Brown Advisory

NOVEMBER 12, 2015

Strategic Advisory Letter | 2015 Year-End Planning Checklist. achen. Thu, 11/12/2015 - 11:10. As 2015 comes to a close, we remind our clients and friends of how important it is take time to review new tax rules, consider tax-saving opportunities and review investment and asset-protection plans before year’s end. As autumn rolls on and the holiday season approaches, it is once again time to consider a thorough review of your overall financial picture and your progress toward your long-term object

Planning 52

Planning Taxes Distribution Medical 52

The Irrelevant Investor

NOVEMBER 11, 2015

"Magicians are the most honest people in the world. They tell you they're gonna fool you, and then they do it." -James Randi I recently watched "An Honest Liar" on Netflix, which is the story of The Amazing Randi, a magician and escape artist who dedicated his life to unveiling the charlatans. He went on a crusade, targeting the psychics and faith healers and exposed them for the con artists that they were.

Management 52

Management Financial Services Valuation Assets 52

The Irrelevant Investor

NOVEMBER 12, 2015

Cliff Asness is out with a new interesting paper, "Market Timing Is Back In The Hunt For Investors." In it, he discusses the efficacy of using valuations, specifically the CAPE ratio, to help time the market. One thing Asness addresses is the valuation drift upward which U.S. stocks have experienced over the last century. Here's Cliff: "As alluded to earlier when discussing the long-term upward drift in CAPE, another related but distinct headwind for contrarian stock market timing in the second

Valuation 52

Valuation Retirement Planning Accounting Sales 52

The Irrelevant Investor

NOVEMBER 9, 2015

Amazing things can come to people that work hard, persevere, and are lucky enough to be born in the right place at the right time. Malcolm Gladwell talks a lot about this in his book Outliers: The Story of Success , in which he explains why two-thirds of Canada's pro hockey players were born in January or February. Expanding on the idea that when and where you're born are everything.

Economics 52

Economics 52

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

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