The Irrelevant Investor

OCTOBER 4, 2016

All of the great investors, from Seth Klarman and Howard Marks to Warren Buffett and Phil Fisher, have one thing in common- their ability to clearly communicate their philosophy. Jack Bogle rightfully gets all the credit for creating the index fund, but he's very underrated when it comes to his ability to effectively communicate.

Communication 52

Communication Portfolio Management Management Portfolio 52

eMoney Advisor

APRIL 25, 2023

3 It’s no surprise then that exploring how to get partners to a place where they can freely communicate about goals and values is a point of interest for financial planners. ” Marriage & Family Review 49 (5), 2013. Money is a major stressor for Americans, and fighting about it has proven to be a predictor of divorce.

Financial Planning 84

Financial Planning Planning Financial Planner Clients 84

Trade Brains

JULY 31, 2023

TCS caters to companies from 5 key industries mainly: banking, financial services & insurance, retail & consumer business, communication, media & technology, and manufacturing. stake in 2013. MSIL initially imported cars and sold them in India. million units per year.

Manufacturing 97

Manufacturing Consulting Engineering Distribution 97

Good Financial Cents

DECEMBER 14, 2022

Because much of an advisor’s job revolves around talking to clients and seeking new investment opportunities, excellent communication skills are essential in this role. Communication Skills. Finance is a complex field, and communicating effectively is essential for success. Senior Accountants. Financial Reporting Skills.

Budgeting 88

Budgeting Compliance Accounting Insurance 88

Brown Advisory

JANUARY 20, 2023

Some recent, high-profiles examples include: In 2013, the billionaire creator of Beanie Babies pled guilty to tax evasion and faced FBAR fines of roughly $53 million.

Accounting 100

Accounting Compliance Taxes Banking 100

Trade Brains

JANUARY 22, 2024

In 2013, both Companies merged to form KPIT Technologies. The middleware is a software layer that facilitates communication across various components of the Vehicle. They were later joined in by Shrirish Patwardhan & Sachin Tikekar as Co-Founders. KPIT was then spun off as an independent Company, away from the CA firm.

Planning 119

Planning Engineering Manufacturing Clients 119

Brown Advisory

JUNE 23, 2016

Based in Beijing from 2005 until 2013, Osnos won the National Book Award in 2014 for Age of Ambition: Chasing Fortune, Truth and Faith in the New China. This communication and any accompanying documents are confidential and privileged. We sometimes use a blunt instrument when we need a scalpel.”

Communication 52

Communication Clients Taxes Economy 52

Brown Advisory

JUNE 23, 2016

Based in Beijing from 2005 until 2013, Osnos won the National Book Award in 2014 for Age of Ambition: Chasing Fortune, Truth and Faith in the New China. This communication and any accompanying documents are confidential and privileged. We sometimes use a blunt instrument when we need a scalpel.”.

Communication 52

Communication Clients Taxes Economy 52

Trade Brains

MARCH 29, 2024

Bharti Hexacom is a communications service provider offering consumer mobile services, fixed-line telephone & broadband services under the brand Airtel. Today, Bharti Hexacom offers its communication services as Airtel in a synergistic manner to its customers. GB/customer/month in 2013 to 21.0 Keep reading to find out!

Government 59

Government Communication Valuation Consulting 59

FMG

JANUARY 19, 2023

After graduating college, I moved to San Diego without much of a plan in 2013 and I loved it so much that I’ve been here ever since. I have a Communications Degree, was a video production assistant, a graphic designer, a technician at an Apple repair shop, and a UX/UI freelancer. How did you get into web design?

Food 52

Food Communication Education Planning 52

The Big Picture

SEPTEMBER 12, 2022

BITTERLY MICHELL: And so, you start to learn things like, well, so how do you say call option, how do you say puts — so as I was like chatting with different people or communicating with different people on — on Bloomberg, let’s say, I would then, you know, put — what are they saying? BITTERLY MICHELL: Exactly.

Clients 299

Clients Wealth Management Banking Investing 299

Brown Advisory

SEPTEMBER 12, 2016

In routine communications with Akamai in 2015, Brown Advisory portfolio managers inquired whether the company planned to transition to renewable energy sources. Pritzker and United Way created the first social impact bond aimed at financing early childhood education in 2013. based example, Goldman Sachs, J.B.

