Brown Advisory

JUNE 3, 2015

The Advisory | June 2015. Wed, 06/03/2015 - 10:14. 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. The easing helped stabilize financial markets, reduced the risk of deflation and resuscitated the economy and job growth.

Valuation 52

Valuation Economy Banking Economics 52

Truemind Capital

APRIL 19, 2024

Consequently, the portfolio allocation should reflect these probabilities depending on the risk profiles. Therefore, we maintain our underweight position to equity (check the Model Portfolio Current asset allocation below). One can consider debt portfolios with floating rate instruments for long-term allocation.

Financial Market 98

Financial Market Asset Allocation Marketing Marketing 98

Investing Caffeine

APRIL 1, 2022

The hangover from COVID has created significant supply chain disruptions and widespread economic shortages. Source: Trading Economics. The rising Baker Hughes drilling rig count below reflects the miracle of supply-demand economics operating in full force. Source: Trading Economics. Source: GasBuddy.com.

Economy 59

Economy Economics Valuation Investing 59

Investing Caffeine

MAY 2, 2022

As you can see from the chart below, there have been no shortage of issues and events to worry about over the last 15 years (2007 – 2022): 2008-2009: Financial Crisis 2010: Flash Crash (electronic trading collapse) 2011: Debt Ceiling – Eurozone Collapse 2012: Greek Debt Crisis – Arab Spring (anti-government protests) 2012: Presidential Elections (..)

Electronics 59

Electronics Economy CFP Government 59

Investing Caffeine

FEBRUARY 1, 2022

Many people have short memories and forget the Fed hiked interest rates 10 times from the end of 2015 through 2018. In the face of this scary period, the stock market (S&P 500) still managed to approximately climb a respectable +22% (albeit with some volatility). Source: Federal Reserve Economic Data (FRED).

Math 52

Math Assets Investing Investments 52

Brown Advisory

DECEMBER 2, 2015

Wed, 12/02/2015 - 12:50. Stock market corrections can prompt investors to impulse selling or other moves that are often harmful to their long-term financial well-being. By Taylor Graff, CFA, Asset Allocation Analyst. Anchoring Expectations. Ensuring Legacies Last. By Joe Ferlise, Strategic Advisor.

Taxes 52

Taxes Clients Estate Planning Compliance 52

Brown Advisory

NOVEMBER 29, 2016

Charitable giving to foundations in 2015 shrank 3.8% stocks since early 2015 has also constricted funding. Indeed, compared with 1995, investors in 2015 needed to take on nearly three times more potential volatility in order to achieve a 7.5% Reassess asset allocation. from the previous year to $42.3

Nonprofit 52

Nonprofit Asset Allocation Portfolio Budgeting 52