The Big Picture

JULY 11, 2023

Not that Robinhood is how they should be necessarily investing, but hey, it gets them interested in finance, it gets them thinking about money. It’s actually great and especially because you can do some basic kind of asset allocation models, so the robo-advisor… RITHOLTZ: Right. I could do my own taxes.

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ClearMoney

JANUARY 4, 2022

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. UNITED STATES: Dimensional Fund Advisors LP is an investment advisor registered with the Securities and Exchange Commission.

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James Hendries

AUGUST 15, 2022

due to expectations of slowing economic growth. The Strategic and Tactical Asset Allocation Committee (STAAC) made no changes to its recommended asset allocation for August. To determine which investment(s) may be appropriate for you, please consult your financial professional prior to investing.

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James Hendries

NOVEMBER 15, 2022

The Strategic and Tactical Asset Allocation Committee’s (STAAC) S&P 500 year-end fair value target of 4,000-4,100 is based on a price-to-earnings ratio of 17.5 To determine which investment(s) may be appropriate for you, please consult your financial professional prior to investing.

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James Hendries

OCTOBER 7, 2022

The Strategic and Tactical Asset Allocation Committee (STAAC) upgraded its view of duration to neutral. There is no assurance that the views or strategies discussed are suitable for all investors and they do not take into account the particular needs, investment objectives, tax and financial condition of any specific person.

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James Hendries

SEPTEMBER 8, 2022

The Strategic and Tactical Asset Allocation Committee (STAAC) downgraded its view of emerging market (EM) equities in August. To determine which investment(s) may be appropriate for you, please consult your financial professional prior to investing. Stock investing involves risk including loss of principal.

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Brown Advisory

NOVEMBER 20, 2018

Along with achieving strong long-term returns, protecting our clients’ capital is a critically important part of our challenge as investment advisors. An important tool in this regard is diversification, or spreading risk across various asset classes and investment opportunities, each of which has a different return profile.

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Brown Advisory

NOVEMBER 20, 2018

Along with achieving strong long-term returns, protecting our clients’ capital is a critically important part of our challenge as investment advisors. An important tool in this regard is diversification, or spreading risk across various asset classes and investment opportunities, each of which has a different return profile.

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Brown Advisory

JULY 1, 2016

Changes in their assumed rate of return can impact decisions ranging from asset allocation to the spending level that a portfolio can rationally support. McKinsey points out that the after-tax profit margin of publicly traded North American companies increased from 5.6% Thus, it’s important to have a view on this key question.

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Brown Advisory

JULY 1, 2016

Changes in their assumed rate of return can impact decisions ranging from asset allocation to the spending level that a portfolio can rationally support. McKinsey points out that the after-tax profit margin of publicly traded North American companies increased from 5.6% Thus, it’s important to have a view on this key question.

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James Hendries

JULY 6, 2022

But our belief is that this economic and profit environment is better than in the early 1990s, early 2000s, or 2008-2009 and therefore supports higher valuations. The administration wants the federal tax holiday, which would take 18.4 cents off a gallon of gasoline, to be introduced along with a state tax holiday.

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James Hendries

NOVEMBER 8, 2022

Policy itself can be difficult to forecast, and economic factors often overwhelm the impact on markets. This would take any meaningful risk of tax increases on households or businesses off the table. But as seen in the energy example above, larger economic forces tend to be more meaningful. Our best advice: Just go and vote.

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