Brown Advisory

NOVEMBER 1, 2019

These conditions present a variety of challenges for investors; more germane to our discussion in this letter, they also present a number of planning opportunities that may require near-term action. The December 2016 7520 rate of 1.8% Treasuries). Opportunity Zone Investments. was used for this illustration.

Planning 52

Planning Taxes Clients Estate Planning 52

Brown Advisory

MARCH 24, 2021

safe & secure communication of data) to allow for the creation and distribution of a unique code (i.e. Successfully verifying transactions, combined with solving for a 64-digit hexadecimal number (a "hash") in order to produce a new Bitcoin (i.e. Survey period 2016. Survey period 2013 to 2021. Data published February 2021.

Assets 52

Assets Economics Investing Investments 52

Brown Advisory

MARCH 24, 2021

safe & secure communication of data) to allow for the creation and distribution of a unique code (i.e. Successfully verifying transactions, combined with solving for a 64-digit hexadecimal number (a "hash") in order to produce a new Bitcoin (i.e. Survey period 2016. Source: Statista, CoinMarketCap. Survey period 2013 to 2021.

Assets 52

Assets Economics Investing Investments 52

Brown Advisory

JULY 23, 2019

Sloan stepped up to become CEO at Wells Fargo after the problems surfaced in 2016 but failed to satisfy politicians and regulators with Wells Fargo’s pace of progress on regulatory issues. Buffett places a very high value on this float but won’t give a number. Profitable underwriting over time is why the float costs so little.

Insurance 52

Insurance Investing Investments Management 52

Brown Advisory

JULY 23, 2019

Sloan stepped up to become CEO at Wells Fargo after the problems surfaced in 2016 but failed to satisfy politicians and regulators with Wells Fargo’s pace of progress on regulatory issues. Buffett places a very high value on this float but won’t give a number. Profitable underwriting over time is why the float costs so little.

Insurance 52

Insurance Investing Investments Management 52

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. That’s how good the economy was. BALCHUNAS: Yeah.

Assets 167

Assets Management Marketing Marketing 167

The Big Picture

AUGUST 8, 2022

There’s no corporation that lives its healthy — unless they’re on their way to bankruptcy that lives with single digit equity numbers. RITHOLTZ: And to put some numbers on that, the Internet peak to trough was about 81 percent decline in the NASDAQ comp whereas I think houses fell about 32 percent. RITHOLTZ: Right.

Banking 201

Banking Government Insurance Taxes 201

Brown Advisory

JUNE 12, 2017

Insurance operations in total contributed about 20% of Berkshire’s revenue in 2016, and about 6% of pretax income came from insurance underwriting profits. billion of investable float in 2016, which partially funds Berkshire’s $260 billion investment portfolio. More importantly, insurance contributed $91.5 annualized compared with 6.9%

Investing 52

Investing Investments Ethics Taxes 52

Brown Advisory

JUNE 12, 2017

Insurance operations in total contributed about 20% of Berkshire’s revenue in 2016, and about 6% of pretax income came from insurance underwriting profits. billion of investable float in 2016, which partially funds Berkshire’s $260 billion investment portfolio. More importantly, insurance contributed $91.5 annualized compared with 6.9%

Investing 52

Investing Investments Ethics Taxes 52

The Big Picture

JANUARY 24, 2023

I mean, those were the — that’s what got people all excited and — RITHOLTZ: That’s venture capital numbers. KLINSKY: Well, that is — and it was kind of venture capital numbers because the dollars were so small. There was XO Communication and McLeod. RITHOLTZ: Right. RITHOLTZ: I recall. RITHOLTZ: Right.

Investing 260

Investing Investments Numbers Banking 260

The Big Picture

DECEMBER 14, 2022

I was thinking any number of things and mostly that I didn’t really know what I wanted to be when I grew up, but I was not kind of at all informed by, you know, gender norms that people asked me a lot about now, in particular how do you know a woman, how did you think about ending up in this thing? RITHOLTZ: Right. People got to eat.

Assets 157

Assets Investing Investments Portfolio 157

Sara Grillo

FEBRUARY 13, 2023

According to an article by Larry Swedroe from 2016, controversial investments yield post abnormal returns, generally, and screening them out causes performance to suffer. Swedroe cites a study by Greg Richey from the Summer 2016 issue of The Journal of Investing. 2016, May). 2016, July 25). link] Richey, Greg.

Investing 72

Investing Investments Clients Portfolio 72

The Big Picture

DECEMBER 26, 2023

So I wanted to challenge myself, improve my communication skills, you know, through, through the writing process. And 00:06:38 [Speaker Changed] Door number one was much better than door number three in, in the circumstances. When we talk about breadth, we’re talking about the numbers of advancers versus decliners.

Marketing 157

Marketing Marketing Financial Advisor Clients 157

The Big Picture

MAY 16, 2023

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. And they go, what’s street.com’s number. They kept the reputation intact by communicating with their investors.

Media 284

Media Investing Investments Valuation 284

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 256

Engineering Banking Numbers Management 256

The Big Picture

OCTOBER 3, 2023

If you look at the, if you look at the filing and you look at the size of the company and the revenue, the entire yearly revenue numbers would be a bad quarter right? You know, my, my number one priority was to operating the firm on a day-to-day basis. She left there, she became a crisis communications expert. It just tells you.

Taxes 274

Taxes Banking Clients Management 274

The Big Picture

AUGUST 23, 2022

And I was kind of intrigued and so I said, can we discuss it, and he laid it out on a conference table and I said, what’s this number? And then I said, what’s this number down here, and he said, this is last year’s earnings. And that number was $160 million. I said, no, that couldn’t be right.

Government 318

Government Banking Numbers Investing 318

Brown Advisory

JUNE 28, 2017

Chapoton achen Wed, 06/28/2017 - 13:28 Since the election in November 2016, investors have been watching for signs of how tax reform might proceed under the Trump administration. For one thing, the state of the economy was far worse then. People have concerns about the economy today, but it’s nothing like what we faced in 1981.

Taxes 52

Taxes Economy Clients Government 52

Brown Advisory

JUNE 28, 2017

Since the election in November 2016, investors have been watching for signs of how tax reform might proceed under the Trump administration. For one thing, the state of the economy was far worse then. People have concerns about the economy today, but it’s nothing like what we faced in 1981. Wed, 06/28/2017 - 13:28.

Taxes 52

Taxes Economy Clients Government 52

Brown Advisory

FEBRUARY 7, 2017

We say this without taking political sides—which we are always careful to avoid—but rather as an observation on the President’s particular communication style. it will be challenging to gauge the effect on trade generally and on the domestic economy specifically. inflation and overall growth. annually compared to 12.8%

Investing 52

Investing Investments Management Portfolio 52

Brown Advisory

FEBRUARY 7, 2017

We say this without taking political sides—which we are always careful to avoid—but rather as an observation on the President’s particular communication style. it will be challenging to gauge the effect on trade generally and on the domestic economy specifically. inflation and overall growth. annually compared to 12.8% A Deeper Look.

Investing 52

Investing Investments Management Portfolio 52