Brown Advisory

MARCH 1, 2014

The Advisory | March 2014. Sat, 03/01/2014 - 14:15. From the U.S. to emerging markets, big-picture economic expectations and on-theground reality for companies were out of sync in 2013. Here’s why both are important.

Economics 52

Economics Marketing Marketing 52

The Big Picture

NOVEMBER 10, 2023

June 21, 2021) Tversky and Kahneman Changed How We Think (December 5, 2016) How Shiller helped Fama win the Nobel (October 26, 2013) Plus, I have to include the discussion of Amos Tevarsky and Danny Kahnemann: Michael Lewis on The Undoing Project (December 10, 2016) The post MiB: The Nobel Laureates appeared first on The Big Picture.

Investing 144

Investing Investments Marketing Marketing 144

Brown Advisory

MAY 1, 2015

2014 Annual Report | Putting The Pieces Together. We are pleased to share with you the 2014 annual report for Brown Advisory. Fri, 05/01/2015 - 12:00. The purpose of this report is to provide an update on the firm's performance as a business and its financial condition.

Clients 52

Clients Investing Investments 52

Brown Advisory

NOVEMBER 12, 2014

Strategic Advisory Letter | 2014 Year-End Planning Checklist. Wed, 11/12/2014 - 11:56. The tax environment for 2014 has been relatively stable. There has been a lot of talk of tax changes in the current year, but there has been little action.

Planning 52

Planning Taxes 52

The Big Picture

OCTOBER 3, 2024

November 29, 2009) Harvard: Not So Smart After All (December 4, 2008) Archive: University Endowments Sources : Harvard ignored warnings about investments ( Mirror ) Advisers told Summers, others not to put so much cash in market; losses hit $1.8b

Medical 167

Medical Management Investing Investments 167

The Reformed Broker

JUNE 4, 2023

We talked innovation, AI fact vs fiction, how big Tesla can get, why Ark bought Nvidia in 2014, Zoom vs Google Meet vs Microsoft Teams, and much more! Petersburg area this week and got to spend some time with the founder of ARK Invest. Watch or listen to the episode below. You can watch the new TCAF below or l.

Investing 177

Investing Investments 177

Brown Advisory

JUNE 1, 2014

The Advisory | June 2014. Sun, 06/01/2014 - 20:26. Our recent Navigating Our World (NOW) conference illuminated many compelling trends that are likely to shape the path of societies and industries in the future. The key is knowing how to prudently capture these important but uncertain drivers in client portfolios.

Portfolio 40

Portfolio Clients 40

Calculated Risk

NOVEMBER 12, 2024

The left graph is from 1990 to 2014. This graph on Residential Real Estate demand is from the Senior Loan Officer Survey Charts. This graph is for demand and shows that demand has declined. The right graph is from 2015 to Q3 2024.

Banking 128

Banking Marketing Marketing 128

Advisor Perspectives

OCTOBER 4, 2024

Ever since Prime Minister Narendra Modi announced his “Make in India” policies shortly after being elected prime minister in 2014, New Delhi has chased the dream of a prosperous manufacturing sector. There have been some successes — when it comes to making mobile phones, for example.

Manufacturing 59

Manufacturing 59

The Big Picture

SEPTEMBER 20, 2023

Higgins Federal Reserve Bank of Atlanta, July 1, 2014 1. Data inputs include retail sales, industrial production, real personal income, real personal consumption expenditures, net exports, and more.

Banking 144

Banking Economics Retail Economy 144

The Big Picture

SEPTEMBER 29, 2023

Random Shocks and Business Cycles by Thorsten Drautzburg Economic Insights, Q1 2019 Federal Reserve Bank of Philadelphia An astonishing record – of complete failure Tim Harford FT, May 30, 2014 The post Can Economists Predict Recessions? appeared first on The Big Picture.

Economy 292

Economy Banking Economics 292

A Wealth of Common Sense

SEPTEMBER 17, 2024

In 2014 I wrote a piece called What If You Only Invested at Market Peaks? I’m at Future Proof this week with 4,000 friends in the financial advice space. Here’s a look back at the most popular post in A Wealth of Common Sense history. *

Investing 74

Investing Investments Financial Advice Marketing 74

The Big Picture

SEPTEMBER 13, 2023

Previously : MiB: Laszlo Birinyi (September 13, 2014) How News Looks When Its Old (October 29, 2021) The post Birinyi’s Axioms appeared first on The Big Picture. Predicting rain doesn’t count; building arks or selling umbrellas does. You are the only judge of experts. Free advice is not worth it. Investing really is a profession.

