Brown Advisory

JULY 24, 2018

Strong Defense: The Falling Opportunity Cost of Allocating to Bonds. Tue, 07/24/2018 - 09:25. allocations to cash and core fixed income holdings—has meant a willingness to accept extremely low returns. Louis Fed) rose above 50 bps at the end of 2016, and since then has ticked up to 180 bps as of June 30, 2018.

Valuation 52

Valuation Economics Asset Allocation Clients 52

Investing Caffeine

MAY 2, 2022

No information accessed through the Investing Caffeine (IC) website constitutes investment, financial, legal, tax or other advice nor is to be relied on in making an investment or other decision. Please read disclosure language on IC Contact page.

Electronics 59

Electronics Economy CFP Government 59

Brown Advisory

AUGUST 1, 2018

Investment Perspectives | Managing Risk ajackson Wed, 08/01/2018 - 10:37 In 1963, Bob Dylan warned us that the times, they are a-changin’—and while he wasn’t talking about capital markets, his words ring as true today for investors as they did for those growing up in the turbulent '60s. From an economic perspective, growth in the U.S.

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Management Investing Investments Valuation 52

Brown Advisory

AUGUST 1, 2018

Wed, 08/01/2018 - 10:37. continues apace and has even accelerated somewhat, thanks in part to the corporate tax reductions enacted late last year. In the 18 months ending June 30, 2018, the Russell 1000 ® Growth Index rose 39.7%, compared to the Russell 1000 ® Value Index’s increase of 11.7%. Concentration: Much of the U.S.

Management 52

Management Investing Investments Valuation 52

Brown Advisory

MAY 10, 2018

achen Thu, 05/10/2018 - 11:18 Concerns over trade policy and potential trade wars have rattled equity markets in recent months. In this article, our head of asset allocation discusses how we are managing trade risk, while still embracing global growth opportunities in our portfolios. and China in 2018, through early April.

Economy 52

Economy Portfolio Clients Sales 52

Brown Advisory

MAY 10, 2018

Thu, 05/10/2018 - 11:18. In this article, our head of asset allocation discusses how we are managing trade risk, while still embracing global growth opportunities in our portfolios. FACT: The tariffs announced so far in 2018 affect a small sliver of the global economy. and China in 2018, through early April.

Economy 52

Economy Portfolio Clients Sales 52

Investing Caffeine

APRIL 1, 2022

On the surface this sounds scary, but do you remember what happened the last time the Fed tapped the interest rate brakes during 2015 – 2018? No information accessed through the Investing Caffeine (IC) website constitutes investment, financial, legal, tax or other advice nor is to be relied on in making an investment or other decision.

Economy 59

Economy Economics Valuation Investing 59

Brown Advisory

MARCH 30, 2018

Outlook for 2018 | Confronting the Unknown. Fri, 03/30/2018 - 11:57. While February’s volatility did not materially change our asset allocation views, it reinforced to us the importance of a comprehensive discussion about how we think about risk and how we manage it. sectors due to the recent tax law overhaul.

Asset Allocation 52

Asset Allocation Portfolio Assets Valuation 52

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. No information accessed through the Investing Caffeine (IC) website constitutes investment, financial, legal, tax or other advice nor is to be relied on in making an investment or other decision.

Math 52

Math Assets Investing Investments 52

Dear Mr. Market

MARCH 17, 2024

They have substantial headwinds right now though but are making the right moves to get back on track with the easing of regulatory burdens, creating tax incentives and rebates, and investing in infrastructure. #8 Over the past 20 years India’s stock market has beat both its emerging market peers as well as the S&P 500 index.

Investing 105

Investing Investments Portfolio Assets 105

Brown Advisory

MARCH 30, 2020

Consider how we defined investment risk in our 2018 asset allocation publication, Confronting the Unknown: “The probability that a portfolio will not meet an investor’s needs.” Federal Reserve’s steep rate cuts in March, bond yields broadly rose due to widespread sales of fixed income assets. Despite the U.S.

Management 52

Management Marketing Marketing Clients 52

Brown Advisory

MARCH 30, 2020

Consider how we defined investment risk in our 2018 asset allocation publication, Confronting the Unknown: “The probability that a portfolio will not meet an investor’s needs.” Federal Reserve’s steep rate cuts in March, bond yields broadly rose due to widespread sales of fixed income assets. Despite the U.S. 10/15/2014.

Management 52

Management Marketing Marketing Clients 52

Brown Advisory

MARCH 28, 2019

One of our firm’s strategic advisors was on the Reagan-era tax policy team that implemented the 5% rule; they sought to ensure that private foundations did not become favorable havens for tax-free growth. The “shoestring curve” below depicts these risks for a hypothetical portfolio, assuming various asset allocation targets.

