Brown Advisory

NOVEMBER 29, 2016

Making More From Less. achen. Tue, 11/29/2016 - 14:44. The directors at many nonprofits today are finding that, by some measures, working for the common good has never been so tough. The budget gap for nonprofits has widened because of a slump in their three sources of funds—donations, grants and portfolio returns. Charitable giving to foundations in 2015 shrank 3.8% from the previous year to $42.3 billion, according to Giving USA. 1 Also, from fiscal year 2009 until fiscal year 2016, federal ag

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Nonprofit Asset Allocation Portfolio Budgeting 52

The Irrelevant Investor

NOVEMBER 27, 2016

The costliest mistake 2% investors make is timing the market. They sell after losses and buy back only when the coast is clear. The problem is not just the money you leave on the table this time, but these mistakes leave behind scar tissue that compounds in our brains. It doesn't take long before we're unable to think objectively. Rather than viewing a buy/sell decision as independent from all others, we think about the outcome of previous mistakes and the regret we felt after buying or selling

Retirement 52

Retirement Numbers Portfolio Marketing 52

The Irrelevant Investor

NOVEMBER 22, 2016

The S&P 500 just made an all-time high for the 11th time this year, and the 1134th time since 1928. Today, the Dow Jones Industrial Average crossed 19,000 for the first time ever. The natural inclination is that now might not be the best time to put new money to work. The data doesn't support this, at least not in the short term. The table below shows that average returns six months and one year following an all-time high has been stronger compared with all other days.

Marketing 52

Marketing Marketing 52

The Irrelevant Investor

NOVEMBER 18, 2016

"The fact that something so unthinkable could occur has had a lasting impact on my view of life and on investing in particular" - Peter Bernstein I'm extremely proud of the event we put on this week, the Evidence-Based Investing conference. There were a lot of like-minded investors in the room and on the stage, so we ended the day with a panel called "The Limitations of Evidence.

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Assets Investing Investments Numbers 52

Speaker: Duke Heninger, Partner and Fractional CFO at Ampleo & Creator of CFO System

Are you ready to elevate your accounting processes for 2025? 🚀 Join us for an exclusive webinar led by Duke Heninger, a seasoned fractional CFO and CPA passionate about transforming back-office operations for finance teams. This session will cover critical best practices and process improvements tailored specifically for accounting professionals.

Accounting

The Irrelevant Investor

NOVEMBER 16, 2016

Our brains were built to save us from ourselves. We misremember the past and pretend we can predict the future. We're able to make sense of things when there is no sense to be made. Here's an example- I was staying at a hotel a few weeks ago in San Diego and I walked into the shop to get some sunscreen. I was going to speak onstage the next day and I burn faster than most people.

Portfolio 52

Portfolio Planning 52

Brown Advisory

NOVEMBER 8, 2016

Commanding Heights: Amazon, Microsoft Expand Profits in the Cloud. achen. Tue, 11/08/2016 - 10:54. Amazon and Microsoft have expanded their market share and strengthened their dominance of cloud computing in much the same way that mainframe manufacturers came to rule their sector 50 years ago. The two companies in the most recent quarter boosted earnings and increased profits from the sale of computing power and data storage via the Internet by stepping up sales of sophisticated software, data a

Manufacturing 52

Manufacturing Clients Sales Investing 52

The Irrelevant Investor

NOVEMBER 9, 2016

I tweeted this last night as stock market futures were down around 5%. [link] I got a lot of feedback on this, mostly positive, but some decidedly negative, sprinkled in with a little name calling. A lot gets lost in a tweet like this so I want to make a few things clear. Aside from six months of living expenses I have in cash, the rest of my money is 100% invested in the global stock market.

Portfolio 52

Portfolio Clients Investing Investments 52

The Irrelevant Investor

NOVEMBER 7, 2016

Will Durant answered this question so eloquently in The Lessons of History- I thought tonight would be an appropriate time to review the words he wrote half a century ago. "Democracy is the most difficult of all forms of government, since it requires the widest spread of intelligence, and we forgot to make ourselves intelligent when we made ourselves sovereign.

Government 52

Government Distribution Education Economy 52

Brown Advisory

NOVEMBER 19, 2016

2016 Year-End Planning Letter. achen. Sat, 11/19/2016 - 15:45. . Takeaways. A Republican sweep of Congress and the White House increases the possibility of changes to the law in areas like tax, health care and trade. While there will not be any firm proposals until 2017 at the earliest, we will be looking for and analyzing changes that may have an impact on our clients.

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Planning Taxes Distribution Clients 52

Speaker: Abdi Ali, Sr. Lease Accounting Consultant

Join this insightful webinar with industry expert Abdi Ali, who will discuss the challenges that can arise from managing lease accounting with spreadsheets! He will share real-world examples of errors, compliance issues, and risks that may be present within your spreadsheets. Learn how these tools, while useful, can sometimes lead to inefficiencies that affect your time, resources, and peace of mind.

Accounting