Brown Advisory

SEPTEMBER 3, 2015

Investors had snapped up Puerto Rican debt because of high yields and exemption from federal, state and local taxes in the U.S. Public-sector debt has expanded every year since 2000, hitting 100% of gross national product at the end of fiscal year 2014. By Taylor Graff, CFA, Asset Allocation Analyst. Dream or Opportunity?

Transportation 52

Transportation Government Economy Asset Allocation 52

Brown Advisory

JULY 1, 2016

Changes in their assumed rate of return can impact decisions ranging from asset allocation to the spending level that a portfolio can rationally support. over the last 100 years (1915–2014), but interestingly, they increased to 7.9% Thus, it’s important to have a view on this key question. over the more recent 30-year period.

Investing 52

Investing Investments Portfolio Assets 52

Brown Advisory

JULY 1, 2016

Changes in their assumed rate of return can impact decisions ranging from asset allocation to the spending level that a portfolio can rationally support. over the last 100 years (1915–2014), but interestingly, they increased to 7.9% Thus, it’s important to have a view on this key question. over the more recent 30-year period.

Investing 52

Investing Investments Portfolio Assets 52

The Irrelevant Investor

SEPTEMBER 19, 2015

Alpha Architect on investing systems The sad conclusion is that few if these ideas stand up to intense robustness tests except for the simplest technical rules (much like asset allocation- simpler is often better). This is close to five times the spread between value and growth firms.

Financial Advisor 52

Financial Advisor Economics Asset Allocation Portfolio 52

Brown Advisory

SEPTEMBER 3, 2015

in 2014, according to the International Monetary Fund (IMF). The ratio for the 19 countries in the eurozone rose to 93% at the end of the first quarter from 92% at the end of 2014, according to the European Union. By Stephen Shutz, CFA, Tax-Exempt Portfolio Manager. By Taylor Graff, CFA, Asset Allocation Analyst.

Economy 40

Economy Economics Asset Allocation Banking 40

Brown Advisory

MARCH 30, 2020

Consider how we defined investment risk in our 2018 asset allocation publication, Confronting the Unknown: “The probability that a portfolio will not meet an investor’s needs.” Federal Reserve’s steep rate cuts in March, bond yields broadly rose due to widespread sales of fixed income assets. 10/15/2014 10-Yr U.S.

Management 52

Management Marketing Marketing Clients 52

Brown Advisory

MARCH 30, 2020

Consider how we defined investment risk in our 2018 asset allocation publication, Confronting the Unknown: “The probability that a portfolio will not meet an investor’s needs.” Federal Reserve’s steep rate cuts in March, bond yields broadly rose due to widespread sales of fixed income assets. 10/15/2014. Despite the U.S.

Management 52

Management Marketing Marketing Clients 52

Brown Advisory

JUNE 21, 2017

A white paper entitled " Active Alpha ," published by Brown Advisory in 2014, highlights several factors, including: Independent thinking: Studies have shown that managers whose portfolios differ significantly from their benchmarks are more likely to outperform. In short, every situation is different.

Investing 52

Investing Investments Portfolio Management 52

Brown Advisory

JUNE 21, 2017

A white paper entitled " Active Alpha ," published by Brown Advisory in 2014, highlights several factors, including: Independent thinking: Studies have shown that managers whose portfolios differ significantly from their benchmarks are more likely to outperform. In short, every situation is different. 1 [link] AssetFlows/AssetFlowsJan2017.pdf

Investing 52

Investing Investments Portfolio Management 52

The Big Picture

JANUARY 21, 2025

And after I got my last urine bonus in early 2014, I walked in and handed, handed my notice. So we are talking about things in what I consider personal finance, home ownership, social security, tax management, estate planning and so on. So what do you discuss with your wife and kids about taxes? Right, right.

Investing 147

Investing Investments Management Retirement 147

Discipline Funds

NOVEMBER 17, 2023

according to Siegel (2014). A lot of this depends on which market you look at and what time horizon, but the global stock market has generated nowhere near 10% when you account for real factors like inflation, taxes and fees. We live in the real world where we pay for inflation, taxes and fees over time.

Financial Planner 114

Financial Planner Budgeting Taxes Retirement 114

Truemind Capital

OCTOBER 17, 2023

We maintain our underweight position to equity (check the 4th page for asset allocation) on the back of pricey markets. For short-term requirements, one should consider arbitrage funds over debt MFs, for the favorable tax treatment of the former, if you are in the highest tax slab.

Financial Market 52

Financial Market Marketing Marketing Asset Allocation 52

Dear Mr. Market

MARCH 17, 2024

They have substantial headwinds right now though but are making the right moves to get back on track with the easing of regulatory burdens, creating tax incentives and rebates, and investing in infrastructure. #8 We’ve been pounding the table for holding Gold for several years now starting with our first nibble at it in 2014.

Investing 93

Investing Investments Portfolio Assets 93

The Better Letter

APRIL 20, 2023

High fees are a major drag on returns; tax advantages and consequences matter a lot too. Don’t let the tax “tail” wag the investment “dog.” Asset allocation is more important than the selection of a portfolio’s component parts. ” That idea has much broader relevance.

Investing 86

Investing Investments Distribution Risk Tolerance 86

The Big Picture

JUNE 3, 2024

And that was his boss, Jeffrey Gundlock, founder of Double Line Capital, back in July, 2014. The very first Masters in Business that was broadcast just about 10 years ago, July, 2014, episode number one, Jeffrey Gundlock, DoubleLine Capital. And so I worked a lot on the asset allocation side. They got here a little late.

Math 147

Math Marketing Marketing Engineering 147

The Big Picture

JANUARY 31, 2023

DUTTA: And the thing is that it never got as low as it did in 2014 despite 7 percent mortgage rates, right? But a lot of the rally in the dollar, say, from 2014, to, you know, up until recently, I mean, a lot of that was just growth differentials, right? DUTTA: Right, exactly. So what does that tell you about underlying demand?

Economics 147

Economics Economy Marketing Marketing 147