Brown Advisory

DECEMBER 31, 2017

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. They also discuss leverage as the market continues to rise, in addition to a discussion of the EBITDA-to-net-debt ratio. Download the Letter Past performance is not a guarantee of future performance and you may not get back the amount invested.

Investing 52

Investing Investments Clients Marketing 52

Wealth Pilgrim

DECEMBER 16, 2017

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. It’s a good question – and by the time you finish reading this extensive deep-dive Proofread Anywhere review, you’ll know your answer. And most important; you’ll know […].

Investing 52

Investing Investments 52

Brown Advisory

DECEMBER 31, 2017

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. They also discuss leverage as the market continues to rise, in addition to a discussion of the EBITDA-to-net-debt ratio. . . Download the Letter. . .

Investing 52

Investing Investments Clients Marketing 52

Brown Advisory

DECEMBER 14, 2017

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. They have attracted attention as a group—as a success story and, more recently, as a target of skeptics— but these companies have far less in common than the “FANG” acronym and associated media coverage suggest.

Valuation 52

Valuation Advertising Clients Investing 52

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Accounting

Brown Advisory

DECEMBER 14, 2017

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. They have attracted attention as a group—as a success story and, more recently, as a target of skeptics— but these companies have far less in common than the “FANG” acronym and associated media coverage suggest.

Valuation 52

Valuation Advertising Clients Investing 52

Brown Advisory

DECEMBER 5, 2017

TEDxWilmington | How to Lead a Team When Everyone Thinks You're Crazy. ajackson. Tue, 12/05/2017 - 09:50. Speaker: Christopher Buccini. Leadership springs from a strong set of values and a vision that you can make something better -- even revitalize an entire city. It is also about pursuing your dreams, even if the odds are against you.? Chris Buccini is Co-President of The Buccini/Pollin Group, Inc.

Retail 52

Retail Management 52

Brown Advisory

DECEMBER 5, 2017

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. Great good is done in the world stemming from personal pain and heartache ~ the choice is each person's and can bring purpose and healing to those that choose to walk the path of service.

Communication 52

Communication Planning Management 52

Brown Advisory

DECEMBER 4, 2017

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. The outcome of the tax reform debate is likely to impact how we advise clients on tax planning, estate planning and a host of other topics. The dialogue in Washington is progressing, but we still do not know what tax law will look like going forward.

Planning 52

Planning Taxes Tax Planning Clients 52

Brown Advisory

NOVEMBER 28, 2017

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 Many investors are worried about the age of the bull market, how much longer it can last and what might happen to their investments in a downturn.

Portfolio 52

Portfolio Clients Investing Investments 52

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Banking

Brown Advisory

NOVEMBER 28, 2017

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. Over shorter periods of time, this relationship is not very reliable, as stock prices are also affected by a tremendous amount of market noise—announcements from the Fed, political angst or exuberance, fears of war, hope of peace, and a h

Economy 52

Economy Economics Clients Management 52

Brown Advisory

NOVEMBER 28, 2017

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. Many investors are worried about the age of the bull market, how much longer it can last and what might happen to their investments in a downturn.

Portfolio 52

Portfolio Clients Investing Investments 52

Brown Advisory

NOVEMBER 28, 2017

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. Over shorter periods of time, this relationship is not very reliable, as stock prices are also affected by a tremendous amount of market noise—announcements from the Fed, political angst or exuberance, fears of war, hope of peace, and

Economy 52

Economy Economics Clients Management 52

Brown Advisory

NOVEMBER 14, 2017

Investment Perspectives | “Undoing” the Fed’s Balance Sheet achen Tue, 11/14/2017 - 16:18 These days, it seems like all eyes are on the Federal Reserve. Well, maybe not all eyes, but certainly a large number of investors are paying unusually close attention to the Fed as it begins to unwind its bond investments and thus reduce the size of its balance sheet.

Investing 52

Investing Investments Assets Numbers 52

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.

Financial Advice

Brown Advisory

NOVEMBER 14, 2017

Investment Perspectives | “Undoing” the Fed’s Balance Sheet. achen. Tue, 11/14/2017 - 16:18. These days, it seems like all eyes are on the Federal Reserve. Well, maybe not all eyes, but certainly a large number of investors are paying unusually close attention to the Fed as it begins to unwind its bond investments and thus reduce the size of its balance sheet.

Investing 52

Investing Investments Assets Numbers 52

Brown Advisory

OCTOBER 16, 2017

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. By using various exemptions and exclusions, you can gift a certain amount of assets to your family members without triggering gift taxes, thereby reducing the size of your taxable estate.

Taxes 52

Taxes Assets Estate Planning Valuation 52

Brown Advisory

OCTOBER 16, 2017

Philanthropic Options achen Mon, 10/16/2017 - 11:19 Philanthropic giving is an essential component of many of our clients’ long-term financial plans. A well-developed philanthropic strategy involves a great deal of planning; there is upfront work to prioritize specific causes and issues, followed by decisions on optimal giving structures. Finally—in keeping with the topic of this publication—there is the choice of which assets the client will donate.

