Compliance Financial Advising Planning Valuation 
Abnormal Returns
DECEMBER 26, 2022
(morningstar.com) Ryan Detrick and Sonu Varghese talk with Phil Pearlman about the connection between health and wealth planning. Annamaria Lusardi about the importance of financial literacy. rationalreminder.libsyn.com) The biz The DeVoe 2023 M&A report shows expectations for lower RIA valuations. morningstar.com).
Brown Advisory
JANUARY 1, 2023
Download it here > Dear Fellow Investors, If we had to sum up 2022 in one word it would be valuation. War, inflation, recession, deglobalisation, decoupling, strikes, crypto-crash and energy (crisis) all featured but for us the overriding focus for 2022 was valuation. which was greater than our -1.1% relative underperformance.
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