Good Financial Cents

NOVEMBER 9, 2022

Having enough income-producing assets working in your favor can make it possible to “live rich” – or at least get by – without ever having to clock in for an employer again. These people have income-producing assets spinning off profits or dividends, and they use those funds to pay for their bills and lifestyle.

Assets 92

Assets Accounting Investing Investments 92

The Big Picture

MARCH 18, 2023

The firm has ~$100 billion in assets under management. The book is a fun romp covering the 1998-2018 era. This week, we speak with Cliff Asness , co-founder and managing partner at AQR Capital Management. An active researcher, Asness contributes to numerous publications and has received a variety of accolades, including the James R.

Retirement 298

Retirement Management Sales Investing 298

Brown Advisory

NOVEMBER 26, 2018

2018 Impact Report: Sustainable Core Fixed Income Strategy ajackson Mon, 11/26/2018 - 08:01 A Letter of Introduction From The Portfolio Managers Brown Advisory is deeply committed to sustainable investing. 30, 2018, our firm managed approximately $4.1 As of Sept.

Portfolio Management 52

Portfolio Management Portfolio Clients Management 52

Brown Advisory

NOVEMBER 26, 2018

2018 Impact Report: Sustainable Core Fixed Income Strategy. Mon, 11/26/2018 - 08:01. 30, 2018, our firm managed approximately $4.1 billion* in client assets under various sustainable investment mandates for individuals, families and institutions. A Letter of Introduction From The Portfolio Managers. . As of Sept.

Portfolio Management 52

Portfolio Management Portfolio Clients Management 52

Wealth Management

JULY 12, 2023

Executives say the funding will fuel the next stage of growth for PCIA, which has already expanded assets by some 700% since early 2018.

Investment Advisor 98

Investment Advisor Investing Investments Assets 98

Brown Advisory

MAY 31, 2018

NOW 2018 | The Changing Nature of Trust achen Thu, 05/31/2018 - 10:51 For 18 years, Matt Harrington has been studying, analyzing and synthesizing the evolution of society’s trust in four institutions: government, business, NGOs and media. The topic of trust came up many times throughout the NOW 2018 panel discussions.

Government 52

Government Media Clients Investing 52

Brown Advisory

MAY 31, 2018

NOW 2018 | The Changing Nature of Trust. Thu, 05/31/2018 - 10:51. In his presentation at NOW, Harrington covered three themes that emerged from the 2018 Trust Barometer survey. The topic of trust came up many times throughout the NOW 2018 panel discussions.

Government 52

Government Media Clients Investing 52

Brown Advisory

MAY 31, 2018

NOW 2018 | Towards Artificial General Intelligence? achen Thu, 05/31/2018 - 11:51 In a first for NOW, the multitalented Ashley Llorens kicked off the 2018 conference with a killer hip-hop performance that had the crowd putting their hands in the air.

Clients 52

Clients Investing Investments Communication 52

Brown Advisory

MAY 31, 2018

NOW 2018 | Towards Artificial General Intelligence? Thu, 05/31/2018 - 11:51. In a first for NOW, the multitalented Ashley Llorens kicked off the 2018 conference with a killer hip-hop performance that had the crowd putting their hands in the air.

Clients 52

Clients Investing Investments Communication 52

The Big Picture

JULY 27, 2022

Consider these columns going back to 2013 pointing out the foolishness of tax-payer subsidized corporate welfare queens (2013), and why median wages were rising ( 2016 , 2017 , 2018 , 2018 , 2019 ). The 2010s monetary rescue plan benefitted anybody who owned capital assets: Stocks, Bonds, and Real Estate. Now we have inflation.

Medicine 325

Medicine Numbers Food Insurance 325

Brown Advisory

MAY 31, 2018

NOW 2018 | What Makes a Great Leader? achen Thu, 05/31/2018 - 09:49 What do the Magna Carta, the Washington Monument and giant pandas have in common? Rubenstein values history as a tangible, physical asset, and he feels that experiencing the real thing is more inspiring than simply viewing a memory on a computer screen.

Government 52

Government Clients Startup Assets 52

Brown Advisory

MAY 31, 2018

NOW 2018 | What Makes a Great Leader? Thu, 05/31/2018 - 09:49. During the NOW 2018 conference, Rubenstein and Brown Advisory CEO Mike Hankin engaged in a rapid-fire conversation that covered Rubenstein’s thoughts on a wide range of topics, from the Founding Fathers to Facebook and Twitter.

