Inside Information

JULY 31, 2022

Doctors, lawyers and accountants have all achieved government recognition of their professional status. Currently there are no minimum standards for competency or ethics for those professing to be financial planners. Even financial planners were leery of letting another FINRA loose on the American economic landscape.

Financial Planner 45

Financial Planner Financial Planning Ethics CFP 45

Cornerstone Financial Advisory

APRIL 10, 2023

Stocks ended a shortened week of trading mixed amid revived recession fears on Wall Street triggered by weak economic data. 6 This Week: Key Economic Data Wednesday: Consumer Price Index (CPI). Source: Econoday, April 7, 2023 The Econoday economic calendar lists upcoming U.S. The Nasdaq Composite index lost 1.10% for the week.

Marketing 59

Marketing Marketing Taxes Economics 59

Brown Advisory

OCTOBER 28, 2021

In an effort to understand what is happening on the ground—including the social and economic fallout—and learn how we might help, we convened this timely conversation with two ardent and insightful women’s advocates. Speakers: Harbeen Arora, Ph.D.

Portfolio Management 52

Portfolio Management Economics Clients Education 52

Brown Advisory

OCTOBER 28, 2021

Headlines have been replete with the additional economic challenges that the pandemic has wrought for women. In an effort to understand what is happening on the ground—including the social and economic fallout—and learn how we might help, we convened this timely conversation with two ardent and insightful women’s advocates.

Portfolio Management 52

Portfolio Management Economics Clients Education 52

Brown Advisory

SEPTEMBER 6, 2022

The expected competitive forces don’t materialise, and we believe that superior economics can be maintained for a lot longer than our standard microeconomics mean-reversion frameworks would suggest. Recently governments in the U.S., Behavioural economics has a lot to say about these cycles, we will come back to this another time.

Investing 52

Investing Investments Insurance Ethics 52

Mauldin Economics

JUNE 11, 2021

“They don't come in and blend well with us,” says Julie Carpenter, a research fellow in the Ethics and Emerging Sciences Group at California Polytechnic State University. The Chinese government, facing its own demographic decline, recently said couples could have three children instead of two. They're not cooperative.

Ethics 52

Ethics Economy Numbers Food 52

Brown Advisory

JULY 5, 2018

Psychology, Purpose, People: How Female Founders Are Building New Ventures ajackson Thu, 07/05/2018 - 11:49 Women wield more economic power and influence in the U.S. Women are increasingly starting new businesses and leading corporate, philanthropic, and government organizations. today than at any time in history.

Startup 52

Startup Communication Ethics Clients 52

Brown Advisory

JULY 5, 2018

Women wield more economic power and influence in the U.S. Women are increasingly starting new businesses and leading corporate, philanthropic, and government organizations. She views failure due to negligence or poor ethics as totally within her control, and is comfortable with the idea of failure for other reasons.

Startup 52

Startup Communication Ethics Clients 52

WiserAdvisor

JANUARY 3, 2024

Investing in companies across diverse economic sectors can help reduce the impact of sector-specific risks on your overall portfolio. Exposure to different regions can help your portfolio weather economic downturns and capitalize on global growth opportunities. Studies suggest that ESG stocks may outperform their non-ESG counterparts.

Retirement 52

Retirement Portfolio Investing Investments 52

International College of Financial Planning

SEPTEMBER 21, 2020

While governments did the needful to stop the spread of the virus, people all over were put on a back foot trying to cope up with so many new rules and regulations. Not for the governments, not for the economies, not for the millions of working population and least of all for the students. Difficulties That Followed Lockdowns.

Education 40

Education Financial Planning Ethics Planning 40

Mr. Money Mustache

AUGUST 22, 2020

ESG stands for “Environmental, Social and Governance”, and in practice it just means “We have tried to avoid some of the shittier companies according to some fairly simple rules.” side note: Apparently the company fails on the “independent governance” category. So What Should You Do?

