Brown Advisory

MAY 1, 2016

2015-2016 Annual Report | Building on Nuance. Sun, 05/01/2016 - 07:00. Nuance is most keenly detected by the patient, careful and considerate mind. At Brown Advisory, nuance lives in our vernacular, the rhythm of our culture and the expertise of our client teams.

Clients 52

Clients 52

Brown Advisory

NOVEMBER 12, 2015

Strategic Advisory Letter | 2015 Year-End Planning Checklist. Thu, 11/12/2015 - 11:10. 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. Overview of 2015.

Planning 52

Planning Taxes Distribution Medical 52

Advisor Perspectives

NOVEMBER 30, 2022

is getting a strong show of faith from a group that Chief Executive Officer Elon Musk once blasted for doubting the company’s prospects: Wall Street analysts.

52

52

The Big Picture

MARCH 22, 2024

Be sure to check out our Masters in Business next week with Sir Angus Deaton , 2015 Nobel Laureate “ for his analysis of consumption, poverty & welfare.” You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg.

Investing 173

Investing Investments Economics Management 173

Brown Advisory

JUNE 3, 2015

The Advisory | June 2015. Wed, 06/03/2015 - 10:14. Shifting Gears. Ahead of the first tightening by the Federal Reserve in nine years, we are shifting into less-traditional assets, anticipating that, at best, U.S. stocks and fixed income securities will probably languish when the central bank begins to withdraw record stimulus.

Valuation 52

Valuation Economy Banking Economics 52

Brown Advisory

JULY 30, 2015

Strategic Advisory Letter | Mid-Year Planning Tools for 2015. Thu, 07/30/2015 - 16:44. It takes time to integrate decisions regarding your investments, tax situation, estate matters, business planning and charitable objectives into a thoughtful and coordinated plan.

Planning 52

Planning Strategic Planning Tax Planning Risk Tolerance 52

Wealth Management

SEPTEMBER 21, 2023

The Barclays breakaway discusses his 2015 landmark leap with five partners, three offices, and $3 billion in AUM, plus shares why he feels UHNW clients are best served in independence, what they do to drive extraordinary growth, and much more.

Clients 104

Clients 104

The Big Picture

NOVEMBER 10, 2023

June 21, 2021) Tversky and Kahneman Changed How We Think (December 5, 2016) How Shiller helped Fama win the Nobel (October 26, 2013) Plus, I have to include the discussion of Amos Tevarsky and Danny Kahnemann: Michael Lewis on The Undoing Project (December 10, 2016) The post MiB: The Nobel Laureates appeared first on The Big Picture.

Investing 143

Investing Investments Marketing Marketing 143

Calculated Risk

MARCH 6, 2024

Today, in the Real Estate Newsletter: Asking Rents Mostly Unchanged Year-over-year Brief excerpt: Here is a graph of the year-over-year (YoY) change for these measures since January 2015. Most of these measures are through January 2024, except CoreLogic is through December and Apartment List is through February 2024. in April 2022.

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109

Nerd's Eye View

DECEMBER 18, 2023

Accordingly, just as I did last year , and in 2021 , 2020 , 2019 , 2018 , 2017 , 2016 , 2015 , and 2014 , I've compiled for you this Highlights List of our top 2 2 articles in 2023 that you might have missed , along with a few of our most popular episodes of "Kitces & Carl" and the "Financial Advisor Success" podcasts.

Financial Advisor 235

Financial Advisor Numbers 235

The Big Picture

MARCH 30, 2024

Glassholes need not apply. ( The Verge ) • The War at Stanford : I didn’t know that college would be a factory of unreason. ( He was Knighted in 2016, and is a dual citizen of Great Britain and United States. His book “ Deaths of Despair and the Future of Capitalism ” (co-written with his wife Ann Case) was a NYT best-seller.

Commission 173

Commission Economics 173

The Big Picture

DECEMBER 8, 2023

Don’t have one] (August 2nd, 2013) NFP: Pay No Attention to the Statistician Behind the Curtains (January 10, 2014) Don’t Suffer From Denominator Blindness (October 14, 2015) _ 1: All Employees: Total Nonfarm, commonly known as Total Nonfarm Payroll, is a measure of the number of U.S.

Numbers 260

Numbers Retirement Economy Accounting 260

Calculated Risk

JANUARY 4, 2024

Today, in the Real Estate Newsletter: Asking Rents Mostly Unchanged Year-over-year Brief excerpt: Here is a graph of the year-over-year (YoY) change for these measures since January 2015. Most of these measures are through November 2023, except CoreLogic is through October and Apartment List is through December 2023. in April 2022.