Government 52

Government Clients Startup Assets 52

Brown Advisory

MAY 31, 2018

NOW 2018 | Free Trade, Tariffs and Trouble achen Thu, 05/31/2018 - 11:17 Current news of tariffs and trade wars is the latest evidence that the ideology of free trade and globalization is under attack. It should not be assumed that investments in such securities or asset classes have been or will be profitable.

Education 52

Education Communication Clients Media 52

Brown Advisory

MAY 31, 2018

NOW 2018 | Free Trade, Tariffs and Trouble. Thu, 05/31/2018 - 11:17. Free trade supporters have lost the debate completely in… this new space,” stated Andrew Wilson during our NOW 2018 panel on trade policy. It should not be assumed that investments in such securities or asset classes have been or will be profitable.

Education 52

Education Communication Clients Media 52

Brown Advisory

MAY 30, 2018

NOW 2018 | The Global Refugee Crisis. Wed, 05/30/2018 - 17:06. It should not be assumed that investments in such securities or asset classes have been or will be profitable. The world currently faces one of the most tragic humanitarian crises in modern history.

Clients 52

Clients Food Investing Investments 52

Brown Advisory

FEBRUARY 7, 2019

Muni Bonds: Winners in 2018 and Bright Skies Ahead for 2019 ajackson Thu, 02/07/2019 - 08:44 Municipal bonds held their ground in 2018, and truly shined when equity markets were punished during the fourth quarter. Here’s a quick recap of 2018 and our thoughts heading into 2019. Treasury yields in late November and December 2018.

Taxes 52

Taxes Investing Investments Clients 52

Brown Advisory

FEBRUARY 7, 2019

Muni Bonds: Winners in 2018 and Bright Skies Ahead for 2019. Municipal bonds held their ground in 2018, and truly shined when equity markets were punished during the fourth quarter. Rising uncertainty for risk assets, coupled with a favorable mix of healthy demand and limited supply, offer a promising backdrop.

Taxes 52

Taxes Investing Investments Clients 52

Brown Advisory

MAY 31, 2018

NOW 2018 | China and the Race for Artificial Intelligence achen Thu, 05/31/2018 - 09:20 The advent of artificial intelligence (AI) is one of the top technology stories in recent years. It should not be assumed that investments in such securities or asset classes have been or will be profitable. Sharpened by both the U.S.

Startup 52

Startup Math Clients Assets 52

Brown Advisory

MAY 31, 2018

NOW 2018 | China and the Race for Artificial Intelligence. Thu, 05/31/2018 - 09:20. The race is on to lead the world in AI innovation, and a panel of experts at NOW 2018 offered insight on the competitive dynamics between the two global superpowers driving progress in AI. Sharpened by both the U.S.

Startup 52

Startup Math Clients Assets 52

Trade Brains

FEBRUARY 22, 2024

The higher the asset quality of banks, the better the state of the economy. Battled Crisis The company, which was once an outperformer and the 5th largest private bank in the country, ran into problems due to stressed assets such as ADAG, Essel Group, and DHFL. 2018-19 ₹ 9,812.51 ₹ 3,460.77 2020-21 ₹ 7,428.35 ₹ 7,383.03

Banking 104

Banking Planning Accounting Retail 104

Brown Advisory

MAY 31, 2018

NOW 2018 | 50 Years after MLK: Does Race Matter? achen Thu, 05/31/2018 - 11:41 Fifty years after Dr. King’s assassination, many Americans are examining how we’ve changed for the better as a country and where we still fall short.

Clients 52

Clients Economics Assets Investing 52

Brown Advisory

MAY 31, 2018

NOW 2018 | 50 Years after MLK: Does Race Matter? Thu, 05/31/2018 - 11:41. It should not be assumed that investments in such securities or asset classes have been or will be profitable.

Clients 52

Clients Economics Assets Investing 52

Brown Advisory

MAY 30, 2018

NOW 2018 | Is Blockchain the New Internet? achen Wed, 05/30/2018 - 16:45 Despite the countless benefits of the internet, it suffers from a glaring gap in its fundamental design. It should not be assumed that investments in such securities or asset classes have been or will be profitable.

Advertising 52

Advertising Clients Engineering Distribution 52

Brown Advisory

MAY 30, 2018

NOW 2018 | Is Blockchain the New Internet? Wed, 05/30/2018 - 16:45. It should not be assumed that investments in such securities or asset classes have been or will be profitable. Despite the countless benefits of the internet, it suffers from a glaring gap in its fundamental design.

