Brown Advisory
DECEMBER 31, 2018
Global Leaders Investment Letter - Q4 2018 ajackson Mon, 12/31/2018 - 09:50 Global Leaders Strategy Investment Letter - Q4 2018 In this edition the team explore two concepts—myopic loss aversion and information cascades. They feel that both ideas are relevant today as some investors become increasingly short-term focused amid concerns about an imminent global recession.
The Irrelevant Investor
DECEMBER 30, 2018
Articles Only one of the three fundamental types of liquidity are directly in the hands of the Fed. By Mark Dow There is more to life than money By Joe Fahmy Just recognize that financial independence and early retirement are not some magic bullet that will fix your life. By Chris Mamula Who knows who really got there first? There are at least 20 fathers of indexing By Robin Wigglesworth They can stop now, stand ready to ease if necessary, and still keep the expansion alive.
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Wealth Pilgrim
DECEMBER 21, 2018
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?
Brown Advisory
DECEMBER 31, 2018
Global Leaders Investment Letter - Q4 2018. ajackson. Mon, 12/31/2018 - 09:50. Global Leaders Strategy Investment Letter - Q4 2018. In this edition the team explore two concepts—myopic loss aversion and information cascades. They feel that both ideas are relevant today as some investors become increasingly short-term focused amid concerns about an imminent global recession. . .
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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
The Irrelevant Investor
DECEMBER 26, 2018
On this week's Animal Spirits, we discuss The persistence of CEO performance The fall of General Electric A history of Fed rate hikes A pleasure to YOLO Fake Instagram influencers Dan Egan video Listen here Recommendations It Was a Very Good Year This is marketing Charts mentioned Tweets mentioned [link] [link] [link] [link] [link] [link] [link] The post Animal Spirits: Bear Market appeared first on The Irrelevant Investor.
The Irrelevant Investor
DECEMBER 26, 2018
The Dow just had its best day since March 2009, having many of us wondering, was this the bottom? Is the bear market over? Before we move on and before I get actually'd, the Dow technically never entered a "bear market". It only fell 19.4% peak-to-trough. We all know how silly these arbitrary definitions are but the line has to be drawn somewhere, even if it is rather meaningless.
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
The Irrelevant Investor
DECEMBER 21, 2018
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
The Irrelevant Investor
DECEMBER 21, 2018
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.
The Irrelevant Investor
DECEMBER 20, 2018
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.
The Irrelevant Investor
DECEMBER 19, 2018
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
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.
The Irrelevant Investor
DECEMBER 19, 2018
Below are the total annual returns for the S&P 500 over the past nine calendar years. Nine consecutive years of calendar gains is terrific, but I don't feel any comfort in writing this so I doubt you feel any comfort in reading it I could show you a million stats about how accommodating the market has been over the last few years but right now context doesn't help because we don't care where stocks came from, we worry about where they might be going.
Brown Advisory
DECEMBER 19, 2018
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.
Brown Advisory
DECEMBER 19, 2018
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.
The Irrelevant Investor
DECEMBER 17, 2018
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.
Speaker: David Worrell, CFO, Author & Speaker
Your financial statements hold powerful insights—but are you truly paying attention? Many finance professionals focus on the income statement while overlooking key signals hidden in the balance sheet and cash flow statement. Understanding these numbers can unlock smarter decision-making, uncover risks, and drive long-term success. Join David Worrell, accomplished CFO, finance expert, and author, for an engaging, nontraditional take on reading financial statements.
The Irrelevant Investor
DECEMBER 16, 2018
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.
The Irrelevant Investor
DECEMBER 12, 2018
On today's Animal Spirits, we discuss: Sentiment washout and stocks still can't bounce The Incredible Hulk of alternatives Money cannot buy rich people more happiness 67% of workers earning >$100k are going to quit their jobs Willing to pay for outperformance Amazon over alcohol? Madoff victims being made whole Open toys, get rich My winter coat Listen here: Tweets Mentioned: [link] [link] Charts Mentioned: Recommendations: Beautiful Boy Factfulness Only Yesterday The post Animal Spirits: La
Brown Advisory
DECEMBER 12, 2018
Finding Alpha in Challenged Global Markets ajackson Wed, 12/12/2018 - 09:26 Global investors need to have an open mind. At any given time, many countries and markets around the world may appear to be rife with risks and problems, and yet in many cases, these countries may also offer sources of return that may not be evident at first glance. The best global managers are the ones that probe below the surface and find those sources of return.
Brown Advisory
DECEMBER 12, 2018
Finding Alpha in Challenged Global Markets. ajackson. Wed, 12/12/2018 - 09:26. Global investors need to have an open mind. At any given time, many countries and markets around the world may appear to be rife with risks and problems, and yet in many cases, these countries may also offer sources of return that may not be evident at first glance. The best global managers are the ones that probe below the surface and find those sources of return.
Speaker: Erroll Amacker
Automation is transforming finance but without strong financial oversight it can introduce more risk than reward. From missed discrepancies to strained vendor relationships, accounts payable automation needs a human touch to deliver lasting value. This session is your playbook to get automation right. We’ll explore how to balance speed with control, boost decision-making through human-machine collaboration, and unlock ROI with fewer errors, stronger fraud prevention, and smoother operations.
The Irrelevant Investor
DECEMBER 7, 2018
During a time out at every Knicks home game, a giant spinning air gun is brought onto the court and pointed at the crowd. People of all ages lose their freaking mind, hoping to be one of the lucky ones to catch what can only be described as a parachute sized t-shirt. I've never seen one of them, but I'm guessing it has the Knicks emblem, some cheesy wording, and multiple J.P.
