Investing Caffeine

APRIL 1, 2022

The hangover from COVID has created significant supply chain disruptions and widespread economic shortages. Source: Trading Economics. The rising Baker Hughes drilling rig count below reflects the miracle of supply-demand economics operating in full force. Source: Trading Economics. Source: GasBuddy.com.

Economy 59

Economy Economics Valuation Investing 59

Investing Caffeine

MARCH 1, 2022

As you can see below, the worst economic impact is forecasted to be felt by Russia (consensus on 2/24/22 of approximately a -1.0% hit to economic growth), more than twice as bad as the -0.2% a rounding error and less than 1% of total global economic activity). knock to growth for the U.S., Source: The Financial Times.

Economics 59

Economics Accounting Advertising CFP 59

Investing Caffeine

MAY 2, 2022

Although I have noted some of the key headwinds the economy faces above, it is worth noting that current corporate profits remain at/near all-time record highs (see chart below) and the 3.6% As Albert Einstein stated, “In the middle of every difficulty lies an opportunity.”. Please read disclosure language on IC Contact page.

Electronics 59

Electronics Economy CFP Government 59

Brown Advisory

OCTOBER 11, 2022

The steps private companies are taking to respond to the current economic backdrop, how different VC subsegments are performing and where we may be in a potential correction in private markets, which tend to lag pubic markets by several months. Inflection Points: 2022 Asset Allocation Perspectives and Outlook Report. company.

Marketing 98

Marketing Marketing Investing Investments 98

Brown Advisory

MAY 31, 2017

EUROPEAN RE-ENTRY: Why We Are Shifting Portfolios Toward European Stocks achen Thu, 06/01/2017 - 02:47 Asset allocation—at least for us—is an exercise in nuance. We move slowly and carefully when it comes to shifting our portfolios away from one asset class or region and toward another.

Portfolio 52

Portfolio Asset Allocation Valuation Economics 52

Brown Advisory

MAY 31, 2017

Asset allocation—at least for us—is an exercise in nuance. We move slowly and carefully when it comes to shifting our portfolios away from one asset class or region and toward another. EUROPEAN RE-ENTRY: Why We Are Shifting Portfolios Toward European Stocks. Thu, 06/01/2017 - 02:47.

Portfolio 52

Portfolio Asset Allocation Valuation Economics 52

Validea

SEPTEMBER 29, 2022

Inflation is the highest it’s been since the late 70s and early 80s, the Federal Reserve is raising interest rates and is on record saying it will do what it needs to in order to get inflation under control, even if it might mean driving the economy into a recession. Multi-Asset Portfolios.

Assets 69

Assets Portfolio Asset Allocation Retirement 69

Brown Advisory

AUGUST 19, 2022

CIO Perspectives Podcast: Europe’s Energy Crunch, China Tensions and Dissecting the Market Melt-up mhannan Fri, 08/19/2022 - 10:50 From geopolitical tensions to questionable economic fundamentals, investors have plenty to be concerned about. Brown Advisory does not render legal or tax advice. Rodrigo is now available. company.

Marketing 52

Marketing Marketing Investing Investments 52

WiserAdvisor

JANUARY 8, 2023

The economic strain of the pandemic continued. A lot of investors use the New Year to review their portfolios, change asset allocations, and prepare for the coming months. A lot of investors use the New Year to review their portfolios, change asset allocations, and prepare for the coming months. more affordable.

Financial Advisor 52

Financial Advisor Investing Investments Portfolio 52

Brown Advisory

JULY 24, 2018

Strong Defense: The Falling Opportunity Cost of Allocating to Bonds ajackson Tue, 07/24/2018 - 09:25 For years, “defense” in portfolios—i.e., allocations to cash and core fixed income holdings—has meant a willingness to accept extremely low returns. stocks play in most investors’ core equity allocations.

Valuation 52

Valuation Economics Asset Allocation Clients 52

Brown Advisory

JULY 24, 2018

allocations to cash and core fixed income holdings—has meant a willingness to accept extremely low returns. But after many years of economic recovery, we finally have reached a point where defensive allocations once again provide a reasonable yield. stocks play in most investors’ core equity allocations.

Valuation 52

Valuation Economics Asset Allocation Clients 52

Brown Advisory

AUGUST 1, 2018

From an economic perspective, growth in the U.S. continues apace and has even accelerated somewhat, thanks in part to the corporate tax reductions enacted late last year. Cycles have yet to be eradicated from the economic landscape. The S&P 500 ® Index is now priced at about 17 times forward 12 months’ estimated earnings.

