NAIFA Advisor Today

FEBRUARY 6, 2025

Mike McGlothlin , CFP, CLU, ChFC, LUTCF, NSSA, Executive Vice President, Retirement, at Ash Brokerage , is the 2024 recipient of the Kenneth Black Jr. Previously, he served terms on the FSP National Board of Directors from 2011 through 2016. Leadership Award. He has built and nurtured relationships throughout the industry.

Ethics 138

Ethics Retirement Planning Education CFP 138

Brown Advisory

MARCH 28, 2017

Screening can also impact returns over time; the California Public Employees’ Retirement System stated recently that it missed out on as much as $3 billion in gains between 2001 and 2014 as it gradually divested its tobacco holdings.

Portfolio 52

Portfolio Ethics Distribution Clients 52

Brown Advisory

MARCH 28, 2017

Screening can also impact returns over time; the California Public Employees’ Retirement System stated recently that it missed out on as much as $3 billion in gains between 2001 and 2014 as it gradually divested its tobacco holdings. Knowledge is Power.

Portfolio 52

Portfolio Ethics Distribution Clients 52

Brown Advisory

JULY 23, 2019

Buffett has invested in companies that had retired 70% of their shares over time, so he likes the idea of companies buying shares at a discount to intrinsic value. Buffett praised Abel and Jain for their accomplishments and their knowledge of the businesses and work ethic, and invited questions for them as well.

Insurance 52

Insurance Investing Investments Management 52

Brown Advisory

JULY 23, 2019

Buffett has invested in companies that had retired 70% of their shares over time, so he likes the idea of companies buying shares at a discount to intrinsic value. Buffett praised Abel and Jain for their accomplishments and their knowledge of the businesses and work ethic, and invited questions for them as well.

Insurance 52

Insurance Investing Investments Management 52

The Big Picture

OCTOBER 1, 2023

My Sunday morning look at incompetency, corruption and policy failures: • Inside Sam Bankman-Fried’s Family Bubble : At Stanford Law School, Joseph Bankman and Barbara Fried specialized in ethics and social fairness. He disclosed none of these activities on his annual disclosure forms, an obvious violation of federal ethics law.

Ethics 130

Ethics Medicine Medical Accounting 130

Brown Advisory

SEPTEMBER 12, 2016

Investors Seeking Sustainability Gain Confidence Through Screening achen Mon, 09/12/2016 - 09:40 Some Wal-Mart stores sell rifles, some Starbucks coffee shops sell alcohol and GE builds engines for jet fighters and bombers. However, screening can exact a cost, so we help clarify for clients the potential impact on risk and return.

Clients 52

Clients Portfolio Distribution Communication 52