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.
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.
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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.
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.
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Technology is rapidly changing the way accountants perform and manage month-end activities. Spreadsheets, email, and shared drives no longer have to slow us down. Join us as we present a "sneak peek" recorded demo of SkyStem's month-end close solution – ART. In under four weeks, your team can start reaping the benefits of month-end close automation by vastly reducing spreadsheets, cut down on reconciliation work, speed up the month-end close, and better manage your remote team.
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.
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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
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.
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.
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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As we step into 2024, the lending landscape evolves rapidly with technology, regulations, and market dynamics driving change. For banks and financial institutions to stay competitive and meet the evolving needs of their customers, these drivers must be understood and engaged with. Lenders can anticipate significant transformation fueled by technological advancements, regulatory shifts, and changing consumer behaviors.
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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