Media 218

Media Clients Investing Investments 218

Meb Faber Research

MARCH 8, 2024

Guest: Tim Ranzetta is the Founder of Next Gen Personal Finance, a non-profit organization to connect educators with free resources and equip students with the knowledge and skills to lead financially successful and fulfilling lives since 2014.

Education 109

Education Investing Investments Marketing 109

Nerd's Eye View

DECEMBER 18, 2023

Accordingly, just as I did last year , and in 2021 , 2020 , 2019 , 2018 , 2017 , 2016 , 2015 , and 2014 , I've compiled for you this Highlights List of our top 2 2 articles in 2023 that you might have missed , along with a few of our most popular episodes of "Kitces & Carl" and the "Financial Advisor Success" podcasts.

Financial Advisor 245

Financial Advisor Numbers 245

The Big Picture

OCTOBER 18, 2022

This brings us to the chart: The one above shows the traffic of prospective buyers looking at a new home (2014- 2022); the one below goes back to the 1980s. The four largest drops occurred during distinct periods of economic distress: 1990 (recession), 2006-09 (GFC), 2020 (pandemic/recession), and today (FOMC 300 bp rate hike).

Budgeting 363

Budgeting Economy Taxes Economics 363

The Big Picture

JUNE 22, 2023

Using IRS data, University of California at Berkeley’s Emmanuel Saez and Gabriel Zucman’s 2014 study found: The share of total wealth of the top 1% has increased steadily, from below 25% in 1978 to 42% in 2012. And, it has accelerated over the past few decades. The share of total wealth of the top 0.1%

Distribution 301

Distribution Assets Economics Numbers 301

The Irrelevant Investor

NOVEMBER 6, 2022

One of those moments was in 2014 (15?) There are a handful of times in my life where the first encounter with somebody stayed with me forever. when I met Scott Krisiloff. At the time, Scott was running an asset management company, but the thing that hit me had nothing to do with his day job.

Assets 142

Assets Management 142

Calculated Risk

AUGUST 5, 2024

The left graphs are from 1990 to 2014. This graph on Residential Real Estate demand is from the Senior Loan Officer Survey Charts. This graph is for demand and shows that demand has declined. The right graphs are from 2015 to Q2 2024.

Banking 130

Banking 130

The Big Picture

DECEMBER 8, 2023

Don’t have one] (August 2nd, 2013) NFP: Pay No Attention to the Statistician Behind the Curtains (January 10, 2014) Don’t Suffer From Denominator Blindness (October 14, 2015) _ 1: All Employees: Total Nonfarm, commonly known as Total Nonfarm Payroll, is a measure of the number of U.S.

Numbers 261

Numbers Retirement Economy Accounting 261

Wealth Management

DECEMBER 19, 2022

Denver Broncos owner Pat Bowlen resigned as CEO of the team in 2014 and died in 2019. His unique estate plan tasked a group of trustees with finding a new owner.

Estate Planning 103

Estate Planning Planning 103

The Irrelevant Investor

APRIL 10, 2023

From 2014 through 2021, the average 30-year mortgage was 3.8%. The only thing wrong with it is when it was listed. This home would have sold for asking or above if it had been built twelve months earlier. The mortgage market has had a heck of a transformation over the past year. It recently hit 7%.

Marketing 109

Marketing Marketing 109

Nerd's Eye View

JUNE 10, 2024

It quickly became a perennial favorite on Nerd's Eye View, and so I've updated it every year, with new lists of books in 2014 , 2015 , 2016 , 2017 , 2018 , 2019 , 2020 , 2021 , 2022 , and a fresh round last year in 2023.

Financial Advisor 217

Financial Advisor Financial Planner Clients Communication 217

Discipline Funds

MARCH 26, 2024

The article was inspired by the wonderful Cliff Asness paper from 2014 in which he debunks many common finance myths. I wrote a fun new paper about the top 10 thing s in finance and economics that are my pet peeves. Many of the things that annoy Cliff also annoy me, but I tend to get more annoyed by bad economic narratives.

