James Hendries

JULY 13, 2022

Increased equity exposure in tactical asset allocation from 62% to 65%. Reduced low duration core bond allocation and increased allocation to small cap equities. The Strategic and Tactical Asset Allocation Committee (STAAC) changed its recommended asset allocation for July, shifting from core bonds to small cap equities.

Portfolio 52

Portfolio Asset Allocation Taxes Investment Advisor 52

James Hendries

AUGUST 15, 2022

The Strategic and Tactical Asset Allocation Committee (STAAC) made no changes to its recommended asset allocation for August. Click here to download a PDF of this report.

Portfolio 52

Portfolio Asset Allocation Taxes Investment Advisor 52

Brown Advisory

DECEMBER 2, 2015

An essential step in estate planning is making sure beneficiaries know all the responsibilities and challenges that accompany the management of increasing wealth. When an aging parent with an air-tight estate plan fails to prepare heirs for an inheritance, an act of kindness runs a high risk of backfire.

Estate Planning 52

Estate Planning Asset Allocation Assets Planning 52

The Big Picture

SEPTEMBER 12, 2022

You can stream and download our full conversation, including the podcast extras on iTunes , Spotify , Stitcher , Google , Bloomberg , and Acast. And so, in Q2, we heard a lot that recession wasn’t the base case, but they’re — they’re planning. All of our earlier podcasts on your favorite pod hosts can be found here. ~~~.

Clients 299

Clients Wealth Management Banking Investing 299

Good Financial Cents

SEPTEMBER 2, 2022

Even if you are investing for the long haul or retirement, you’ll still need to reassess and potentially update your investment plan from time to time. Ad An emergency fund is an essential part of everyone's financial plan Using a High-Yield Savings Account means you’re earning more than you would in a typical savings account.

Investing 91

Investing Investments Accounting Portfolio 91

The Big Picture

MARCH 5, 2024

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. What, what was the career plan? So I remember writing the merger, our business plan there. So they’d give individual asset allocation to people and they’d go invest their money.

Banking 147

Banking Portfolio Assets Investing 147

James Hendries

DECEMBER 12, 2022

The Strategic and Tactical Asset Allocation Committee’s (STAAC) S&P 500 year-end fair value target of 4,000-4,100 is based on a price-to-earnings ratio of 17.5 Click here to download a PDF of this report. times the STAAC’s 2023 S&P 500 earnings per share forecast of $230.

Portfolio 52

Portfolio Taxes Asset Allocation Investing 52

Brown Advisory

DECEMBER 2, 2015

Such a perspective is more than just a state of mind: it’s the benefit of taking deliberate, practical steps toward the sound decision making and management necessary to achieve clarity and instill confidence in any long-term plan. During times of market volatility, such long-term planning enables clients to shake off an impulse to sell.

Taxes 52

Taxes Clients Estate Planning Portfolio 52

James Hendries

NOVEMBER 15, 2022

The Strategic and Tactical Asset Allocation Committee’s (STAAC) S&P 500 year-end fair value target of 4,000-4,100 is based on a price-to-earnings ratio of 17.5 Click here to download a PDF of this report. times the STAAC’s 2023 S&P 500 earnings per share forecast of $230. IMPORTANT DISCLOSURES.

Portfolio 52

Portfolio Taxes Government Investment Advisor 52

James Hendries

OCTOBER 7, 2022

The Strategic and Tactical Asset Allocation Committee (STAAC) upgraded its view of duration to neutral. Click here to download a PDF of this report. This strategy involves significant risk as events may not occur as planned and disruptions to a planned merger may result in significant loss to a hedged position.

Portfolio 52

Portfolio Taxes Investment Advisor Asset Allocation 52

James Hendries

SEPTEMBER 8, 2022

The Strategic and Tactical Asset Allocation Committee (STAAC) downgraded its view of emerging market (EM) equities in August. Click here to download a PDF of this report. Core bonds, as measured by the Bloomberg Aggregate Bond index, lost 2.8% during the month as Treasury yields were steadily higher in August.

Portfolio 52

Portfolio Taxes Investment Advisor Asset Allocation 52

Brown Advisory

SEPTEMBER 3, 2015

Protecting inherited assets from a claim by a family member’s ex-spouse can help limit those losses. Such protection can be a cornerstone for sound estate planning. Protecting inheritances is an especially crucial part of multigenerational planning given the huge transfer of wealth to come. Shielding Assets.

