Brown Advisory

SEPTEMBER 3, 2015

As recently as 2012 Puerto Rico was able to sell to investors public-sector bonds despite its bleak fiscal outlook and shrinking economy. By Taylor Graff, CFA, Asset Allocation Analyst. Protecting inherited assets from a claim by a family member’s ex-spouse can help limit those losses. Rude Awakening.

Transportation 52

Transportation Government Economy Asset Allocation 52

Brown Advisory

SEPTEMBER 1, 2015

As recently as 2012 Puerto Rico was able to sell to investors public-sector bonds despite its bleak fiscal outlook and shrinking economy. By Taylor Graff, CFA, Asset Allocation Analyst. Protecting inherited assets from a claim by a family member’s ex-spouse can help limit those losses. Rude Awakening.

Food 52

Food Portfolio Management Sales Strategic Planning 52

Brown Advisory

SEPTEMBER 3, 2015

As recently as 2012 Puerto Rico was able to sell to investors public-sector bonds despite its bleak fiscal outlook and shrinking economy. By Taylor Graff, CFA, Asset Allocation Analyst. Protecting inherited assets from a claim by a family member’s ex-spouse can help limit those losses. Rude Awakening.

Economy 40

Economy Economics Asset Allocation Clients 40

Brown Advisory

APRIL 1, 2015

Although we expressed some worry about the long-term effects of mounting deficits, we concluded that stocks and other assets were not in bubble territory and represented good value despite what we saw as a weak economic recovery. Some might argue that the Fed’s policy could trigger another crisis as asset prices become overly inflated.

Investing 52

Investing Investments Valuation Assets 52

The Better Letter

JANUARY 26, 2024

who became a professor at the University of Michigan before setting up his own asset management firm. 2012 : “The present menu of investment opportunities continues to be among the worst in history.” Hussman’s current assets under management have declined by about 95 percent from $6.7 Hussman is a smart guy.

Assets 103

Assets Valuation Management Investing 103

Random Roger's Retirement Planning

FEBRUARY 9, 2023

Anytime I talk about letting markets work for you over the long term and the role that an adequate savings rate plays in financial success, I will usually caveat that with assuming a proper asset allocation. Ten years is a reasonable time period but someone who bought in 2012 based on the previous ten years really got left behind.

Asset Allocation 68

Asset Allocation Portfolio Assets Numbers 68

The Big Picture

NOVEMBER 8, 2022

No, I — the first thing I spoke at was a Goldman Sachs Asset Management conference, strange enough in a place called Carefree, Arizona. Jeremy called and said, “Would you like to join the asset allocation team?” So he wanted a sort of non-quanty view input into the asset allocation process. CHANCELLOR: Yes.

Banking 141

Banking Valuation Economy Investing 141

Brown Advisory

JUNE 16, 2016

A good example took place in 2012; at the time we helped many clients prepare for anticipated changes to policy regarding taxes on asset transfers. The transfer-tax exemption has been indexed to inflation since 2012, which has added an additional $450,000 per individual in allowable lifetime gifts. Clear the Hurdle.

Planning 52

Planning Taxes Assets Clients 52

Brown Advisory

SEPTEMBER 3, 2015

Protecting inherited assets from a claim by a family member’s ex-spouse can help limit those losses. Among other benefits, these agreements can ensure an inheritance does not go to a descendant’s ex-spouse by clarifying the holdings of a couple and how they would split their assets in the event of divorce or death. Shielding Assets.

Estate Planning 52

Estate Planning Assets Distribution Compliance 52

Brown Advisory

MARCH 28, 2017

Assets in investments aligned to environmental, social or governance factors increased nearly fivefold between 2012 and 2016, according to US SIF Foundation. Still, nearly three out of four investors wait for their advisors to raise the topic of sustainability in relation to their portfolios, according to a 2013 survey by Calvert Investments.

Portfolio 52

Portfolio Clients Nonprofit Asset Allocation 52

Brown Advisory

MARCH 28, 2017

Assets in investments aligned to environmental, social or governance factors increased nearly fivefold between 2012 and 2016, according to US SIF Foundation. . . Tue, 03/28/2017 - 14:11. The numbers tell a clear story about the growing number of investors interested in sustainable investing.

Portfolio 52

Portfolio Clients Nonprofit Asset Allocation 52

The Irrelevant Investor

OCTOBER 20, 2015

Munger - Peter Kaufman, 2005 All About Asset Allocation - Rick Ferri, 2006 Your Money And Your Brain - Jason Zweig, 2007 Bailout Nation - Barry Ritholtz, 2009 The Big Short - Michael Lewis, 2010 The Quants - Scott Patterson, 2010 More Money Than God - Sebastian Mallaby, 2010 The Most Important Thing - Howard Marks, 2011 Backstage Wall Street - Josh (..)

Investing 52

Investing Investments Asset Allocation Investment Planning 52

The Big Picture

JANUARY 31, 2023

And so I worked with him until 2012. And then I got approached by RenMac in 2012, and now I’ve been doing it for them for this last decade. I mean, we were talking about a China hard landing like literally every year, following 2012. And you know, Lehman was a huge sort of fixed income shop — RITHOLTZ: Yeah.

Economics 141

Economics Economy Marketing Marketing 141