Investing 52

Investing Investments Communication Government 52

Brown Advisory

SEPTEMBER 12, 2016

In routine communications with Akamai in 2015, Brown Advisory portfolio managers inquired whether the company planned to transition to renewable energy sources. Pritzker and United Way created the first social impact bond aimed at financing early childhood education in 2013. based example, Goldman Sachs, J.B.

Investing 52

Investing Investments Communication Government 52

Investment Writing

APRIL 2, 2024

I updated this piece on December 1, 2013, to share the results of my poll, instead of directing readers to a poll that’s no longer active. Results of my spelling poll When I polled my newsletter and blog readers about the proper spelling, “outperformance” won in a landslide, with 92% of the vote.

Numbers 52

Numbers Investing Investments Communication 52

Brown Advisory

SEPTEMBER 12, 2016

By the end of 2013, when the surviving spouse died, the value of the FLP had expanded 2.6 This communication and any accompanying documents are confidential and privileged. An FLP funded with $30 million in 2002 was a key element of their long-term planning process. They are intended for the sole use of the addressee.

Estate Planning 52

Estate Planning Taxes Planning Clients 52

Brown Advisory

SEPTEMBER 12, 2016

By the end of 2013, when the surviving spouse died, the value of the FLP had expanded 2.6 This communication and any accompanying documents are confidential and privileged. An FLP funded with $30 million in 2002 was a key element of their long-term planning process. They are intended for the sole use of the addressee.

Estate Planning 52

Estate Planning Taxes Planning Clients 52

Investment Writing

NOVEMBER 20, 2024

Marketing and communications professionals know how to write well. Note: This post was originally published on October 18, 2013, on the MarketingProfs blog , but it remains relevant today. Note: This post was originally published on October 18, 2013, on the MarketingProfs blog , but it remains relevant today.

Compliance 52

Compliance Communication Assets Investing 52

Trade Brains

MAY 7, 2024

Cryptography:- It is a method to secure information and communication from unauthorized access by the process of encryption. Best Crypto Brokers In The World #10: Huobi Huobi Global is a centralised crypto trading platform founded in China in 2013.

Education 59

Education Accounting Portfolio Marketing 59

James Hendries

MARCH 3, 2023

Computers, tablets and smartphones have transformed how we communicate, work, learn, share news and entertain ourselves. One Denver warehouse was called “ an environmental disaster ” when 8,000 tons of lead-filled tubes from old TVs were discovered there in 2013. Some recycling companies have illegally stockpiled or abandoned e-waste.

Electronics 52

Electronics Management Manufacturing Government 52

Brown Advisory

MARCH 1, 2016

Indeed, in 2013, the nickname “unicorns” was coined for privately owned companies with a market value exceeding $1 billion. This communication and any accompanying documents are confidential and privileged. Hedge funds and mutual funds also seized on venture capital opportunities like never before.

Valuation 52

Valuation Investments Investing Clients 52

WiserAdvisor

JANUARY 23, 2024

In case of any doubt or discrepancies, it is vital to communicate with your financial advisor openly. Communication is key in the evaluation of investment performance. Communication is key in the evaluation of investment performance. Transparent communication is paramount in risk management.

Financial Advisor 40

Financial Advisor Risk Tolerance Communication Taxes 40

Brown Advisory

JUNE 2, 2016

As the discount shifted to a premium, we transitioned back to our core equity position in 2013. This communication and any accompanying documents are confidential and privileged. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information.

Marketing 52

Marketing Marketing Management Investing 52

Brown Advisory

MARCH 28, 2017

In routine communications with Akamai in 2015, Brown Advisory portfolio managers inquired whether the company planned to transition to renewable energy sources. Pritzker and United Way created the first social impact bond aimed at financing early childhood education in 2013. based example, Goldman Sachs, J.B.

Investing 52

Investing Investments Government Nonprofit 52

Brown Advisory

MARCH 28, 2017

In routine communications with Akamai in 2015, Brown Advisory portfolio managers inquired whether the company planned to transition to renewable energy sources. Pritzker and United Way created the first social impact bond aimed at financing early childhood education in 2013. based example, Goldman Sachs, J.B.

Investing 52

Investing Investments Government Nonprofit 52

Brown Advisory

JANUARY 20, 2023

Some recent, high-profiles examples include: In 2013, the billionaire creator of Beanie Babies pled guilty to tax evasion and faced FBAR fines of roughly $53 million.

Accounting 52

Accounting Compliance Taxes Banking 52

Brown Advisory

OCTOBER 28, 2021

As chief scientist of The Nature Conservancy and the director of the Climate Center at Texas Tech, Dr. Hayhoe has been called “a national treasure” and “one of the nation’s most effective communicators on the threat of climate change.” She is now an opinion columnist at The Washington Post.

