Investing Caffeine

MAY 2, 2022

DISCLOSURE: Sidoxia Capital Management (SCM) and some of its clients hold positions and certain exchange traded funds (ETFs), but at the time of publishing had no direct position in any other security referenced in this article.

Electronics 59

Electronics Economy CFP Government 59

ClearMoney

DECEMBER 5, 2021

Any asset subject to such sharp swings may be catnip for traders but of limited value either as a reliable medium of exchange (to replace cash) or as a risk-reducing or inflation-hedging asset in a diversified portfolio (to replace bonds). Assessing the merits of bitcoin as an investment can be problematic. Dimensional Japan Ltd.,

Commission 52

Commission Retail Distribution Sales 52

Brown Advisory

JUNE 2, 2016

They want banks to shift money away from central banks and into longer-term assets, thereby reducing rates on a broad range of securities including mortgage bonds and corporate debt. The ECB’s introduction of a negative rate in June 2014 has had no obvious impact on banks’ excess reserve accumulation. But there is a risk of backfire.

Banking 52

Banking Economics Communication Assets 52

Brown Advisory

SEPTEMBER 12, 2016

However, screening can exact a cost, so we help clarify for clients the potential impact on risk and return. with more than $291 billion in assets. with more than $291 billion in assets. By the end of 2014, institutional investors had invested more than $1.2 CalPERS is the largest defined-benefit pension plan in the U.S.,

Clients 52

Clients Portfolio Distribution Communication 52

Brown Advisory

SEPTEMBER 12, 2016

However, screening can exact a cost, so we help clarify for clients the potential impact on risk and return. with more than $291 billion in assets. with more than $291 billion in assets. By the end of 2014, institutional investors had invested more than $1.2 CalPERS is the largest defined-benefit pension plan in the U.S.,

Clients 52

Clients Portfolio Distribution Communication 52

Brown Advisory

NOVEMBER 12, 2015

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. The highest federal marginal tax bracket in 2015 is 39.6% (as it was in 2014).

Planning 52

Planning Taxes Distribution Medical 52

Brown Advisory

SEPTEMBER 3, 2015

31, 2014, suggests that his goal is not just fantasy. We are using third-party managers such as Somerset and Macquarie in an effort to position client portfolios to benefit from the rising middle class across the region. 31, 2014, quickly making the country the world’s No. By Stephen Shutz, CFA, Tax-Exempt Portfolio Manager.

Insurance 52

Insurance Portfolio Management Clients Government 52

Brown Advisory

SEPTEMBER 12, 2016

during the year ended July 31, according to the Barclays Aggregate Bond Index, outperforming other major asset classes including equities in both developed nations and emerging markets. trillion in assets from 2008 until 2014 in an effort to spur borrowing and revive growth. In fact, investment-grade bonds rose 5.9%

Communication 52

Communication Banking Electronics Clients 52

Brown Advisory

SEPTEMBER 12, 2016

during the year ended July 31, according to the Barclays Aggregate Bond Index, outperforming other major asset classes including equities in both developed nations and emerging markets. trillion in assets from 2008 until 2014 in an effort to spur borrowing and revive growth. In fact, investment-grade bonds rose 5.9%

Communication 52

Communication Banking Electronics Clients 52

Brown Advisory

SEPTEMBER 12, 2016

While deploying their assets to benefit the environment and society, the family has not compromised on returns. Since January 2014, their foundation’s portfolio has outperformed the 4.7% This piece is intended solely for our clients and prospective clients and is for informational purposes only.

Investing 52

Investing Investments Portfolio Communication 52

Brown Advisory

SEPTEMBER 12, 2016

While deploying their assets to benefit the environment and society, the family has not compromised on returns. Since January 2014, their foundation’s portfolio has outperformed the 4.7% This piece is intended solely for our clients and prospective clients and is for informational purposes only.

Investing 52

Investing Investments Portfolio Communication 52

Tucker Advisors

APRIL 4, 2023

Since 1980 through 2014, workers with retirement plans that included a pension fell from 39% to 13%, a 200% decline. So, when discussing older adults working longer, the ideal scenario is a job in the last 10 years of their working careers that is not too stressful or taxing physically.”

Retirement 75

Retirement Financial Advisor Planning Budgeting 75

Brown Advisory

MARCH 30, 2020

For the past year, we have been preparing client portfolios for the end of the extended bull market run that began in 2009—building cash and liquidity reserves, and also exploring opportunities in private and alternative asset classes that historically have offered lower correlation with public markets. Despite the U.S.

