Sat.Dec 15, 2018 - Fri.Dec 21, 2018

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These Are the Goods

The Irrelevant Investor

Articles Two to three times more would be perfect. By Josh Brown We will be less wrong By Corey Hoffstein People who are rich just can’t accept that fact. If you’re rich, you can buy a lot of things, but on average you can’t buy above-average performance. By Jason Zweig The most successful active funds over the long term weren't persistent By Jeffrey Ptak Expectation and reality diverge quite often By Nick Maggiulli Investors tend to believe that not only is their home country a safer place to i

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Can Upgrade Personal Loans Really Cut Your Credit Card Interest Rates?

Wealth Pilgrim

Let’s say you need cash ASAP to pay off high-cost credit card debt or complete a pet project. You need the money but you don’t want to pay through the nose for the finances. You already know that if you need a loan there are many alternatives. Which is the best source? Where can you […]. The post Can Upgrade Personal Loans Really Cut Your Credit Card Interest Rates?

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2018 Impact Report: Large-Cap Sustainable Growth Strategy

Brown Advisory

2018 Impact Report: Large-Cap Sustainable Growth Strategy ajackson Wed, 12/19/2018 - 11:16 A Letter of Introduction From The Portfolio Managers Brown Advisory is deeply committed to sustainable investing, with the goal of helping our clients generate attractive investment returns, align their investments with their values and make a positive impact on society with their capital.

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A Few Charts and a Few Thoughts

The Irrelevant Investor

The NASDAQ 100 just had its worst week since 2008. Every stock in the index finished in the red. Twenty-one fell at least 10%. There wasn't a single -2% day in the S&P 500 from October 2016 through January 2018. There have been 7 over the last 60 sessions Something interesting has been going on the past six months that a lot of investors aren't aware of.

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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

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Surveying the Damage

The Irrelevant Investor

As is usually the case, most stocks are doing worse than the index. While the S&P 500 is mired in a 15% drawdown (as of yesterday's close), the median stock is 23.5% below its 52-week high. Looking within the S&P 500 (as of yesterday's close, data from YCharts), things have gotten ugly out there. There are more stocks 50% below their 52-week high (21) than stocks within 5% of their 52-week high (18). 40% of S&P 500 stocks (black/gray) remain within 20% of their 52-week highs.

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Animal Spirits: Everyone Should Be Earning 3%

The Irrelevant Investor

On today's Animal Spirits, we discuss: Robinhood goes after banks with 3% checking and savings accounts.Oh wait, nevermind Yea, nevermind Student loans are twice as much as all outstanding credit card debt Never list Are You Ready for the Financial Crisis of 2019? A good Twitter thread People are waking up ridiculously early Listen here: Tweets mentioned [link] [link] [link] [link] Charts mentioned Recommendations The Messy Marketplace Past Tense Charles Barkley JJ Reddick and Jimmy Butler The p

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2018 Impact Report: Large-Cap Sustainable Growth Strategy

Brown Advisory

2018 Impact Report: Large-Cap Sustainable Growth Strategy. ajackson. Wed, 12/19/2018 - 11:16. A Letter of Introduction From The Portfolio Managers. . Brown Advisory is deeply committed to sustainable investing, with the goal of helping our clients generate attractive investment returns, align their investments with their values and make a positive impact on society with their capital.

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Next Year

The Irrelevant Investor

Ben Graham once said, "Nearly everyone interested in common stocks wants to be told by someone else what he thinks the market is going to do. The demand being there, it must be supplied." Over the weekend, Barron's obliged. As is always the case, strategists see stocks going higher next year, with the average price target at 2974, which is 17% above where the S&P 500 closed on Monday.

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Animal Spirits Talk Your Book: International Investing

The Irrelevant Investor

Today's Animal Spirits Talk Your Book is presented by iShares On today's episode, we discuss: Is market cap weighting really sub-optimal? Can factor investing replace old-school active management? Why should investors bother diversifying internationally? S&P envy. Structuring a multi-factor portfolio. Finding unicorn stocks in a multi-factor model.

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These Are the Goods

The Irrelevant Investor

Articles because someone sold it to them By Blair duQuesnay If you’ve only recently begun accumulating material levels of assets, I virtually guarantee your tolerance for risk is nowhere near as high as you believe it to be. By Fat Tailed There’s too much to learn and not enough time. By Khe Hy The power of compounding when saving for college trumps even the world-beating investment returns.

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Data Talks, CFOs Listen: Why Analytics Are Key To Better Spend Management

Speaker: Claire Grosjean, Global Finance & Operations Executive

Finance teams are drowning in data—but is it actually helping them spend smarter? Without the right approach, excess spending, inefficiencies, and missed opportunities continue to drain profitability. While analytics offers powerful insights, financial intelligence requires more than just numbers—it takes the right blend of automation, strategy, and human expertise.