Sat.Apr 29, 2017 - Fri.May 05, 2017

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Establishing Yardsticks

The Irrelevant Investor

I'm in the process of writing a book and I'm currently on the chapter about Warren Buffett. I don't want to reveal too much, but the extended blog post is something I'd want to read, so I've been having a lot of fun writing it. It gives a different look at some of the greatest (and one of the worst) investors of all time. Anyway, I wanted to share a great snippet from Buffett's letter to his limited partners in 1961 (emphasis mine).

Banking 52
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Investing to Change the World | SXSW 2017

Brown Advisory

Investing to Change the World | SXSW 2017 achen Thu, 05/04/2017 - 15:53 In kicking off the discussion, Dune Thorne of Brown Advisory noted the common threads connecting the panelists’ ideas: 1) We need to break down the notion that you need to give up financial returns in order to create impact, when in fact that is not the case; and 2) Sustainable investing means something different for each of us, and we all need to honor and recognize the fact that the essential first step for all investors i

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Investing to Change the World | SXSW 2017

Brown Advisory

Investing to Change the World | SXSW 2017. achen. Thu, 05/04/2017 - 15:53. In kicking off the discussion, Dune Thorne of Brown Advisory noted the common threads connecting the panelists’ ideas: 1) We need to break down the notion that you need to give up financial returns in order to create impact, when in fact that is not the case; and 2) Sustainable investing means something different for each of us, and we all need to honor and recognize the fact that the essential first step for all investor

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Go With the Flow

The Irrelevant Investor

In the thirteen months from March 2016 through March 2017, investors around the globe added to U.S. ETFs every single month. Europe, on the other hand did, not see the same level of investor appreciation. The global investor asked for their money back in eight out of those thirteen months. The home-country bias exists all around the globe, but even the strongest cognitive biases can succumb to years and years of underperformance.

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2025 Industry Index: How Top Advisors Are Scaling Smarter (and Faster) This Year

Where are top advisors focusing in 2025? AcquireUp’s 2025 Industry Index reveals it all. Based on insights from 200+ financial professionals nationwide, discover why 74% say seminars and referrals deliver the best ROI, how automation is helping advisors scale faster, and why only 8% are tapping into niche marketing (a major growth opportunity!). Whether you're refining your client acquisition strategy or scaling your practice, this report gives you the real-world data, benchmarks, and action ste

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2016-2017 Annual Report | Step Ahead.

Brown Advisory

2016-2017 Annual Report | Step Ahead. achen Mon, 05/01/2017 - 12:00 Asking the tough questions is essential in our pursuit to step ahead. Inherent in our promise to clients is a responsibility to be honest, transparent and forthright about the challenges we face. This self-reflective exercise is a humbling journey. We set ambitious goals and sometimes come up short.

Clients 52
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2016-2017 Annual Report | Step Ahead.

Brown Advisory

2016-2017 Annual Report | Step Ahead. achen. Mon, 05/01/2017 - 12:00. Asking the tough questions is essential in our pursuit to step ahead. Inherent in our promise to clients is a responsibility to be honest, transparent and forthright about the challenges we face. This self-reflective exercise is a humbling journey. We set ambitious goals and sometimes come up short.

Clients 52