Taxes 52

Taxes Distribution Clients Assets 52

Brown Advisory

OCTOBER 16, 2017

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.” But when our clients tell us what keeps them up at night, they don’t speak in terms of style boxes; they ask for things like income, protection against a market correction or (of particular relevance to this publication) a way to offset the risks of a large, concentrated stock

Portfolio 52

Portfolio Clients Risk Tolerance Taxes 52

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.

Financial Planning

Brown Advisory

OCTOBER 16, 2017

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. By using various exemptions and exclusions, you can gift a certain amount of assets to your family members without triggering gift taxes, thereby reducing the size of your taxable estate.

Taxes 52

Taxes Assets Estate Planning Valuation 52

Brown Advisory

OCTOBER 16, 2017

Philanthropic Options. achen. Mon, 10/16/2017 - 11:19. Philanthropic giving is an essential component of many of our clients’ long-term financial plans. A well-developed philanthropic strategy involves a great deal of planning; there is upfront work to prioritize specific causes and issues, followed by decisions on optimal giving structures. Finally—in keeping with the topic of this publication—there is the choice of which assets the client will donate.

Taxes 52

Taxes Distribution Clients Assets 52

Brown Advisory

OCTOBER 16, 2017

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.” But when our clients tell us what keeps them up at night, they don’t speak in terms of style boxes; they ask for things like income, protection against a market correction or (of particular relevance to this publication) a way to offset the risks of a large, concentrated sto

Portfolio 52

Portfolio Clients Risk Tolerance Taxes 52

Brown Advisory

SEPTEMBER 22, 2017

ESG and the Stock-­Picker’s Dilemma achen Fri, 09/22/2017 - 12:58 One of the greatest challenges that public equities investors face to integrating environmental, social, and governance (ESG) data into their decision making is the lack of proof that real – not hypothetical – investment strategies can use ESG factors to enhance performance. This is an important challenge to overcome for "ESG" and "impact" investors, but also for mainstream investors who need clarity on the practical performance o

Portfolio 52

Portfolio Investing Investments Management 52

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!

Management

Brown Advisory

SEPTEMBER 22, 2017

ESG and the Stock-­Picker’s Dilemma. achen. Fri, 09/22/2017 - 12:58. One of the greatest challenges that public equities investors face to integrating environmental, social, and governance (ESG) data into their decision making is the lack of proof that real – not hypothetical – investment strategies can use ESG factors to enhance performance. This is an important challenge to overcome for "ESG" and "impact" investors, but also for mainstream investors who need clarity on the practical performanc

Portfolio 52

Portfolio Investing Investments Management 52

Brown Advisory

SEPTEMBER 21, 2017

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). This series of regional events seeks to educate and inspire investment professionals on various topics related to sustainable investment, and also to build momentum for the annual SRI Conference , one of the oldest and largest sustainable investment conferences

Portfolio 52

Portfolio Clients Investing Investments 52

Brown Advisory

SEPTEMBER 21, 2017

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). This series of regional events seeks to educate and inspire investment professionals on various topics related to sustainable investment, and also to build momentum for the annual SRI Conference , one of the oldest and largest sustainable investment conference

Portfolio 52

Portfolio Clients Investing Investments 52

Brown Advisory

SEPTEMBER 20, 2017

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. Many of these businesses were still viewed as compelling investment opportunities, but market capitalization limits precluded incremental purchases.

Portfolio Management 52

Portfolio Management Portfolio Management Investing 52

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?

Clients

Brown Advisory

SEPTEMBER 20, 2017

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. Many of these businesses were still viewed as compelling investment opportunities, but market capitalization limits precluded incremental purchases.

Portfolio Management 52

Portfolio Management Portfolio Management Investing 52

Brown Advisory

AUGUST 24, 2017

A Solid Foundation: The Value of Private Real Estate in Balanced Portfolios. achen. Thu, 08/24/2017 - 15:12. Because of the cyclical nature of many real estate markets—and especially due to the recent painful memories of the mortgage crisis—many investors think that the only way to make money in real estate is to “catch a wave”—in other words, to invest in the right place and at the right time.

Portfolio 52

Portfolio Assets Clients Investing 52

Brown Advisory

JULY 19, 2017

A Moment of Zen: The Wisdom of Staying Invested achen Wed, 07/19/2017 - 15:28 When discussing the merits of cash as an investment, Warren Buffett doesn’t pull his punches, saying that those who hold cash or its equivalents “have opted for a terrible long-term asset, one that pays virtually nothing and is certain to depreciate in value.” We strongly believe that clients should hold an appropriate reserve of cash for operating needs and emotional security.

Investing 52

Investing Investments Portfolio Clients 52