Brown Advisory

APRIL 1, 2020

We believe that the current environment offers a number of strategic planning opportunities to improve your financial plan, enhance wealth transfers to heirs or charities, minimize the impact of income taxes and broadly help you advance your progress toward long-term goals. tax code that are not permanent.

Strategic Planning 52

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Random Roger's Retirement Planning

DECEMBER 12, 2024

I have no idea if Blackrock has the correct numbers or not but it hits on what we talk about all the time here in terms of barbelling risk or volatility, depending on how you look at it, and understanding the role that various holdings offer to a portfolio. There is nothing compelling for me from the 33/67 portfolio.

Portfolio 52

Portfolio Numbers Clients Retirement 52

Trade Brains

JANUARY 24, 2024

Business Overview Established in 2002, Anand Rathi Wealth Limited (ARWL) commenced operations as an AMFI-registered Mutual Fund Distributor. This dual approach broadens ARWL’s market reach, creating a resilient portfolio. in which a portion of them is in the process of allocating their entire portfolio to the company.

Wealth Management 59

Wealth Management Clients Distribution Assets 59

Trade Brains

FEBRUARY 5, 2024

Redington has a profit after-tax margin of 1.81%, compared to Rashi’s 1.30%. Diversified product portfolio and solutions: From fiscal 2002 to fiscal 2023, the company distributed 311.89 Key Players Rashi’s listed peer is Redington Ltd., which is larger. Redington’s revenue growth in FY23 exceeds that of Rashi.

Electronics 59

Electronics Distribution Manufacturing B2B 59

Brown Advisory

JUNE 16, 2022

Today the Global Leaders portfolio cash flow duration in real terms is in the 15 to 17-year range using this calculation. By this valuation method, the portfolio cashflow duration is in the 16 to 17-years range. GAAP in 2002 7. We expect some of our companies can grow cashflow faster than this, most will not.

Investments 52

Investments Investing Accounting Valuation 52

Trade Brains

NOVEMBER 28, 2022

Buy the dip’ has burnt holes in the portfolios prompting investors to wonder where to invest. Avenue Supermarts, the holding company of the supermarket chain DMart was launched in 2002 in Powai, Mumbai. During the same period, the retailer compounded its profit after tax along the same lines at an annual rate of 15.54% to Rs.

Pharmaceutical 52

Pharmaceutical Healthcare Retail Food 52

Brown Advisory

MAY 10, 2018

In this article, our head of asset allocation discusses how we are managing trade risk, while still embracing global growth opportunities in our portfolios. As a result, our portfolios currently seek exposure to asset classes and holdings with less dependency on foreign trade. We need to build portfolios on a foundation of facts.

Economy 52

Economy Portfolio Clients Sales 52

Brown Advisory

MAY 10, 2018

In this article, our head of asset allocation discusses how we are managing trade risk, while still embracing global growth opportunities in our portfolios. As a result, our portfolios currently seek exposure to asset classes and holdings with less dependency on foreign trade. We need to build portfolios on a foundation of facts.

Economy 52

Economy Portfolio Clients Sales 52

The Big Picture

AUGUST 15, 2023

That’s a really easy portfolio to create. It allows you to understand, generally speaking, what is a reasonable beta for that whole portfolio. By the time I got there in ’92, they had a great venture portfolio and almost nobody else even understood what venture capital was. That allows you to do two things.

Management 130

Management Investments Investing Government 130

The Big Picture

OCTOBER 19, 2022

He is the managing director of Vanguard’s Financial Advisor Services Division, where he began back in 2002. And Wall Street didn’t work out for a variety of reasons, but I ended up working sort of an adjacent industry in the portfolio management software business, and really wasn’t where my passion was. RAMPULLA: Yeah.

Financial Advisor 287

Financial Advisor Clients Taxes Investments 287

The Big Picture

JANUARY 21, 2025

You would offer three of their stock picks where they were probably touting stocks they wanted to unload from their portfolio. 00:12:41 [Speaker Changed] If nothing in your portfolio is performing badly, you’re not diversified. I did it in 2000, 2002. And the managers you selected were all based on past performance.

