The Irrelevant Investor
FEBRUARY 26, 2021
Today's Animal Spirits is brought to you by Direxion. For more information, you can visit their site here On today's show we discuss: The Moonshot Innovators ETF The companies that are changing the world How this differs from what Ark is going Where this fits into an investor's portfolio, and much more Listen here: Investor Resources: Remote work stocks.
Mauldin Economics
FEBRUARY 26, 2021
Many analysts contend that current stock valuations resemble the dot-com era. You can see it visually at CurrentMarketValuation.com. Some highlights… The classic “Buffett Indicator” certainly seems to be in nosebleed territory. Notice that the valuations in 1966, the beginning of a long-term bear market, were also high. Source: CurrentMarketValuation.com Then there is the ever-popular price-to-earnings ratio.
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Brown Advisory
FEBRUARY 26, 2021
2021 Asset Allocation Perspectives and Outlook. jharrison. Fri, 02/26/2021 - 13:22. Each year, our Investment Solutions Group (ISG) assess the current investment landscape and discuss how we are positioning client portfolios. Download the full report >. We are pleased to share Brown Advisory’s 2021 Investment Solutions Group (ISG) Annual Outlook report.
Indigo Marketing Agency
FEBRUARY 24, 2021
Who are you called to serve? The answer to this question should be at the very heart of your marketing message. When I went to business school and studied marketing, the biggest takeaway I learned was that those who are intimately aware of their clients’ needs are the ones who become the best marketers and reach the most people. I expand on this concept even more in the short video below.
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.
The Irrelevant Investor
FEBRUARY 26, 2021
If you went into a laboratory to build a gold price optimizer, you would want a couple of things. A falling dollar Rising inflation expectations Money printing Central bank balance sheets expanding Fiscal deficits increasing Political turmoil All of these things were in place over the last few months, and yet gold has done the opposite of what you expected it to do.
C2P Enterprises
FEBRUARY 23, 2021
On this month’s Rainmaker Multiplier OnDemand episode, Jason sits down with business partner, Don Chamberlin, to discuss different approaches to finding and adding the right advisors who are a good fit to become rainmakers for your firm. For the last two years, Don’s office has been the top office with C2P, doing the most amount [.]. The post 3 Steps for Finding Future Rainmakers for Your Company appeared first on Clarity 2 Prosperity.
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
Clever Girl Finance
FEBRUARY 22, 2021
You may have a big have a goal you want to achieve or an upcoming financial obligation and you need to figure out how to save money fast. I should know, I was once a thousand dollars short for my tuition and had less than a month before the college I attended dropped me from my classes. I was able to figure it out, but that one lesson in circumstances changing at any time has stayed with me even as an adult.
The Irrelevant Investor
FEBRUARY 25, 2021
The past decade has been one of endless prosperity. At least in risk assets. Since 2011, the S&P 500 has gained nearly 300%. The return on certain individual securities makes the overall stock market look like a savings account. Over the same time, Apple and Amazon have gained more than one thousand percent. Netflix more than two thousand percent.
Indigo Marketing Agency
FEBRUARY 22, 2021
There are tons of advisors out there who still send their clients market commentaries each week like clockwork. (I know because I’m on several of these email lists and see the same commentaries sent out dozens of times.) Today, I want to challenge the assumption that market commentaries are a good use of your time. Watch the 3-minute video as I talk about: Why market commentaries confuse your clients and do more harm than good Why you should take the “quality over quantity” approach and focus
Brown Advisory
FEBRUARY 23, 2021
The Timeline of a U.S. Expat, Part 1: Pre-arrival. jharrison. Tue, 02/23/2021 - 05:15. In this series of articles, we will discuss the timeline of a U.S. expat living in the U.K. — from pre-arrival all the way to lifetime resident. Each article will outline the challenges and planning opportunities to consider during each step of the journey. U.S. citizens are in the unenviable position of being taxed on their worldwide income and gains.
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Mauldin Economics
FEBRUARY 26, 2021
I just talked with one of the most successful hedge fund managers in the country (in terms of returns over the last four years). He will not allow me to use his name. But I can tell you he is a raging bull. He believes the stimulus that we already had plus what we will get—coupled with a major infrastructure bill, plus extraordinarily easy monetary policy, combined with significant new technology innovations—adds up to a new bull market.
