Communication Math Valuation 
Cornerstone Financial Advisory
JANUARY 8, 2024
Math errors: Simple addition and subtraction mistakes can delay your return. Consider using electronic filing software that does the math automatically to avoid mistakes. This communication is strictly intended for individuals residing in the states of CA, CO, CT, FL, GA, IN, MA, NC, OH, SC,TN, TX and VA.
Brown Advisory
MAY 3, 2018
MUNICIPALS AND RISING RATES Simple math dictates that when yields rise, fixed-rate bond prices fall. Whether rates are rising or falling, we manage risk using the same consistent process: We look for bonds with attractive valuation relative to our view of their potential cash flows.
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Brown Advisory
MAY 3, 2018
Simple math dictates that when yields rise, fixed-rate bond prices fall. Whether rates are rising or falling, we manage risk using the same consistent process: We look for bonds with attractive valuation relative to our view of their potential cash flows. MUNICIPALS AND RISING RATES. Floating On Cloud Nine.
The Big Picture
AUGUST 15, 2023
SEIDES: And I’ll tell you a story that’s fun about the communication of it too. ” It wasn’t that they didn’t communicate that. RITHOLTZ: So hold the duration risk aside with those two, but just for an investor in treasuries, I know you’ve done the math before. What’s the valuation?
The Big Picture
SEPTEMBER 10, 2024
He has a very interesting approach to thinking about market valuations and strategies and when to deploy capital, when to go with the crowd, when to lean against the crowd, and has amassed and excellent track record. And so it’s, it’s sort of managing that, all of those different constituents with communication.
The Big Picture
AUGUST 29, 2023
DAVIS: Where international equities, because of valuations, probably 7% to 7.5%. RITHOLTZ: So let’s talk about that, because that gap in valuation has persisted for a long time. How durable is that shift, given how large that gap has gotten in valuation between US stocks and the rest of the developed world?
Brown Advisory
AUGUST 1, 2019
In such a case, one could reverse the taxes that one had paid based on a much higher account valuation, and re-establish the account as a traditional IRA once again. Moving to a different state, with potentially very different tax treatment for retirement assets, may change the math governing how the decision plays out over time.
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