Investments 148

Investments Investing Management Retirement 148

Random Roger's Retirement Planning

MARCH 24, 2024

In Saturday's post we touched on all-weather portfolios and assumed a lot of overlap with the Permanent Portfolio (PP). All-weather and PP are in Portfoliovisualizer's dropdown choices for portfolios to study. All-weather and PP are in Portfoliovisualizer's dropdown choices for portfolios to study. I think it can.

Portfolio 98

Portfolio Management Taxes Numbers 98

The Big Picture

MARCH 27, 2023

She was a partner and a portfolio manager at Canyon Capital, a firm that runs currently about $25 billion. But it’s interesting that you really can pinpoint the difference in return because there’s this sort of impatient or overzealousness in trading your portfolio. MIELLE: So there you go. MIELLE: Exactly. I get that.

Assets 286

Assets Investments Investing Management 286

Brown Advisory

SEPTEMBER 12, 2016

Proposed Tax Law Changes Prompt Estate Planning Review achen Mon, 09/12/2016 - 06:00 A plan to maximize a family’s financial legacy usually saves the most tax by leveraging the longterm compounding of investments outside of the taxable estate. An FLP funded with $30 million in 2002 was a key element of their long-term planning process.

Estate Planning 52

Estate Planning Taxes Planning Clients 52

Brown Advisory

SEPTEMBER 12, 2016

Proposed Tax Law Changes Prompt Estate Planning Review. A plan to maximize a family’s financial legacy usually saves the most tax by leveraging the longterm compounding of investments outside of the taxable estate. We undertook productive planning in 2012 when it appeared that gift and estate tax exemptions were about to shrink.

Estate Planning 52

Estate Planning Taxes Planning Clients 52

The Big Picture

AUGUST 29, 2022

And so, I was doing that in 2000, 2002, 2003, 2004. BALCHUNAS: … a couple trillion stuck in there because of taxes. of that fund had to call himself a portfolio administrator. RITHOLTZ: Super tax-efficient …. It’s going to be the core of most (inaudible) portfolios because it’s just too — too good of a deal.

Assets 174

Assets Management Marketing Marketing 174

The Big Picture

OCTOBER 15, 2024

And so you had this massive amount of money there and because these guys were so big, when they would hedge their mortgage portfolios, it would move all the global fixed income. And so, so, so what happened was, you remember like in late 2002, you had like five, 6% interest rates and, and, and it rates started to fall. billion to Cox.

Government 148

Government Electronics Engineering Management 148

The Big Picture

APRIL 11, 2023

RITHOLTZ: So that’s really interesting because what I wrote down was tax efficiency is one of the drivers. DAMODARAN: If I can throw this out to my class, and the first thing they come up with is it more tax-efficient to do buybacks than dividends? DAMODARAN: Capital gains then were taxed with 28 percent. DAMODARAN: Right.

Valuation 299

Valuation Education Numbers Government 299

Random Roger's Retirement Planning

APRIL 18, 2025

This is an important thing to understand when constructing portfolios that go narrower than broad based index funds. The math checks out and while the timing for these funds to launch was simply unlucky, I can't figure how these make managing a portfolio easier. You can see the S&P 500 is down 7.9%

Management 52

Management Portfolio Math Retail 52

Random Roger's Retirement Planning

JANUARY 1, 2025

Barron's has an article about how to protect your portfolio , er sort of. Basically, after a couple of quotes from William Bengen, father of the 4% rule, about his tactical portfolio currently being 37% allocated to equities, there are a couple of suggestions from William Bernstein about just having less equity exposure. Portfolio No.

Retirement 52

Retirement Portfolio Clients Assets 52

The Big Picture

MAY 21, 2024

I graduated Columbia 2002, and I’m the only person I know who stayed in the same job for the last 23 00:08:35 [Speaker Changed] Years. Or, or people start out with a CFA and they decide, you know, I would rather manage the portfolio than tell I’d rather be a PM than advise the pm. It’s all tax free.

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Numbers Management Banking Marketing 148