Portfolio Management 52

Portfolio Management Economics Clients Education 52

Brown Advisory

OCTOBER 28, 2021

As chief scientist of The Nature Conservancy and the director of the Climate Center at Texas Tech, Dr. Hayhoe has been called “a national treasure” and “one of the nation’s most effective communicators on the threat of climate change.” Speakers: Katharine Hayhoe, Chief Scientist, The Nature Conservancy.

Portfolio Management 52

Portfolio Management Economics Clients Education 52

Brown Advisory

MARCH 24, 2021

safe & secure communication of data) to allow for the creation and distribution of a unique code (i.e. Quantity of cryptocurrencies 2013-2021 Source: Statista, CoinMarketCap. Survey period 2013 to 2021. Broadly speaking, a cryptocurrency utilises sophisticated cryptography (i.e. Data published February 2021.

Assets 52

Assets Economics Investing Investments 52

Brown Advisory

MARCH 24, 2021

safe & secure communication of data) to allow for the creation and distribution of a unique code (i.e. Quantity of cryptocurrencies 2013-2021. Survey period 2013 to 2021. Broadly speaking, a cryptocurrency utilises sophisticated cryptography (i.e. blockchain), in a way that no single person or group has control.

Assets 52

Assets Economics Investing Investments 52

ClearMoney

NOVEMBER 4, 2021

Gerard O’Reilly and Savina Rizova, “ Expected Profitability: A New Dimension of Expected Returns ” (white paper, Dimensional Fund Advisors, June 2013). This material is not a sales communication. See, for example, the Fama/French US Momentum Factor’s return of –83.16% in 2009.

Asset Allocation 52

Asset Allocation Commission Portfolio Assets 52

Brown Advisory

JULY 1, 2015

Not to be overlooked is the uncertainty associated with the change of Fed leadership from Ben Bernanke to Janet Yellen, still early in her term and establishing her communication style. Period April 30, 2013, through April 30, 2015. It’s not clear yet exactly how she intends to put her own stamp on the central bank. SOURCE: BLOOMBERG.

Investing 52

Investing Investments Banking Economy 52

Brown Advisory

FEBRUARY 13, 2017

Steps Toward Sustainability Many investors have deeply held beliefs and values that shape their life choices, yet three out of four investors are still hesitant about discussing sustainable investing with their advisors, according to a 2013 study by Calvert Investments.

Clients 52

Clients Planning Portfolio Investments 52

Brown Advisory

FEBRUARY 13, 2017

Many investors have deeply held beliefs and values that shape their life choices, yet three out of four investors are still hesitant about discussing sustainable investing with their advisors, according to a 2013 study by Calvert Investments.

Clients 52

Clients Planning Portfolio Investments 52

Brown Advisory

JULY 23, 2019

Kraft Heinz Several questions focused on Berkshire’s investment in Kraft Heinz (KHC) and its relationship with 3G Capital, which Berkshire partnered with in buying Heinz in 2013 and Kraft in 2015. He communicates to them what he would tell anyone who has a large investment in the company. He thinks about his two sisters as he writes.

Insurance 52

Insurance Investments Investing Management 52

Brown Advisory

JULY 23, 2019

Several questions focused on Berkshire’s investment in Kraft Heinz (KHC) and its relationship with 3G Capital, which Berkshire partnered with in buying Heinz in 2013 and Kraft in 2015. He communicates to them what he would tell anyone who has a large investment in the company. Kraft Heinz. He thinks about his two sisters as he writes.

Insurance 52

Insurance Investments Investing Management 52

Brown Advisory

NOVEMBER 12, 2015

This is a significant increase over the rate for long-term gains rate of 15% for the highest bracket prior to 2013. Regulations contained in IRS Circular 230 regulate written communications from us concerning tax matters. This piece is intended solely for our clients and prospective clients and is for informational purposes only.

Planning 52

Planning Taxes Distribution Medical 52

The Big Picture

JULY 29, 2024

We wanna be sure that our communications tools leverage large language models so they can be highly personalized. 00:36:07 [Speaker Changed] The, the SEC is incredibly concerned that financial performance is the primary measure by which the advisor communicates to the investor their success. 00:41:16 [Speaker Changed] Yeah.

Clients 147

Clients Portfolio Financial Advisor Investing 147