Brown Advisory

DECEMBER 4, 2017

2017 Year-End Planning Letter. Mon, 12/04/2017 - 13:10. We are closing 2017 with nearly the same stance as last year. Spotlights for Prudent Planning in 2017. There have been very few changes to tax law in 2017, given that Congress has been focused on the longer-term tax reform effort. Since last year’s U.S.

Planning 52

Planning Taxes Tax Planning Clients 52

The Big Picture

NOVEMBER 10, 2023

The list appears to be mostly (but not exclusively) behavioral finance types; here is the short-list of laurates, plus a few related columns of Nobel Winners: Danny Kahneman on Noise (May 15, 2021) Paul Krugman on Zombie Ideas (February 15, 2020) Gene Fama (with David Booth) on Efficient Markets (November 9, 2019) Michael Spence, on the Dynamics of (..)

Investing 143

Investing Investments Marketing Marketing 143

Brown Advisory

MAY 1, 2017

2016-2017 Annual Report | Step Ahead. achen Mon, 05/01/2017 - 12:00 Asking the tough questions is essential in our pursuit to step ahead. Inherent in our promise to clients is a responsibility to be honest, transparent and forthright about the challenges we face. This self-reflective exercise is a humbling journey.

Clients 52

Clients 52

Brown Advisory

MAY 1, 2017

2016-2017 Annual Report | Step Ahead. Mon, 05/01/2017 - 12:00. Asking the tough questions is essential in our pursuit to step ahead. Inherent in our promise to clients is a responsibility to be honest, transparent and forthright about the challenges we face. This self-reflective exercise is a humbling journey.

Clients 52

Clients 52

The Big Picture

JANUARY 25, 2023

Sources : “Study sheds light on cognitive dissonance in active management Robin Powell TEBI, January 25, 2023 Active fund managers and the rise of Passive investing: epistemic opportunism in financial markets Crawford Spence, Yuval Millo, James Valentine Kings College, 06 Jan 2023 Understanding Communities of Practice: Taking Stock and Moving Forward (..)

Management 297

Management Investing Investments Financial Market 297

Wealth Management

APRIL 17, 2024

In 2017, Cheryl Canzanella lost her husband to an accidental overdose. Now, she’s working to educate advisors on how they can help families ripped apart by the opioid crisis.

Education 65

Education 65

Calculated Risk

APRIL 11, 2024

YoY, but still down almost 38% compared to March 2017 to 2019 levels. compared to what was typical in 2017 to 2019. • What this means: On a weekly basis, Realtor.com reports the year-over-year change in active inventory and new listings. On a monthly basis, they report total inventory. Now - on a weekly basis - inventory is up 30.4%

Sales 102

Sales Numbers Marketing Marketing 102

Calculated Risk

APRIL 4, 2024

YoY, but still down almost 38% compared to March 2017 to 2019 levels. compared to what was typical in 2017 to 2019. • What this means: On a weekly basis, Realtor.com reports the year-over-year change in active inventory and new listings. On a monthly basis, they report total inventory. Now - on a weekly basis - inventory is up 25.0%

Sales 113

Sales Numbers Marketing Marketing 113

Brown Advisory

SEPTEMBER 30, 2017

Global Leaders Investment Letter - Q3 2017 ajackson Sat, 09/30/2017 - 09:50 Global Leaders Strategy Investment Letter - Q3 2017 In this letter the team discuss their recent research trip to India and their view on sustainable investing and ESG analysis within the portfolio. Download the Letter Past performance is not a guarantee of future performance (..)

Investing 40

Investing Investments Clients Portfolio 40

Brown Advisory

SEPTEMBER 30, 2017

Global Leaders Investment Letter - Q3 2017. Sat, 09/30/2017 - 09:50. Global Leaders Strategy Investment Letter - Q3 2017. In this letter the team discuss their recent research trip to India and their view on sustainable investing and ESG analysis within the portfolio. . . Download the Letter. . .

Investing 40

Investing Investments Clients Portfolio 40

Calculated Risk

DECEMBER 4, 2023

Today, in the Calculated Risk Real Estate Newsletter: IICE (Black Knight) Mortgage Monitor: "Home prices continued sending mixed signals in October" A brief excerpt: And on Florida inventory: Florida has experienced some of the largest inventory gains in recent months • In fact, six of the nine markets seeing the strongest inventory growth over the (..)

Sales 122

Sales Marketing Marketing 122

The Big Picture

SEPTEMBER 16, 2023

She was named to CIO Magazone’s “40-Under-40” (2017) and received the Industry Innovation Award/Power 100 in 2019. Previously, she was CIO at the Employees’ Retirement System of the State of Hawaii, and managing director in the quantitative strategies group at the Maryland State Retirement Agency.

