Brown Advisory

JUNE 16, 2022

We wrote about inflation and the different types of pricing power our companies have in our recent letter (link) but lifting price without adding any new customer value risks an offsetting decline in volume as customers budgets’ are not infinite. Financial Accountings Standard Board brought stock-based compensation into the definition of U.S.

Investing 52

Investing Investments Accounting Valuation 52

Brown Advisory

APRIL 16, 2018

The concept of ethical screening in portfolios is not new—religious institutions have screened their portfolios for years. Far too often, nonprofits grow their capacity and budget, and even expand their core missions, but do not adapt their investment programs to serve their evolving needs.

Nonprofit 52

Nonprofit Portfolio Distribution Clients 52

Brown Advisory

APRIL 16, 2018

The concept of ethical screening in portfolios is not new—religious institutions have screened their portfolios for years. Far too often, nonprofits grow their capacity and budget, and even expand their core missions, but do not adapt their investment programs to serve their evolving needs.

Nonprofit 52

Nonprofit Portfolio Distribution Clients 52

Good Financial Cents

APRIL 19, 2023

If you need a more formal definition, IRS Pub 925 has you covered. Rental car agencies (Enterprise, Avis, Budget, etc.) Look for freelancers with a strong work ethic who provide quality results. The golden rule of passive income – protect your time. Passive income is more about time than anything else. Think about it.

Accounting 105

Accounting Investing Investments Media 105

Good Financial Cents

APRIL 10, 2023

When I was in high school, there was a kid in my class who I definitely *thought* was rich. This couple was definitely “rich” based on their income alone, but they were not wealthy at all. Best Quotes About Wealth Be Ethical “All you have in business is your reputation. Is there anything better than that?

Investing 110

Investing Investments Accounting Assets 110

Sara Grillo

SEPTEMBER 26, 2022

I do believe it should be different regulated differently from portfolio management, which is the typical definition of the registered investment advisor, but that it shouldn’t be the CFP Board that is controlling the regulatory environment for financial planners.

CFP 59

CFP Financial Advisor Financial Planner Ethics 59

The Big Picture

JANUARY 14, 2025

That there’s a definitely a network effect that happens there. I have a friend who’s an allocator at a big foundation and, and he calls the funder funds funder fees ’cause you’re paying layers on top of layers of fees and it definitely acts as, as a long-term drag. Specifically on the academic side.

Management 144

Management Investing Investments Assets 144

The Big Picture

MAY 2, 2023

But there were a lot of other purveyors of watches that really were not super, super ethical folks. RITHOLTZ:” They definitely need to — but this is something — you guys were internet — although, so were they. Honestly, you should definitely do that. I’m giving you a budget. CLYMER: Yes.

Retail 167

Retail Insurance Advertising Numbers 167