/2020 - 09:50. Global Leaders Strategy Investment Letter - Q1 2020. In this letter the team reflect on the considerable impact of COVID-19 during the first quarter 2020. They discuss what they believe are their key sources of investment edge – their long-term vision and deep understanding of human behaviour – and how their process has enabled them to navigate the recent volatility in the global markets. . .
Today’s Animal Spirits is brought to you by YCharts. Mention Animal Spirits to receive 20% off (*New YCharts users only) Listen here: On today’s show we discuss: Put the economy on ice The national debt is about to soar We will have to reckon with it A history of dead cat bounces Experience is not enough A 60/40 portfolio fell 20%, what's next? Stay the course The great rebalance When is the best time to do it?
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.
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