Brown Advisory

JANUARY 26, 2017

For example, just before Detroit’s much-publicized 2013 bankruptcy, their GO debt was rated comparably to that of the Detroit Water and Sewerage Department. At Brown Advisory, we often view the credit risk of revenue-backed issues more preferably than that of a GO, even one with comparable ratings.

Clients 52

Clients Portfolio Management Taxes 52

The Big Picture

DECEMBER 6, 2022

I did in 2013 the largest banking transaction that the market had seen since the financial crisis, it was a $2.4 BERRUGA: We think it’s a great solution for clients that are looking for two things, either income or like a risk management tool to play the volatile environment that we have seen in the markets. billion deal.

Clients 162

Clients Investing Investments Management 162

Midstream Marketing

SEPTEMBER 15, 2019

In 2013, they even helped launch The Debt Movement – where they’re currently helping to motivate people across the country to pay off $10 million of combined debt. So to say that Good Financial Cents is influential is probably a bit of an understatement. Alpha Architect Blog.

Financial Advisor 52

Financial Advisor Wealth Management Certified Financial Planner Economics 52

WiserAdvisor

JANUARY 23, 2024

Engaging in a constructive dialogue with your financial advisor can provide valuable insights into the rationale behind their decisions, portfolio construction, and risk management. For instance, events like a market downturn in June 2013 allowed some services to capture losses promptly, providing tax savings for clients.

Financial Advisor 40

Financial Advisor Risk Tolerance Communication Taxes 40

The Big Picture

SEPTEMBER 12, 2022

BITTERLY MICHELL: … risk management. RITHOLTZ: Whereas the — and the market when — essentially didn’t get above 2000 to like 2013 or so. Tell us what it was like when everything hits the fan in ’08-’09 derivatives blowup not that you were playing in the — in the worst …. RITHOLTZ: Right.

Clients 299

Clients Wealth Management Banking Investing 299

Validea

MARCH 21, 2025

This Weeks Featured Strategy: Martin Zweig Growth Investor Model This week, we spotlight the Martin Zweig Growth Investor Model , a strategy that seeks to balance the aggressive pursuit of growth with a conservative attention to risk management. Zweigs track record speaks for itself. gains, respectively.

Risk Management 52

Risk Management Valuation Portfolio Sales 52

The Big Picture

MAY 9, 2023

SALISBURY: So I led the European Special Situations Group from 2008 to 2013. We just get to focus on assets and asset risk management. So earlier we were talking about assets, and then you referenced risk management. RITHOLTZ: Tell us a little bit about the difference between managing risk and merely owning assets.

Assets 299

Assets Clients Investing Investments 299

Brown Advisory

FEBRUARY 13, 2017

Risk Management for the Young Entrepreneur: Our client “Sharon” has both a young family and an entrepreneurial spirit. She wanted to start a new venture, but did not want to expose her family to undue burden or risk in the process.

Clients 52

Clients Planning Portfolio Investing 52

Brown Advisory

FEBRUARY 13, 2017

Risk Management for the Young Entrepreneur: Our client “Sharon” has both a young family and an entrepreneurial spirit. She wanted to start a new venture, but did not want to expose her family to undue burden or risk in the process.

Clients 52

Clients Planning Portfolio Investing 52

The Better Letter

JANUARY 26, 2024

2013 : “[S]tock returns prospectively are very low.” Former Reagan White House Budget Director David Stockman has predicted market crashes in 2012 , 2013 , 2014 , 2015 , 2016 , 2017 , 2018 , 2019 , 2020 , 2021 , 2022 , and 2023. .” That year, as the S&P 500 barely broke even (2.10 percent), HSGFX did worse (1.64

Assets 105

Assets Valuation Management Marketing 105

The Big Picture

NOVEMBER 7, 2023

It was literally a decade ago, October, 2013 when Silk Road got busted when the founder Ross Albright got busted. 01:09:02 [Speaker Changed] So the problem is that FTX, the way the exchange was set up, they claim they had this great risk management system, this amazing liquidation engine. 00:07:23 [Speaker Changed] Yeah.

Numbers 162

Numbers Banking Accounting Taxes 162

Carson Wealth

DECEMBER 30, 2024

Im old enough to remember back in 2013 when everyone freaked out because the island of Cypress was having financial issues. Then you look back and the S&P 500 gained over 30% in 2013 and you wonder what in the world we were thinking! Im serious, it was a very big deal for about a week and had many investors on edge.

Marketing 64

Marketing Marketing Valuation Economy 64