Management 52

Management Marketing Marketing Clients 52

Brown Advisory

MARCH 30, 2020

For the past year, we have been preparing client portfolios for the end of the extended bull market run that began in 2009—building cash and liquidity reserves, and also exploring opportunities in private and alternative asset classes that historically have offered lower correlation with public markets. Despite the U.S.

Management 52

Management Marketing Marketing Clients 52

Brown Advisory

SEPTEMBER 12, 2016

We encourage clients to view private credit as an opportunistic asset with low liquidity offering steady growth. To achieve an optimal risk/return balance, we have invested in asset managers that have performed comparatively well in a variety of credit conditions: Crescent Capital Group. Founded in 2008, Yukon Partners is a U.S.

Valuation 52

Valuation Portfolio Banking Communication 52

Brown Advisory

SEPTEMBER 3, 2015

Investors had snapped up Puerto Rican debt because of high yields and exemption from federal, state and local taxes in the U.S. Public-sector debt has expanded every year since 2000, hitting 100% of gross national product at the end of fiscal year 2014. By Taylor Graff, CFA, Asset Allocation Analyst. Dream or Opportunity?

Transportation 52

Transportation Government Economy Asset Allocation 52

Brown Advisory

JANUARY 20, 2023

Don't get an "F" on FBAR ajackson Fri, 01/20/2023 - 13:43 We work with many clients to develop smart, flexible tax strategies; such strategies are essential to align their tax, investment and wealth preservation plans. A common tax obstacle faced by many of our U.S. Under the Bank Secrecy Act (“BSA”) of 1970, any U.S.

Compliance 100

Compliance Accounting Taxes Banking 100

Brown Advisory

MAY 31, 2017

EUROPEAN RE-ENTRY: Why We Are Shifting Portfolios Toward European Stocks achen Thu, 06/01/2017 - 02:47 Asset allocation—at least for us—is an exercise in nuance. We move slowly and carefully when it comes to shifting our portfolios away from one asset class or region and toward another. Over the long term, that stance has paid off.

Portfolio 52

Portfolio Asset Allocation Valuation Economics 52

Brown Advisory

MAY 31, 2017

Asset allocation—at least for us—is an exercise in nuance. We move slowly and carefully when it comes to shifting our portfolios away from one asset class or region and toward another. We maintain a model portfolio internally to track the results of our asset allocation stances. Thu, 06/01/2017 - 02:47. is much clearer.

Portfolio 52

Portfolio Asset Allocation Valuation Economics 52

Brown Advisory

JUNE 21, 2017

As professional investors have found it increasingly challenging to meet or exceed market benchmarks, many of their clients have grown disillusioned with active management. are there better or worse moments in time to enact an indexing strategy) and choice of asset class (i.e.,

Investing 52

Investing Investments Portfolio Management 52

Brown Advisory

JUNE 21, 2017

As professional investors have found it increasingly challenging to meet or exceed market benchmarks, many of their clients have grown disillusioned with active management. are there better or worse moments in time to enact an indexing strategy) and choice of asset class (i.e., Less Efficient Asset Classes. The Role of Passive.

Investing 52

Investing Investments Portfolio Management 52

Brown Advisory

SEPTEMBER 3, 2015

in 2014, according to the International Monetary Fund (IMF). The ratio for the 19 countries in the eurozone rose to 93% at the end of the first quarter from 92% at the end of 2014, according to the European Union. By Stephen Shutz, CFA, Tax-Exempt Portfolio Manager. By Taylor Graff, CFA, Asset Allocation Analyst.

Economy 40

Economy Economics Asset Allocation Clients 40

Random Roger's Retirement Planning

MAY 12, 2024

It backtests to 2014. I've been critical of the actual FIG ETF, the Simplify Macro ETF, it is really struggling but I think the fund's idea for asset allocation works for the most part. Again, those percentages are how I believe FIG has allocated its assets, using different holdings of course.

Asset Allocation 86

Asset Allocation Portfolio Management Assets 86

Brown Advisory

JANUARY 20, 2023

Don't get an "F" on FBAR ajackson Fri, 01/20/2023 - 13:43 We work with many clients to develop smart, flexible tax strategies; such strategies are essential to align their tax, investment and wealth preservation plans. A common tax obstacle faced by many of our U.S. Under the Bank Secrecy Act (“BSA”) of 1970, any U.S.

Compliance 52

Compliance Accounting Taxes Banking 52

The Big Picture

OCTOBER 31, 2023

And so we’ve grown from a very small company with 29 partners back in 1979 to, as you noted, over a trillion dollars of assets and it become very diversified. So fixed income is now a substantial percentage of our assets. For, for hedge fund or for, 00:06:29 [Speaker Changed] So that was actually Montgomery Asset Management.

