Brown Advisory
DECEMBER 31, 2018
Global Leaders Investment Letter - Q4 2018 ajackson Mon, 12/31/2018 - 09:50 Global Leaders Strategy Investment Letter - Q4 2018 In this edition the team explore two concepts—myopic loss aversion and information cascades. They feel that both ideas are relevant today as some investors become increasingly short-term focused amid concerns about an imminent global recession.
Wealth Pilgrim
DECEMBER 21, 2018
Let’s say you need cash ASAP to pay off high-cost credit card debt or complete a pet project. You need the money but you don’t want to pay through the nose for the finances. You already know that if you need a loan there are many alternatives. Which is the best source? Where can you […]. The post Can Upgrade Personal Loans Really Cut Your Credit Card Interest Rates?
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Brown Advisory
DECEMBER 31, 2018
Global Leaders Investment Letter - Q4 2018. ajackson. Mon, 12/31/2018 - 09:50. Global Leaders Strategy Investment Letter - Q4 2018. In this edition the team explore two concepts—myopic loss aversion and information cascades. They feel that both ideas are relevant today as some investors become increasingly short-term focused amid concerns about an imminent global recession. . .
Brown Advisory
DECEMBER 19, 2018
2018 Impact Report: Large-Cap Sustainable Growth Strategy ajackson Wed, 12/19/2018 - 11:16 A Letter of Introduction From The Portfolio Managers Brown Advisory is deeply committed to sustainable investing, with the goal of helping our clients generate attractive investment returns, align their investments with their values and make a positive impact on society with their capital.
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Brown Advisory
DECEMBER 19, 2018
2018 Impact Report: Large-Cap Sustainable Growth Strategy. ajackson. Wed, 12/19/2018 - 11:16. A Letter of Introduction From The Portfolio Managers. . Brown Advisory is deeply committed to sustainable investing, with the goal of helping our clients generate attractive investment returns, align their investments with their values and make a positive impact on society with their capital.
Financial Advisor Source brings together the best content for financial advisor professionals from the widest variety of industry thought leaders.
Brown Advisory
DECEMBER 12, 2018
Finding Alpha in Challenged Global Markets. ajackson. Wed, 12/12/2018 - 09:26. Global investors need to have an open mind. At any given time, many countries and markets around the world may appear to be rife with risks and problems, and yet in many cases, these countries may also offer sources of return that may not be evident at first glance. The best global managers are the ones that probe below the surface and find those sources of return.
Brown Advisory
NOVEMBER 28, 2018
2018 Year-End Planning Letter. ajackson. Wed, 11/28/2018 - 08:38. Each year, we send a letter to clients to help guide our year-end planning discussions with them and to offer ideas for them to consider with their other advisors. Our goal in year-end discussions is to ensure that client plans are updated as needed, based on changing external conditions as well as the client’s circumstances, so that we stay on track to deliver the long-term outcomes that each client seeks.
Brown Advisory
NOVEMBER 26, 2018
2018 Impact Report: Sustainable Core Fixed Income Strategy ajackson Mon, 11/26/2018 - 08:01 A Letter of Introduction From The Portfolio Managers Brown Advisory is deeply committed to sustainable investing. As of Sept. 30, 2018, our firm managed approximately $4.1 billion* in client assets under various sustainable investment mandates for individuals, families and institutions.
Brown Advisory
NOVEMBER 26, 2018
2018 Impact Report: Sustainable Core Fixed Income Strategy. ajackson. Mon, 11/26/2018 - 08:01. A Letter of Introduction From The Portfolio Managers. . Brown Advisory is deeply committed to sustainable investing. As of Sept. 30, 2018, our firm managed approximately $4.1 billion* in client assets under various sustainable investment mandates for individuals, families and institutions.
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.
Brown Advisory
NOVEMBER 20, 2018
Investment Perspectives | Diversification ajackson Tue, 11/20/2018 - 08:45 Last month’s sudden stock market “correction” serves as a vivid reminder that prices can move down at least as easily as they move up. While some investors were mystified by the severity of the pullback in the absence of meaningful incremental news, others argued that the pullback was long overdue, given the extended rally in what now has become the longest-running bull market in modern history.
