Brown Advisory

FEBRUARY 13, 2017

Uniting Around a Legacy: Generational Wealth Transfer achen Mon, 02/13/2017 - 14:02 Young investors face a critical set of decision points in their early years of independence. We work regularly with clients in their 20s and 30s, helping them make good decisions about starting new business ventures, funding their educations, managing inherited wealth and tackling other challenges unique to the time in their lives when they are first charting their long-term path.

Clients 52

Clients Portfolio Planning Investing 52

Brown Advisory

FEBRUARY 13, 2017

Uniting Around a Legacy: Generational Wealth Transfer. achen. Mon, 02/13/2017 - 14:02. Young investors face a critical set of decision points in their early years of independence. We work regularly with clients in their 20s and 30s, helping them make good decisions about starting new business ventures, funding their educations, managing inherited wealth and tackling other challenges unique to the time in their lives when they are first charting their long-term path.

Clients 52

Clients Portfolio Planning Investing 52

Brown Advisory

FEBRUARY 3, 2017

Outlook for 2017 | Balance in an Uncertain Time achen Fri, 02/03/2017 - 14:19 With that said, we present this discussion of our asset allocation approach and our current portfolio stance as we begin the year. Our motivation for preparing this report is expressed in its title, “Balance in an Uncertain Time.” Investors today face a high degree of uncertainty, from geopolitical transformation to economic transition to fragile market fundamentals.

Asset Allocation 52

Asset Allocation Assets Clients Portfolio 52

Brown Advisory

FEBRUARY 3, 2017

Outlook for 2017 | Balance in an Uncertain Time. achen. Fri, 02/03/2017 - 14:19. With that said, we present this discussion of our asset allocation approach and our current portfolio stance as we begin the year. Our motivation for preparing this report is expressed in its title, “Balance in an Uncertain Time.” Investors today face a high degree of uncertainty, from geopolitical transformation to economic transition to fragile market fundamentals.

Asset Allocation 52

Asset Allocation Assets Clients Portfolio 52

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Brown Advisory

FEBRUARY 7, 2017

Investment Perspectives | Fat Tails achen Tue, 02/07/2017 - 16:20 The title of this piece may conjure up images of odd looking dogs or cats, or monkeys no longer able to dangle effectively from trees, but that’s not what we have in mind. Instead, we’re thinking of a phenomenon by the name of “kurtosis,” which may have implications for investing in today’s markets.

Investing 52

Investing Investments Management Portfolio 52