Math Portfolio Taxes Valuation 
The Big Picture
FEBRUARY 6, 2024
You wouldn’t be surprised to learn the tax consequences of owning a mutual fund is a part of it. If you’re at all interested in focused portfolios, the concept of quality as a sub-sector under value and just how you build a portfolio and a track record, that’s tough to beat. Really fascinating guy.
Brown Advisory
JANUARY 17, 2024
One of our colleagues, Ken Stuzin, likens portfolio construction to Darwinian Investing – it is about survival of the fittest. In a concentrated portfolio, it is the losers that kill you. What sort of hit rate should we then expect within their portfolio? 5 As Table 2 below highlights, this team appears to be seriously good!
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Investing Caffeine
FEBRUARY 1, 2022
Math Matters. I did okay in school and was educated on many different topics, including the basic principle that math matters. With that said, I am always quick to point out that diversification in a portfolio is important (i.e., Source: Calafia Beach Pundit. Source: Edward Yardeni.
Brown Advisory
MAY 3, 2018
We try to remind them that rising rates, despite their inevitable short-term effect on fixed-rate bond prices, do not necessarily mean long-term declines for bond portfolios generally or for municipal bond portfolios specifically. MUNICIPALS AND RISING RATES Simple math dictates that when yields rise, fixed-rate bond prices fall.
Brown Advisory
MAY 3, 2018
We try to remind them that rising rates, despite their inevitable short-term effect on fixed-rate bond prices, do not necessarily mean long-term declines for bond portfolios generally or for municipal bond portfolios specifically. Simple math dictates that when yields rise, fixed-rate bond prices fall.
Brown Advisory
AUGUST 1, 2019
Indeed, a Roth conversion has the potential to generate greater wealth than a traditional IRA during an individual’s or couple’s lifetime, and it can play a meaningful role in providing tax advantages to heirs throughout their lifetime as well. RMDs from a traditional IRA are taxed as ordinary income.
Brown Advisory
AUGUST 1, 2019
Indeed, a Roth conversion has the potential to generate greater wealth than a traditional IRA during an individual’s or couple’s lifetime, and it can play a meaningful role in providing tax advantages to heirs throughout their lifetime as well. RMDs from a traditional IRA are taxed as ordinary income.
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