Assets 297

Assets Management Asset Allocation Risk Management 297

Wealth Management

FEBRUARY 29, 2024

The agency this week is sending letters to target 125,000 cases of taxpayers with incomes of more than $400,000 who didn’t file returns between the years 2017 and 2021.

Taxes 94

Taxes 94

Brown Advisory

JUNE 30, 2017

Global Leaders Investment Letter - Q2 2017 ajackson Fri, 06/30/2017 - 09:50 Global Leaders Strategy Investment Letter - Q2 2017 In this letter the team discuss the equity market euphoria and Robert Shiller’s cyclically adjusted price-to-earnings (CAPE) valuation tool in detail.

Investing 40

Investing Investments Valuation Clients 40

Brown Advisory

JUNE 30, 2017

Global Leaders Investment Letter - Q2 2017. Fri, 06/30/2017 - 09:50. Global Leaders Strategy Investment Letter - Q2 2017. In this letter the team discuss the equity market euphoria and Robert Shiller’s cyclically adjusted price-to-earnings (CAPE) valuation tool in detail.

Investing 40

Investing Investments Valuation Clients 40

The Big Picture

MARCH 9, 2023

economist at Morgan Stanley August 19, 2017 Dana Telsey of TAG Retail Group January 7, 2017 Bethany McLean on Enron and Wall Street’s PR Machine March 22, 2016 J.P. MiB: Women in Finance Dominique Mielle, Canyon Capital ( coming March 24, 2023) Maria Vassalou, Goldman Sachs Asset Management March 4, 2023 Jennifer Grancio, Engine No.

Wealth Management 154

Wealth Management Management Engineering Investing 154

Brown Advisory

JULY 17, 2017

NOW 2017 | Innovation Beyond Silicon Valley achen Mon, 07/17/2017 - 15:21 Stan Boland , CEO of U.K.-based Academia is a primary source of innovation in AI; for example, the science to improve autonomous driving is evolving in top universities around the world.

Startup 52

Startup Transportation Clients Medical 52

Brown Advisory

JULY 17, 2017

NOW 2017 | Innovation Beyond Silicon Valley. Mon, 07/17/2017 - 15:21. Stan Boland , CEO of U.K.-based based FiveAI, has spent his career innovating in the communication sector, mainly in the semiconductor and telecom space, and is acutely focused on how artificial intelligence (AI) has the potential to revolutionize many industries.

Startup 52

Startup Transportation Clients Medical 52

Brown Advisory

MARCH 31, 2017

Global Leaders Investment Letter - Q1 2017 ajackson Fri, 03/31/2017 - 09:50 Global Leaders Strategy Investment Letter - Q1 2017 The team discuss the reversal of the market ‘rotation’ from the previous quarter and areas where they were able to take advantage of short-term weakness.

Investing 40

Investing Investments Clients Marketing 40

Brown Advisory

MARCH 31, 2017

Global Leaders Investment Letter - Q1 2017. Fri, 03/31/2017 - 09:50. Global Leaders Strategy Investment Letter - Q1 2017. The team discuss the reversal of the market ‘rotation’ from the previous quarter and areas where they were able to take advantage of short-term weakness.

Investing 40

Investing Investments Clients Marketing 40

Carson Wealth

DECEMBER 8, 2023

One consideration this year is that we’re two years from the expiration of the Tax Cuts and Jobs Act of 2017 (TJCA). Plan for the Expiration of TJCA 2017 The biggest change to the Tax Cuts and Jobs Act of 2017 is that the gift and state tax exemption amounts will revert to the 2017 level of $5 million plus inflation adjustments for 10 years.

Planning 143

Planning Retirement Planning Taxes Retirement 143

Brown Advisory

MAY 4, 2017

Investing to Change the World | SXSW 2017 achen Thu, 05/04/2017 - 15:53 In kicking off the discussion, Dune Thorne of Brown Advisory noted the common threads connecting the panelists’ ideas: 1) We need to break down the notion that you need to give up financial returns in order to create impact, when in fact that is not the case; and 2) Sustainable (..)

Investing 52

Investing Investments Clients Management 52

The Big Picture

SEPTEMBER 9, 2023

She was named to Chief Investment Officer Magazines’ 40-Under-40, as well as winning the 2017 Industry Innovation Award, and a Power 100 member in 2019. Previously, she was Chief Investment Officer of Hawaii’s Employees’ Retirement System (“HIERS”).

Engineering 319

Engineering Management Portfolio Assets 319

A Wealth of Common Sense

SEPTEMBER 8, 2023

Way back in 2017, I wrote about how bananas Canadian housing prices were. This was the chart I used at the time: Canada basically skipped the housing bust from the Great Financial Crisis. Well, things got even more bananas in the ensuing years.

