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2019 Berkshire Hathaway Annual Shareholder Meeting

Brown Advisory

A touchpoint for developing good investment thinking is going to Omaha each May for the Berkshire Hathaway shareholders’ meeting to hear the insights of Warren Buffett, chairman, and his longtime business partner, Charles Munger, vice chairman. Members of our investment team have attended these meetings for over 30 years. versus 9.7%

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2019 Berkshire Hathaway Annual Shareholder Meeting

Brown Advisory

A touchpoint for developing good investment thinking is going to Omaha each May for the Berkshire Hathaway shareholders’ meeting to hear the insights of Warren Buffett, chairman, and his longtime business partner, Charles Munger, vice chairman. Members of our investment team have attended these meetings for over 30 years. versus 9.7%

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Should the CFP Board police financial advisor “bad apples”? The debate continues! (Part Two)

Sara Grillo

The debaters are: Robert Wright, CFP®, a financial consultant with Advocacy Wealth Management. Robert will be on the “for” team. JR will be on the “against” team. Scott will be on the “against” team. I am a CFA® charterholder and financial advisor marketing consultant. What is your opinion?

CFP 59