Tobias Financial

MARCH 10, 2024

We are thrilled to share our monthly market update featuring our Portfolio Manager, Charles “Chad” NeSmith , CFA, CFP®. We are excited to bring you this valuable resource that goes beyond the numbers, offering insights to empower you to make well-informed financial decisions.

Marketing 52

Marketing Marketing CFP Portfolio Management 52

Tobias Financial

MARCH 10, 2024

We are thrilled to share our monthly market update featuring our Portfolio Manager, Charles “Chad” NeSmith , CFA, CFP®. We are excited to bring you this valuable resource that goes beyond the numbers, offering insights to empower you to make well-informed financial decisions.

Marketing 52

Marketing Marketing CFP Portfolio Management 52

Abnormal Returns

MARCH 21, 2023

(theinformation.com) Fund management Are pension funds finally tiring of private equity? wsj.com) Vanguard is exiting the Chinese fund management market. etftrends.com) Portfolio management still has a gender problem. frontofficesports.com) By the numbers: which countries like baseball the most.

Startup 130

Startup Financial Advising Banking Portfolio Management 130

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.

Portfolio Management 52

Portfolio Management Portfolio Management Investing 52

Brown Advisory

SEPTEMBER 20, 2017

Conversation with the Portfolio Manager: Mid-Cap Growth Strategy. While both mid-cap portfolio managers believe their experience gives them an advantage, other factors set them apart as well. Down-market capture is a statistical measure of an investment manager’s overall performance in down-markets.

Portfolio Management 52

Portfolio Management Portfolio Management Investing 52

The Big Picture

NOVEMBER 2, 2023

Vice ) • At Fidelity, AI Provides Extra Eyes to Spot Red Flags : The artificial intelligence application Saifr uses natural language processing to help portfolio managers, sales and other staff review public-facing communication. ” The book is a hilarious deep dive into the many characters and scammers that have beset crypto.

Advertising 130

Advertising Portfolio Management Economy Food 130

Nerd's Eye View

JULY 3, 2023

This month's edition kicks off with the news that Pershing X has announced the launch of its long-awaited (and newly renamed) “Wove” advisor technology platform – which despite purporting to be an open-architecture, multi-custodian solution allowing advisors to smoothly integrate all the technology they choose to bring onto it, in (..)

Estate Planning 228

Estate Planning Media Clients Wealth Management 228

Nerd's Eye View

NOVEMBER 29, 2022

In this episode, we talk in-depth about how, even though it is admittedly more time consuming for her firm, Anh conducts extensive due diligence and analysis to integrate structured notes into her client portfolios and ladders them on a rolling quarterly basis so that clients can continuously reinvest at then-current rates and features, why Anh decided (..)

Estate Planning 234

Estate Planning Financial Advisor Financial Services Clients 234

Nerd's Eye View

OCTOBER 31, 2022

While many financial advisors may have focused primarily on portfolio management at one time, the evolution of the financial planning profession has opened up an ever-growing number of services that advisors now offer to their clients on a regular basis.

Clients 130

Clients Insurance Coverage Portfolio Management Financial Advisor 130

Nerd's Eye View

AUGUST 2, 2022

In this episode, we talk in-depth about how after years of working as a trader, Matthew realized his career and retirement were dependent on the stock market and decided to diversify his investments in real estate so that he could create passive income for himself, how after years of investing in his own real estate properties and struggling with management (..)

Clients 181

Clients Financial Advisor Financial Planning Portfolio Management 181

The Big Picture

JANUARY 14, 2024

While it wasn’t the most expensive year overall – the costliest years included multiple hurricane strikes – it had the highest number of billion-dollar storms, floods, droughts and fires of any year since counting began in 1980, with six more than any other year, accounting for inflation. (

Insurance 130

Insurance Portfolio Management Financial Market Retirement 130

Random Roger's Retirement Planning

FEBRUARY 25, 2023

I am less interested in the sensational numbers they are throwing around than a couple of smaller observations in the article. Using the 4% rule for safe withdrawal percentages, if you're 10 years away from when you want to retire, how do the numbers look? I am in that camp and I guess I am surprised that the number isn't much higher.

Retirement 95

Retirement Numbers Portfolio Portfolio Management 95

Brown Advisory

MAY 31, 2022

2021 Impact Report: Sustainable Core Fixed Income Strategy ajackson Tue, 05/31/2022 - 13:10 A Letter of Introduction From The Portfolio Managers At Brown Advisory, we are deeply committed to sustainable investing. We hope you find this report informative, and we welcome a conversation with you about the work we are doing.

Portfolio Management 52

Portfolio Management Portfolio Clients Management 52

Brown Advisory

MAY 31, 2022

A Letter of Introduction From The Portfolio Managers. For a number of our sustainable investment strategies, we issue formal reports each year to keep clients informed about how those strategies are generating positive impact. Portfolio Manager. Portfolio Manager. . Tue, 05/31/2022 - 13:10. .

Portfolio Management 52

Portfolio Management Portfolio Clients Management 52

Advisor Perspectives

FEBRUARY 6, 2023

Of utmost importance to our Advisor Perspectives listeners and readers, the findings of the research are as applicable to portfolios managed by advisors for individual investors as they are to institutional investors.

