Brown Advisory

SEPTEMBER 12, 2016

Nancy and her family decided to go further by backing innovative, forward-looking leaders who are willing to take risks as they strive to build a stronger sense of community and improve people’s lives. The foundation’s investment return is focused on advancing many of the same philanthropic goals as its grant making.

Investing 52

Investing Investments Portfolio Communication 52

Brown Advisory

SEPTEMBER 12, 2016

Nancy and her family decided to go further by backing innovative, forward-looking leaders who are willing to take risks as they strive to build a stronger sense of community and improve people’s lives. The foundation’s investment return is focused on advancing many of the same philanthropic goals as its grant making.

Investing 52

Investing Investments Portfolio Communication 52

Brown Advisory

JUNE 23, 2016

Duncan-Andrade highlighted how some schools in poor communities have defied conventional wisdom by having success with low-income students, citing a lab school he opened in Oakland, California. Teachers at such schools can be effective and satisfied if they approach teaching differently than their counterparts in more affluent areas.

Education 52

Education Communication Clients Taxes 52

Brown Advisory

JUNE 23, 2016

Duncan-Andrade highlighted how some schools in poor communities have defied conventional wisdom by having success with low-income students, citing a lab school he opened in Oakland, California. Teachers at such schools can be effective and satisfied if they approach teaching differently than their counterparts in more affluent areas.

Education 52

Education Communication Clients Taxes 52

Brown Advisory

OCTOBER 16, 2017

In some cases, we work alongside the philanthropic advisors of the community foundations and other organizations that our clients wish to support, reviewing the variety of solutions that these organizations offer their donors and choosing the strategies that best fit each client’s goals and circumstances.

Taxes 52

Taxes Distribution Clients Assets 52

Brown Advisory

OCTOBER 16, 2017

In some cases, we work alongside the philanthropic advisors of the community foundations and other organizations that our clients wish to support, reviewing the variety of solutions that these organizations offer their donors and choosing the strategies that best fit each client’s goals and circumstances.

Taxes 52

Taxes Distribution Clients Assets 52

Brown Advisory

APRIL 20, 2022

The process toward achieving an unmodified opinion can help: Enhance trust among the constituencies your organization serves, like your donor pool. Preparing for an audit offers an excellent opportunity to build partnership and strengthen the trust between staff and advisor. Leverage your auditor’s independence. Offer constructive feedback.

Investment Advisor 52

Investment Advisor Investing Investments Nonprofit 52

Brown Advisory

FEBRUARY 13, 2017

Many of our clients were raised in homes focused on charity, philanthropy and giving back to their communities. Helen shares her parents’ love of charitable work and is focused on reinvesting her family’s wealth into her community through high-quality investments. These values are not new to us.

Clients 52

Clients Portfolio Planning Education 52

Brown Advisory

FEBRUARY 13, 2017

Many of our clients were raised in homes focused on charity, philanthropy and giving back to their communities. Helen shares her parents’ love of charitable work and is focused on reinvesting her family’s wealth into her community through high-quality investments. These values are not new to us.

Clients 52

Clients Portfolio Planning Education 52

The Big Picture

JULY 24, 2023

MIAN: So Stray Reflections is a macro advisory and community that works with portfolio managers, CIOs around the world. So I’ll interview someone from the community about a particular topic. A core principle is all of us are smarter than any of us and I really lean into that and so I learn a lot from the community.

Marketing 130

Marketing Marketing Economy Valuation 130

The Big Picture

OCTOBER 24, 2022

And I think it’s still — it’s always I think going to be embedded in the community because when you’re wrong and you weren’t close to the benchmark, it’s incredibly costly. Of course, I have opinions on the Fed. I think Jeremy Grantham calls that career risk, or — RITHOLTZ: Right.

Portfolio 130

Portfolio Management Assets Investing 130

Brown Advisory

JULY 7, 2020

This has forced international attention on linkages in social and environmental justice that the Black community in the U.S. Domestically, we can look at the community of Port Arthur, Texas for a stark example of environmental injustice. and other marginalized populations have long understood.

