Brown Advisory

SEPTEMBER 21, 2022

Numbers may not total 100% due to rounding. ROIC is a measure of determining a company’s financial performance. 3 Source: Deutsche Boerse’s second quarter of 2022 company earnings call. 4 Source: FactSet® and Brown Advisory calculations. as of 08/31/2022 and are subject to change. Portfolio attributes show the median returns.

Portfolio 52

Portfolio Manufacturing Investments Investing 52

Brown Advisory

SEPTEMBER 21, 2022

Numbers may not total 100% due to rounding. ROIC is a measure of determining a company’s financial performance. 3 Source: Deutsche Boerse’s second quarter of 2022 company earnings call. 4 Source: FactSet® and Brown Advisory calculations. as of 08/31/2022 and are subject to change. Portfolio attributes show the median returns.

Portfolio 52

Portfolio Manufacturing Investments Investing 52

The Big Picture

JULY 24, 2023

MIAN: Even a secular bull market has like a mid-cycle crash right so for example in the 1950 to 1968 bull market, the mid-cycle crash was the 1961 Kennedy bear market, the market fell down 30%. In the 1980 to 2000 market you had the mid-cycle crash and the 1987 crash. In 2012 Facebook went public, the IPO flopped.

Marketing 130

Marketing Marketing Economy Valuation 130

Sara Grillo

APRIL 10, 2023

What we’ve seen in 2022 is that there were a number of hacks. It was at that point Scott thought there had to be a better way for investors to obtain unbiased advice and low-cost access to the financial markets. Giles: Banks do have to follow rules and regulations.

Investing 52

Investing Investments CFP Financial Advisor 52

The Big Picture

SEPTEMBER 26, 2023

But here you have the guy who is part of the team running the fund day-to-day, right into the teeth of the collapse of the financial markets. In the great financial crisis. Crazy number. So I, I think that’s, that’s advice number one. Advice number two is remember that you have it good.

Banking 130

Banking Investing Investments Clients 130

Sara Grillo

SEPTEMBER 26, 2022

I mean, how is the CFP Board even going through a process of due diligence, again, innocent till proving guilty in the sense when they have all kinds of disclosures, but at the same time, they’re publicly reprimanding 40 people, 80 people, whatever the number is, in a given year, out of the tens of thousands.

CFP 59

CFP Financial Advisor Financial Planner Ethics 59

The Big Picture

OCTOBER 10, 2023

and I don’t know if this is from the book or or my research, Forbes settled on that number. Michael Lewis ] 00:06:54 [Speaker Changed] So going back to about, I dunno, maybe 2012, I’d had made several runs at writing about crypto, mainly at the behest of crypto people because they wanted attention. I thought so.

Math 162

Math Numbers Marketing Marketing 162

The Big Picture

MAY 21, 2024

So it’s got this math angle where it, you know, it’s all numbers, but then there’s this behavioral angle and psychological angle where, you know, it’s, it’s kind of a fun problem to tackle. It’s kind of a silly number, but people are going to think you’re smart or dumb based on that number.

Numbers 147

Numbers Management Banking Marketing 147

Sara Grillo

SEPTEMBER 12, 2022

Salaske says you would practically have to be a convicted felon for them to strip you of the mark; they want high numbers so they can collect their revenue and chest pound about membership. Many people use the CFP designation just to market themselves and the CFP Board is complicit in that behavior. About Scott Salaske.

CFP 80

CFP Financial Planner Ethics Financial Planning 80

The Big Picture

DECEMBER 26, 2023

And 00:06:38 [Speaker Changed] Door number one was much better than door number three in, in the circumstances. I mean, I’m sure it’s changing as days go by, but for me, I mean, we’re, we’re, you know, using mathematics quantitative methods to identify and spot trends and patterns in the financial markets.

Marketing 162

Marketing Marketing Financial Advisor Clients 162

The Big Picture

JANUARY 31, 2023

And in my career, I feel like the Canadian, they produce a large number of economists. And so I worked with him until 2012. And so I would do a lot of marketing for equity accounts at Merrill. And then I got approached by RenMac in 2012, and now I’ve been doing it for them for this last decade. RITHOLTZ: Right.

Economics 147

Economics Economy Marketing Marketing 147

The Better Letter

JANUARY 12, 2023

The CXO advisory group analyzed 6582 market forecasts by 68 experts from 2005 through 2012. As of 2020 , the median Wall Street market forecast since 2000 missed its target by an average of 12.9 The rate increases, he forecast, would come in increments so small that financial markets would barely feel them.

Economy 117

Economy Economics CFP Management 117