Brown Advisory

JANUARY 1, 2023

In the author’s view, most asset bubbles and subsequent financial crises are caused by interest rates rising after having previously been set too low. We invested in five new companies during the year which was the most since 2018. Past performance is not indicative of future results and you may not get back the amount invested.

Investing 52

Investing Investments Valuation Clients 52

Brown Advisory

JUNE 21, 2017

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.

Investing 52

Investing Investments Portfolio Management 52

Brown Advisory

JUNE 21, 2017

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. According to Morningstar (which tracks mutual funds and their performance), more than 80% of all actively managed U.S.

Investing 52

Investing Investments Portfolio Management 52

Good Financial Cents

DECEMBER 9, 2022

Whether you are an active investor or an aspiring one, it’s crucial that you understand how compounding works. 6% divided by 72 = 12 years 7% 10.24 But do you know exactly what it is and how it can benefit your investments? And just as important, do you know where to find the best compound interest investments? 7) Mutual Funds.

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Investing Investments Accounting Certification 103

Trade Brains

JULY 4, 2023

As a matter of fact, many of such discount brokers are able to outrank the well-determined and big ‘conventional’ trading firms. Discount brokers offer low brokerage, high speed, and a fast platform for trading in stocks, commodities, and currency derivatives. which charge hefty commissions on each trade.

Accounting 98

Accounting Planning Clients Investing 98

Good Financial Cents

FEBRUARY 17, 2023

Uber Eats 12. The apps are free to join, and you can purchase everything from individual stocks and mutual funds to ETFs and REITs. With most apps, you can invest as little as $10. You’ll create investment portfolios, referred to as “pies,” and fill them with up to 100 individual stocks and exchange-traded funds (ETFs).

Accounting 69

Accounting eCommerce Investing Investments 69

The Big Picture

SEPTEMBER 12, 2022

KRISTEN BITTERLY MICHELL, HEAD OF NORTH AMERICAN INVESTMENTS, CITI GLOBAL WEALTH: It’s really interesting because I’m not someone that you would think would be the typical profile to end up in capital markets or — or sales and trading. At six months, let’s see — let’s see how this goes.”. And so, I said, “All right.

Clients 286

Clients Wealth Management Investing Investments 286

Carson Wealth

MAY 22, 2023

Meanwhile, tech stocks continue to perform well, with the NASDAQ-100 setting a new 52-week high for the first time in nearly 18 months. Stocks have gained during May in nine of the past 10 years. May marks seven months without a new low, which greatly improves the odds that stocks have bottomed and higher prices are coming.

Marketing 52

Marketing Marketing Economy Economics 52

Brown Advisory

MARCH 1, 2016

Stock market volatility has spiked in response to immediate market concerns about energy prices, weakening economic growth in China and changes to monetary policy, as well as momentous capital-market shifts during the past 20 years. We do know that reacting strongly to short-term fears about the unknown is most often a mistake.

Clients 52

Clients Economy Banking Investing 52

Inside Information

JANUARY 31, 2022

I’m going to propose a hierarchy of conflicts, from most likely to harm consumers to least, from most difficult to ignore to least, and propose possible remedies for the SEC to consider. Or else why hold these contests in the first place? But the SEC has banned these contests, right? Apparently not very effectively.

Commission 40

Commission Clients Sales Fee Only 40

Dear Mr. Market

MARCH 11, 2023

For example, a #1 seeded investment could lose right out of the gate just as a #12 could potentially win it all. In other words, these investments (or “teams”) are ranked and seeded on a number of factors but one of the main drivers is how hot they recently performed within the past few months or recent year.

Investing 105

Investing Investments Portfolio Assets 105

Brown Advisory

JULY 1, 2016

Investment Perspectives | Real Returns achen Fri, 07/01/2016 - 06:00 One of the most penetrating and recurring questions we receive from clients is, “what is a reasonable long-term expectation for U.S. government bonds haven’t exceeded 2% for most of the past four years, compared to more than 11% in early 1985.

Investing 52

Investing Investments Portfolio Assets 52

Brown Advisory

JULY 1, 2016

One of the most penetrating and recurring questions we receive from clients is, “what is a reasonable long-term expectation for U.S. government bonds haven’t exceeded 2% for most of the past four years, compared to more than 11% in early 1985. Corporate profits have grown dramatically during the past 30 years.

Investing 52

Investing Investments Portfolio Assets 52

SEI

SEPTEMBER 17, 2022

I think the challenge is and what we've been working on the last four or five months, back to the R&D comment, is making sure that we're more focused and aligned around the segment opportunity. So thinking a little bit about R&D, last month you issued a press release about SEI introducing the SEI Data Cloud. Ryan Hicke: Yeah.