Ethics 52

Ethics Investing Investments Government 52

Brown Advisory

JULY 7, 2020

This has forced international attention on linkages in social and environmental justice that the Black community in the U.S. Domestically, we can look at the community of Port Arthur, Texas for a stark example of environmental injustice. PUBLIC OPINION IS SHIFTING, AND IT MATTERS.

Ethics 52

Ethics Investing Investments Government 52

Brown Advisory

NOVEMBER 1, 2023

What talents do we have that can be put to use in our communities? An important complement to a family’s mission statement is the strategic plan put in place to communicate its goals and implementation steps to the family. What philanthropic missions do we care about? Where can we have an impact by devoting our time?

Strategic Planning 52

Strategic Planning Communication Clients Planning 52

Brown Advisory

APRIL 30, 2021

trillion spending and tax proposal intended to enhance or create universal benefits for areas impacting families including child care, paid family/medical leave, universal access to preschool, tuition-free two-year community college and related tax cuts for low and middle income families. $1 This is a $1.8

Planning 52

Planning Taxes Clients Tax Planning 52

Brown Advisory

APRIL 30, 2021

trillion spending and tax proposal intended to enhance or create universal benefits for areas impacting families including child care, paid family/medical leave, universal access to preschool, tuition-free two-year community college and related tax cuts for low and middle income families. $1 This is a $1.8

Planning 52

Planning Taxes Clients Tax Planning 52

Brown Advisory

NOVEMBER 1, 2019

Family foundations or donor-advised funds at community foundations can be used to control the timing of the actual distribution of the charitable funds to the intended charities. We believe proper due diligence is especially important for OZ funds given the illiquid nature of these investments.

Planning 52

Planning Taxes Clients Estate Planning 52

The Big Picture

AUGUST 29, 2022

RITHOLTZ: Your colored commentary. That’s my opinion. BALCHUNAS: So it — I would say a bear market, in — in my opinion, I — oh — we have a phrase on the team is that bull markets are good for passive, bear markets are great. RITHOLTZ: Sure. BALCHUNAS: … I kind of model myself (inaudible). BALCHUNAS: Yeah.

Assets 161

Assets Management Marketing Marketing 161

Brown Advisory

JUNE 16, 2016

It also takes time to develop philanthropic plans, which may include donor-advised funds under a community foundation as well as various charitable trusts. If so, we will need to coordinate with counsel in more than one state, likely adding time to the implementation schedule, so it is helpful to start this process early.

Planning 52

Planning Taxes Assets Clients 52

Sara Grillo

SEPTEMBER 26, 2022

What is your opinion? What is your opinion? JR: I had an interesting discussion a couple of years ago with Martin Seay, who was the president of the FPA at that time, and he had read some of my commentaries and just wanted to have a civil debate which was great. CFP Board debate.

CFP 59

CFP Financial Advisor Financial Planner Ethics 59

The Big Picture

FEBRUARY 12, 2024

And so we’re looking for those differences of opinions. There’s all the machine money and algorithmic money, which is, which doesn’t have an opinion about value. It has an opinion about price. Those are opinions about price. Those are opinions about price. Those are not opinions about value.

Management 282

Management Investing Investments Economy 282

Brown Advisory

APRIL 22, 2021

These provisions should help charities maintain staff and cover other fixed costs, making it easier for them to serve their communities and charitable missions. Many of the charitable organizations that our clients support may benefit from ARPA's support for employers.

Clients 52

Clients Planning Taxes Executive Compensation 52

Brown Advisory

APRIL 22, 2021

These provisions should help charities maintain staff and cover other fixed costs, making it easier for them to serve their communities and charitable missions. Many of the charitable organizations that our clients support may benefit from ARPA's support for employers. Extended Employee Retention Credits.

Clients 52

Clients Planning Taxes Executive Compensation 52