Advertising 52

Advertising Clients Engineering Distribution 52

The Big Picture

FEBRUARY 13, 2023

My back-to-work morning train WFH reads: • How State Street Has Used AI to Find ‘Hidden Gems’ Since 2018 : Natural-language processing used in stock picking: Bartolini Wanted something forward-looking, dynamic, he says of the ETF. Bloomberg ) • What Recession? Some Economists See Chances of a Growth Rebound. Rieder helps to manage $2.5

Economy 271

Economy Management Investing Investments 271

Brown Advisory

MAY 30, 2018

NOW 2018 | Engaging the Next Generation in Public Service achen Wed, 05/30/2018 - 15:15 Our NOW 2018 conference dealt with a variety of forces that are tearing at the fabric of society, from social inequities, to political strife, to technological disruption.

Nonprofit 52

Nonprofit Government Recruitment Clients 52

Brown Advisory

MAY 30, 2018

NOW 2018 | Engaging the Next Generation in Public Service. Wed, 05/30/2018 - 15:15. Our NOW 2018 conference dealt with a variety of forces that are tearing at the fabric of society, from social inequities, to political strife, to technological disruption.

Nonprofit 52

Nonprofit Government Recruitment Clients 52

The Big Picture

SEPTEMBER 23, 2023

This week, we speak with Armen Panossian , managing director and head of performing credit at Oaktree Capital Management , which has $179 billion in assets under management. He oversees the firm’s liquid and private credit strategies, and also serves as a portfolio manager within Oaktree’s global private debt and global credit strategies.

Management 169

Management Medical Portfolio Management Economics 169

Calculated Risk

FEBRUARY 28, 2023

Asset Quality Metrics Remained Favorable Despite Modest Deterioration: Loans that were 90 days or more past due or on nonaccrual status (i.e., Total assets of problem banks declined $116.3 This graph from the FDIC shows the number of problem banks and assets at problem institutions. noncurrent loans) increased to 0.73

Banking 144

Banking Insurance Numbers Assets 144

Brown Advisory

MAY 30, 2018

NOW 2018 | Finding Truth in a World of Disinformation achen Wed, 05/30/2018 - 15:27 In a year when border protection is consistently headline news, it is ironic that the media is struggling with a border war of its own—specifically, the border between information and disinformation.

Media 52

Media Clients Advertising Investing 52

Brown Advisory

MAY 30, 2018

NOW 2018 | Finding Truth in a World of Disinformation. Wed, 05/30/2018 - 15:27. It should not be assumed that investments in such securities or asset classes have been or will be profitable. News consumers are confronted daily with the challenge of discerning truth from falsehood.

Media 52

Media Clients Advertising Investing 52

Brown Advisory

MAY 31, 2018

NOW 2018 | What is the Economic Impact of Political Polarization? achen Thu, 05/31/2018 - 09:11 The U.S. It should not be assumed that investments in such securities or asset classes have been or will be profitable. economy has improved markedly since the 2008–09 credit crisis.

Economics 52

Economics Budgeting Government Clients 52

Brown Advisory

MAY 31, 2018

NOW 2018 | What is the Economic Impact of Political Polarization? Thu, 05/31/2018 - 09:11. It should not be assumed that investments in such securities or asset classes have been or will be profitable. economy has improved markedly since the 2008–09 credit crisis.

Economics 52

Economics Budgeting Government Clients 52

Calculated Risk

SEPTEMBER 9, 2022

Total assets of problem banks declined $2.7 This graph from the FDIC shows the number of problem banks and assets at problem institutions. Note: The number of assets for problem banks increased significantly back in 2018 when Deutsche Bank Trust Company Americas was added to the list. billion to $170.4

Banking 138

Banking Insurance Numbers Assets 138

Calculated Risk

DECEMBER 6, 2022

Asset Quality Metrics Were Favorable Overall Despite Growth in Early Delinquencies : Loans that were 90 days or more past due or in nonaccrual status (i.e., Total assets of problem banks declined $5.7 This graph from the FDIC shows the number of problem banks and assets at problem institutions. billion (11.3 billion to $163.8

Banking 98

Banking Numbers Assets 98

Nerd's Eye View

DECEMBER 15, 2023

Also in industry news this week: Most businesses that operate in the U.S.,

Financial Planner 227

Financial Planner Retirement Taxes Insurance 227

Calculated Risk

OCTOBER 9, 2023

As non-performing assets get replaced by modernized retail forms or even mixed-use communities, the retail sector ignited a long-awaited hope at the rise of pent-up consumer demand. [N]eighborhood as compared to last quarter but remained in the $21/$18-per-sqft range, a level relatively unchanged since 2018. since early 2023.

Retail 106

Retail Sales Assets Investing 106