Brown Advisory
NOVEMBER 20, 2018
Investment Perspectives | Diversification. ajackson. Tue, 11/20/2018 - 08:45. Last month’s sudden stock market “correction” serves as a vivid reminder that prices can move down at least as easily as they move up. While some investors were mystified by the severity of the pullback in the absence of meaningful incremental news, others argued that the pullback was long overdue, given the extended rally in what now has become the longest-running bull market in modern history.
Brown Advisory
NOVEMBER 14, 2018
Bubbles and Crises: Twenty Years of Lessons Learned ajackson Wed, 11/14/2018 - 10:25 Chief Investment Officer Paul Chew reflects on his experiences during past market disruptions, and how those lessons inform his thinking today. Last month, I was co-hosting one of our firm’s daily Morning Meetings with Jacob Hodes, our firm’s head of private equity.
Brown Advisory
NOVEMBER 14, 2018
Bubbles and Crises: Twenty Years of Lessons Learned. ajackson. Wed, 11/14/2018 - 10:25. Chief Investment Officer Paul Chew reflects on his experiences during past market disruptions, and how those lessons inform his thinking today. Last month, I was co-hosting one of our firm’s daily Morning Meetings with Jacob Hodes, our firm’s head of private equity.
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Brown Advisory
NOVEMBER 8, 2018
Private Credit: A Surprisingly All-Weather Asset Class. ajackson. Thu, 11/08/2018 - 09:35. Private credit has experienced a post-recession boom, but with rates rising steadily and default risk possibly increasing as well, some view the asset class with caution. We think differently about private credit. We believe that the “big tent” of private credit has something to offer investors at nearly all phases of the credit cycle.
Brown Advisory
OCTOBER 2, 2018
Why Invest in Europe and Asia (Even as U.S. Stocks Charge Ahead)? ajackson Tue, 10/02/2018 - 12:30 Diversification is a powerful tool for investors. It makes sense to spread investments into different asset classes and different global regions to balance risk and reward. But in recent years, a number of investors—especially those in the U.S.—have started to question why they should allocate to non-U.S. equities at all.
Brown Advisory
OCTOBER 2, 2018
Why Invest in Europe and Asia (Even as U.S. Stocks Charge Ahead)? ajackson. Tue, 10/02/2018 - 12:30. Diversification is a powerful tool for investors. It makes sense to spread investments into different asset classes and different global regions to balance risk and reward. But in recent years, a number of investors—especially those in the U.S.—have started to question why they should allocate to non-U.S. equities at all.
Brown Advisory
SEPTEMBER 11, 2018
The Mortgage Market: Ten Years Later. ajackson. Tue, 09/11/2018 - 08:42. In San Francisco’s historic Sunset District, there is a charming 1,289 square-foot 2-bedroom home, brimming with potential. That potential stems not from its character, but from its price tag: At $995,000, it is one of the few homes on the market in San Francisco for less than $1 million, and far below the city’s staggering median home price of $1.62 million.
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.
Brown Advisory
AUGUST 23, 2018
Diversification by Design: Why We Don’t Hug the Muni Benchmark ajackson Thu, 08/23/2018 - 08:02 The total municipal universe has over one million individual securities. Most muni indexes hold tens of thousands of bonds—the benchmark for our National Muni strategy, for example, is the Bloomberg Barclays Municipal 1-10 Year Blend Index, and it holds a constantly changing roster of more than 30,000 securities.
Brown Advisory
AUGUST 23, 2018
Diversification by Design: Why We Don’t Hug the Muni Benchmark. ajackson. Thu, 08/23/2018 - 08:02. The total municipal universe has over one million individual securities. Most muni indexes hold tens of thousands of bonds—the benchmark for our National Muni strategy, for example, is the Bloomberg Barclays Municipal 1-10 Year Blend Index, and it holds a constantly changing roster of more than 30,000 securities.
Brown Advisory
AUGUST 20, 2018
Four Companies Are Spending Hundreds of Billions Building The Cloud ajackson Mon, 08/20/2018 - 10:11 The titans of technology have continually led the news cycle in recent years, as their reach has extended—for better or worse—into every corner of our lives. The big tech companies also have been generating exceptional stock returns: Facebook, Google, Microsoft and Amazon have together driven an outsized proportion of S&P 500 ® Index returns over the past several years.
