Brown Advisory

NOVEMBER 1, 2019

2019 Year-End Planning Letter. Each year, we send a letter to clients to help guide year-end planning discussions and to offer ideas for them to consider with their other advisors. Market conditions may be volatile, but our planning efforts are, as always, focused on stability and consistency. Fri, 11/01/2019 - 13:44.

Planning 52

Planning Taxes Clients Assets 52

Brown Advisory

APRIL 20, 2022

To help meet this return objective, we find that our clients’ investment portfolios are becoming increasingly complex as a result of their reliance on private equity, real estate and other less liquid “alternatives” to sustain their growth objectives and, ultimately, their charitable objectives. Confirm the role of your board of directors.

Investment Advisor 52

Investment Advisor Investing Investments Nonprofit 52

The Big Picture

AUGUST 20, 2024

We built a company that was focused on valuation, initially, actually targeting corporate strategic planning departments. In that trade on a monthly basis, when you run that full strength, it gives the dynamics of something like the XIV, which rose 600% in 2017, right? And those folks are very often my clients.

Assets 173

Assets Management Portfolio Marketing 173

Brown Advisory

JULY 23, 2019

It doesn’t manage for quarter-to-quarter earnings, provide earnings guidance, court investors with quarterly earnings calls and management meetings, or even have budgets and strategic plans at the parent company. KHC’s share price has fallen from a high of over $90 per share in 2017 to about $30 recently.

Insurance 52

Insurance Investing Investments Management 52

Brown Advisory

JULY 23, 2019

It doesn’t manage for quarter-to-quarter earnings, provide earnings guidance, court investors with quarterly earnings calls and management meetings, or even have budgets and strategic plans at the parent company. KHC’s share price has fallen from a high of over $90 per share in 2017 to about $30 recently.

Insurance 52

Insurance Investing Investments Management 52

Brown Advisory

APRIL 1, 2020

Strategic Planning in Volatile Markets ajackson Wed, 04/01/2020 - 09:31 Our conversations with clients usually cover topics that range beyond investment and financial affairs. Such rate reductions may provide clients with the opportunity to reduce their cost of borrowing and free up cash flow for other uses.

Strategic Planning 52

Strategic Planning Planning Marketing Marketing 52

Brown Advisory

APRIL 1, 2020

Strategic Planning in Volatile Markets. Our conversations with clients usually cover topics that range beyond investment and financial affairs. Such rate reductions may provide clients with the opportunity to reduce their cost of borrowing and free up cash flow for other uses. Wed, 04/01/2020 - 09:31.

Strategic Planning 52

Strategic Planning Planning Marketing Marketing 52