Brown Advisory

JANUARY 28, 2021

2020 Impact Report: Sustainable Core Fixed Income Strategy. For a number of our sustainable investment strategies, we issue formal reports each year to keep clients informed about how those strategies are generating positive impact. Enclosed is our 2020 Impact Report for the Sustainable Core Fixed Income strategy.

Portfolio Management 52

Portfolio Management Portfolio Clients Investing 52

Nerd's Eye View

OCTOBER 23, 2023

Though, at some point, covering a large number of financial planning topics can eat into an advisor's time, which is problematic if clients won't pay substantially more to receive that more comprehensive advice. In addition, advisors could reduce the amount of time they spend on plan development by bringing on staff assistance (e.g.,

Financial Planning 246

Financial Planning Planning Clients Financial Planner 246

Brown Advisory

JANUARY 28, 2021

2020 Impact Report: Tax-Exempt Sustainable Fixed Income Strategy ajackson Thu, 01/28/2021 - 15:15 A Letter of Introduction From The Portfolio Managers At Brown Advisory, we are deeply committed to sustainable investing. 31, 2020. 31, 2020.

Taxes 52

Taxes Portfolio Management Portfolio Clients 52

Brown Advisory

JANUARY 28, 2021

2020 Impact Report: Tax-Exempt Sustainable Fixed Income Strategy. 31, 2020. 31, 2020. For a number of our sustainable investment strategies, we issue formal reports each year to keep clients informed about how those strategies are generating positive impact. Thu, 01/28/2021 - 15:15. .

Taxes 52

Taxes Portfolio Management Portfolio Clients 52

Calculated Risk

NOVEMBER 1, 2024

The headline jobs number in the October employment report was below expectations, and August and September payrolls were revised down by 112,000 combined. Part Time for Economic Reasons From the BLS report : " The number of people employed part time for economic reasons was little changed at 4.6 level in February 2020 (pre-pandemic).

Retail 109

Retail Numbers Economics Sales 109

A Wealth of Common Sense

JUNE 23, 2024

Here’s a good follow-up question on these numbers: This is a legitimate concern. Since 2020 the S&P 500 has compounded at more than 14% per year. I posted the following on Twitter this week: It’s turning into another banner year for the U.S. stock market (so far). That’s not just a pandemic phenomenon either.

Marketing 123

Marketing Marketing Numbers 123

Calculated Risk

OCTOBER 4, 2024

The headline jobs number in the September employment report was well above expectations, and July and August payrolls were revised up by 72,000 combined. Part Time for Economic Reasons From the BLS report : " The number of people employed part time for economic reasons changed little at 4.6 level in February 2020 (pre-pandemic).

Numbers 120

Numbers Economics Manufacturing 120

The Big Picture

OCTOBER 18, 2022

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). The current collapse is to a measure of 25, from a November 2020 peak of 77; the pandemic saw a fall to 13 from 58, and the GFC saw a collapse from 55 to 7.

Budgeting 363

Budgeting Economy Taxes Economics 363

Abnormal Returns

DECEMBER 8, 2023

economist.com) Some 2023 books that stuck with Ezra Klein including Zeke Faux’s “Number Go Up.” bonddad.blogspot.com) 5 million more Americans are working now than in January 2020. (theatlantic.com) The best books of 2023 including "The Kingdom, the Power, and the Glory American Evangelicals in an Age of Extremism" by Tim Alberta.

Financial Advising 264

Financial Advising Media Economy Economics 264

Brown Advisory

JANUARY 28, 2021

2020 Impact Report: Large-Cap Sustainable Growth Strategy ajackson Thu, 01/28/2021 - 15:09 A Letter of Introduction From The Portfolio Managers At Brown Advisory, we are deeply committed to sustainable investing. We reached our strategy’s 10-year anniversary on Dec.

Portfolio Management 52

Portfolio Management Clients Portfolio Investing 52

Brown Advisory

JANUARY 28, 2021

2020 Impact Report: Large-Cap Sustainable Growth Strategy. For a number of our sustainable investment strategies, we issue formal reports each year to keep clients informed about how those strategies are generating positive impact. Thu, 01/28/2021 - 15:09. . A Letter of Introduction From The Portfolio Managers.

Portfolio Management 52

Portfolio Management Clients Portfolio Investing 52

The Big Picture

APRIL 17, 2023

number is an average across all regions, industries, age groups, etc. December 9, 2022) Sorry, We’re Closed (March 13, 2020) _ 1. I mentioned a few weeks ago how much better Europe ‘s return to office rate was doing versus ours : 90+% RTO, while the USA is ~60%. I cannot speak to Europe, but that U.S. The biggest drag?

