Sat.Nov 28, 2015 - Fri.Dec 04, 2015

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Calling It Versus Nailing It

The Irrelevant Investor

It's one thing to call a trade, it's another thing entirely to profit off that call. First, there's the issue of timing. Then you have to be able to execute; when to get in, press your bet, take profits, etc. The excerpt below is from Gregory Zuckerman's The Greatest Trade Ever (emphasis mine). Investment advisor Peter Schiff seemed in an ideal position to benefit from real estate troubles.

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Anchoring Expectations

Brown Advisory

Anchoring Expectations. achen. Wed, 12/02/2015 - 12:50. Stock market corrections can prompt investors to impulse selling or other moves that are often harmful to their long-term financial well-being. By walking through four steps with a client, we can refocus his or her mindset on the fundamental issues that help safeguard financial stability and achieve steady outperformance.

Taxes 52
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Can Stock Market Forecasters Forecast?

The Irrelevant Investor

Long before Jim Cramer's record was being dissected, Alfred Cowles was skeptical of the claims made by stock market pundits. Cowles, who later founded the Cowles Foundation for Research and Economics , spent years working on a paper published in 1933, "Can Stock Market Forecasters Forecast? His mission: "It seemed a plausible assumption that if we could demonstrate the existence in individuals or organizations of the ability to foretell the elusive fluctuations, either of particular stocks, or

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Diamonds In The Rough

Brown Advisory

Diamonds In The Rough. achen. Wed, 12/02/2015 - 12:58. Weak commodity prices and flagging emerging market economies have dimmed the outlook for energy and metals companies, and are shaking up the high-yield bond market. Through conservative, bottom-up analysis, we are taking advantage of current market dynamics to buy attractively priced debt in companies with solid revenues and limited vulnerability to an economic downturn.

Clients 52
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Live Demo - Supercharge your Month End Close

Automation generally supercharges any process and brings its value to the forefront. See how infusing automation such as ART (our month-end close solution), into your close can get you to the next level of closing. We will share a live demo of SkyStem's solution, ART and share the key elements of month-end close automation. Through ART, we'll take a look at: What month-end close automation entails Which process steps can and should be automated Benefits of achieving process automation, and Why i

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Off the Beaten Trail

Brown Advisory

Off the Beaten Trail. achen. Wed, 12/02/2015 - 13:46. Investors should expect the market swings of 2015 to carry over into the new year, driven largely by concerns over weak global growth. We are recommending that clients consider high-yield bonds and other asset classes that can offer the prospect of solid gains that diverge from the path of traditional stocks and bonds.

Economy 52
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Thinning of the Herd

The Irrelevant Investor

There has been a lot of talk lately about the lack of participation; how only a few stocks are actually rewarding shareholders while so many have been burning them. Winners have been few and far between but it's not as if the index is exactly on fire. While it's true that without Amazon and Google the market would be down, even with them, the S&P 500 is only up 1.5% for the year.

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Ensuring Legacies Last

Brown Advisory

Ensuring Legacies Last. achen. Wed, 12/02/2015 - 10:29. Heirs who are unprepared for an inheritance may find that a big windfall can quickly become a mixed blessing. An essential step in estate planning is making sure beneficiaries know all the responsibilities and challenges that accompany the management of increasing wealth. When an aging parent with an air-tight estate plan fails to prepare heirs for an inheritance, an act of kindness runs a high risk of backfire.