Brown Advisory

MAY 23, 2018

Kinder Morgan—historically the bellwether for the asset class—collapsed its MLP in late 2014, and a variety of others have followed suit. The key takeaway: Both Williams and Enbridge are meaningfully reducing the dividend payouts to investors from these energy assets.

Taxes 52

Taxes Distribution Clients Assets 52

Brown Advisory

MAY 23, 2018

Kinder Morgan—historically the bellwether for the asset class—collapsed its MLP in late 2014, and a variety of others have followed suit. . The key takeaway: Both Williams and Enbridge are meaningfully reducing the dividend payouts to investors from these energy assets. Source: Bloomberg. .

Taxes 52

Taxes Distribution Clients Assets 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%

Banking 52

Banking Communication Clients Electronics 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%

Banking 52

Banking Communication Clients Electronics 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 communication and any accompanying documents are confidential and privileged. average annual gain by its benchmark of bonds and stocks.

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 communication and any accompanying documents are confidential and privileged. average annual gain by its benchmark of bonds and stocks.

Investing 52

Investing Investments Portfolio Communication 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. Crescent Mezzanine is a U.S.

Valuation 52

Valuation Banking Portfolio Communication 52

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. This communication and any accompanying documents are confidential and privileged.

Clients 52

Clients Economy Banking Investing 52

Brown Advisory

JANUARY 20, 2023

When clients have assets in multiple countries, this task can become more complicated—not just in terms of long-term thinking, but also in ensuring they are compliant with all those countries’ tax codes. taxpayer must file an FBAR in any year that they have assets in financial accounts outside the U.S.

Accounting 52

Accounting Compliance Taxes Banking 52

Brown Advisory

SEPTEMBER 11, 2016

There have been tremendous advances in worldwide communications, medicine and computing power, and some promising recent indicators such as gains in U.S. As the price of oil began to drop in 2014, investors in highyield credit grew increasingly concerned about default risk among energy companies. One cannot invest directly in an index.

Economics 52

Economics Economy Communication Banking 52

Brown Advisory

SEPTEMBER 11, 2016

There have been tremendous advances in worldwide communications, medicine and computing power, and some promising recent indicators such as gains in U.S. As the price of oil began to drop in 2014, investors in highyield credit grew increasingly concerned about default risk among energy companies. One cannot invest directly in an index.

Economics 52

Economics Economy Communication Banking 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). Re-examine asset location.

Planning 52

Planning Taxes Distribution Medical 52

ClearMoney

DECEMBER 14, 2021

Investor adoption in fixed income has lagged, at least when measured by the assets under management (AUM) in mutual funds and ETFs. 20591, National Bureau of Economic Research, October 2014). Premium : A return difference between two assets or portfolios. This material is not a sales communication. At the end of 2020, $1.35

Investing 52

Investing Investments Commission Distribution 52

Brown Advisory

SEPTEMBER 20, 2017

While this was frustrating at times, it produced a valuable asset – a sizeable library of fully vetted “up cap” growth ideas. After joining the investment industry in 2001, he served as director of research at two firms, creating a small-cap growth strategy at one of them before joining Brown Advisory in 2014.

Portfolio Management 52

Portfolio Management Portfolio Management Investing 52

Brown Advisory

SEPTEMBER 20, 2017

While this was frustrating at times, it produced a valuable asset – a sizeable library of fully vetted “up cap” growth ideas. After joining the investment industry in 2001, he served as director of research at two firms, creating a small-cap growth strategy at one of them before joining Brown Advisory in 2014.

Portfolio Management 52

Portfolio Management Portfolio Management Investing 52

The Big Picture

FEBRUARY 12, 2024

That explaining that process and communication to people built confidence. From 2010 to 2014, we were fine, but then things got a little tougher in 2015 and we ran through five years where we had two awful years and three mediocre years. And one by one they began to give us some capital. How, how do you manage around that?

Management 294

Management Economy Investing Investments 294

The Big Picture

APRIL 4, 2023

 The transcript from this week’s, MiB: Ken Kencel, Churchill Asset Management , is below. BARRY RITHOLTZ, HOST, MASTERS IN BUSINESS: This week on the podcast, I have an extra special guest, Ken Kencel of Churchill Asset Management, CEO, Founder, President. This is really a fascinating story. Ken Kencel, welcome to Bloomberg.