Brown Advisory
AUGUST 20, 2018
Four Companies Are Spending Hundreds of Billions Building The Cloud. ajackson. Mon, 08/20/2018 - 10:11. The titans of technology have continually led the news cycle in recent years, as their reach has extended—for better or worse—into every corner of our lives. The big tech companies also have been generating exceptional stock returns: Facebook, Google, Microsoft and Amazon have together driven an outsized proportion of S&P 500 ® Index returns over the past several years.
Speaker: Wayne Spivak, President and CFO of SBA * Consulting Ltd., Industry Writer, Public Speaker
If you’re lost in the world of spend management needs and your GAP analysis is lacking perspective on the future state of your business performance, listen up! With the advancement of technology, the implementation of spend management best practices and concrete GAP analyses is more streamlined and accessible than ever before. And while this may sound like great news for you and your clients, it won’t be worthwhile unless you have the latest techniques to back up your ambitions!
Brown Advisory
AUGUST 8, 2018
Spin City: The New Wave of Deconglomeratization. ajackson. Wed, 08/08/2018 - 08:16. The biggest media story in the industrial space this summer has been the accelerating breakup of General Electric. For many decades, GE was the shining example for conglomerates everywhere—Jack Welch’s model of pursuing a #1 or #2 position across many industries was one of the most well-known business strategies in the world.
Brown Advisory
AUGUST 7, 2018
Capital Conservation ajackson Tue, 08/07/2018 - 09:25 The managers of Brown Advisory’s Large-Cap Sustainable Growth strategy discuss how their sustainable investing approach has helped them preserve capital during down markets. “Sustainable investing” means different things to different people. Some sustainable investors want to make a positive impact on the world,others want to align their portfolio with a specific mission or set of values, and still others simply want to screen out businesses
Brown Advisory
AUGUST 7, 2018
Capital Conservation. ajackson. Tue, 08/07/2018 - 09:25. The managers of Brown Advisory’s Large-Cap Sustainable Growth strategy discuss how their sustainable investing approach has helped them preserve capital during down markets. “Sustainable investing” means different things to different people. Some sustainable investors want to make a positive impact on the world,others want to align their portfolio with a specific mission or set of values, and still others simply want to screen out business
Brown Advisory
AUGUST 1, 2018
2018 Berkshire Hathaway Annual Shareholder Meeting ajackson Wed, 08/01/2018 - 09:30 The Berkshire Hathaway annual meeting is an opportunity for shareholders and analysts to pose questions to Warren Buffett and Charlie Munger. They answered about 60 questions during the five-hour gathering. Thousands come to Omaha every May for the Berkshire Hathaway Annual Shareholders Meeting to hear the insights of Warren Buffett, chairman of Berkshire since 1965, and his longtime business partner Charles Mung
Speaker: Lynnette Khalfani-Cox, The Money Coach®
Niche markets represent a huge opportunity for the financial services industry in America. From college students and women to communities of color and low-to-moderate-income households, niche populations have specialized financial needs – but they often underutilize many valuable financial products and services. How can you better connect with these consumers?
Brown Advisory
AUGUST 1, 2018
Investment Perspectives | Managing Risk ajackson Wed, 08/01/2018 - 10:37 In 1963, Bob Dylan warned us that the times, they are a-changin’—and while he wasn’t talking about capital markets, his words ring as true today for investors as they did for those growing up in the turbulent '60s. Market conditions may indeed be changing, and in ways that warrant a reassessment of portfolio positioning.
Brown Advisory
AUGUST 1, 2018
2018 Berkshire Hathaway Annual Shareholder Meeting. ajackson. Wed, 08/01/2018 - 09:30. The Berkshire Hathaway annual meeting is an opportunity for shareholders and analysts to pose questions to Warren Buffett and Charlie Munger. They answered about 60 questions during the five-hour gathering. Thousands come to Omaha every May for the Berkshire Hathaway Annual Shareholders Meeting to hear the insights of Warren Buffett, chairman of Berkshire since 1965, and his longtime business partner Charles M
Brown Advisory
AUGUST 1, 2018
Investment Perspectives | Managing Risk. ajackson. Wed, 08/01/2018 - 10:37. In 1963, Bob Dylan warned us that the times, they are a-changin’—and while he wasn’t talking about capital markets, his words ring as true today for investors as they did for those growing up in the turbulent '60s. Market conditions may indeed be changing, and in ways that warrant a reassessment of portfolio positioning.
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