Abnormal Returns

DECEMBER 26, 2022

Podcasts Michael Kitces talks setting boundaries with Emily Rassam who is the Senior Financial Planner for Archer Investment Management. kitces.com) Christine Benz and Jeff Ptak discuss the recent "The State of Retirement Income" report. Annamaria Lusardi about the importance of financial literacy. morningstar.com).

Risk Tolerance 198

Risk Tolerance Financial Planner Financial Advising Compliance 198

Abnormal Returns

FEBRUARY 9, 2024

ft.com) A valuation analysis of the Magnificent Seven. aswathdamodaran.blogspot.com) Strategy Moira O'Neill, "Whatever your means, if you’re approaching retirement aiming to fill a pensions black hole by trading, stop it now." blockworks.co) IBM ($IBM) is stopping contributions to its 401(k) plan in favor of its pension plan.

Financial Advising 252

Financial Advising Media Valuation Economy 252

Brown Advisory

JANUARY 1, 2023

Download it here > Dear Fellow Investors, If we had to sum up 2022 in one word it would be valuation. War, inflation, recession, deglobalisation, decoupling, strikes, crypto-crash and energy (crisis) all featured but for us the overriding focus for 2022 was valuation. which was greater than our -1.1% relative underperformance.

Investing 52

Investing Investments Valuation Clients 52

Aleph

JANUARY 14, 2023

link] Abundant liquidity from the Fed emboldened growth investors to bid prices to unsustainable valuations. There is more opportunity in London than much of Italy Jan 10, 2023 Xi Jinping’s plan to reset China’s economy and win back friends [link] It’s rare to see someone have severe opinions “spin on a dime.”

Math 59

Math Assets Government Engineering 59