Clients 49

Clients Assets Banking Planning 49

The Better Letter

JANUARY 11, 2024

As Daniel Kahneman, the world’s leading authority on human error, has carefully explained , “The idea that the future is unpredictable is undermined every day by the ease with which the past is explained.” What someone else is willing to pay for it is based on what they believe – about the past, present, and future.

Economy 95

Economy Economics Math Banking 95

The Big Picture

MARCH 26, 2024

She gets to see a huge amount of activity from the inside, and she, on a regular basis, speaks to investors, speaks to advisors, speaks to institutions. And that combination of her unique perch and perspective and her deep experience, a as either a fund manager or a strategist for the past 38 years unparalleled in the world of investing.

Investing 141

Investing Investments Marketing Marketing 141

Good Financial Cents

APRIL 19, 2023

Building multiple passive income streams has an additional benefit in the short term: it can make you more resilient and better able to weather economic shocks, such as what was experienced with the past housing crisis and global pandemic. This is active income. Passive income is a long-term choice that requires short-term tradeoffs.

Accounting 105

Accounting Investing Investments Media 105

The Big Picture

MARCH 14, 2023

And I think, you know, the way you can tell when equities are expensive is by the investment banking activity, because nobody sells a company when it’s cheap. And so, the investment banking activity started to explode. So what we did, the way our firm works is that we are very much active managers. BERNSTEIN: Correct.

Economy 152

Economy Investing Investments Portfolio 152

The Big Picture

APRIL 8, 2024

He helps keep them on the right side of the trade, and he’s really just one of these legends and gems on, on Wall Street. I, I’ve been really lucky in my career and I, I listen to your show all the time, and most people will say that, right? Ed Hyman is much more practical than most economists. His clients adore him.

Economy 141

Economy Clients Economics Banking 141

The Big Picture

FEBRUARY 20, 2024

00:07:47 [Speaker Changed] So, so after, you know, more than 20 years at Goldman, you joined the New York Fed in 2007, overseeing domestic and foreign exchange trading operations, 2007, that, that’s some timing. Well, I had about I seven months of calm and then chaos started in August of 2007. 00:08:11 [Speaker Changed] Yeah.

Economy 141

Economy Banking Marketing Marketing 141

The Big Picture

APRIL 25, 2023

I know Brian for, I don’t know, a dozen years, maybe longer, but I’ve really gotten to know him over the past couple of years. You guys did a nice job, and that was, I don’t know, 12 years ago? Other firms have launched in the past as affiliates or related companies to law firms. We retained your firm.

Compliance 152

Compliance Wealth Management Clients Management 152

The Big Picture

NOVEMBER 15, 2022

Dave is really a fascinating person, with an incredible depth of knowledge about, well, he’s probably best known as the ETF guy. And then, of course, all the folks who were coming in from the Amex like Nate Most. And we literally talk about during the show, I got a tag to present to the SEC, about their new single stock product.

Management 268

Management Assets Portfolio Investing 268

The Big Picture

APRIL 11, 2023

Start with valuation, what is a company worth and why, move towards what are the things that drive valuations, and then expand out to what happens to valuations over the lifecycle of a company, and why those life cycles are getting increasingly shorter over the past few decades. I found our conversation to be absolutely fascinating.

Valuation 286

Valuation Education Government Numbers 286

The Big Picture

FEBRUARY 12, 2024

He came to public attention for shorting, probably most famously, Lehman Brothers, about eight months before the company went bankrupt. And then after that, eventually I could, I could figure out how to answer most of the questions. That, that seems like it’s tough to make a living trading a million dollars?

Management 282

Management Investing Investments Economy 282

The Big Picture

OCTOBER 31, 2022

I can’t begin to tell you what it’s like to sit in a room with the Jeremy’s, Professor Jeremy Siegel and I keep calling him Professor Jeremy Schwartz, but he’s just Jeremy Schwartz, chief investment officer of the $75 billion ETF and mutual fund company, WisdomTree. I am just a fan of both of these guys.

Numbers 141

Numbers Investing Investments Marketing 141

The Better Letter

JANUARY 12, 2023

The most storied management consultants in the world were wrong by a factor of 100 (and then some). As Daniel Kahneman, the world’s leading authority on human error, has carefully explained , “The idea that the future is unpredictable is undermined every day by the ease with which the past is explained.”

Economy 116

Economy Economics CFP Management 116