2017

Global Leaders Investment Letter - Q4 2017

Brown Advisory

Global Leaders Investment Letter - Q4 2017. ajackson. Sun, 12/31/2017 - 09:50. Global Leaders Strategy Investment Letter - Q4 2017. In this letter the team discuss the folly of big picture forecasting.

Can The Proofread Anywhere General Proofreading Theory and Practice Course by Caitlin Pyle Really Help You Find Work

Wealth Pilgrim

You have probably heard about the Proofread Anywhere course, General Proofreading Theory and Practice, and maybe you’re wondering now if investing in that course is worth it or not.

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Beyond Bottom-Up

Brown Advisory

Beyond Bottom-Up. achen. Mon, 12/18/2017 - 16:48. Fundamental investing is a contest of advantage: informational, analytical and behavioral. If investors can gather information and develop insights about companies more effectively than others, they will have the advantage.

Balancing Act | Pulling the FANGs Apart

Brown Advisory

Balancing Act | Pulling the FANGs Apart. achen. Thu, 12/14/2017 - 11:34. The “FANG” companies—Facebook, Amazon, Netflix and Google—have been a dominant investment story in recent years.

Best Practices to Ace Your Close

Speaker: Nancy Wu, Head of Sales and Customer Success at SkyStem

Whether you’re on a 1-day close or a 10-day close, there are some fundamental commonalities that all strong accounting departments share when it comes to the month-end close. Please join us for an informative webinar where we share best practices that your team can implement today to ace your close.

TEDxWilmington | Speak Up. Where It Counts. Loudly.

Brown Advisory

TEDxWilmington | Speak Up. Where It Counts. Loudly. ajackson. Tue, 12/05/2017 - 08:00. This talk was given at a TEDx event using the TED conference format but independently organized by a local community. Learn more at [link

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More Trending

TEDxWilmington | Finding Healing and Purpose Through Service

Brown Advisory

TEDxWilmington | Finding Healing and Purpose Through Service. ajackson. Tue, 12/05/2017 - 10:26. Speaker: Michelle DiFebo Freeman. The difference between seeing yourself as a victim of your circumstance versus putting your pain to work for the good of others is transforming.

2017 Year-End Planning Letter

Brown Advisory

2017 Year-End Planning Letter. achen. Mon, 12/04/2017 - 13:10. Since last year’s U.S. presidential election, we have grappled with the lack of clarity regarding the details of new tax legislation.

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Balancing Act | A New Publication Series

Brown Advisory

Balancing Act | A New Publication Series. achen. Tue, 11/28/2017 - 13:39. We believe that investing in equities should be a balancing act, not an exercise in placing bets on one side of the market. A Series Discussing Active Management In Late-Cycle Equity Markets.

Balancing Act | A Stroll Down Hindsight Lane

Brown Advisory

Balancing Act | A Stroll Down Hindsight Lane. achen. Tue, 11/28/2017 - 14:27. Market downturns and recessions may seem easy to predict. But timing the market is extremely difficult without the benefit of hindsight. Ultimately, fundamentals drive stock performance.

Global Hiring Guide for Startups

Grow your startup beyond borders and boundaries. In this eBook, you’ll discover how you can gain a competitive edge over your business rivals through the latest technology, harnessing global contractors, and using a global employment platform.

How We Advise Clients With Concentrated Positions

Brown Advisory

How We Advise Clients With Concentrated Positions. achen. Mon, 10/16/2017 - 10:00. Strategic advice” is a very open-ended term, but when we use it, we have a specific meaning in mind.

Investment Planning Options

Brown Advisory

Investment Planning Options. achen. Mon, 10/16/2017 - 10:24. The decision to sell or hold a concentrated position may sound simple, but these situations are often more complex than they appear.

Family Wealth Transfer Options

Brown Advisory

Family Wealth Transfer Options. achen. Mon, 10/16/2017 - 10:49. Families can use a variety of strategies to reduce their estate tax burden. One of those is gifting assets from one generation to the next.

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Philanthropic Options

Brown Advisory

Philanthropic Options. achen. Mon, 10/16/2017 - 11:19. Philanthropic giving is an essential component of many of our clients’ long-term financial plans.

Taxes 52

Redefining Wealth: Money Management, FinTech, Inclusion, and Belonging

Speaker: Marguerita Cheng - Chief Executive Officer at Blue Ocean Global Wealth

Join Marguerita Cheng for an engaging conversation on rethinking the concept of wealth and how everyone can benefit from professional money management.

Building A Portfolio To Offset Position Risk

Brown Advisory

Building A Portfolio To Offset Position Risk. achen. Mon, 10/16/2017 - 11:53. For years, our firm has built equity strategies that fit squarely into traditional style boxes, like “U.S. large-cap growth” or “small-cap value.”