Economics 78

Economics 78

Wealth Management

JUNE 16, 2023

The SEC said on Friday that Pimco failed to disclose key information to investors about how swaps could impact its PIMCO Global StocksPLUS & Income Fund between 2014 and 2016.

87

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The Big Picture

OCTOBER 7, 2022

How Greenspan Became the ex-Maestro (August 11, 2014). Previously : Farewell, TINA (September 28, 2022). Blame the Fed For Everything! June 9, 2022). Normalization vs Inflation (March 14, 2022). Who is to Blame, 1-25 (June 29, 2009). _. For the full calendar year 2020, the total return for the S&P 50 index was 18.4%; the 67.9%

Banking 335

Banking Economics Portfolio Assets 335

Carson Wealth

SEPTEMBER 11, 2023

trillion (37%) This is a big shift from 2014, when foreigners were the largest holders of U.S. The share held by the Federal Reserve has jumped between 2014 and 2022, but the chart below shows that percentage has fallen over the last year as the Fed has ended its bond purchases. debt has fallen from 26% to 15% between 2014 and 2023.

Marketing 92

Marketing Marketing Government Economy 92

The Big Picture

JANUARY 5, 2024

the firm provides first lien, unitranche and junior debt to over 3,700 European middle market companies since 2014. He oversees all of the firm’s private markets strategies as Head of Private Markets.

Education 184

Education Management Investing Investments 184

MarketWatch

JUNE 9, 2023

The Justice Department unsealed charges against two Russian nationals Friday, accusing them of hacking the now-defunct Mt.

Marketing 40

Marketing Marketing 40

Mish Talk

DECEMBER 22, 2022

Reservation Wage Between March 2014 and March 2020 Working: +19.3 Respondents’ satisfaction with wage compensation, non-wage benefits, and promotion opportunities at their current job all improved in November compared to July. What is the lowest wage or salary you would accept (BEFORE taxes and other deductions) for this job?

Food 130

Food Retirement Taxes Banking 130

Calculated Risk

NOVEMBER 6, 2023

The left graph is 1990 to 2014. Moreover, for credit card, auto, and other consumer loans, standards reportedly tightened, and demand weakened on balance. emphasis added Click on graph for larger image. This graph on Residential Real Estate demand is from the Senior Loan Officer Survey Charts. This shows that demand has declined.

Banking 130

Banking Government 130

Calculated Risk

APRIL 7, 2024

million units, virtually the same as the average for the first quarters from 2014 to 2023 (3.28 The second graph shows the six-week average (not monthly) of U.S. intermodal in 2022, 2023 and 2024: (using intermodal or shipping containers): U.S. railroads originated 1.02 It’s their seventh straight year-over-year gain. million).

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The Big Picture

SEPTEMBER 2, 2023

You can hear our previous interviews from 2014 , 2016 , 2020 , 2021 and 2022. You can stream and download our full conversation, including any podcast extras, on iTunes , Spotify , Stitcher , Google , YouTube , and Bloomberg. All of our earlier podcasts on your favorite pod hosts can be found here.

Consulting 176

Consulting Banking Sales Investing 176

Advisor Perspectives

JULY 31, 2024

Value — defined by stocks with a low book-to-market ratio — handily beat growth by a minimum of 4% on average annually over the period 1927-2014, although surprisingly with a higher standard deviation. In today’s world, think Verizon versus the Magnificent Seven decades forward.

Marketing 40

Marketing Marketing 40

Advisor Perspectives

NOVEMBER 3, 2023

The US economy just enjoyed its strongest quarterly growth outside of the pandemic era since 2014, expanding at a 4.9% annualized rate in the three months ended Sept.

Economy 52

Economy 52

Abnormal Returns

NOVEMBER 10, 2022

Gox disappeared overnight in 2014." (fortunesandfrictions.com) What lessons are investors going to take away from 2022? blog.validea.com) FTX Felix Salmon, "The collapse of FTX is the most consequential failure the crypto world has seen since Mt. axios.com) The FTX empire is complicated to say the least.

Investing 130

Investing Investments Financial Advising Media 130

Calculated Risk

MAY 8, 2023

The left graph is 1990 to 2014. Standards tightened for all consumer loan categories; demand weakened for auto and other consumer loans, while it remained basically unchanged for credit cards. emphasis added Click on graph for larger image. This graph on Residential Real Estate demand is from the Senior Loan Officer Survey Charts.

Banking 145

Banking Government Marketing Marketing 145