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
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?
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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
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.
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.
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.
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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.
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.
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.
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
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.
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?
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