Discipline Funds

JUNE 6, 2023

On one side you have optimists who have been saying that the US economy remains robust and on the other side you have pessimists who are worried about recession and a potential 2008 scenario. In our view we’re still in the “muddle through” camp as it pertains to the economy.

Economy 96

Economy Asset Allocation Valuation Communication 96

Nationwide Financial

APRIL 10, 2023

The equity and bond markets continue to provide conflicting signals on the economy, with the bond market pricing in a recession and the equity market more consistent with a soft landing. News The economy continues to provide mixed signals between a soft and hard landing.

Marketing 59

Marketing Marketing Retail Banking 59

Trade Brains

DECEMBER 22, 2022

Top 10 IT Stocks in 2023: The IT sector is known to be one of the most crucial industries in our global economy as it is the major driver of employment and also this sector keeps growing and evolving with time and increasing technological advancements in. 3 billion market valuation, after TCS and Infosys. 3 billion market valuation.

Consulting 52

Consulting Marketing Marketing Engineering 52

Brown Advisory

SEPTEMBER 12, 2016

We look for fundamental strengths, attractive valuations and what we call Sustainable Business Advantage (SBA). They then construct their portfolios by using traditional measures for valuation and performance. The company aims to expand its use of recycled aluminum to 80% by 2025. Our strategy is different from all of the above.

Food 52

Food Executive Compensation Portfolio Management Valuation 52

Brown Advisory

SEPTEMBER 12, 2016

We look for fundamental strengths, attractive valuations and what we call Sustainable Business Advantage (SBA). They then construct their portfolios by using traditional measures for valuation and performance. The company aims to expand its use of recycled aluminum to 80% by 2025. Our strategy is different from all of the above.

Food 52

Food Executive Compensation Portfolio Management Valuation 52

Brown Advisory

NOVEMBER 1, 2019

Because that sunset doesn’t occur until the end of 2025—six years from now—some clients may not feel an urgency to engage in significant planning right now, but there are a variety of planning actions related to the new tax law that merit attention in the near term, and in some cases before the end of the calendar year.

Planning 52

Planning Taxes Clients Estate Planning 52

The Big Picture

FEBRUARY 12, 2024

That explaining that process and communication to people built confidence. And since we’re looking for narratives as opposed, and then do valuation work second as opposed to cheap, we don’t screen. Because I believe that when rates get low below a certain amount, they actually slow down the economy by lowering them further.

Management 276

Management Investing Investments Economy 276