Numbers 319

Numbers Clients 319

The Big Picture

APRIL 12, 2023

prior month), the big number is not so big: 5.0% over <arch — this was the first decline since September 2020. Over the last 12 months, the all items index increased 5.0 percent before seasonal adjustment. April 2023 ) As much as I want to jump up and down about 0.1% seasonally adjusted (after a 0.4%

Food 351

Food Numbers 351

A Wealth of Common Sense

APRIL 16, 2024

I was perusing the BLS data following the inflation release last week and one number sticks out like Victor Wembanyana standing next to a group of kindergartners. Since the start of 2020, auto insurance has spiked 46% against an over. Auto insurance was up 22% over the previous 12 months versus an overall inflation rate of 3.5%.

Insurance 128

Insurance Numbers 128

A Wealth of Common Sense

JUNE 30, 2024

Back in 2020 I wrote a quick rundown of the U.S. The existing home months’ supply measures the number of months it would take to sell all of the houses on the market at the current pace of sales: It’s well off the lows of late-2021/early-2022 and trendi.

Marketing 112

Marketing Marketing Numbers Sales 112

Mish Talk

NOVEMBER 25, 2022

The PMI numbers are diffusion indexes. The overall fall in activity was the second-fastest since May 2020 as inflation, rising borrowing costs and economic uncertainty weighed on demand. November even saw increasing numbers of suppliers, factories and service providers offering discounts to help boost flagging sales.

Economy 290

Economy Manufacturing Numbers Sales 290

Calculated Risk

JUNE 4, 2024

From the BLS: Job Openings and Labor Turnover Summary The number of job openings changed little at 8.1 Over the month, both the number of hires and total separations were little changed at 5.6 Note: The difference between JOLTS hires and separations is similar to the CES (payroll survey) net jobs headline numbers. million and 5.4

Numbers 131

Numbers Economy Marketing Marketing 131

Calculated Risk

AUGUST 5, 2022

Today we celebrate the recovery of all the jobs lost in 2020, and the unemployment rate matching the lowest level since 1969. The headline jobs number in the July employment report was well above expectations, and employment for the previous two months was revised up by 28,000, combined. million jobs since February 2020.

Numbers 145

Numbers Economics Manufacturing 145

Calculated Risk

OCTOBER 29, 2024

From the BLS: Job Openings and Labor Turnover Summary The number of job openings was little changed at 7.4 The number of total separations was unchanged at 5.2 Note: The difference between JOLTS hires and separations is similar to the CES (payroll survey) net jobs headline numbers. Bureau of Labor Statistics reported today.

Numbers 76

Numbers Economy Marketing Marketing 76

Calculated Risk

JUNE 23, 2023

of serious delinquencies in May, up only marginally from April and still more than a full percentage point below the March 2020 rate at the start of the pandemic • The number of loans in active foreclosure improved by 4K during the month and is now down 41K (-15%) from March 2020, with foreclosure sales (completions) rising 5.5%

Numbers 145

Numbers Sales 145

Calculated Risk

AUGUST 2, 2024

The headline jobs number in the July employment report was below expectations, and May and June payrolls were revised down by 29,000 combined. Part Time for Economic Reasons From the BLS report : " The number of people employed part time for economic reasons rose by 346,000 to 4.6 level in February 2020 (pre-pandemic).

Numbers 126

Numbers Economics Manufacturing 126

Calculated Risk

JUNE 7, 2024

The headline jobs number in the May employment report was well above expectations, however March and April payrolls were revised down by 15,000 combined. Part Time for Economic Reasons From the BLS report : " The number of people employed part time for economic reasons, at 4.4 This is down from the record high in April 2020 of 23.0%

Numbers 126

Numbers Economics Manufacturing 126

Calculated Risk

SEPTEMBER 6, 2024

The headline jobs number in the August employment report was below expectations, and June and July payrolls were revised down by 82,000 combined. Part Time for Economic Reasons From the BLS report : " The number of people employed part time for economic reasons was little changed at 4.8 level in February 2020 (pre-pandemic).

Numbers 108

Numbers Economics Manufacturing 108

Calculated Risk

DECEMBER 8, 2023

The headline jobs number in the November employment report was at expectations, however employment for the previous two months was revised down by 35,000, combined. At the beginning of the pandemic, in March and April of 2020, leisure and hospitality lost 8.2 million jobs, and are now down 158 thousand jobs since February 2020.

Retail 125

Retail Numbers Economics Manufacturing 125

Calculated Risk

JULY 7, 2023

The headline jobs number in the June employment report was at expectations, however, employment for the previous two months was revised down by 110,000, combined. At the beginning of the pandemic, in March and April of 2020, leisure and hospitality lost 8.2 million jobs, and are now down 369 thousand jobs since February 2020.