The Irrelevant Investor
FEBRUARY 23, 2021
If the stock market had a mantra, it would be "buy the dip." Today, millions of market participants repeated this over and over again. Today, the S&P 500 was down nearly 2% at its low point, but it stormed a late comeback to finish positive. This sort of move has happened on 121 other occasions since 1970, or 1% of all days. But what's more interesting than how often they happen is where they happen.
The Irrelevant Investor
FEBRUARY 23, 2021
Today’s Animal Spirits is brought to you by DPL Financial Partners We spoke to David Lau a few weeks ago about how they work with advisors. Check out the whole show here. On today’s show we discuss : Packy's latest on the creator economy What is NBA Top Shot? Michael Burry sold his GameStop stock in the fourth quarter Where to donate for Texas What are NFTs?
The Irrelevant Investor
FEBRUARY 22, 2021
What I'm about to write is going to sound incredibly stupid. Some of it also might not be factually accurate, as I'm still very much a NoobWhale. If you want to learn more, I suggest you start here , here , or here. Also, this is definitely 100% not investment advice. Terms and conditions , etc. I'm participating in the early days of a mania for the first time in my life.
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.
The Irrelevant Investor
FEBRUARY 21, 2021
I want to share a quick story on how investor appetite changes. Today we're going to be looking at USMV, the iShares min-vol factor ETF. From the launch in late 2011 up through February of last year, money poured in, passing $40 billion. It was one of the top 20 ETFs by assets. The story was a good one. Equity returns with a smoother ride. And it worked.The standard deviation was 10%, compared with 17% for the S&P 500.
The Irrelevant Investor
FEBRUARY 20, 2021
Articles In the public markets in the 2010s, the $1 trillion market cap was the four-minute mile. (By Packy McCormick) Value strategies outperform because investors overreact to long-term trends, whereas momentum is driven by an underreaction to new information (By Daniel Sotiroff) The optimal approach when it comes to making decisions isn’t to blindly follow the base rate, but to respect it (By Nick Maggiulli) The risk-free rate is zero and, as a result, no one has any care or concern for curre
The Irrelevant Investor
FEBRUARY 24, 2021
Last year was the worst one on record for value stocks. It's no wonder that one of the questions that came up over and over again was, "Is value investing dead?" You've probably noticed that value investing has been the opposite of dead for a while now. In fact, small value stocks have more than doubled since the low last year. Yes, I'm cherry-picking.
Mauldin Economics
FEBRUARY 24, 2021
Fed Chairman Jerome Powell believes the US unemployment rate, officially at 6.3% in January, is clearly understated. That rate is likely closer to 10%, if they include those who left the labor force because of the pandemic. That isn't the only data in need of adjusting. Just look at the Labor Department’s business birth/death estimates. Those are aspirational.
Speaker: Kim Beynon, CPA, CGMA, PMP
The most overlooked, yet most critical, element of transformation is preparing people for change. Automation and AI aren't just technical upgrades, they’re cultural shifts which can challenge identities. That’s why change management isn’t a side project—it’s the foundation. In finance, where precision and process rule, navigating change can feel especially disruptive.
Brown Advisory
FEBRUARY 26, 2021
Policy Impact: How New Initiatives in Washington Intersect with ESG Portfolios jharrison Fri, 02/26/2021 - 05:00 Recently, Erika Pagel , CIO of Sustainable Investing, and Elizabeth Hiss , Sustainable Investment Analyst, spoke with Susan Traver , Senior Advisor, about how new initiatives in Washington D.C. may intersect with ESG portfolios. The incoming Biden Administration has pledged a dramatically different environmental strategy from its predecessor and is prepared to execute this ambitious a
Brown Advisory
FEBRUARY 26, 2021
Policy Impact: How New Initiatives in Washington Intersect with ESG Portfolios. jharrison. Fri, 02/26/2021 - 05:00. Recently, Erika Pagel , CIO of Sustainable Investing, and Elizabeth Hiss , Sustainable Investment Analyst, spoke with Susan Traver , Senior Advisor, about how new initiatives in Washington D.C. may intersect with ESG portfolios. The incoming Biden Administration has pledged a dramatically different environmental strategy from its predecessor and is prepared to execute this ambitiou
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