Management 52

Management Investing Investments Valuation 52

Brown Advisory

AUGUST 1, 2018

From an economic perspective, growth in the U.S. continues apace and has even accelerated somewhat, thanks in part to the corporate tax reductions enacted late last year. Cycles have yet to be eradicated from the economic landscape. Incremental Equity Risks. Based on this very broad data set, the real return for bonds (i.e.,

Management 52

Management Investing Investments Valuation 52

Brown Advisory

OCTOBER 11, 2022

The steps private companies are taking to respond to the current economic backdrop, how different VC subsegments are performing and where we may be in a potential correction in private markets, which tend to lag pubic markets by several months. Brown Advisory does not render legal or tax advice. Rodrigo is now available. company.

Marketing 52

Marketing Marketing Investing Investments 52

The Big Picture

FEBRUARY 6, 2024

You wouldn’t be surprised to learn the tax consequences of owning a mutual fund is a part of it. There’s also quantitative metrics that we look at Those have evolved, but always within that capa, that cluster of high returns on investment stability across the economic cycle are consistent and strong balance sheets.

Valuation 130

Valuation Investing Investments Assets 130

Investing Caffeine

FEBRUARY 1, 2022

However, the fact remains the economy remains strong, corporate profits are at record levels, unemployment is low, and interest rates remain at attractive levels despite nagging inflation ( see chart below ) and the removal of accommodative monetary policies by the Federal Reserve. Source: Federal Reserve Economic Data (FRED).

Math 52

Math Assets Investing Investments 52

Brown Advisory

DECEMBER 2, 2015

Estate plans can offer heirs a full range of control, from an outright inheritance without limitations, to trusts that distribute assets over decades. Trusts often make sense, as they provide economic benefit to heirs while protecting assets from certain creditor claims and taxes. Anchoring Expectations.

Estate Planning 52

Estate Planning Asset Allocation Assets Planning 52

Brown Advisory

SEPTEMBER 3, 2015

As recently as 2012 Puerto Rico was able to sell to investors public-sector bonds despite its bleak fiscal outlook and shrinking economy. Consider this scenario: An economy is shrinking, government debt is ballooning and emigration is eroding the workforce. Bonds sold by Puerto Rico’s Public Finance Corp. million from about 3.8

Transportation 52

Transportation Government Economy Asset Allocation 52

Brown Advisory

DECEMBER 2, 2015

There are three fundamental variables to monitor in portfolio management: market performance, changes in tax policy and a portfolio’s rate of drawdown (expenses and spending). Create a portfolio structure buffered against taxes. Therefore, it is essential that we structure client portfolios to be tax efficient.

Taxes 52

Taxes Clients Estate Planning Compliance 52

Brown Advisory

MAY 10, 2018

In this article, our head of asset allocation discusses how we are managing trade risk, while still embracing global growth opportunities in our portfolios. The tariffs announced so far affect a very small slice of the global economy, but we could see an escalation into a broader set of trade barriers between China and the U.S.,

Economy 52

Economy Portfolio Clients Sales 52

Brown Advisory

MAY 10, 2018

In this article, our head of asset allocation discusses how we are managing trade risk, while still embracing global growth opportunities in our portfolios. The tariffs announced so far affect a very small slice of the global economy, but we could see an escalation into a broader set of trade barriers between China and the U.S.,

Economy 52

Economy Portfolio Clients Sales 52

Brown Advisory

SEPTEMBER 3, 2015

War and financial turmoil— the bane of Europe’s economic well-being last century—are currently veiling a rebound in regional growth and unanticipated vigor among European companies. Europe’s economy has picked up steam even with Ukraine battling Russian-backed insurgents and Greece narrowly dodging an exit from the eurozone.

Economy 40

Economy Economics Asset Allocation Clients 40

Truemind Capital

APRIL 19, 2024

Here are some of the popular themes and the risks associated with them: Falling Interest Rates : There has been earnest demand by market participants to cut interest rates in the US and other developed economies on the back of falling inflation rates. One can consider debt portfolios with floating rate instruments for long-term allocation.

Financial Market 98

Financial Market Asset Allocation Marketing Marketing 98

The Irrelevant Investor

SEPTEMBER 19, 2015

Alpha Architect on the myth that economic growth drives stock returns We're going to let you in on a little secret: Investors focused on economic growth are wasting their time.If may be that the best prices can be had in times of low economic growth, whereas we tend to overpay in a growing economy.

