Brown Advisory

JANUARY 17, 2024

Global Leaders Strategy Investment Letter: January 2024 bgregorio Wed, 01/17/2024 - 05:23 Just want the PDF? We all know that a 55% hit rate is the top decile across the industry, and the maths above demonstrates why. but our minds were more focused on thinking about the losers. This is why industry hit rates are so low.

Investing 52

Investing Investments Portfolio Compliance 52

The Better Letter

MARCH 18, 2025

Between 1985 and 2024, there were 8.5 Both 2021 and 2022 each had 14 upsets; there were 10 upsets in 2023 and nine in 2024, if only three in 2007. Duke math professor Jonathan Mattingly claimed the average college basketball fan has a far better chance of achieving bracket perfection than one in 9.2 upsets per tournament (4.7

Numbers 75

Numbers Marketing Marketing Medicine 75

The Big Picture

JANUARY 21, 2025

But the numbers you can’t argue with, I mean, we all know that the brutal math of investing before costs investors collectively will earn the market return after costs. It was just a struggle from day one, particularly in the regulatory environment that is the securities business between lawyers and compliance people.

Investing 147

Investing Investments Management Retirement 147

The Big Picture

SEPTEMBER 10, 2024

And pretty much, you know, July and August, that’s about what we’ve seen in 2024. I’m not saying you, I’m saying the street throughout 23, the first half of 24, as of August of 2024, there are no signs of a recession. So what are your thoughts on the possibility of a recession in 2024 or, or more likely 2025?

Valuation 162

Valuation Clients Investing Investments 162

The Big Picture

FEBRUARY 13, 2023

Tell us a little bit about what you do on Twitter and how was it getting that through legal and compliance? RIEDER: Well, first of all, anything I tweet goes through legal and compliance before it gets out there, first part. How are we doing in literacy versus math versus science? I use immense amount of data and analysis.

Economy 147

Economy Numbers Marketing Marketing 147

Carson Wealth

FEBRUARY 5, 2024

For a broad view of our expectations for the economy, stocks, and bonds in 2024, download our 2024 Market Outlook. After huge gains last year and a rocky start to 2024, the S&P 500 rebounded during the second half of January and managed to finish the month higher. When January is down, the market is up about 2.1%

Marketing 97

Marketing Marketing Economy Manufacturing 97

The Big Picture

JULY 29, 2024

00:10:47 [Speaker Changed] So in the additive services that Orion offers now are financial planning, compliance, CRM services, risk and analysis portfolio construction and advisor portal and investor portal. And yeah, here we are in 2024 and it’s still a subject of debate. That’s right. So tell us a little bit about that.

Clients 147

Clients Portfolio Financial Advisor Investing 147