Investing 52

Investing Investments Retirement Accounting 52

Trade Brains

APRIL 30, 2023

Even those that are not listed create significant economic value and employment. — Higher ESG scores ESG stands for Environmental, Social, and Governance. In India however, the promoter families still hold a majority in the company. These family business enterprises have played a crucial role in the Indian industry.

Management 52

Management Pharmaceutical Engineering Ethics 52

Brown Advisory

JUNE 16, 2022

Hence, in aggregate we are more sensitive to rising interest rates than any 10-year bond but less than a 30-year 3% coupon government bond at par. Specifically, economics has a half-life of 9.4 Relative valuation – be it short-cut multiples or free-cash flow yield relative to government 10-year bond yields – is like a mesofact.

Investing 52

Investing Investments Valuation Accounting 52

The Better Letter

MAY 30, 2024

It claims that we have no opportunity for choosing because of the brute determinism by which cause and effect relentlessly and remorselessly govern not only our lives, but the entire universe. Within behavioral economics, this approach is described as the “ outside view.” Wallace refutes that, too.

Education 87

Education Numbers Medicine Ethics 87

Dear Mr. Market

MARCH 11, 2023

Put another way, they don’t abide by the same ethics, standards, or even GAAP (Generally Accepted Accounting Principles) that we do. Could there be some correlations to high tax levels and relatively large government expenditures? As an economy, however, China will soar this year.

Investing 93

Investing Investments Portfolio Assets 93

Brown Advisory

JULY 23, 2019

Buffett said Wells Fargo made a mistake in how it incentivized its employees and that this resulted in the fake accounts, but it made a bigger mistake in not fixing the problem when it first surfaced, well before the government settlement brought it to the public’s attention. He told his wife, “We are going to make a lot of money!”

Insurance 52

Insurance Investing Investments Management 52

Brown Advisory

JULY 23, 2019

Buffett said Wells Fargo made a mistake in how it incentivized its employees and that this resulted in the fake accounts, but it made a bigger mistake in not fixing the problem when it first surfaced, well before the government settlement brought it to the public’s attention. He told his wife, “We are going to make a lot of money!”.

Insurance 52

Insurance Investing Investments Management 52

Brown Advisory

APRIL 16, 2018

The concept of ethical screening in portfolios is not new—religious institutions have screened their portfolios for years. MRIs might take the form of portfolios that are screened according to environmental, social and governance (ESG) criteria. The “other 95%” of the portfolio existed solely as a financial engine.

Nonprofit 52

Nonprofit Portfolio Distribution Clients 52

Brown Advisory

APRIL 16, 2018

The concept of ethical screening in portfolios is not new—religious institutions have screened their portfolios for years. MRIs might take the form of portfolios that are screened according to environmental, social and governance (ESG) criteria. The “other 95%” of the portfolio existed solely as a financial engine.

Nonprofit 52

Nonprofit Portfolio Distribution Clients 52

Sara Grillo

SEPTEMBER 26, 2022

Wright: Yes, So yes, is the quick answer, the more convoluted answer would be that we should control internally… We’re a fraternity of ethics and competency testing that should be different from the SEC. Salaske: Right, now.

CFP 59

CFP Financial Advisor Financial Planner Ethics 59

The Big Picture

AUGUST 29, 2022

And in order to graduate from Cook you had to have at least a minor that was related, and I thought — I took an econ class and I kind of liked it, so I minored in environmental economics. I — because obviously, I’m like journalism, economics, I’m in Rutgers. RITHOLTZ: Interesting. But I — I got rejected.

Assets 167

Assets Management Marketing Marketing 167

The Big Picture

APRIL 10, 2023

In the early, panicked days of the pandemic, the United States government did something that was previously unimaginable. Fringe’ research suggests the insects that are essential to agriculture have emotions, dreams and even PTSD, raising complex ethical questions. ( This break also applies to individual state taxes. ( Here’s Why.

Valuation 283

Valuation Ethics Advertising Taxes 283

Aleph

MARCH 25, 2023

Mar 22, 2023 Elon Musk’s global empire has made him extremely powerful — and a major headache for Washington [link] How Elon Musk gives many politicians distress in the US Government, while having fun at the same time Mar 21, 2023 Here’s a visual guide to how America uses freight trains [link] Interesting graphics. Why complain?