Financial Advisor 52

Financial Advisor Economics Asset Allocation Portfolio 52

The Big Picture

JULY 11, 2023

And it’s kind of funny, if you, and now you see it in New York City, but if you showed up in a meeting in a coat and tie, post the dot-com era and coming into the more recent stuff, you were viewed as sort of the old economy. I could do my own taxes. RITHOLTZ: Right. The vest is the new uniform. That’s not a terrible thing.

Management 213

Management Investing Investments Assets 213

Brown Advisory

SEPTEMBER 1, 2015

Economic recoveries usually feature a surge in consumption as employment and wages rebound. economy is in its sixth year of expansion, the housing market is strengthening, initial claims for unemployment insurance have hit a 41-year low, and yet there is one group that seems noticeably absent from the party: the consumer. Current U.S.

Food 52

Food Portfolio Management Sales Strategic Planning 52

Dear Mr. Market

MARCH 17, 2024

We still like Energy this year and that is especially so with it being one of the most beaten down economic sectors from 2023. after a brutal 2022, the following year simply never materialized with China and how we thought coming out of the pandemic the second largest economy in the world join the party.

Investing 105

Investing Investments Portfolio Assets 105

ClearMoney

JANUARY 4, 2022

Coming out of a volatile 2020, investors sought signals as to which way the global economy was headed. The distribution of vaccines and the easing of lockdowns were followed by an economic rebound, but the emergence of new variants would be a setback for the recovery. But growth stocks rallied later in the year.

Marketing 52

Marketing Marketing Commission Government 52

James Hendries

JULY 13, 2022

Increased equity exposure in tactical asset allocation from 62% to 65%. Reduced low duration core bond allocation and increased allocation to small cap equities. Although energy prices came down some, weakening economic data and the lack of a cease-fire in Ukraine offset the modest gas price relief.

Portfolio 52

Portfolio Asset Allocation Taxes Investment Advisor 52

The Big Picture

MARCH 5, 2024

So I switched to be an economics major. I graduated economics with, with a lot of coursework in accounting and finance. So I saw many companies then taxed and financial services. So a town 20 minutes from Burn, it was a tax free Canton. But no taxes, no income taxes. The next thing we need is data.

Banking 141

Banking Portfolio Assets Investing 141

James Hendries

AUGUST 15, 2022

due to expectations of slowing economic growth. We think the move lower in yields may be a bit premature as we expect the economy to stay out of a recession this year. The Strategic and Tactical Asset Allocation Committee (STAAC) made no changes to its recommended asset allocation for August.

Portfolio 52

Portfolio Asset Allocation Taxes Investment Advisor 52

The Big Picture

SEPTEMBER 19, 2023

So I actually went and worked in economics, I was an econometrician. In fact, state revenues were often at all time highs from taxes when this happened. It depends on your asset allocation. I also don’t think you should ever really beat yourself up for sticking to your asset allocation and your beliefs.

Assets 141

Assets Management Portfolio Investing 141

Darrow Wealth Management

MARCH 28, 2022

Taking steps to help ensure you’re reasonably prepared for any type of economic uncertainty or recession, personal financial crisis (loss of a job, divorce, medical expenses, etc.), Asset allocation. Tax-loss harvesting can create tax assets by selling positions to realize a loss for tax purposes.

Asset Allocation 52

Asset Allocation Marketing Marketing Planning 52

The Big Picture

NOVEMBER 8, 2022

Jeremy called and said, “Would you like to join the asset allocation team?” So he wanted a sort of non-quanty view input into the asset allocation process. And GMO was still sitting on a massive emerging market position in the asset allocation team. All our economic actions are taking place across time.

Banking 141

Banking Valuation Economy Investing 141

James Hendries

OCTOBER 7, 2022

economy following disappointing August inflation data was the top cause of the market’s struggles. The Strategic and Tactical Asset Allocation Committee (STAAC) upgraded its view of duration to neutral. Any economic forecasts set forth may not develop as predicted and are subject to change.

Portfolio 52

Portfolio Taxes Investment Advisor Asset Allocation 52

WiserAdvisor

DECEMBER 11, 2022

It is also an excellent time to plan your tax liabilities and look for ways to minimize them. The year 2023 can be particularly challenging as the economy heads towards a recession. The global economy has been in flux since the war between Ukraine and Russia. Start preparing for your tax return. Tax rate. $0

Financial Advisor 52

Financial Advisor Taxes Retirement Planning 52

Brown Advisory

MARCH 13, 2018

As worries mounted with regard to higher inflation and interest rates, investors refocused on the stimulative influence of the Tax Cuts and Jobs Act. On that question, the economy is sending somewhat mixed signals. 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