Asset Allocation 52

Asset Allocation Portfolio Assets Clients 52

Brown Advisory

MARCH 28, 2019

One of our firm’s strategic advisors was on the Reagan-era tax policy team that implemented the 5% rule; they sought to ensure that private foundations did not become favorable havens for tax-free growth. The “shoestring curve” below depicts these risks for a hypothetical portfolio, assuming various asset allocation targets.

Asset Allocation 52

Asset Allocation Portfolio Assets Clients 52

Random Roger's Retirement Planning

APRIL 17, 2024

Unlike the 25% each to stocks, long bonds, gold and cash in the Permanent Portfolio, TRTY allocated 35% to trend following, 25% each to equities and fixed income and the last 15% to alternative strategies. Reacting in the middle of 2022 after learning too much was allocated to risk assets?

Portfolio 81

Portfolio Asset Allocation Advertising Numbers 81

The Big Picture

SEPTEMBER 19, 2023

I guess I got lucky in January or February of 2018. Hawaii had parted ways with their then chief investment officer and there was an article in a, a magazine for institutional allocators about it and how they were hiring. In fact, state revenues were often at all time highs from taxes when this happened.

Assets 144

Assets Management Portfolio Investing 144

Random Roger's Retirement Planning

DECEMBER 22, 2023

As more of an asset allocator and investor in equity market themes, global macro like John did probably isn't in my wheelhouse but understanding how a well executed strategy in a fund wrapper could help manage volatility, help smooth out the ride, might be in my wheelhouse.

Portfolio 58

Portfolio Asset Allocation Accounting Management 58

Random Roger's Retirement Planning

JULY 15, 2023

We wrote a few posts last year about the Rational ReSolve Adaptive Asset Allocation Fund (RDMIX) which is intended to be an all weather strategy. in 2018 when VBAIX dropped 2.8%, not very all weatherish. Managed futures is great but it did badly in 2018, a down year for plain vanilla 60/40.

Management 48

Management Asset Allocation Portfolio Assets 48

Brown Advisory

OCTOBER 11, 2021

We believe that the investment return needed to achieve that objective should be the most important guidepost for a portfolio’s asset allocation. With traditional assets like stocks and bonds at high valuations, the implications for future returns of those assets may be underwhelming. Source: BLOOMBERG.

Assets 52

Assets Portfolio Risk Tolerance Asset Allocation 52

Brown Advisory

OCTOBER 11, 2021

We believe that the investment return needed to achieve that objective should be the most important guidepost for a portfolio’s asset allocation. With traditional assets like stocks and bonds at high valuations, the implications for future returns of those assets may be underwhelming. Source: BLOOMBERG.

Assets 52

Assets Portfolio Risk Tolerance Asset Allocation 52

Brown Advisory

MARCH 13, 2018

Investment Perspectives | Corrections jsayo Tue, 03/13/2018 - 12:38 The abrupt stock market downturn in February was “officially” a market correction, according to the conventional definition (a market decline of more than 10%). Even without an acceleration in spending, the new tax legislation may act as a stimulus to the economy.

Investing 52

Investing Investments Economy Assets 52

Brown Advisory

MARCH 13, 2018

Tue, 03/13/2018 - 12:38. Through January 2018, stocks had risen for 10 straight months, the longest consecutive monthly string since an 11-month streak in 1959. As worries mounted with regard to higher inflation and interest rates, investors refocused on the stimulative influence of the Tax Cuts and Jobs Act.

Investing 52

Investing Investments Economy Assets 52

Fortune Financial

MAY 21, 2024

Note: This post was inspired by a December 2023 article by Fidelity on asset placement as a tool for tax-efficiency. funded by pre-tax contributions; and a tax-free Roth IRA or Roth 401(k) funded by after-tax contributions, but in which the earnings and distributions are both tax-free.

Assets 87

Assets Asset Allocation Taxes Accounting 87

Brown Advisory

NOVEMBER 20, 2018

Investment Perspectives | Diversification ajackson Tue, 11/20/2018 - 08:45 Last month’s sudden stock market “correction” serves as a vivid reminder that prices can move down at least as easily as they move up. From a fundamental perspective, the same macro themes that drive one part of an asset class tend to drive another.

Investing 52

Investing Investments Assets Portfolio 52

Brown Advisory

NOVEMBER 20, 2018

Tue, 11/20/2018 - 08:45. Deficit spending, resulting in part from the late 2017 tax reform legislation, is adding to the national debt at a rapid pace that will only worsen as interest rates climb. Correlations Among Asset Classes (Based on 10-Year Returns as of 9/30/2018). investment-grade tax-exempt bond market.

Investing 52

Investing Investments Assets Portfolio 52

The Big Picture

MAY 21, 2024

The one, the one he said this morning is this guy who’s 20 something and he says, so I figured out how I never have to pay taxes again. It’s all tax free. In not paying your taxes. Think about what, how we were, we were geared in 2017, 2018, 1920. Like who’s gonna tell me I can’t do that?

Numbers 144

Numbers Management Banking Marketing 144