Brown Advisory

AUGUST 6, 2019

Meanwhile, I plan to focus my time on working with the many clients I’ve come to know over the years. As head of asset allocation research in our Investment Solutions Group, he is responsible for analyzing the relative attractiveness of various asset classes and investment strategies. A cool change indeed.

Investing 52

Investing Investments Clients Portfolio Management 52

Brown Advisory

AUGUST 6, 2019

Meanwhile, I plan to focus my time on working with the many clients I’ve come to know over the years. As head of asset allocation research in our Investment Solutions Group, he is responsible for analyzing the relative attractiveness of various asset classes and investment strategies. A cool change indeed.

Investing 52

Investing Investments Clients Portfolio Management 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. This piece is intended solely for our clients and prospective clients and is for informational purposes only. Rude Awakening.

Economy 40

Economy Economics Asset Allocation Banking 40

Brown Advisory

APRIL 1, 2015

A good example today is biotechnology, in which prices have more than tripled since early 2012, as measured by the S&P Biotechnology Select Industry Index. This piece is intended solely for our clients and prospective clients and is for informational purposes only.

Investing 52

Investing Investments Valuation Assets 52

The Big Picture

NOVEMBER 8, 2022

Our job was basically to give sort of strategic advice to Lazard clients, which would generate capital-raising mergers and debt financing. I remember once, one of my colleagues says that a friend, one of the French Lazard Frerers partners was asked by a sort of junior, “How much should we tell our client to bid?” CHANCELLOR: Yes.

Banking 143

Banking Valuation Economy Investments 143

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. Investments.

Planning 52

Planning Taxes Assets Clients 52

The Big Picture

AUGUST 20, 2024

So the growth of balanced funds was a real, really key characteristic of that 2006 to 2012 market. And then in 2012, they changed the QDIA to what’s called a target date fund. Which is what about 85% of Americans now default into in their retirement assets, 00:30:00 [Speaker Changed] Right? That changes the dynamics.

Assets 164

Assets Management Portfolio Taxes 164

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. This piece is intended solely for our clients and prospective clients and is for informational purposes only. Rude Awakening.

Estate Planning 52

Estate Planning Assets Distribution Taxes 52

The Better Letter

JANUARY 26, 2024

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 .” That year, Hussman’s flagship fund, Hussman Strategic Growth (HSGFX), lost 3.62 percent while the S&P 500 made 14.82

Assets 105

Assets Valuation Marketing Marketing 105

The Big Picture

APRIL 8, 2025

She was CIO at Merrill Lynch Asset Management, and now CIO at both Morgan Stanley Wealth Management and runs their asset allocation models and their outsourced chief investment officer models. I knew that I wanted to work with clients. All the clients were getting proprietary Sanford Bernstein asset Management product.

Asset Allocation 143

Asset Allocation Wealth Management Clients Assets 143

The Big Picture

MAY 21, 2024

But then, you know, just in, I think it was 2012 coming out of the financial crisis, you know, after, after one round of QE Europe was in a, you know, a recession, everybody was depressed, 00:15:33 [Speaker Changed] Brexit, grexit, it was all happening. I mean, if you think about just how much this number changes over time.

Numbers 143

Numbers Banking Management Marketing 143

The Big Picture

JANUARY 31, 2023

What we try to do, of course, is to make sure we’re sending it out a little bit later than our clients get it, because then, you know, why pay for research in the first place if you can get it for free on Twitter. And so I worked with him until 2012. I mean, we sort of run that as a company policy. But, yeah, I mean, I tweet.

Economics 143

Economics Economy Marketing Marketing 143