Brown Advisory
JUNE 14, 2018
NOW 2018 Conference: Our Investment Team’s Roundtable Recap achen Thu, 06/14/2018 - 10:27 The NOW conference is always memorable, but this year’s conference included some particularly compelling and provocative ideas. I wanted to make sure we considered those ideas and their implications for the portfolios we manage for our clients, with truly open minds.
The Irrelevant Investor
JUNE 13, 2018
The Geometry of wealth by my friend Brian Portnoy is “A stoic playbook for navigating money life.” This is the type of book you give to someone you truly care about. Brian is a deep thinker and a beautiful writer. I wanted to share some of my favorite lines and passages in the hope that this inspires you to pick up a copy. “We don’t like to harvest new information but then do nothing with it.
This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
Brown Advisory
JUNE 14, 2018
NOW 2018 Conference: Our Investment Team’s Roundtable Recap. achen. Thu, 06/14/2018 - 10:27. The NOW conference is always memorable, but this year’s conference included some particularly compelling and provocative ideas. I wanted to make sure we considered those ideas and their implications for the portfolios we manage for our clients, with truly open minds.
The Irrelevant Investor
JUNE 11, 2018
Today Josh and I spoke about the outflows at the Magellan fund, which is now 84% smaller than it was at its peak in 1997. This reminds me of a Yogi Berra Quote, "If the people don’t want to come out to the ballpark, nobody’s going to stop them." Magellan has beaten the S&P 500 by a decent margin over the last five years, but it hasn't been enough to stem the tide of money rushing for the exits.
Speaker: Igli Laci, Strategic Finance Leader
In today’s competitive market, pricing is more than just a number — it’s the cornerstone of profitability. The right pricing strategy ensures that you capture the true value of your offering, paving the way for sustainable growth and long-term success. Join Igli Laci, Strategic Finance Leader, in this exclusive session where he will explore how a well-crafted pricing approach balances customer perception with business objectives, creating a powerful tool for securing both competitive advantage a
Brown Advisory
JUNE 12, 2018
Earnings Guidance: Really Helpful, or a Red Herring? achen Tue, 06/12/2018 - 10:00 Last week, Jamie Dimon and Warren Buffett dropped an interesting nugget in a joint interview on CNBC, calling for an end to quarterly earnings guidance that, in their view, brings an “unhealthy focus” on short-term profits vs. long-term business success. Dimon and Buffett are both legends in the investment business with well-earned reputations, and they raise an important philosophical discussion.
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
Brown Advisory
JUNE 11, 2018
Subprime Auto Loans: Should We Be Worried? achen. Mon, 06/11/2018 - 11:42. In recent years, signs of weakness have crept into the leading indicators for the three key consumer finance sectors—mortgages, auto loans and student loans. It’s true that indicators, such as delinquency rates for average consumers, have come off their post-crisis lows. But context is essential for understanding the real story, and whether these data points are a cause for panic, blips on the radar, or something in betwe
The Irrelevant Investor
JUNE 10, 2018
Articles If I had to write one sentence that is true always and everywhere, it would be this: Smart investors did stupid things again today. By Jason Zweig Not seeing the irony that history is the study of surprises and changes while using it as a guide to the future. By Morgan Housel How did she manage to convince an enormous amount of cool, successful people that she was something she clearly was not?
Brown Advisory
JUNE 14, 2018
The Fed Meeting: It’s All about Expectations achen Thu, 06/14/2018 - 11:45 On Wednesday, the Federal Open Market Committee concluded its June meeting. There was a lot to digest: Another 25bp rate hike, clearer signals about two more hikes in 2018, a new set of economic projections, and Fed Chairman Powell’s press conference. Here are some of our team’s initial thoughts.
Brown Advisory
JUNE 14, 2018
The Fed Meeting: It’s All about Expectations. achen. Thu, 06/14/2018 - 11:45. On Wednesday, the Federal Open Market Committee concluded its June meeting. There was a lot to digest: Another 25bp rate hike, clearer signals about two more hikes in 2018, a new set of economic projections, and Fed Chairman Powell’s press conference. Here are some of our team’s initial thoughts.
Speaker: Nancy Wu, Head of Sales and Customer Success at SkyStem
A good, fast, clean audit leads to a happy work life. Join us in this one-hour webinar, where we share the best ways to prepare and conduct your audit process to maximize audit satisfaction and minimize administrative time in month-end close and financial reporting. Learning objectives: This course objective is to review leading practices to maximize audit success.
The Irrelevant Investor
JUNE 13, 2018
Stories Discussed New entrants to the S&P 500 outperformed the index by a median of 17% in the year leading up to their inclusion in the index LGBTQ and Straight millennials My friend, Warren makes mistakes too. Short-termism Breaking news, I'm no longer GODLing. More than half of 401(k) participants invest in a single target-date fund. What college really costs How much money do we need to retire?
Expert insights. Personalized for you.
52 
Let's personalize your content