Brown Advisory

MARCH 30, 2020

Managing Liquidity in the Coronavirus Market ajackson Mon, 03/30/2020 - 16:04 This article was written by Sid Ahl, Taylor Graff, Adam King and J.R. Rodrigo, members of Brown Advisory's Investment Solutions Group. Liquidity risk is a critical issue for investors at all times, and especially so in the current environment. The background liquidity conditions for capital markets have changed substantively since the 2008-09 financial crisis, and to some extent these changes have contributed to the li

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Indigo Marketing Agency

MARCH 21, 2020

Many advisors today are struggling to connect with new clients in person. Seminars and networking are out, yet investors have an unprecedented urgency to protect their wealth. That makes it the perfect time to invest in helping people find you online through search engine optimization (SEO). We’ve created our SEO package to help advisors show up higher in search results and get more people to their websites.

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Truemind Capital

MARCH 20, 2020

🔊 Play Audio. In my multiple conversations with investors during the bull-run since 2014, there was no one who said that I will not take advantage of investing in equity when the market will crash. In good times i.e. when the market valuations are usually very high, everyone agrees to the logic of buying low and selling high. But interestingly, very few implement this strategy.

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International College of Financial Planning

MARCH 13, 2020

It is not common for fresh graduates to be left in a lurch while they had planned a successful transition to becoming a working professional. Unfortunately that’s what the coronavirus pandemic has done to hundreds and thousands of students worldwide. The good news, however, is that all is not lost. The world hasn’t come to an end (and isn’t likely to), scientists are working overtime to develop a vaccine and many world economies are slowly limping back to normalcy.

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Technology is rapidly changing the way accountants perform and manage month-end activities. Spreadsheets, email, and shared drives no longer have to slow us down. Join us as we present a "sneak peek" recorded demo of SkyStem's month-end close solution – ART. In under four weeks, your team can start reaping the benefits of month-end close automation by vastly reducing spreadsheets, cut down on reconciliation work, speed up the month-end close, and better manage your remote team.

Accounting

Brown Advisory

MARCH 30, 2020

Managing Liquidity in the Coronavirus Market. ajackson. Mon, 03/30/2020 - 16:04. This article was written by Sid Ahl, Taylor Graff, Adam King and J.R. Rodrigo, members of Brown Advisory's Investment Solutions Group. Liquidity risk is a critical issue for investors at all times, and especially so in the current environment. The background liquidity conditions for capital markets have changed substantively since the 2008-09 financial crisis, and to some extent these changes have contributed to the

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Indigo Marketing Agency

MARCH 18, 2020

For this week’s marketing tip, I answer the age-old question: How often should financial advisors post to social media? How can we know the ideal financial advisor social media post frequency? The short answer is, you should post about 10 times a month, which is what we do at Indigo. If you’re a current client of ours, you don’t have to worry about posting to LinkedIn, Facebook, and Twitter.

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Indigo Marketing Agency

MARCH 12, 2020

Last week, I shared this free template to communicate with your clients about the coronavirus and market volatility. But this week, the roller coaster ride continues. In light of today’s market chaos, I recommend staying in front of your clients to educate them and address their fears. If you’re a current client of ours, simply email us now and we’ll prepare a blog post to go out on your behalf.

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Indigo Marketing Agency

MARCH 12, 2020

My book, The Marketing Guide for Financial Advisors , hit the shelves on November 8, 2019, and I’m excited to share with you a recent review from FANews—the e-newsletter published by Financial Advisor. For a limited time, you can save 20% on your paperback copy of The Marketing Guide For Financial Advisors on Amazon (on sale for just $15.99). As many of you may know, Financial Advisor is the go-to company for industry-leading financial services advice.

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Indigo Marketing Agency

MARCH 5, 2020

Best Books for Financial Advisors. Many of us are on lockdown today across the United States. While we are worried about public health and the economy, there isn’t much we can do to help. It’s the perfect time to invest in your knowledge and business fundamentals so you come out of this crisis stronger. That’s why I’m excited to share the top books for financial advisors in 2020.

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As we step into 2024, the lending landscape evolves rapidly with technology, regulations, and market dynamics driving change. For banks and financial institutions to stay competitive and meet the evolving needs of their customers, these drivers must be understood and engaged with. Lenders can anticipate significant transformation fueled by technological advancements, regulatory shifts, and changing consumer behaviors.

