Nerd's Eye View

JUNE 12, 2023

Firms that were returning to the office have done so, those that are staying remote are remaining as such, and either way most advisory firms have figured out how to continue to service and retain clients, and are slowly adapting to finding new (or reinvigorating old) paths to grow at least slowly once again.

Financial Advisor 246

Financial Advisor Financial Planner Professional Services Clients 246

Nerd's Eye View

NOVEMBER 9, 2022

The passage of the Affordable Care Act in 2014 introduced many changes to the healthcare landscape in the United States. And as HSAs offer significant tax advantages, advisors can help clients ensure that opting for family HDHP makes sense financially for the family as a whole! Read More.

Accounting 246

Accounting Taxes Healthcare Medical 246

Brown Advisory

MAY 1, 2015

2014 Annual Report | Putting The Pieces Together. We are pleased to share with you the 2014 annual report for Brown Advisory. Fri, 05/01/2015 - 12:00. The purpose of this report is to provide an update on the firm's performance as a business and its financial condition.

Clients 52

Clients Investing Investments 52

Nerd's Eye View

DECEMBER 26, 2022

This year has been challenging for many financial advisors as they help their clients (and their own firms!) navigate a volatile market environment (in both stocks and bonds – oof!) and inflation levels not seen in several decades. by the next day’s, week’s, and month’s worth of content that comes along.

Financial Advisor 245

Financial Advisor Financial Advice Estate Planning Planning 245

Brown Advisory

JUNE 1, 2014

The Advisory | June 2014. Sun, 06/01/2014 - 20:26. The key is knowing how to prudently capture these important but uncertain drivers in client portfolios. Our recent Navigating Our World (NOW) conference illuminated many compelling trends that are likely to shape the path of societies and industries in the future.

Portfolio 40

Portfolio Clients 40

The Big Picture

JANUARY 8, 2025

His firm runs over $10 billion in client crypto assets. Gox in 2014. I think many of the skeptics don’t evaluate where the data is today because they’re taking a 2022 or 2018 or 2014 view of Bitcoin and crypto. Maybe it was Silk Road and illicit use. It’s much lower than it is for cash.

Assets 130

Assets Investing Banking Investments 130

Investment Writing

JULY 6, 2023

” Why I manage money the way I do Why I became a financial planner or an investment manager Why I changed my mind about a topic important to how I help clients Why investors should pay less attention to financial news WHO Who can you trust with your money? I aimed for that in “ Why I write for you.” WHAT What do you want?—ask

Financial Planner 137

Financial Planner Financial Planning Financial Advisor Retirement 137

Trade Brains

JUNE 9, 2025

Key Clients are Flipkart, Myntra and Decathlon. Shadowfax Founded in the year 2015 by Abhishek Bansal and Vaibhav Khandelwal Headquartered in Bengaluru, India Core offerings are their hyperlocal and last-minute delivery Key Clients are BigBasket, Flipkart and Meesho USP: Crowdsourced delivery model using the gig/freelance workers.

Startup 59

Startup B2B B2C Retail 59

The Big Picture

JANUARY 27, 2024

Lynch remembered Burke Robinson, a lecturer at nearby Stanford who’d been his instructor in a spring 2014 course called “The Art and Science of Decision Making.” “I’m The digital investment advisor manages over $40 billion in assets for 800,000 clients. In 2020, Fox News drew 4.4 million viewers overall.

Advertising 147

Advertising Media Food Investment Advisor 147

Million Dollar Round Table (MDRT)

JUNE 13, 2023

To which do you and your clients react more expressively? Most people have a tendency to focus on the negative, said Roger Seip, an experienced speaker on maximizing the capability of the brain, in his 2014 MDRT Annual Meeting presentation “Train your brain for success.” Do you pay more attention to positive things or negative ones?

Numbers 98

Numbers Clients 98

Brown Advisory

APRIL 21, 2023

I even initiated coverage on an oil producer in October 2014, with a downside target predicated on that $65 floor. This piece is intended solely for our clients and prospective clients, is for informational purposes only, and is not individually tailored for or directed to any particular client or prospective client.

Portfolio Management 98

Portfolio Management Portfolio Banking Clients 98

Random Roger's Retirement Planning

NOVEMBER 21, 2024

PPFIX, MERIX and BTAL are client and personal holdings. Plenty of other managed futures funds came onto the scene in 2013 and 2014 but I think RYMFX is the only one to test what was a terrible time for managed futures. There are plenty of diversifiers though to choose from if you believe in this type of exposure.

