Remove 2017 Remove Communication Remove Math
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It's All Relative

Brown Advisory

MUNICIPALS AND RISING RATES Simple math dictates that when yields rise, fixed-rate bond prices fall. These steps contributed greatly to our relative performance in 2017, particularly in the fourth quarter. Our relative emphasis on A and BBB exposure has benefited our returns on balance over time and helped us in 2017.

Taxes 52
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It's All Relative

Brown Advisory

Simple math dictates that when yields rise, fixed-rate bond prices fall. These steps contributed greatly to our relative performance in 2017, particularly in the fourth quarter. Our relative emphasis on A and BBB exposure has benefited our returns on balance over time and helped us in 2017. MUNICIPALS AND RISING RATES.

Taxes 52
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Transcript: Ted Seides

The Big Picture

SEIDES: And I’ll tell you a story that’s fun about the communication of it too. You still had 2012 to 2017 to finish the bet. ” It wasn’t that they didn’t communicate that. Both people are kicking money in. So Warren wanted to announce this at his annual meeting every year. RITHOLTZ: Right.

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Transcript: Velina Peneva, Swiss Re Chief Investment Officer

The Big Picture

I took a lot of math classes. I couldn’t give up math in computer science. So I moved to Zurich in 2009 and I left Bain in 2017. You join in 2017 after you had been a consultant for Bain and Company for 19 years. Barry Ritholtz : So you moved to Swiss Re in 2017 as head of private equity. at Wellesley.

Investing 146
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Transcript: Anat Admati

The Big Picture

ANAT ADMATI, PROFESSOR OF FIANCE AND ECONOMICS, STANFORD GRADUATE SCHOOL OF BUSINESS: So, my journey starts where I took a lot of math. I was good in math and I love the math. So, I was kind of, in my romantic mind when I was in my early 20s, I was going to take but not give back to math, that kind of thing.

Banking 203
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The Long Game: Roth Conversions & Legacy Planning

Brown Advisory

This option, available before the 2017 tax overhaul, was helpful if, for example, the market declined substantially after a conversion. Moving to a different state, with potentially very different tax treatment for retirement assets, may change the math governing how the decision plays out over time.

article thumbnail

The Long Game: Roth Conversions & Legacy Planning

Brown Advisory

This option, available before the 2017 tax overhaul, was helpful if, for example, the market declined substantially after a conversion. Moving to a different state, with potentially very different tax treatment for retirement assets, may change the math governing how the decision plays out over time.