Sat.Nov 07, 2015 - Fri.Nov 13, 2015

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The Upward Drift

The Irrelevant Investor

Cliff Asness is out with a new interesting paper, "Market Timing Is Back In The Hunt For Investors." In it, he discusses the efficacy of using valuations, specifically the CAPE ratio, to help time the market. One thing Asness addresses is the valuation drift upward which U.S. stocks have experienced over the last century. Here's Cliff: "As alluded to earlier when discussing the long-term upward drift in CAPE, another related but distinct headwind for contrarian stock market timing in the second

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Strategic Advisory Letter | 2015 Year-End Planning Checklist

Brown Advisory

Strategic Advisory Letter | 2015 Year-End Planning Checklist. achen. Thu, 11/12/2015 - 11:10. As 2015 comes to a close, we remind our clients and friends of how important it is take time to review new tax rules, consider tax-saving opportunities and review investment and asset-protection plans before year’s end. As autumn rolls on and the holiday season approaches, it is once again time to consider a thorough review of your overall financial picture and your progress toward your long-term object

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Right Place, Right Time

The Irrelevant Investor

Amazing things can come to people that work hard, persevere, and are lucky enough to be born in the right place at the right time. Malcolm Gladwell talks a lot about this in his book Outliers: The Story of Success , in which he explains why two-thirds of Canada's pro hockey players were born in January or February. Expanding on the idea that when and where you're born are everything.

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Do People Want to be Fooled?

The Irrelevant Investor

"Magicians are the most honest people in the world. They tell you they're gonna fool you, and then they do it." -James Randi I recently watched "An Honest Liar" on Netflix, which is the story of The Amazing Randi, a magician and escape artist who dedicated his life to unveiling the charlatans. He went on a crusade, targeting the psychics and faith healers and exposed them for the con artists that they were.

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2025 Industry Index: How Top Advisors Are Scaling Smarter (and Faster) This Year

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