WiserAdvisor

APRIL 12, 2024

These professionals serve as trusted guides, helping individuals understand the intricacies of investment, wealth management, and financial planning to achieve their long-term goals. Investing in advanced technology solutions can automate routine tasks and provide valuable insights for decision-making.

Financial Advisor 52

Financial Advisor Clients Numbers Management 52

Brown Advisory

JUNE 14, 2018

NOW 2018 Conference: Our Investment Team’s Roundtable Recap achen Thu, 06/14/2018 - 10:27 The NOW conference is always memorable, but this year’s conference included some particularly compelling and provocative ideas. Jane Korhonen, a portfolio manager in our Washington, D.C.

Investing 52

Investing Investments Clients Numbers 52

Brown Advisory

JUNE 14, 2018

NOW 2018 Conference: Our Investment Team’s Roundtable Recap. I wanted to make sure we considered those ideas and their implications for the portfolios we manage for our clients, with truly open minds. On the Social and Environmental Factors That Are Driving Business and Investing. Thu, 06/14/2018 - 10:27.

Investing 52

Investing Investments Clients Numbers 52

Brown Advisory

DECEMBER 2, 2015

In advising clients over the years, we have seen the value of helping families buy into the longterm orientation essential to successful investing and portfolio management through all market conditions. During times of market volatility, such long-term planning enables clients to shake off an impulse to sell.

Taxes 52

Taxes Clients Estate Planning Compliance 52

Brown Advisory

DECEMBER 2, 2015

We consider Synovus, based in Columbus, Georgia, an attractive target for acquisition or an upgrade to an investment-grade rating. By following a disciplined and patient approach, we hope to avoid these “value traps” and instead invest in bonds with robust yields and limited risk of default. . primarily in the South and Midwest.

Clients 52

Clients Asset Allocation Economics Estate Planning 52

Brown Advisory

SEPTEMBER 1, 2015

By Mick Dillon, CFA, Portfolio Manager, Global Leaders Strategy and Priyanka Agnihotri, Equity Research Analyst. By Stephen Shutz, CFA, Tax-Exempt Portfolio Manager. By Taylor Graff, CFA, Asset Allocation Analyst. Such protection can be a cornerstone for sound estate planning. Rude Awakening.

Food 52

Food Portfolio Management Sales Strategic Planning 52

Brown Advisory

SEPTEMBER 3, 2015

The commonwealth’s default last month on a portion of $72 billion in troubled debt spotlights not just an ill-advised investment, but a pitfall in the municipal bond market. Many hedge funds and municipal bond mutual funds persisted with purchases even as credit-rating firms downgraded the bonds far below investment grade. Current U.S.

Transportation 52

Transportation Government Economy Asset Allocation 52

Brown Advisory

SEPTEMBER 3, 2015

Firms that generate big returns on invested capital are especially attractive. The company has generated an annual return on invested capital (ROIC) exceeding 30% during the past five years, demonstrating that a company with a solid business model can flourish even in a grim economy. By Paul Chew, CFA, Head of Investments.

Economy 40

Economy Economics Asset Allocation Clients 40

Brown Advisory

SEPTEMBER 3, 2015

Protecting inherited assets from a claim by a family member’s ex-spouse can help limit those losses. Such protection can be a cornerstone for sound estate planning. But the descendants’ lack of control over the assets ensures that ex-spouses and creditors cannot make a legitimate claim into the future. Shielding Assets.

Estate Planning 52

Estate Planning Assets Distribution Compliance 52