The Irrelevant Investor
DECEMBER 4, 2018
On this week's Animal Spirits, we discuss The couple who retired in their 30s And how they did it How to retire on a fixed chunk of money When FIRE goes wrong Steak dinners Judge Judy is very rich The sellers are in control Correction could be bullish Listen here: Tweets mentioned [link] Recommendations Normal Accidents Only Yesterday The post Animal Spirits: The Sellers Are in Control appeared first on The Irrelevant Investor.
The Irrelevant Investor
DECEMBER 3, 2018
Today's Animal Spirits Talk Your Book is presented by Graniteshares Topics discussed Boom and bust nature of commodities What is the role of commodities in a portfolio -- manage risk or price appreciation? Why would commodities add a risk management component to a typical portfolio? Do commodities need inflation to do well or is it about supply and demand?
The Irrelevant Investor
NOVEMBER 30, 2018
The first edition of the Journal of Portfolio Management opened with an article from its founder and editor, the great Peter Bernstein. In What this Journal is About , he wrote: The maiden issue of this Journal appears at a critical time for our profession. The dismal of record of portfolio management over the past five years needs no elaboration.Our profession probably receives a wider variety of information from more sources than any other group in the world.
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Based off SkyStem's popular e-Book, the book of secrets to the month-end close will be revealed in this one-hour webinar. Learn leading practices when it comes to building a strong and sustainable month-end close that has room to grow and evolve. Learn about the power of precise estimates, why reconciliations are critical to closing the books, how and when to automate, and how the chart of accounts play into your close process.
The Irrelevant Investor
NOVEMBER 28, 2018
On this week's Animal Spirits, we discuss: The truth about the content business How much should you charge? Option selling When cash outperforms everything Nothing is making money this year The private equity pillage This is a weird story Is a recession coming? Recommendations Factfulness Banana The Next Millionaire Next Door Joe Rogan and Jake the Snake Marc Maron and Michael Douglas Listen here: Charts mentioned: Tweets mentioned: [link] [link] The post Animal Spirits: Passive Income appeared
The Irrelevant Investor
NOVEMBER 27, 2018
ETFs are having a bad year. Wait a minute, "ETFs are having a bad year?" That doesn't make any sense. There are ETFs that track a stock index There are ETFs that invest in commodities. There are ETFs that invest in emerging market stocks with low volatility. These investment vehicles come in all different shapes and all different sizes. General statements like "ETFs are having a bad year" lack any meaning.
The Irrelevant Investor
NOVEMBER 26, 2018
The bear market of 1969 absolutely wrecked small stocks. In just 17 months, they lost 56% of their value, leaving investors once bitten, twice shy. People saw how quickly smaller companies could lose their value, so they turned to a new group of "one decision" stocks. These were blue-chips that had such high growth prospects that no price was too high to pay.
Brown Advisory
NOVEMBER 26, 2018
2018 Impact Report: Sustainable Core Fixed Income Strategy ajackson Mon, 11/26/2018 - 08:01 A Letter of Introduction From The Portfolio Managers Brown Advisory is deeply committed to sustainable investing. As of Sept. 30, 2018, our firm managed approximately $4.1 billion* in client assets under various sustainable investment mandates for individuals, families and institutions.
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Like being inches from the end zone, many advisors are frustratingly close to their next level of success. You work hard. You put in the hours. But if your closing rate is stuck or your pipeline feels like a revolving door… something has to change. Most advisors are just one small shift away from dramatically increasing their revenue. The difference?
Brown Advisory
NOVEMBER 26, 2018
2018 Impact Report: Sustainable Core Fixed Income Strategy. ajackson. Mon, 11/26/2018 - 08:01. A Letter of Introduction From The Portfolio Managers. . Brown Advisory is deeply committed to sustainable investing. As of Sept. 30, 2018, our firm managed approximately $4.1 billion* in client assets under various sustainable investment mandates for individuals, families and institutions.
The Irrelevant Investor
NOVEMBER 25, 2018
Articles If your investments are encumbered by loans and debt, you’re not going to be able to withstand many tackles. By Josh Brown The only way to distinguish between theory and practice is to test yourself and understand your biases By Nick Maggiulli Most of the engine noise we hear today is just for show. By Brendan Mullooly More choice means less standardization By Ben Carlson Good writing flashes between the concrete and the abstract By Jason Zweig Podcasts The easiest thing in the world to
The Irrelevant Investor
NOVEMBER 23, 2018
There has been a lot written this year about the shrinking public stock market. Two of the more common reasons provided are the rise and depth of private markets as well as regulations making it more costly to come public. There is a new paper out, Technological Disruptiveness and the Evolution of IPOs and Sell-Outs , that takes a different approach to answer this question.
The Irrelevant Investor
NOVEMBER 20, 2018
In August 2017 I wrote "This will be my last post on the CAPE ratio." I made it 16 months, which means I pretty much kept my word. I was listening to Invest Like the Best when Cliff Asness said, "You do not want to make a career trying to beat the stock market based on whether it is cheap or expensive." This sent me back to the drawing board. There are no universal agreements as to what makes something cheap or expensive, but if you'll indulge me for a minute, I'll try to quantify this very b
Speaker: Aaron Berson
Managing spend is more than a cost cutting exercise – it's a pathway to smarter decisions that unlock efficiency and drive growth. By understanding and refining the spending process, financial leaders can empower their organizations to achieve more with less. Explore the art of balancing financial control with operational growth. From uncovering hidden inefficiencies to designing workflows that scale your business, we’ll share strategies to align your organization’s spending with its strategic g
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