Client Challenges & Solutions: Concentrated Position Management

Brown Advisory

Client Challenges & Solutions: Concentrated Position Management. achen. Mon, 10/16/2017 - 01:30

ESG and the Stock-­Picker’s Dilemma

Brown Advisory

ESG and the Stock-­Picker’s Dilemma. achen. Fri, 09/22/2017 - 12:58.

Is ESG Smart Enough?

Brown Advisory

Is ESG Smart Enough? achen. Thu, 09/21/2017 - 10:07. Recently, Brown Advisory’s Karina Funk spoke at the Investing for Impact event in Boston, produced jointly by the SRI Conference and BASIC (Boston-Area Sustainable Investing Consortium).

Top 7 Global Employment Challenges

Global expansion brings many opportunities for companies. However, there are pitfalls along the way that can slow down progress. In this eBook, we look at the 7 key challenges to global growth, and ways to minimize expansion headaches.

Conversation with the Portfolio Manager: Mid-Cap Growth Strategy

Brown Advisory

Conversation with the Portfolio Manager: Mid-Cap Growth Strategy. achen. Wed, 09/20/2017 - 16:43. Over time, the Brown Advisory small-cap growth team, led by Christopher Berrier and George Sakellaris, watched numerous successful investments compound and grow out of their investible universe.

Manager Q&A: Mick Dillon and Bertie Thomson, Global Leaders Strategy

Brown Advisory

Manager Q&A: Mick Dillon and Bertie Thomson, Global Leaders Strategy. achen. Fri, 08/25/2017 - 11:34. Indeed a host of macro-economic and political events have impacted global markets since Mick Dillon and Bertie Thomson launched the Brown Advisory Global Leaders strategy.

A Solid Foundation: The Value of Private Real Estate in Balanced Portfolios

Brown Advisory

A Solid Foundation: The Value of Private Real Estate in Balanced Portfolios. achen. Thu, 08/24/2017 - 15:12.

Seeing the Big Picture: Investing for Impact in Public Markets

Brown Advisory

Seeing the Big Picture: Investing for Impact in Public Markets. achen. Fri, 08/11/2017 - 11:32. Many people and many organizations want to drive progress in society directly through their actions.

Global Hiring Guide: Top Emerging Fintech Hubs

The fintech industry is growing exponentially. Companies can find the talent they need in top emerging fintech hubs around the world. Highly skilled global candidates are available to hire — companies just need to know where to look for them.

A Moment of Zen: The Wisdom of Staying Invested

Brown Advisory

A Moment of Zen: The Wisdom of Staying Invested. achen. Wed, 07/19/2017 - 15:28.

NOW 2017 | Creating Value in an Age of Disruption

Brown Advisory

NOW 2017 | Creating Value in an Age of Disruption. achen. Mon, 07/17/2017 - 15:03. The panel noted that disruption is not a new phenomenon: As long as there have been companies, there have been new upstarts and business models that have threatened to unseat those companies.

NOW 2017 | Innovation Beyond Silicon Valley

Brown Advisory

NOW 2017 | Innovation Beyond Silicon Valley. achen. Mon, 07/17/2017 - 15:21. Stan Boland , CEO of U.K.-based

NOW 2017 | Cultivating the Seventh Sense: An Essential Instinct in the Age of Networks - Cloned

Brown Advisory

NOW 2017 | Cultivating the Seventh Sense: An Essential Instinct in the Age of Networks - Cloned. achen. Mon, 07/17/2017 - 16:18. Ramo is currently the co-CEO of Henry Kissinger’s consultancy firm and a board member of Starbucks and FedEx.

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The HR Compliance Playbook: How to Improve Speed-to-Hire

Every global growth to-do list should begin with compliance. Navigating international jurisdictions can be complex and time-consuming, but with solid, up-to-date compliance procedures, companies can maximize efficiency, speed-to-hire, and mitigate risks.

A Beginners Guide To Buying Individual Stocks

Wealth Pilgrim

If you are toying with the idea of buying individual stocks it’s important to understand the pros and cons. The best way to master that knowledge is to compare individual stocks to the alternative – mutual funds.

Investment Perspectives - The Great Debate

Brown Advisory

Investment Perspectives - The Great Debate. achen. Wed, 06/21/2017 - 12:35. Aside from some current political and economic topics that dominate the financial media, the most widely debated investment issue today involves the merits of passive investing, or indexing.

NOW 2017 | Welcome

Brown Advisory

NOW 2017 | Welcome. ajackson. Mon, 06/19/2017 - 08:16. Thriving in Uncertain Times. Welcome to NOW London 2017. We thank you for taking time to join us in a forum where we can listen to and reflect on important issues that are shaping our world.