Estate Planning 52

Estate Planning Assets Distribution Taxes 52

Brown Advisory

DECEMBER 2, 2015

Please download The Advisory to read other articles in this issue including: Off the Beaten Trail. By Taylor Graff, CFA, Asset Allocation Analyst. An essential step in estate planning is making sure beneficiaries know all the responsibilities and challenges that accompany the management of increasing wealth.

Clients 52

Clients Asset Allocation Economics Estate Planning 52

Brown Advisory

AUGUST 5, 2020

Community Foundations: Challenges And Solutions ajackson Wed, 08/05/2020 - 14:42 DOWNLOAD PDF On the surface, endowments and foundations are all pursuing similar goals, such as preservation of capital and ensuring income to cover spending needs. Managing a complex web of operating and non-operating income comes with its own set of challenges.

Nonprofit 52

Nonprofit Clients Risk Tolerance Management 52

Brown Advisory

AUGUST 5, 2020

DOWNLOAD PDF. Brown Advisory has deep experience working with community foundations, and we help our clients work through these challenges with plans and strategies that fit their specific situation. Community Foundations: Challenges And Solutions. Wed, 08/05/2020 - 14:42. MANAGING COMPLEX AND SEASONAL INCOME STREAMS.

Nonprofit 52

Nonprofit Clients Risk Tolerance Management 52

Tucker Advisors

NOVEMBER 3, 2021

Download Your Free. Download the Guide. Because of issues like inflation, longevity, and income insecurity, to name just a few, the first step for any person preparing for retirement is to meet with a financial planner who specializes in retirement planning,” said Tucker Financial President Darren Petty. All Equities.

Retirement 52

Retirement Portfolio Retirement Planning Financial Advisor 52

Brown Advisory

SEPTEMBER 1, 2015

Richard Gamper, Strategic Planning Analyst, Brown Advisory. . Please download The Advisory to read other articles in this issue including: Europe's Slow Climb. By Taylor Graff, CFA, Asset Allocation Analyst. Protecting inherited assets from a claim by a family member’s ex-spouse can help limit those losses.

Food 52

Food Portfolio Management Sales Strategic Planning 52

Brown Advisory

SEPTEMBER 3, 2015

For example, so-called appropriation bonds such as some sold by Puerto Rico are repaid only if government officials approve payments as part of annual budgetary planning. Please download The Advisory to read other articles in this issue including: Shadow Consumption. By Taylor Graff, CFA, Asset Allocation Analyst.

Transportation 52

Transportation Government Economy Asset Allocation 52

The Big Picture

NOVEMBER 8, 2022

You can stream and download our full conversation, including the podcast extras on iTunes , Spotify , Stitcher , Google , and YouTube. Jeremy called and said, “Would you like to join the asset allocation team?” So he wanted a sort of non-quanty view input into the asset allocation process. CHANCELLOR: Yes and no.

Banking 147

Banking Valuation Economy Investing 147

The Big Picture

FEBRUARY 6, 2024

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. What, what was the career plan? And actually Ben Inker is the head of our asset allocation group. We, we call asset allocation at GMO. It’s great to be here.

Valuation 130

Valuation Investing Investments Assets 130

The Big Picture

AUGUST 20, 2024

The transcript from this week’s, MiB: Mike Greene, Simplify Asset Management , is below. You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. What was the initial career plan? My initial career plan was that I was gonna go into science.

Assets 173

Assets Management Portfolio Marketing 173

Brown Advisory

SEPTEMBER 3, 2015

In addition, the investment bank’s recently appointed CEO is expected to push forward with a restructuring plan. Please download The Advisory to read other articles in this issue including: Shadow Consumption. By Taylor Graff, CFA, Asset Allocation Analyst. Such protection can be a cornerstone for sound estate planning.

Economy 40

Economy Economics Asset Allocation Banking 40

The Big Picture

SEPTEMBER 19, 2023

The transcript from this week’s, MiB: Elizabeth Burton, Goldman Sachs Asset Management , is below. You can stream and download our full conversation, including any podcast extras, on iTunes , Spotify , Google , YouTube , and Bloomberg. And I forwarded it to him and I, I was very happy at Maryland, wasn’t planning on leaving.