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The Big Picture

JANUARY 23, 2023

UPDATE 4:45pm I see Chartr is on this as well: See Also : Mind the anecdata (Sam Ro, Jan 22, 2023) The American Rescue Plan was the best economic policy in forty years (Claudia Sahm, Dec 7, 2021) Previously : The Plural of Anecdote IS Data (February 4, 2019) Fearing the Dramatic, Complacent for the Mundane (April 29, 2019) Denominator Blindness, (..)

Economics 319

Economics Numbers Planning Investing 319

The Irrelevant Investor

SEPTEMBER 25, 2023

In 2015, Jeremy Grantham, the self-proclaimed bubble historian, wrote: I consider myself a bubble historian and one who is eager to see one form and break: I have often said that they are the only really important events in investing.

Investing 106

Investing Investments Marketing Marketing 106

The Big Picture

MARCH 9, 2023

Morgan’s Chris Ventresca & Elizabeth Myers October 1, 2016 Gina Martin Adams of Wells Fargo August 27, 2016 Kelly Coffey, CEO, JPM Private Bank April 30, 2016 Dambisa Moyo (Goldman Sachs, World Bank, Barclays) July 25, 2015 Schwab’s Liz Ann Sonders April 25, 2015 BAML’s Michelle Meyer March 7, 2015 Sheila Bair, FDIC Chair August 23, 2014 ~~~ Finance (..)

Wealth Management 154

Wealth Management Management Engineering Investing 154

Wealth Management

DECEMBER 14, 2023

Envestnet paid about $590 million for Yodlee in 2015.

Sales 93

Sales 93

Calculated Risk

APRIL 3, 2024

Today, in the Real Estate Newsletter: Asking Rents Mostly Unchanged Year-over-year Brief excerpt: Here is a graph of the year-over-year (YoY) change for these measures since January 2015. Most of these measures are through February 2024, except CoreLogic is through January and Apartment List is through March 2024. in April 2022.

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78

Calculated Risk

DECEMBER 5, 2023

Year-over-year A brief excerpt: Here is a graph of the year-over-year (YoY) change for these measures since January 2015. Today, in the Calculated Risk Real Estate Newsletter: Asking Rents Down 1.1% Most of these measures are through October 2023, except CoreLogic is through September and Apartment List is through November 2023.

116

116

NAIFA Advisor Today

OCTOBER 23, 2023

Advisor Today , the official publication of the National Association of Insurance and Financial Advisors (NAIFA), is pleased to announce the winners of its 2023 4 Under 40 awards: Matthew Cloutier , CRC, RFC, of Golden Wealth Solutions ( Osaic ) in Littleton, CO, loyal member since 2022; Jennifer Lewis of Wise Medicare Insurance Solutions ( United (..)

Healthcare 98

Healthcare Insurance Financial Advisor 98

Norman Marks

MARCH 28, 2024

I have written a lot over the years about risk appetite and the value of risk appetite statements, both here on this blog and also in my books, especially World-Class Risk Management (2015) and Risk Management in Plain English: A Guide for Executives, Enabling Success through Intelligent and Informed Risk-Taking (2018).

Risk Management 49

Risk Management Management Compliance Government 49

Mish Talk

DECEMBER 7, 2022

Large contractors would also have to publish an annual climate disclosure and develop “science-based targets” to reduce greenhouse gas emissions in alignment with the goals of the 2015 Paris agreement. That means contractors will have to aim to zero out emissions and possibly require their contractors to do so.

Nonprofit 287

Nonprofit Pharmaceutical Budgeting Manufacturing 287

Wealth Management

MARCH 3, 2023

Garrity, who worked for Credit Suisse for 15 years before joining Morgan Stanley in 2015. The bank filed a petition asking a federal court to overturn the award to James D.

Banking 81

Banking 81

The Irrelevant Investor

JULY 26, 2022

The bad news is that the percentage of companies beating earnings is the lowest it’s been since 2015. The good news, at least in the short term, is that not bad might be good enough. Google, which missed on the top and bottom line for the second quarter, is up 3% in the after hours.

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137

Calculated Risk

NOVEMBER 6, 2023

The right graph is 2015 to Q3 2023. This graph on Residential Real Estate demand is from the Senior Loan Officer Survey Charts. This shows that demand has declined. The left graph is 1990 to 2014.

Banking 130

Banking Government 130

The Big Picture

OCTOBER 19, 2023

3 This was evident way back in 2015, when the post-GFC recovery was in full flower but was broadly ignored by much of the population. Uneven Recovery, Noise & Ignorance: Why People Missed the Recovery (November 16, 2015) 5. Even if politics and partisanship deserve some blame, what is it that’s driving that?

