Brown Advisory

JANUARY 1, 2023

Global Leaders Strategy Annual Investment Review: January 2023 mhannan Sun, 01/01/2023 - 06:10 Just want the PDF? Download it here > Dear Fellow Investors, If we had to sum up 2022 in one word it would be valuation. We think the first half of 2022 was better than any CFA programme or MBA course on valuation.

Investing 52

Investing Investments Valuation Clients 52

Brown Advisory

AUGUST 14, 2023

Factor risk is best described as any exposure that can explain the portfolio returns other than the individual investments, such as a “theme” or a sector. In this example, the stock picking hardly matters anymore – the portfolio is predominantly a sector bet and hence has a large factor risk.

Investing 52

Investing Investments Portfolio Accounting 52

The Big Picture

JANUARY 9, 2024

Barry Ritholtz : 00:03:34 All right, so you go to Yale Law School, you are on the law review, given your current career as a writer, did you, did you publish a, a law review article? Barry Ritholtz : 00:10:26 You said about that job, I felt both that the job was bad and I was bad at it Matt Levine : 00:10:33 Over time.

Retail 130

Retail Banking Math Management 130

Sara Grillo

SEPTEMBER 26, 2022

I do believe it should be different regulated differently from portfolio management, which is the typical definition of the registered investment advisor, but that it shouldn’t be the CFP Board that is controlling the regulatory environment for financial planners.

CFP 59

CFP Financial Advisor Financial Planner Ethics 59

Brown Advisory

NOVEMBER 19, 2020

Thu, 11/19/2020 - 08:44. Once clients have identified their most important objectives, they can more effectively review their wills, trusts and family business structures to help ensure their objectives are being reflected appropriately. Start by positioning portfolios to address risk. 2020 Year-End Planning Letter.

Planning 52

Planning Taxes Clients Assets 52

The Big Picture

MAY 16, 2023

RITHOLTZ: So, so that’s… LINDZON: So sorry to go back to those 10 years. LINDZON: I think 10 years later, we sold for a few cents on the dollar. How’s my 10 grand doing? RITHOLTZ: So I have this to look forward to in 10 years. Fred invested, handed me a list of 11 people. LINDZON: I go 10 for 11.

Media 281

Media Investing Investments Valuation 281