Numbers 124

Numbers Economics Manufacturing 124

Calculated Risk

JANUARY 5, 2024

The headline jobs number in the December employment report was above expectations, however employment for the previous two months was revised down by 71,000, combined. At the beginning of the pandemic, in March and April of 2020, leisure and hospitality lost 8.2 million jobs, and are now down 163 thousand jobs since February 2020.

Retail 118

Retail Numbers Economics Manufacturing 118

Calculated Risk

MAY 5, 2023

The headline jobs number in the April employment report was above expectations, however employment for the previous two months was revised down by 149,000, combined. At the beginning of the pandemic, in March and April of 2020, leisure and hospitality lost 8.2 million jobs, and are now down 402 thousand jobs since February 2020.

Numbers 144

Numbers Economics Manufacturing 144

Calculated Risk

MAY 3, 2024

The headline jobs number in the April employment report was below expectations, and February and March payrolls were revised down by 22,000 combined. Part Time for Economic Reasons From the BLS report : " The number of people employed part time for economic reasons, at 4.5 This is down from the record high in April 2020 of 23.0%

Numbers 126

Numbers Economics Manufacturing 126

Calculated Risk

OCTOBER 29, 2024

The results of this survey were significantly distorted by the pandemic in 2020. This survey might show the trend, but I wouldn't rely on the absolute numbers. The Red dots are the decennial Census homeownership rates for April 1st, 1990, 2000, 2010, and 2020. The HVS homeownership rate was unchanged at 65.6% in Q3, from 65.6%

Numbers 62

Numbers Media Sales 62

Calculated Risk

NOVEMBER 18, 2024

From the MBA: Share of Mortgage Loans in Forbearance Increases to 0.47% in October The Mortgage Bankers Association’s (MBA) monthly Loan Monitoring Survey revealed that the total number of loans now in forbearance increased to 0.47% as of October 31, 2024. million borrowers since March 2020.

Portfolio 57

Portfolio Planning Economics Numbers 57

Calculated Risk

OCTOBER 6, 2023

The headline jobs number in the September employment report was well above expectations, and employment for the previous two months was revised up by 119,000, combined. At the beginning of the pandemic, in March and April of 2020, leisure and hospitality lost 8.2 million jobs, and are now down 184 thousand jobs since February 2020.

Numbers 123

Numbers Economics Manufacturing 123

Calculated Risk

APRIL 5, 2024

The headline jobs number in the March employment report was above expectations; and January and February payrolls were revised up by 22,000 combined. Part Time for Economic Reasons From the BLS report : " The number of people employed part time for economic reasons, at 4.3 This is down from the record high in April 2020 of 23.0%

Numbers 126

Numbers Economics Manufacturing 126

Nerd's Eye View

NOVEMBER 15, 2023

government designed a number of small business relief packages to incentivize companies to keep workers on their payrolls. While the ERC is indeed legitimate, determining eligibility is complex largely due to its phased implementation across 4 separate 'phases' spanning most of 2020 and all of 2021.

Clients 242

Clients Taxes Government Startup 242

Calculated Risk

SEPTEMBER 1, 2023

The headline jobs number in the August employment report was at expectations, however, employment for the previous two months was revised down by 110,000, combined. At the beginning of the pandemic, in March and April of 2020, leisure and hospitality lost 8.2 million jobs, and are now down 290 thousand jobs since February 2020.

Numbers 122

Numbers Economics Manufacturing 122

Calculated Risk

FEBRUARY 3, 2023

The headline jobs number in the January employment report was well above expectations, and employment for the previous two months was revised up by 71,000, combined. At the beginning of the pandemic, in March and April of 2020, leisure and hospitality lost 8.2 million jobs, and are now down 495 thousand jobs since February 2020.

Numbers 145

Numbers Economics Manufacturing 145

The Big Picture

OCTOBER 9, 2022

JVL wrote, “The course exists for only two purposes: (1) to cull the number of attractive medical school applicants, and (2) to prepare a handful of students for a future in biochemical research.”. ~~~. What purpose does limiting the number of medical students (and therefore physicians) serve? and who made this decision?).

Medical 333

Medical Education Numbers Healthcare 333

Calculated Risk

JANUARY 6, 2023

The headline jobs number in the December employment report was above expectations, however employment for the previous two months was revised down by 28,000, combined. At the beginning of the pandemic, in March and April of 2020, leisure and hospitality lost 8.2 million jobs, and are now down 932 thousand jobs since February 2020.

Retail 145

Retail Numbers Economics Manufacturing 145