Marketing 137

Marketing Marketing 137

Calculated Risk

JANUARY 25, 2024

below similar weeks in 2017 to 2020. • compared to similar weeks in 2017 to 2020. Should the uptick in new listings persist, the added inventory would greatly improve availability and affordability heading into the spring homebuying season but overall inventory is still 37.5% from one year ago.

Sales 109

Sales Numbers Marketing Marketing 109

The Big Picture

DECEMBER 8, 2022

Howard Marks on What Matters Most (February 22, 2017). The Illusion of Knowledge (Oaktree Capital, September 2022), I Beg to Differ (Oaktree Capital, July 2022), Previously : MIB: Howard Marks, Oaktree Capital (October 6, 2018). The post What Doesn’t Matter appeared first on The Big Picture.

Investing 271

Investing Investments 271

Brown Advisory

JULY 17, 2017

NOW 2017 | Creating Value in an Age of Disruption achen Mon, 07/17/2017 - 15:03 The panel noted that disruption is not a new phenomenon: As long as there have been companies, there have been new upstarts and business models that have threatened to unseat those companies.

Clients 52

Clients Engineering Economy Investing 52

Brown Advisory

JULY 17, 2017

NOW 2017 | Creating Value in an Age of Disruption. Mon, 07/17/2017 - 15:03. The panel noted that disruption is not a new phenomenon: As long as there have been companies, there have been new upstarts and business models that have threatened to unseat those companies.

Clients 52

Clients Engineering Economy Investing 52

The Big Picture

JANUARY 26, 2023

Register here : How to Avoid Financial Disasters: A Guide for the Ultra-High-New-Worth Investor Tuesday, February 21, 2023, at 10:15 am New York Marriott at the Brooklyn Bridge located at: 333 Adams Street Brooklyn, NY 11201 Previously : Why We Do What We Do (April 24, 2017) Advice for Rich Uncles and Others.

Accounting 288

Accounting Portfolio Investing Investments 288

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 238

Financial Advisor Numbers 238

The Big Picture

DECEMBER 16, 2023

Stephen is a highly ranked analyst, was Institutional Investor All-America Research Poll, and was the winner in the Best Bank for Equity Research category in the 2016 and 2017 Technical Analyst Awards. His regular publications include the Monthly Chart Portfolio of Global Markets, Sectors and Stocks on the Move.

Portfolio Management 164

Portfolio Management Portfolio Assets Management 164

The Big Picture

MARCH 28, 2024

Previously : MiB: Danny Kahneman on Heuristics, Biases & Cognition (August 9, 2016) Tversky and Kahneman Changed How We Think (December 5, 2016) Some MIB background, Danny Kahneman Interview (February 15, 2017) The post Danny Kahneman: What if Everything is Narrative Fallacy? appeared first on The Big Picture.

Manufacturing 338

Manufacturing Economy Economics Portfolio 338

The Big Picture

MARCH 18, 2023

The firm can go decades where they don’t talk about value (Post-GFC to 2017), because most everything else they do was working. Over that period, expensive companies outperformed not on price but because they out-executed and grew more in terms of earnings, sales, and cash flows.

Retirement 302

Retirement Management Investing Investments 302

Million Dollar Round Table (MDRT)

MARCH 26, 2024

Hammer, LUTCF , in his presentation at the 2017 Annual Meeting. By Liz DeCarlo, MDRT Content Manager The “me” generation, self-absorbed, high-maintenance. These stereotypes are often used to describe millennials, said Aaron L.

Communication 72

Communication Management Clients Marketing 72

MarketWatch

MAY 12, 2023

The move affects nearly 995,000 Buick Enclave, Chevrolet Traverse and GMC Acadia automobiles with model years between 2014 through 2017, Reuters said. Dealers will replace the component in question, Reuters said.

Marketing 98

Marketing Marketing 98

Calculated Risk

NOVEMBER 14, 2023

The last time Census released long-term population projections was in 2017 (going out to 2060), and the 2023 projections for the “middle” scenario are massively lower than the 2017 projections. Here is a chart showing the “middle-case” projections for the US resident population for the 2017 release compared to the 2023 release.

57

57

Calculated Risk

MARCH 15, 2024

percent of its 2017 average, total industrial production in February was 0.2 Both gains partly reflected recoveries from weather-related declines in January. The index for utilities fell 7.5 percent in February because of warmer-than-typical temperatures. percent below its year-earlier level. percent in February, a rate that is 1.3

Manufacturing 118

Manufacturing 118