Banking 147

Banking Management Investing Investments 147

Dear Mr. Market

MARCH 17, 2024

We break down and assign each of the four “regions” with an asset class and then pick teams (stocks) that we think have the best chance at doing well relative to others. 5 seed Targa Resources ( TRGP ) knocks out #11 Charter Communications ( CHTR ). Gold has returned +11% over two years versus the aggregate bond index of -10%!

Investing 105

Investing Investments Portfolio Assets 105

The Big Picture

AUGUST 29, 2022

BALCHUNAS: While I was in college at Rutgers, and I was — wrote for the school paper, and I decided to major in journalism and communications because I liked it. 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.

Assets 173

Assets Management Marketing Marketing 173

Discipline Funds

NOVEMBER 17, 2023

I’ve previously stated that the worst narrative in finance is the way we communicate time horizons to investors. according to Siegel (2014). And the only way that disaster happens is if your financial planner is making irrational projections about asset returns and your asset allocation. But I don’t think that’s right.

Financial Planner 115

Financial Planner Budgeting Taxes Retirement 115

Brown Advisory

SEPTEMBER 12, 2016

The California Public Employees’ Retirement System (CalPERS) said in April that it missed out on as much as $3 billion in gains between 2001, when it started to sell its tobacco stocks, until the end of 2014, when it completed the divestment. with more than $291 billion in assets. They are intended for the sole use of the addressee.

Clients 52

Clients Portfolio Distribution Communication 52

Brown Advisory

SEPTEMBER 12, 2016

The California Public Employees’ Retirement System (CalPERS) said in April that it missed out on as much as $3 billion in gains between 2001, when it started to sell its tobacco stocks, until the end of 2014, when it completed the divestment. with more than $291 billion in assets. They are intended for the sole use of the addressee.

Clients 52

Clients Portfolio Distribution Communication 52

The Big Picture

OCTOBER 17, 2023

I want to get into that before we start talking about asset management. They understand that, they recognize it and you know, we’re always communicating with them to sort of help them through those periods. We do have multi-asset strategy called balanced, which we launched in 2014 15. What is that?

Investing 130

Investing Investments Clients Numbers 130

Indigo Marketing Agency

JANUARY 25, 2025

His bestselling books, including Radical Relevance , and coaching programs offer advisors proven strategies to attract ideal clients and communicate their value effectively. Stacys approach has helped raise billions in assets. Listen to his Top Advisor Podcast and follow him on LinkedIn along with his other 14,000 followers.

Financial Advisor 52

Financial Advisor CFP Education Clients 52

The Big Picture

DECEMBER 17, 2024

There was the optical communications boom, some of the original software internet assets. But generally speaking, after passive captured more than half of, of the mutual funds and ETF assets, there has since been an explosion of active ETFs as well as mutual funds. BlackRock manages about $11 trillion in assets.

Engineering 130

Engineering Numbers Investing Investments 130

The Big Picture

FEBRUARY 20, 2024

So, if you remember, we were, we were still rolling out various facilities like the, the, the term asset backed, the lending facility, for example. The New York Fed is kind of, I don’t know how to say this first, amongst the regional feds, because you’re located right in the heart of the financial community.

Economy 147

Economy Banking Marketing Marketing 147

The Big Picture

MAY 16, 2023

So you can imagine that first check multiplied a little bit from 2014 or so. They kept the reputation intact by communicating with their investors. Why wouldn’t you, you can buy a fintech assets for 90, 90 cents off the dollar. And I mentioned, you said it’s 2014. LINDZON: They had capital, they survived.

Media 290

Media Investing Investments Valuation 290

The Big Picture

FEBRUARY 7, 2023

You know, if you’ve got $650 billion of assets floating around, including loans of actual buildings because you’re in the real estate business — RITHOLTZ: Right. COHAN: — right now, that allowed people to communicate with one another. Like, selling GE Capital assets was not an option. RITHOLTZ: Right.

Engineering 259

Engineering Banking Numbers Management 259