Brown Advisory

NOVEMBER 12, 2015

In this letter, we outline a number of tax-saving and other opportunities to consider before the close of the year. The highest federal marginal tax bracket in 2015 is 39.6% (as it was in 2014). As always, we are available to discuss your situation and assist you however we can. Overview of 2015. Private Foundations.

Planning 52

Planning Taxes Distribution Medical 52

Brown Advisory

SEPTEMBER 20, 2017

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. A: One is Cogent Communications (CCOI). Q: What are some examples of how this comes into play?

Portfolio Management 52

Portfolio Management Portfolio Management Investing 52

Brown Advisory

SEPTEMBER 20, 2017

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. A: One is Cogent Communications (CCOI). Q: What are some examples of how this comes into play?

Portfolio Management 52

Portfolio Management Portfolio Management Investing 52

Brown Advisory

JANUARY 20, 2023

In 2014, an 87-year-old, retired specialty-glass importer faced more than $2 million in penalties for failing to disclose a $7 million Swiss account which dated back to the 1960s. In 2022, a professor with dual U.S.

Compliance 100

Compliance Accounting Taxes Banking 100

The Big Picture

OCTOBER 17, 2023

Graham Foster] : 00:02:54 That was a number, that was number theory, pure number theory. And whether it’s all numbers or even numbers. Some people look at a casino as entertainment and hey, we’re gonna spend X dollars, pick a number, 500, 2000, whatever it is. Number one, longevity.

Investing 130

Investing Investments Clients Management 130

Brown Advisory

JANUARY 20, 2023

In 2014, an 87-year-old, retired specialty-glass importer faced more than $2 million in penalties for failing to disclose a $7 million Swiss account which dated back to the 1960s. In 2022, a professor with dual U.S.

Compliance 52

Compliance Accounting Taxes Banking 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

JUNE 2, 2016

By 2020, the number of connected things will increase to 21 billion from 4.9 Microsoft CEO Satya Nadella led Azure before rising to the company’s top slot in 2014. This communication and any accompanying documents are confidential and privileged. billion in 2015, according to Gartner.*

Engineering 52

Engineering Communication Sales Clients 52

The Better Letter

NOVEMBER 2, 2023

For example, the three worst-performing sectors of the S&P 500 in 2022 (Communications Services, Consumer Discretionary, and Information Technology) were the only sectors to outperform in the first half of 2023. Moreover, the true numbers are even worse than that because most bad funds have have closed or been absorbed.

Certified Financial Planner 93

Certified Financial Planner Investing Investments Portfolio 93

The Big Picture

AUGUST 29, 2022

I mean, I could count them on one hand the number of people who have his depth of knowledge in this space. 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. I — I couldn’t believe the numbers.

Assets 161

Assets Management Marketing Marketing 161

The Big Picture

APRIL 4, 2023

And then I left there and joined a number of my colleagues from Drexel and launched a business that as it turns out, was pretty much a carbon copy of the business we have today. And fortunately for us, there were a number of large scale alternative asset managers, like Carlyle, that were looking to grow in private credit.

Banking 141

Banking Management Investing Investments 141

The Big Picture

FEBRUARY 20, 2024

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. What is the communication like back and forth between the New York Fed and major players in finance, especially in the midst of a crisis like that?

Economy 141

Economy Banking Marketing Marketing 141

The Big Picture

JULY 31, 2023

The economic dislocation, the health risks, just the mayhem that took place, but from the perspective of a number of corporate CEOs, Bill Ackman of Pershing Square Capital, the hedge fund that had a couple of amazing trades based on this. And then, as it turns out, a switch flipped in the market in 2014 was a record, 2015 was a record.

Retail 130

Retail Government Economy Economics 130

The Big Picture

FEBRUARY 7, 2023

He’s really well known on the street and puts out a number of fascinating books, arguably a sort of parallel career to Michael Lewis. So that’s important, number one. RITHOLTZ: He had Bernie Madoff numbers, didn’t he? He is one of the co-founders of Puck. RITHOLTZ: Absolutely. COHAN: Okay. He was fine.

Engineering 252

Engineering Banking Management Numbers 252

The Big Picture

FEBRUARY 12, 2024

And since that happened, I don’t know, about four or five years ago, the fund has been putting up great numbers, outperforming doing really, really well. That explaining that process and communication to people built confidence. And we held it for, I don’t know, for a number of years. Is that a fair statement?

Management 282

Management Investing Investments Economy 282

The Big Picture

MAY 16, 2023

So you can imagine that first check multiplied a little bit from 2014 or so. Uh, Fred said to give me your number.” ” (LAUGHTER) And he goes, and then he goes like this and tell Fred not to give up my (EXPLETIVE) phone number anymore. LINDZON: Lesson number two. He goes, Hey, uh, “Hey, it’s Howard.

Media 278

Media Investing Investments Valuation 278

The Better Letter

MARCH 2, 2023

Source: xkcd Ezra Klein (now of The New York Times ) founded Vox Media in 2014 to establish and grow what he called “explanatory journalism,” whereby he claimed to “explain” the news. Liberals and conservatives alike react negatively to dissonant science communication. “It expresses who they are.”

Ethics 84

Ethics Government Food Taxes 84