Media 350

Media Economy Economics Wealth Management 350

The Big Picture

DECEMBER 27, 2022

This is our third conversation with the finance legend (see 2015 and 2017 editions). Ellis recalls that “Bogle was a force of nature” who created and honed the firm’s philosophy and culture of strong ethics. But Ellis also points out that most of the firm’s growth took place after Bogle stepped down as CEO.

Investing 164

Investing Investments Ethics Sales 164

Calculated Risk

JANUARY 10, 2024

Change in Payroll Jobs per Year (000s) Total, Nonfarm Private Public 1997 3,406 3,211 195 1998 3,048 2,735 313 1999 3,181 2,720 461 2000 1,938 1,674 264 2001 -1,733 -2,284 551 2002 -515 -748 233 2003 125 167 -42 2004 2,038 1,891 147 2005 2,528 2,342 186 2006 2,092 1,883 209 2007 1,145 857 288 2008 -3,549 -3,729 180 2009 -5,041 -4,967 -74 2010 1,027 (..)

Economy 117

Economy Manufacturing Economics Sales 117

Calculated Risk

FEBRUARY 2, 2024

Today, in the Real Estate Newsletter: Asking Rents Mostly Unchanged Year-over-year Brief excerpt: Here is a graph of the year-over-year (YoY) change for these measures since January 2015. Most of these measures are through December 2023, except CoreLogic is through November and Apartment List is through January 2024. in April 2022.

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73

The Big Picture

OCTOBER 23, 2023

If you were a Senator or a Congressman from 2015-20, and you didn’t spend most of that time pushing for a giant refinance of our debt, you should spend the rest of your life embarrassed for your failure. The excess costs of not refinancing the federal debt will soon be an extra trillion dollars a year.

Government 330

Government Economics Taxes Budgeting 330

Nerd's Eye View

SEPTEMBER 20, 2023

Sequence-of-inflation risk can substantially impact a financial plan and failing to consider this risk can lead advisors to overestimate sustainable spending and underestimate risk in retirement.

Financial Planning 220

Financial Planning Risk Tolerance Retirement Planning Planning 220

Nerd's Eye View

SEPTEMBER 20, 2023

Sequence-of-inflation risk can substantially impact a financial plan and failing to consider this risk can lead advisors to overestimate sustainable spending and underestimate risk in retirement.

Retirement 211

Retirement Planning Financial Planning Risk Tolerance 211

Calculated Risk

MAY 8, 2023

The right graph is 2015 to Q1 2023. This graph on Residential Real Estate demand is from the Senior Loan Officer Survey Charts. This shows that demand has declined. The left graph is 1990 to 2014.

Banking 145

Banking Government Marketing Marketing 145

NAIFA Advisor Today

OCTOBER 19, 2022

Advisor Today is pleased to announce the winners of its 2022 4 Under 40 awards: Scott Blake , MBA, of Blake Wealth Partners ( Northwestern Mutual ) in Columbus, OH, loyal member since 2018; Eric Bottolfsen , MBA, of GoldBook Financial ( MassMutual ) in Scottsdale, AZ, loyal member since 2017; Matthew Daley , MBA, FSCP, LACP, LUTCF, of the Daley Agency (..)

Wealth Management 98

Wealth Management CFP Management 98

NAIFA Advisor Today

OCTOBER 30, 2023

Steiner previously served as NAIFA’s Vice President of Business Development and Strategic Partnerships from 2015-2021 and most recently as President of United Wealth Advisors Group. NAIFA is pleased to announce that Brian Steiner has rejoined NAIFA as the Executive Director of Life Happens , the consumer arm of the association.

Wealth Advisor 52

Wealth Advisor 52

Indigo Marketing Agency

MARCH 11, 2024

Titled “How to Create Your Marketing Strategy and Grow Your AUM by 25%,” this free, educational content aims to transform the way financial advisors approach marketing by equipping them with the proven plan that has been pivotal for the success of hundreds of advisors since 2015. About Indigo Marketing Agency.

Financial Advisor 52

Financial Advisor Clients Engineering Marketing 52

Nerd's Eye View

JANUARY 9, 2024

Kimberly is the Lead Financial Planner and Managing Partner of Enders Wealth Management, a hybrid advisory firm based in Sterling Heights, Michigan, that oversees $50M in assets under management for 85 client households.

Financial Advisor 208

Financial Advisor Financial Planner Clients Food 208