David Miranda MD’s Post

Last week, we talked to Mike Green on Excess Returns about passive investing, inflation, and a lot more. This week, Matt Zeigler and I break down the biggest lessons we think investors can take from it. https://lnkd.in/eVf4QWbC

Want to get your investors onside? Bloomberg’s Beth Kowitt muses on the benefits of Warren Buffett’s ‘annual letter to shareholders’ with her top takeaways, including the red flags, why risk doesn’t always mean big rewards, and why naming your successor alleviates investor concerns.   ⬇ Read more below https://lnkd.in/ggFDBzXp

🌟Join us for our upcoming investor webinar next week! Austin Root and Michael Joseph, CFA, will dive into our current market outlook and the success of our tactical investing approach. Don't miss out—register now by clicking the link in the comments! 📅 #InvestorWebinar #AssetManagement #MarketOutlook #Investing

Welcome to today's video where we'll explore a pressing topic in the world of investing: why some investors are facing bankruptcy. From risky ventures to market downturns, we'll delve into the key factors driving these financial challenges. Stay tuned to gain insights into this complex issue.

August is Investors Month! Throughout the month, we'll be sharing some tips and insights into the investor's journey. https://lnkd.in/g8_vhqpf #InvestorsMonth

In a landscape of market uncertainties, Warren Buffet's advice is a guiding light for savvy investors. Smart investing is about choosing the right foundations. 💡💰 #InvestmentTips #WarrenBuffetWisdom #FinancialAdvice

August is Investors Month! Throughout the month, we'll be sharing some tips and insights into the investor's journey. https://lnkd.in/g78YDidc #InvestorsMonth

We're always looking to hear from our investors, but positive feedback is definitely the most exciting 🌟 Thanks for sharing your story John! You can read John's investor story here: https://lnkd.in/eDJ_Maa3

As Donald Trump prepares to take office as the 47th president of the US, what does this mean for investors? Our Group CIO, Yves Bonzon, shares his insights and clear views on the potential market implications in this webcast highlight. ➡️ Find out more in our investment view: https://ow.ly/T30C30sHQJO #MarketInsights

So often in the investment world, people talk their own book, but here, David Harrell offers a balanced view: “What investors don’t realize is that stock prices do adjust for those dividends that are paid. I might have a full-size bar and a bite-size, but my full-size bar has shrunk just a little bit and I have the same amount of chocolate as before. So, you and I have the same amount of chocolate, but my fallacy is that I’ve got a little piece that you don’t have, so I somehow have more. … That reality is the dividend fallacy—that you’re getting the dividend payment on top of the capital gain, so that the dividend-paying stocks will always be giving you more in total, and that’s not necessarily the case.”