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 Advisor Financial Planning Retirement 137

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 144

Advertising Media Investment Advisor Food 144

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 185

Financial Advisor Financial Advice Estate Planning Planning 185

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 84

Numbers Clients 84

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 Management 98

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

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 89

Management Retirement Planning Portfolio Retirement 89

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 58

Taxes Portfolio Clients Investing 58

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

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.

Investing 52

Investing Investments 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.

Investing 52

Investing Investments Portfolio Management Portfolio 52

Brown Advisory

MAY 1, 2023

2022 Impact Report: Sustainable Core Fixed Income Strategy 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.

Portfolio Management 52

Portfolio Management Portfolio Communication Investing 52

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

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

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

eMoney Advisor

NOVEMBER 15, 2022

To start, gratitude can support your clients’ commitment to pursuing their financial goals. There are tried-and-true solutions, like client appreciation events, but smaller acts of gratitude also have a big impact. A handwritten note to thank a client for a referral can solidify that connection.

Financial Planning 76

Financial Planning Planning Clients CFP 76

Brown Advisory

AUGUST 24, 2023

Sid and Erika offered their periodic roundup of key issues impacting the markets and how they are positioning portfolios for their clients. 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.

Economy 52

Economy Portfolio Management Clients Portfolio 52

Brown Advisory

AUGUST 24, 2023

Sid and Erika offered their periodic roundup of key issues impacting the markets and how they are positioning portfolios for their clients. 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.

Economy 52

Economy Portfolio Management Clients Portfolio 52

Brown Advisory

SEPTEMBER 22, 2022

Brown Advisory has been a signatory to the PRI (Principles for Responsible Investment) since 2014. While we hope to earn more 5-star ratings over time, we expect to have fewer of them currently, simply due to the fact that Brown Advisory has a broad mix of clients, some of whom do not wish to pursue sustainable investing.

Clients 52

Clients Investing Investments Assets 52

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 Financial Advisor Certification CFP 98

Discipline Funds

NOVEMBER 17, 2023

Every client who sat in the office would be forced to stare at this massive chart. according to Siegel (2014). But it is becoming increasingly clear that inflation is much lower than the Fed’s rate positioning would make us think. 2) The Worst Narrative in Finance. It showed the average long term returns of stocks at 10-12%.

Financial Planner 101

Financial Planner Budgeting Taxes Asset Allocation 101

Random Roger's Retirement Planning

DECEMBER 7, 2023

Both ASFYX and BTAL are client and personal holdings. Would you be ok in a year like 2014 when ANNPX was only up about half of what the S&P 500 was up or 2021 where the disparity was much greater? Maybe we should revisit converts as a proxy for low volatility equity exposure.

Portfolio 61

Portfolio Management Clients Marketing 61

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

AUGUST 4, 2020

Brown Advisory’s 2020 PRI Assessment Report ajackson Tue, 08/04/2020 - 08:00 Brown Advisory has been a signatory to the PRI (Principles for Responsible Investment) since 2014.

Assets 52

Assets Clients Government Investing 52

Brown Advisory

AUGUST 4, 2020

Brown Advisory has been a signatory to the PRI (Principles for Responsible Investment) since 2014. 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.

Assets 52

Assets Clients Government Investing 52

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. Subscribe on the right side of the page for the complete text.

Electronics 59

Electronics Economy CFP Government 59

Brown Advisory

OCTOBER 31, 2022

As of September 30, 2022, the 10 largest stocks in the Index accounted for over 45% of total Index market capitalization, nearly double the level of concentration in the middle of 2014, when the pattern of leadership consolidation began forming. equity universe.

Investing 52

Investing Investments Valuation Accounting 52

Truemind Capital

AUGUST 12, 2023

Gold continues to be represented in all our client portfolios with an allocation of 10-20% depending upon risk profile and equity exposure. Real estate prices in India have seen a jump in a few regions after a lull period from 2014 to 2021 on the back of rising income levels and the increasing appetite of investors to park surpluses.

Financial Market 52

Financial Market Asset Allocation Marketing Marketing 52

Trade Brains

NOVEMBER 2, 2023

million in Fiscal 2014 to 824.9 Its clients benefit from its delivery model, extensive experience across various technologies, industry knowledge, project management expertise, and proprietary software engineering tools. Internet subscribers in the country have grown at a CAGR of 16.0%, from 251.6 million in Fiscal 2022.

Government 59

Government Taxes Economy Electronics 59

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

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

Steve Sanduski

JANUARY 5, 2023

Since 2014, I’ve published 678 podcasts and the vast majority were interview shows. This is a popular topic with my coaching clients as we frequently discuss staffing and comp issues. One of her key questions she asks clients to answer is, “What am I feeling and why am I feeling it?”. In 2022, I published 45 shows.

Clients 52

Clients Financial Advisor Investing Investments 52

The Irrelevant Investor

SEPTEMBER 6, 2021

I listened to Serial in 2014, but it wasn't until Patrick's show that I discovered the giant universe of podcasting. I'm not on the phone with clients all day. At that point, he was podcasting for almost a year. His show opened up a whole new world for me. Before Invest Like the Best, I was strictly a SiriusXM guy.

Communication 52

Communication Financial Advisor Clients Investing 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. 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.

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. . 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.

Taxes 52

Taxes Distribution Clients Assets 52