Brown Advisory

JUNE 2, 2016

The Advisory | June 2016 Insights on Markets and Investments. achen. Thu, 06/02/2016 - 08:20. Blistering changes in fields such as technology call for bold responses—a theme we recently explored with clients at our NOW 2016 forum. In this issue: Moral Courage Amid Disruption. Brown Advisory colleagues recently gathered with clients to explore how disruption in technology and other fields calls for bold, even-handed decision-making and what we call moral courage.

Investing 52

Investing Investments Portfolio Management Marketing 52

The Irrelevant Investor

JUNE 1, 2016

"How could economics not be behavioral? If it isn’t behavioral, what the hell is it?"- Charlie Munger Investors don't make decisions according to what textbooks would predict. They don't plot efficient frontiers. They do play with "house money." They are risk seeking when presented with a possible loss, but are risk averse when presented with a guaranteed win.

Banking 52

Banking Economics Investing Investments 52

Brown Advisory

JUNE 2, 2016

Moral Courage Amid Disruption. achen. Thu, 06/02/2016 - 09:28. Brown Advisory colleagues recently gathered with clients to explore how disruption in technology and other fields calls for bold, even-handed decision-making and what we call moral courage. The idea that great power demands great responsibility seems especially valid today. Consider the implications of these advances: Bioengineers can pinpoint genetic abnormalities to curb disease, but such capabilities, when misused, could alter gen

Communication 52

Communication Clients Accounting Transportation 52

Brown Advisory

JUNE 2, 2016

Market Chill: Holding Fast To Fundmentals. achen. Thu, 06/02/2016 - 11:21. Volatility in equity markets has persisted as investors run from risk and search for yield. In times like these, we stay true to a bottom-up, value orientation. "April is the cruelest month"—the sentiment of poet T.S. Eliot—rang especially true for managers of large-cap mutual funds this spring when they learned that during the first quarter, only one out of five of them beat the Standard & Poor’s 500 Index.

Marketing 52

Marketing Marketing Management Investing 52

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Brown Advisory

JUNE 2, 2016

In Too Deep? The Risks From Sub-Zero Rates. achen. Thu, 06/02/2016 - 12:58. Six central banks try to spur growth by introducing negative rates despite potential hazards from the unprecedented policy. Central bankers in Europe and Japan are embarking on the monetary policy equivalent of the first-ever dive by a submarine. While pushing interest rates below zero for the first time, they are unsure whether their plunge into uncharted depths will bring progress or adversity.

Banking 52

Banking Economics Communication Assets 52

The Irrelevant Investor

MAY 31, 2016

"I've been there for all the golden years and I can tell you they weren't golden at the time" - Lorne Michaels This was Lorne Michael's response to Marc Maron when asked about the golden years of Saturday Night Live. How is it possible that he missed this with legends like Bill Murray, Chevy Chase, and Dan Aykroyd? Because it's in our DNA- we often fail to recognize how great the now is.

License 52

License Retirement 52

Brown Advisory

JUNE 2, 2016

Dire Call: Helping When It Is Most Needed. achen. Thu, 06/02/2016 - 13:56. Terms like “estate planning” and “wealth transfer” provide little shelter from a painful reality—a large portion of what we do as advisors focuses on the issues associated with our clients’ mortality. We have worked with clients on these issues for more than 25 years. You might think that after all that time, it gets easier to receive a call from a client with news of a grave medical condition.

Taxes 52

Taxes Assets Clients Tax Planning 52