Remove Budgeting Remove Economy Remove Ethics Remove Numbers
article thumbnail

41 Top Influencers for Financial Advisors in 2023

Indigo Marketing Agency

As a CFP® professional and CFP® Board Ambassador, Marguerita also helps educate the public, policymakers, and media about the benefits of competent, ethical financial planning. In his book, The Longevity Economy , Joseph offers insights into how business leaders can better serve the older market. Peter Lazaroff. Aaron Klein.

article thumbnail

The Other 95%

Brown Advisory

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.

Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

article thumbnail

The Other 95%

Brown Advisory

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.

article thumbnail

2017 Berkshire Hathaway Annual Shareholder Meeting

Brown Advisory

It doesn’t manage for quarter-to-quarter earnings, provide earnings guidance or have budgets at the parent company, though many of the subsidiaries do. Buffett and Munger celebrate good business and investment practices, the potential for human achievement, high ethics and decency to one’s fellow man. annualized compared with 6.9%

article thumbnail

2017 Berkshire Hathaway Annual Shareholder Meeting

Brown Advisory

It doesn’t manage for quarter-to-quarter earnings, provide earnings guidance or have budgets at the parent company, though many of the subsidiaries do. Buffett and Munger celebrate good business and investment practices, the potential for human achievement, high ethics and decency to one’s fellow man. annualized compared with 6.9%

article thumbnail

2019 Berkshire Hathaway Annual Shareholder Meeting

Brown Advisory

It doesn’t manage for quarter-to-quarter earnings, provide earnings guidance, court investors with quarterly earnings calls and management meetings, or even have budgets and strategic plans at the parent company. Buffett places a very high value on this float but won’t give a number. Berkshire is unusual among public companies.

article thumbnail

2019 Berkshire Hathaway Annual Shareholder Meeting

Brown Advisory

It doesn’t manage for quarter-to-quarter earnings, provide earnings guidance, court investors with quarterly earnings calls and management meetings, or even have budgets and strategic plans at the parent company. Buffett places a very high value on this float but won’t give a number. Berkshire is unusual among public companies.