Banking

Brown Advisory

MARCH 2, 2020

Looking Back And Thinking Ahead: 10 Lessons Learned After 10 Years Of Managing Large-Cap Sustainable Growth ajackson Mon, 03/02/2020 - 10:33 We are excited to reflect on our ten year anniversary for the Large-Cap Sustainable Growth strategy. We are pleased that our long-term results have demonstrated that there does not have to be a trade-off between strong performance and smart investments that help address some of our society’s trickiest sustainability challenges.

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Brown Advisory

MARCH 2, 2020

Looking Back And Thinking Ahead: 10 Lessons Learned After 10 Years Of Managing Large-Cap Sustainable Growth. ajackson. Mon, 03/02/2020 - 10:33. We are excited to reflect on our ten year anniversary for the Large-Cap Sustainable Growth strategy. We are pleased that our long-term results have demonstrated that there does not have to be a trade-off between strong performance and smart investments that help address some of our society’s trickiest sustainability challenges.

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Management Portfolio Management Portfolio Clients 52

Brown Advisory

MARCH 31, 2020

Global Leaders Investment Letter - Q1 2020 ajackson Tue, 03/31/2020 - 09:50 Global Leaders Strategy Investment Letter - Q1 2020 In this letter the team reflect on the considerable impact of COVID-19 during the first quarter 2020. They discuss what they believe are their key sources of investment edge – their long-term vision and deep understanding of human behaviour – and how their process has enabled them to navigate the recent volatility in the global markets.

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Brown Advisory

MARCH 31, 2020

Global Leaders Investment Letter - Q1 2020. ajackson. Tue, 03/31/2020 - 09:50. Global Leaders Strategy Investment Letter - Q1 2020. In this letter the team reflect on the considerable impact of COVID-19 during the first quarter 2020. They discuss what they believe are their key sources of investment edge – their long-term vision and deep understanding of human behaviour – and how their process has enabled them to navigate the recent volatility in the global markets. . .

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Speaker: Joe Buhrmann, MBA, CFP®, CLU®, ChFC® Senior Financial Planning Practice Management Consultant eMoney Advisor

During an era of evolving consumer preferences, the banking sector is undergoing a profound shift. As customers continue to broaden their perspectives, banking professionals must support their customers' financial wellness by providing holistic financial advice that aligns with individual goals and circumstances. Without adapting, financial institutions will find that loyalty may crumble amid uncertainty.

Financial Advice

Brown Advisory

MARCH 26, 2020

Tax Loss Harvesting: Upside To A Down Market ajackson Thu, 03/26/2020 - 14:08 The market's path forward is extremely uncertain right now, but there are still planning steps that investors can implement today to generate positive results down the line. Tax loss harvesting (the process of realizing a loss on the sale of an asset, in order to mitigate taxes on subsequent capital gains) is one of those planning steps.

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Brown Advisory

MARCH 26, 2020

Tax Loss Harvesting: Upside To A Down Market. ajackson. Thu, 03/26/2020 - 14:08. The market's path forward is extremely uncertain right now, but there are still planning steps that investors can implement today to generate positive results down the line. Tax loss harvesting (the process of realizing a loss on the sale of an asset, in order to mitigate taxes on subsequent capital gains) is one of those planning steps.

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Taxes Marketing Marketing Clients 52

Brown Advisory

MARCH 27, 2020

The CARES Act: A First Look eberkwits Fri, 03/27/2020 - 12:33 On March 25, the Senate unanimously passed a significant stimulus bill to help individuals, families, and businesses weather the economic disruptions caused by COVID-19. The passage of the Coronavirus Aid, Relief, and Economic Security Act (“CARES Act”) is the culmination of several days of negotiations between Republican and Democratic leaders in Congress and the White House.

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Brown Advisory

MARCH 27, 2020

The CARES Act: A First Look. eberkwits. Fri, 03/27/2020 - 12:33. On March 25, the Senate unanimously passed a significant stimulus bill to help individuals, families, and businesses weather the economic disruptions caused by COVID-19. The passage of the Coronavirus Aid, Relief, and Economic Security Act (“CARES Act”) is the culmination of several days of negotiations between Republican and Democratic leaders in Congress and the White House.

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Speaker: Carolina Aponte - Owner and CEO, Caja Holdings LLC

In today's rapidly changing business environment, building a resilient balance sheet is crucial to the survival of any business. A resilient balance sheet allows a company to withstand financial shocks and adapt to changing market conditions. To achieve this, companies need to focus on key strategies such as maintaining adequate liquidity, managing debt levels, diversifying revenue streams, and prioritizing profitability over growth.

Financial Planning