Harness Wealth

MAY 12, 2025

Since 2010, there has been a 20% decrease in accounting graduates. Reduced capacity for strategic planning: When resources are primarily focused on meeting compliance demands, the capacity for value-added activities like strategic tax planning and client advisory services trails off.

Taxes 52

Taxes Compliance Accounting Numbers 52

Brown Advisory

APRIL 1, 2016

In the ensuing six years, this measure of volatility steadily declined, except for brief spikes in mid-2010 and late 2011. The core portfolio can “stay the course” and follow its long-term strategic plan. Over the next four years until last August, the number of 1%+ price changes in each 90-day period was consistently under 20.

Investing 52

Investing Investments Portfolio Assets 52

The Big Picture

AUGUST 20, 2024

We built a company that was focused on valuation, initially, actually targeting corporate strategic planning departments. There’s a continual, the economy continues to grow. We saw a decrease in industrial production and we saw a broad deterioration in terms of the economy. It goes so far. Did you give me cash?

Assets 167

Assets Management Portfolio Taxes 167

Harness Wealth

MAY 12, 2025

Since 2010, there has been a 20% decrease in accounting graduates. Reduced capacity for strategic planning: When resources are primarily focused on meeting compliance demands, the capacity for value-added activities like strategic tax planning and client advisory services trails off.

Taxes 52

Taxes Compliance Accounting Numbers 52