2013

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Investment Case | On The Rise

Brown Advisory

Investment Case | On The Rise. achen. Fri, 12/20/2013 - 13:11. While the fixed income market sits on pins and needles in anticipation of rising rates in 2014, we believe that one sector of the market—mortgage-backed securities—stands poised to offer opportunities to investors regardless of where rates go from here.

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The Advisory | December 2013

Brown Advisory

The Advisory | December 2013. achen. Sun, 12/01/2013 - 09:56. In This Issue : we look at some big questions for next year—specifically, where U.S. equities, European markets and the Fed go from here—and we ask our investment team to share some of the ideas that they are excited about as we head into 2014.

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Strategic Advisory Letter | 2013 Year-End Planning Checklist

Brown Advisory

Strategic Advisory Letter | 2013 Year-End Planning Checklist. achen. Fri, 11/01/2013 - 12:07. Last year at this time, we faced a great deal of uncertainty regarding changes to U.S. tax laws. Today, the tax environment is far more stable, but we recommend considering several tax-planning moves along with reviewing investment and asset protection plans before year’s end.

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Compound Interest | Communication Breakdown

Brown Advisory

Compound Interest | Communication Breakdown. achen. Fri, 09/27/2013 - 14:40. When the U.S. Federal Reserve announced in September that it would not start tapering its quantitative easing program, it was called a “stunning reversal,” a “striking turnabout,” and “a mess.” We look at the Fed’s recent communication problems and discuss how bond investors can potentially cope with a new baseline for market uncertainty.

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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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The Advisory | September 2013

Brown Advisory

The Advisory | September 2013. achen. Sun, 09/01/2013 - 11:11. As China’s breakneck pace of growth slows, its new leadership is talking about enacting reforms to accelerate the spending of the rising middle class.

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The Advisory | June 2013

Brown Advisory

The Advisory | June 2013. achen. Sat, 06/01/2013 - 11:20. As multiyear stimulus from central banks pours liquidity into the markets, equity investors would be wise to align their portfolios with the bankers.

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The Advisory | March 2013

Brown Advisory

The Advisory | March 2013. achen. Fri, 03/01/2013 - 10:24. Homebuilding stocks look expensive, but there’s still ample potential to capture returns from the housing recovery in other ways.

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Investment Voices | Bad News Bears

Brown Advisory

Investment Voices | Bad News Bears. achen. Thu, 10/10/2013 - 14:26. Fear and worry sent the municipal bond market tumbling and investors racing for the exits over the spring and summer of 2013. But where others have seen calamity, we see opportunity.

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Investment Perspectives | Jobs, Tapering and Risk

Brown Advisory

Investment Perspectives | Jobs, Tapering and Risk. achen. Tue, 10/01/2013 - 12:10. Following a strong first half of the year, the summer saw renewed volatility (both down and up) in stocks, and the bond market witnessed a precipitous slide.

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Compound Interest | Reserve Notes

Brown Advisory

Compound Interest | Reserve Notes. achen. Mon, 06/24/2013 - 15:01. Financial markets took a significant hit after the most recent Federal Reserve meeting on June 19, and Chairman Bernanke’s subsequent comments about the Fed’s outlook and potential strategy going forward.

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Data Talks, CFOs Listen: Why Analytics Are Key To Better Spend Management

Speaker: Claire Grosjean, Global Finance & Operations Executive

Finance teams are drowning in data—but is it actually helping them spend smarter? Without the right approach, excess spending, inefficiencies, and missed opportunities continue to drain profitability. While analytics offers powerful insights, financial intelligence requires more than just numbers—it takes the right blend of automation, strategy, and human expertise.

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2013 BERKSHIRE HATHAWAY ANNUAL SHAREHOLDER MEETING

Brown Advisory

2013 BERKSHIRE HATHAWAY ANNUAL SHAREHOLDER MEETING. achen. Wed, 05/29/2013 - 11:45. The Berkshire Hathaway annual meeting is an opportunity for shareholders and analysts to pose questions to Warren Buffett and Charlie Munger in a five-hour session covering over 60 questions.

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