Banking 59

Banking Risk Management Government Accounting 59

Sara Grillo

SEPTEMBER 12, 2022

Get ready for a ride as we examine it from all angles: regulatory, ethically, intellectually, etc. The CFP Board’s long, uninterrupted history of putting its own interests ahead of the consumers makes it decidedly unqualified to govern the financial planning profession. He would like to see several competing agencies to exist as well.

CFP 80

CFP Financial Planner Ethics Financial Planning 80

The Better Letter

SEPTEMBER 23, 2022

In this week’s TBL return, I’m going to describe the lay of the land, as I see it – my working hypothesis for the way things are in a sweeping take on economic history and how we got to now. Working Hypothesis The sweep of economic history, at least in the Global North, seems to be explained by a series of great revolutions.

Economics 87

Economics Accounting Government Economy 87

The Big Picture

APRIL 8, 2024

The transcript from this week’s, MiB: Ed Hyman on Using Economic Data Opportunistically , is below. So you have all of this very pragmatic experience as opposed to getting a PhD in economics, which tends to be a little more abstract and academic. So it’s not just government data. That’s just unprecedented.

Economy 144

Economy Clients Banking Economics 144

The Big Picture

JULY 19, 2022

And when I was studying in university economics, I did not really get the passion. The passion came when I went to invest the country’s foreign exchange reserves there and it was very much global government bond markets. Don’t sacrifice your ethics, that integrity matters. So, thinking about macro picture. ILMANEN: Yes.

Investing 130

Investing Investments Valuation Portfolio 130

The Better Letter

APRIL 27, 2023

One day, fairly early in the first semester, Professor Paschal called on a woman in the row ahead of me (who I shall kindly refer to – using a pseudonym since she became a prominent government attorney – as “Rhoda Clancy”) and asked her a typically impossible question. Many are indeed fundamental. Who should I marry?

Banking 72

Banking Media Ethics Compliance 72

Brown Advisory

MAY 16, 2016

Buffett and Munger celebrate good business and investment practices, the potential for human achievement, high ethics and decency to one’s fellow man. In the 51 years since Buffett took control, Berkshire Hathaway has grown from a small, economically challenged textile company to one of the largest U.S. Berkshire Hathaway.

Insurance 52

Insurance Banking Investing Investments 52

The Big Picture

NOVEMBER 15, 2022

So we haven’t talked about the thematic ETS, biblical, partisan, our friend Perth Tolle’s Economic Freedom. But you end up with this issue where you’ve got multiple jurisdictions governing a country. There’s no economic incentive for anybody to change any of that. NADIG: FRDM. RITHOLTZ: Right. No, no, no.

Management 273

Management Assets Portfolio Investing 273

Aleph

FEBRUARY 11, 2023

Tax laws now encourage firms to de-lever Feb 07, 2023 Expect more defaults in the $4 trillion municipal-bond market this year, Bank of America strategists said [link] With muni debt of “unrated securities in the not-for-profit, nursing home and hospital industries” you have to focus on economic necessity. link] Deficient article.

Banking 59

Banking Government Economics Taxes 59

The Big Picture

SEPTEMBER 17, 2024

Everybody just assumes the federal government has taken care of it. 00:03:01 [Speaker Changed] My career plan was to go into the federal government, be trained as a lawyer so I could go back and make money. Eventually, when I wasn’t in government, I was interested in being a, an advisor to a president.

Government 157

Government Recruitment Education Investing 157

The Better Letter

MARCH 2, 2023

Nearing 400 years ago now, Thomas Hobbes noted and accounted for a crucial difference between geometry and ethics: We disagree about and dispute matters of ethics routinely but geometry almost never. Spain’s government spent a fortune on trains that don’t fit through its tunnels. HT @Mulboyne ) mainichi.jp

Ethics 85

Ethics Government Food Taxes 85