Sat.Mar 28, 2020 - Fri.Apr 03, 2020

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Animal Spirits: The Great Unwind

The Irrelevant Investor

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

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The CARES Act: Impacts on Endowments & Foundations

Brown Advisory

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

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What is A 401(k) Rollover And How Can It Impact You?

Workable Wealth

Moving jobs can come with many changes: cleaning out your desk, onboarding and learning a role at your new employer, and adjusting to a different team and office environment. One thing people don’t always think about is what to do with all the money accrued in their 401(k). After all, it is your money! Having a game plan is critical. In general, you have three options: Keep the money where it is Cash it out (except don’t do that unless you want up to half of the value taken away by taxes) Roll

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How To Increase Trust And Authenticity When Working Virtually 

Indigo Marketing Agency

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.

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How to Streamline Payment Applications & Lien Waivers Through Innovative Construction Technology

Speaker: Dylan Secrest, Founder of Alamo Innovation and Construction Digital Transformation Consultant

Construction payment workflows are notoriously complex when you consider juggling multiple stakeholders, compliance requirements, and evolving project scopes. Delays in approvals or misaligned data between budgets, lien waivers, and pay applications can grind progress to a halt. The good news? It doesn't have to be this way! Join expert Dylan Secrest to discover how leading contractors are turning payment chaos into clarity using digital workflows, integrated systems, and automation strategies.

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Their Rightful Owners

The Irrelevant Investor

"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.

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Strategic Planning in Volatile Markets

Brown Advisory

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

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Strategic Planning in Volatile Markets

Brown Advisory

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

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“Everybody Thinks”

The Irrelevant Investor

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.

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Managing Liquidity in the Coronavirus Market

Brown Advisory

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

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Managing Liquidity in the Coronavirus Market

Brown Advisory

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

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You upgrade everything else. Why not your close process?

You wouldn’t keep using a 2009 flip phone - so why settle for outdated close processes? It’s time for an upgrade. SkyStem's Guide to Month-End Close Software walks you through what today’s best tools can do (and what your team shouldn’t have to deal with anymore). Get smart, fast, and a whole lot less stressed when it’s time to close the books.

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These Are the Goods

The Irrelevant Investor

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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When Should I Rebalance?

The Irrelevant Investor

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.

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Global Leaders Investment Letter - Q1 2020

Brown Advisory

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.

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Global Leaders Investment Letter - Q1 2020

Brown Advisory

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. . .

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Your Accounting Expertise Will Only Get You So Far: What Really Matters

Speaker: Victor C. Barnes, CPA, MBA

In the climb from contributor to leader, the rules quietly change. If you’re aiming for the summit, the air gets thinner—and what got you here won’t be enough to get you to the top (a concept first popularized by Marshall Goldsmith in his book What Got You Here Won’t Get You There ). What made you successful early in your finance career—technical accuracy, sharp analysis, flawless execution—won’t be what carries you to the next level.

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Animal Spirits: The Dead Cat Bounce?

The Irrelevant Investor

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?