Management 157

Management Investing Investments Portfolio 157

Cordant Wealth Partners

AUGUST 25, 2021

We’ll cover what is too concentrated , the benefits of portfolio diversification (and the drawbacks), plus provide some tips on managing taxes. This is a helpful starting place, but the right answer for you will vary based on factors specific to you—your age, risk tolerance, other assets, spending level, life expectancy, etc.

Portfolio 52

Portfolio Taxes Assets Investing 52

The Big Picture

OCTOBER 17, 2023

I want to get into that before we start talking about asset management. You don’t have to pay any tax and just let the rest ride. That fee on the performance that we generate for our clients, a proportion of that our performance goes into a bucket or a, or an escrow account if you like. It goes back to the client.

Investing 130

Investing Investments Clients Management 130

The Big Picture

DECEMBER 6, 2022

And before that, Morgan Stanley, doing technology and operations planning for the wealth and asset management group. when I first moved from Spain, and I learned a lot because I spent a lot of time with financial advisors, which, as you know, is a key segment of our client base today. RITHOLTZ: So you joined Global X in 2014.

Clients 157

Clients Investing Investments Management 157

The Big Picture

AUGUST 29, 2022

at a crisis communication firm named Abernathy MacGregor and got to work with several clients and, you know, took them to Bloomberg, took them to Reuters, took them to there. And honestly, I — I just really was like a one-man army for a little while, but then the asset started come in. And so, I went and took a job in P.R.

Assets 167

Assets Management Marketing Marketing 167

Brown Advisory

MARCH 1, 2016

The collapse of oil prices—Brent crude prices have fallen from more than $100 in mid-2014 to a $30-$35 range today—has jolted the industrial sector. In their 2014 book, Think Like A Freak, they talk about our reluctance as a species to say these words. In January, China said that the nation’s economy grew 6.9%

Clients 52

Clients Economy Banking Investing 52

Brown Advisory

DECEMBER 2, 2015

We are recommending that clients consider high-yield bonds and other asset classes that can offer the prospect of solid gains that diverge from the path of traditional stocks and bonds. From 2012 until 2014, the MSCI All Country World Index annually rose by an average of 14.1%. in 2014, according to the IMF. this year, 0.3

Economy 52

Economy Taxes Clients Assets 52

Brown Advisory

JULY 1, 2016

Investment Perspectives | Real Returns achen Fri, 07/01/2016 - 06:00 One of the most penetrating and recurring questions we receive from clients is, “what is a reasonable long-term expectation for U.S. Private clients typically find themselves in a similar position, although they may not describe it in the same terms.

Investing 52

Investing Investments Portfolio Assets 52

Brown Advisory

JULY 1, 2016

One of the most penetrating and recurring questions we receive from clients is, “what is a reasonable long-term expectation for U.S. Since equities typically comprise the largest single component of a balanced portfolio, they are the greatest single determinant of overall returns for institutional and private clients alike.

Investing 52

Investing Investments Portfolio Assets 52

Brown Advisory

SEPTEMBER 11, 2016

As the price of oil began to drop in 2014, investors in highyield credit grew increasingly concerned about default risk among energy companies. From June 2014 until February 2016, the oil price plunged 75%.) This piece is intended solely for our clients and prospective clients and is for informational purposes only.

Economics 52

Economics Economy Communication Banking 52

Brown Advisory

SEPTEMBER 11, 2016

As the price of oil began to drop in 2014, investors in highyield credit grew increasingly concerned about default risk among energy companies. From June 2014 until February 2016, the oil price plunged 75%.). This piece is intended solely for our clients and prospective clients and is for informational purposes only.

Economics 52

Economics Economy Communication Banking 52

The Big Picture

SEPTEMBER 5, 2023

I mean, essentially what no one understood in the industry and still don’t understand today in the real estate industry is that when appraisers doing an appraisal for the buyer that’s getting a mortgage, their client is actually the bank. Housing itself, it’s just a slow moving asset. The thinking was, no.

Sales 130

Sales Numbers Taxes Marketing 130

Aleph

DECEMBER 31, 2022

I did sorted weekly tweets from 2012 to 2014, then I stopped tweeting as much for a while, and so discontinued them. million [link] Though terms of the securitization offer more structural protection than prior, underlying asset quality looks poor. But I still tweet on Twitter. Credit deterioration on the low end.

Government 59

Government Banking Taxes Advertising 59