Asset Allocation 52

Asset Allocation Management Portfolio Taxes 52

Brown Advisory

MAY 1, 2014

Thu, 05/01/2014 - 12:00. Many firms aspire to put clients first, but few can ensure the continuity of client-facing professionals that is ensured by our unique equity structure: Every single employee at Brown Advisory owns equity in the firm. 2013 Annual Report | A Look Inside.

Clients 52

Clients 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. taxpaying clients is the “FBAR,” or the Report of Foreign Bank and Financial Accounts.

Accounting 100

Accounting Compliance Taxes Banking 100

Brown Advisory

MARCH 14, 2023

And let’s face it, our clients often ask for a helping or two of short-term information (with a side of market timing thoughts, please). Gary became CEO in 2010, and by 2014 he realized that his sales team needed to change its approach. Yet, short-term information is sometimes useful to longer-term thinkers.

Clients 97

Clients Investing Investments Sales 97

Brown Advisory

SEPTEMBER 13, 2023

To the extent specific securities are mentioned, they have been selected by the author on an objective basis to illustrate views expressed in the commentary and do not represent all of the securities purchased, sold or recommended for advisory clients.

Economy 98

Economy Clients Economics Investing 98

Walkner Condon Financial Advisors

SEPTEMBER 2, 2022

Part of our role as fiduciary financial advisors is to help our clients navigate through investment options and select what is right for them. In this piece, we’ll cover the basics of ABLE accounts, as well as what Wisconsin residents specifically should know when considering opening an ABLE account. What is an ABLE account? How We Can Help.

Accounting 98

Accounting Certification Financial Advisor CFP 98

The Big Picture

DECEMBER 6, 2022

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. I joined Global X in 2014, and we have, if I remember correctly, approximately $1.5 We have retail clients.

Clients 162

Clients Investing Investments Management 162

Random Roger's Retirement Planning

MARCH 9, 2025

BTAL is a client and personal holding. EBSIX' worst 12 month stretch was a decline of 13% from June 2013 to June 2014. To be clear, Portfolio 3 does use the portable alpha approach, it is leveraged by 40%. The alts in the leverage sleeve all have a low to negative correlation to equities and to each other.

Portfolio 52

Portfolio Numbers Insurance Taxes 52

The Irrelevant Investor

NOVEMBER 5, 2021

In 2014 Josh wrote a post called The Relentless Bid. Whereas yesterday’s brokers were principally concerned with keeping money in motion and generating activity each month, today’s brokers – who call themselves wealth managers by the way – are principally concerned with making client retirement accounts stretch out over decades.

Wealth Management 52

Wealth Management Retirement Accounting Assets 52

Brown Advisory

MARCH 14, 2023

And let’s face it, our clients often ask for a helping or two of short-term information (with a side of market timing thoughts, please). Gary became CEO in 2010, and by 2014 he realized that his sales team needed to change its approach. Yet, short-term information is sometimes useful to longer-term thinkers.

Clients 81

Clients Investing Investments Sales 81

Random Roger's Retirement Planning

APRIL 9, 2024

ASFYX is a client and personal holding. Looking back, 2014 is the only year (available to backtest) where equities and managed futures were up similar amounts. MERIX, PPFIX, BTAL are client and personal holdings. I think fixed income continuing to trend lower in price and commodities continue to do well is helping the space.

Management 98

Management Retirement Planning Portfolio Retirement 98

Random Roger's Retirement Planning

MAY 12, 2024

It backtests to 2014. A quick administrative note is that when I build these sorts of portfolio combinations to look at, I try to use funds that I don't actually own for clients whenever possible. I think the names are self explanatory, two of which I'd never heard of. AQR Managed Futures (AQMIX) is a good example.

Asset Allocation 98

Asset Allocation Portfolio Assets Management 98

Random Roger's Retirement Planning

FEBRUARY 7, 2024

I believe Swedroe has used the interval fund for clients for many years and I know he has written about it before. He notes " after three strong returns in its first three years (2014-16) came a string of losses. SRRIX lost -11.35% in 2017, -6.14% in 2018 and -4.47% in 2019."