Assets 147

Assets Management Investing Investments 147

The Big Picture

JULY 11, 2023

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , Stitcher , Google , YouTube , and Bloomberg. It’s actually great and especially because you can do some basic kind of asset allocation models, so the robo-advisor… RITHOLTZ: Right. JOHNSON: Fantastic.

Management 222

Management Investing Investments Assets 222

The Big Picture

JUNE 6, 2023

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Bloomberg , Spotify , Stitcher , and YouTube. I said, yes, I plan to. Once you have your asset allocation dialed in, your automatic contributions dialed in, all the basics, then you can move on. Am I paid well?

Accounting 130

Accounting Numbers Budgeting Financial Counseling 130

The Big Picture

NOVEMBER 14, 2023

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. The multi-asset platform manages things like offerings that give you inflation, hedging against inflation. So we use publicly traded real assets and commodities.

Math 130

Math Management Insurance Assets 130

The Big Picture

AUGUST 29, 2023

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , Stitcher , Google , YouTube , and Bloomberg. So there’s been a big push for folks to get the appropriate level of asset allocation in a highly diversified, low cost way. DAVIS: That’s exactly it.

Portfolio 130

Portfolio Investing Investments Numbers 130

The Big Picture

JUNE 13, 2023

You can stream and download our full conversation, including any podcast extras, on iTunes , Spotify , Stitcher , Google , YouTube , and Bloomberg. Was the plan when you were going to school in Paris always to go into finance, or were you originally leaning in another direction? RITHOLTZ: Yes, I can imagine.

Banking 147

Banking Assets Investing Investments 147

The Big Picture

APRIL 4, 2023

 The transcript from this week’s, MiB: Ken Kencel, Churchill Asset Management , is below. You can stream and download our full conversation, including any podcast extras, on Apple , Spotify , Google , Stitcher , YouTube , and Bloomberg. You download that into their site. You have a board meeting.

Banking 147

Banking Management Investing Investments 147

The Big Picture

MARCH 26, 2024

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. What was the original career plan? He wasn’t tactical asset allocator. The transcript from this week’s, MiB: Liz Ann Sonders, Schwab Chief Investment Strategist , is below.

Marketing 147

Marketing Marketing Investing Investments 147

The Big Picture

MARCH 12, 2024

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. Imagine setting up a platform with, you know, in 32 markets that has to buy each individual home and execute a CapEx plan on a 30, $40,000 CapEx plan on a home.

Banking 147

Banking Marketing Marketing Investing 147

The Big Picture

MARCH 14, 2023

You can stream and download our full conversation, including any podcast extras, on iTunes , Spotify , Stitcher , Google , YouTube , and Bloomberg. He launched his own firm right into the teeth of the collapse in ’09, which turned out to be quite a fortuitous time to launch an asset management shop. What can Rich Bernstein do for me?

Economy 162

Economy Investing Investments Portfolio 162

Brown Advisory

FEBRUARY 3, 2017

Outlook for 2017 | Balance in an Uncertain Time achen Fri, 02/03/2017 - 14:19 With that said, we present this discussion of our asset allocation approach and our current portfolio stance as we begin the year. Provide our asset allocation perspective as it stands at the beginning of 2017—also based on a longer-term view.

Asset Allocation 52

Asset Allocation Assets Clients Portfolio 52

Brown Advisory

FEBRUARY 3, 2017

With that said, we present this discussion of our asset allocation approach and our current portfolio stance as we begin the year. In writing this report, we set out to accomplish two goals: Provide a window into our asset allocation philosophy and process, which emphasize a long-term view. Fri, 02/03/2017 - 14:19.

Asset Allocation 52

Asset Allocation Assets Clients Portfolio 52

The Big Picture

MAY 21, 2024

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. What was the career plan? Well, there was no career plan really. 00:52:13 [Speaker Changed] So, so they, the sell side indicator really worked exactly as planned.

Numbers 147

Numbers Management Banking Marketing 147

The Big Picture

JANUARY 27, 2025

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. Was finance always the career plan. The parent company handles all the asset liability management side of things. What are your plans? So whether security selectors if, if you will.

Assets 147

Assets Insurance Management Investing 147

The Big Picture

NOVEMBER 25, 2024

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. Quantitative investing was, was that the plan from the beginning? The transcript from this week’s, MiB: Corey Hoffstein on Return Stacking , is below. Corey Hoffstein : Absolutely not really.

Portfolio 147

Portfolio Management Marketing Marketing 147