Taxes 74

Taxes Portfolio Clients Investing 74

Midstream Marketing

JANUARY 19, 2025

This left a few questions concerning the new "review culture" that is taking place on the Internet, so the SEC further clarified things in 2014. If a testimonial talks about how profitable your services are, for example, this needs to be true of ALL of your clients – not just the person leaving the review.

Advertising 40

Advertising Marketing Marketing Investment Advisor 40

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

JUNE 30, 2014

Mon, 06/30/2014 - 12:22. At Brown Advisory, we believe that our approach as active equity managers has the potential to add value for our clients, and this new body of research confirms many aspects of our approach. Active Alpha. According to some of these studies, manager outperformance is not a random event.

Management 52

Management Investing Investments Clients 52

Brown Advisory

DECEMBER 2, 2015

Within the $450 billion high-yield market, less than 60% of high-yield bonds sell for more than face value compared with more than 90% in June 2014. 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.

Clients 52

Clients Asset Allocation Economics Estate Planning 52

Brown Advisory

JUNE 23, 2016

27, 2014, unidentified troops, referred to as “little green men” in news reports, stormed the Crimean peninsula. Putin’s approval rating surged 10% in February and March of 2014, to 71.6%. NOW 2016 | Putin’s World achen Thu, 06/23/2016 - 10:27 On Feb. Putin also distracted the public from the flagging Russian economy.

Economy 52

Economy Communication Clients Taxes 52

Brown Advisory

JUNE 23, 2016

27, 2014, unidentified troops, referred to as “little green men” in news reports, stormed the Crimean peninsula. Putin’s approval rating surged 10% in February and March of 2014, to 71.6%. NOW 2016 | Putin’s World. Thu, 06/23/2016 - 10:27. Putin also distracted the public from the flagging Russian economy.

Economy 52

Economy Communication Clients Taxes 52

The Big Picture

SEPTEMBER 3, 2024

00:12:42 [Speaker Changed] I think it absolutely should be the norm because it is generally what our clients are seeking. And I think a lot of investors have figured out how to effectively make money for their clients with shorter term time horizons, otherwise they wouldn’t be doing it. Tell us a little bit about that.

Investing 147

Investing Investments Valuation Management 147

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. 1, 1979, until Dec. Chinese exports in July fell 8.3%

Insurance 52

Insurance Portfolio Management Clients Government 52

Brown Advisory

JULY 24, 2019

Brown Advisory’s 2019 PRI Assessment Report ajackson Wed, 07/24/2019 - 10:04 Brown Advisory has been a signatory to the PRI (Principles for Responsible Investment) since 2014, and each year, we complete a rigorous disclosure of our sustainable investing practices as part of our obligation as a signatory.

Clients 52

Clients Assets Investing Investments 52

Brown Advisory

JULY 24, 2019

Brown Advisory has been a signatory to the PRI (Principles for Responsible Investment) since 2014, and each year, we complete a rigorous disclosure of our sustainable investing practices as part of our obligation as a signatory. Brown Advisory’s 2019 PRI Assessment Report. Wed, 07/24/2019 - 10:04.

Clients 52

Clients Assets Investing Investments 52

Brown Advisory

MAY 1, 2023

Sustainable Core Fixed Income Strategy: Reporting on the impact of our investment decisions 2022 ajackson Mon, 05/01/2023 - 12:34 A Letter of Introduction From The Portfolio Managers Our 2022 impact report builds on our commitment to measuring, documenting and communicating the outcomes that our strategy produces for our clients.

Investments 52

Investments Investing Portfolio Management Portfolio 52

Brown Advisory

MAY 1, 2023

Sustainable Core Fixed Income Strategy: Reporting on the impact of our investment decisions ajackson Mon, 05/01/2023 - 12:34 A Letter of Introduction From The Portfolio Managers Our 2022 impact report builds on our commitment to measuring, documenting and communicating the outcomes that our strategy produces for our clients.

Investments 52

Investments Investing Portfolio Management Portfolio 52

Brown Advisory

JUNE 5, 2023

2022 Impact Report: Tax-Exempt Sustainable Fixed Income Strategy bgregorio Mon, 06/05/2023 - 05:22 A Letter of Introduction From The Portfolio Managers Our 2022 impact report builds on our commitment to measuring, documenting and communicating the outcomes that our strategy produces for our clients.

Taxes 52

Taxes Portfolio Management Portfolio Communication 52