Portfolio Management 52

Portfolio Management Portfolio Consulting Assets 52

The Big Picture

JULY 19, 2023

The Guardian ) • The ‘QAnon Shaman’ and other Capitol rioters who regret pleading guilty : A growing number of Capitol rioters have gone back on their guilty pleas and apologies – including one of the most recognisable faces from 6 January. ( Rival app Threads now has 150 million users, according to some estimates. (

Advertising 130

Advertising Portfolio Management Sales Retail 130

Brown Advisory

OCTOBER 11, 2022

2021 Impact Report: Sustainable Small-Cap Core Strategy mhannan Tue, 10/11/2022 - 17:44 Download the Report A Letter of Introduction From The Portfolio Managers Brown Advisory has made a deep commitment to sustainable investing, across a wide range of its equity and fixed income strategies. Institutional Business

Portfolio Management 52

Portfolio Management Portfolio Clients Investing 52

Brown Advisory

OCTOBER 11, 2022

A Letter of Introduction From The Portfolio Managers. For a number of our sustainable investment strategies, we issue formal reports each year to keep clients informed about how those strategies are generating positive impact. Portfolio Manager. Portfolio Manager; CIO and Head of U.S. Sincerely, .

Portfolio Management 52

Portfolio Management Portfolio Clients Investing 52

Brown Advisory

MAY 31, 2022

2021 Impact Report: Tax-Exempt Sustainable Fixed Income Strategy ajackson Tue, 05/31/2022 - 15:22 A Letter of Introduction From The Portfolio Managers At Brown Advisory, we are deeply committed to sustainable investing. We hope you find this report informative, and we welcome a conversation with you about the work we are doing.

Taxes 52

Taxes Portfolio Management Portfolio Clients 52

Brown Advisory

MAY 31, 2022

A Letter of Introduction From The Portfolio Managers. For a number of our sustainable investment strategies, we issue formal reports each year to keep clients informed about how those strategies are generating positive impact. Portfolio Manager. Portfolio Manager. . . . . . . . Sincerely, .

Taxes 52

Taxes Portfolio Management Portfolio Clients 52

Brown Advisory

MAY 12, 2022

2021 Impact Report: Large-Cap Sustainable Growth Strategy mhannan Thu, 05/12/2022 - 05:00 A Letter of Introduction From The Portfolio Managers At Brown Advisory, we are deeply committed to sustainable investing. and Brown Advisory Trust Company of Delaware, LLC.

Portfolio Management 52

Portfolio Management Portfolio Clients Investing 52

Brown Advisory

MAY 12, 2022

A Letter of Introduction From The Portfolio Managers. For a number of our sustainable investment strategies, we issue formal reports each year to keep clients informed about how those strategies are generating positive impact. Portfolio Manager . . Portfolio Manager. . . . . . Sincerely, .

Portfolio Management 52

Portfolio Management Portfolio Clients Investing 52

Brown Advisory

JULY 17, 2023

Global Leaders Strategy: Reporting on the impact of our investment decisions 2022 bgregorio Mon, 07/17/2023 - 06:59 A Letter of Introduction From The Portfolio Managers Welcome to our 2022 Impact report. This gets to the heart of how SBA drivers can lead to long-term returns and we can see it in the numbers.

Investing 52

Investing Investments Portfolio Management Portfolio 52

Brown Advisory

JULY 17, 2023

Global Leaders Strategy: Reporting on the impact of our investment decisions bgregorio Mon, 07/17/2023 - 06:59 A Letter of Introduction From The Portfolio Managers Welcome to our 2022 Impact report. This gets to the heart of how SBA drivers can lead to long-term returns and we can see it in the numbers.

Investing 52

Investing Investments Portfolio Management Portfolio 52

Brown Advisory

JULY 17, 2023

2022 Impact Report: Global Leaders Strategy bgregorio Mon, 07/17/2023 - 06:59 A Letter of Introduction From The Portfolio Managers Welcome to our 2022 Impact report. Given the priority we place on quality in the portfolio, there are very few items in either category but we believe that it is nonetheless useful to see.

Portfolio Management 52

Portfolio Management Portfolio Investing Investments 52

WiserAdvisor

APRIL 12, 2024

Determining the optimal number of clients for a financial advisor depends on various factors, including individual preferences, business models, and client demographics. There is compelling evidence suggesting that the cognitive capacities of humans may impose a natural limit on the number of client relationships one can effectively manage.

Financial Advisor 52

Financial Advisor Clients Numbers Management 52

Validea

JUNE 27, 2023

In an article from Royce Investment Partners , portfolio managers Jim Stoeffel, Brendan Hartman, Jim Harvey, and Kavitha Venkatraman shared where they believe the best opportunities for long-term investments in small-caps are.

Manufacturing 52

Manufacturing Portfolio Management Valuation Retail 52

Validea

FEBRUARY 17, 2023

Quick Links Warren Buffett Portfolio High Momentum Stocks Low Volatility / Conservative Stocks Using yearly Bloomberg surveys from 2000-2021, Barron’s found that the median forecast among the economists, money managers, independent research firms, and other organizations surveyed was 0.99% off in either direction from the actual year-over-year GDP.

Portfolio Management 59

Portfolio Management Budgeting Economics Portfolio 59

Brown Advisory

JANUARY 28, 2021

2020 Impact Report: Sustainable Core Fixed Income Strategy ajackson Thu, 01/28/2021 - 12:56 A Letter of Introduction From The Portfolio Managers At Brown Advisory, we are deeply committed to sustainable investing. 31, 2020. Enclosed is our 2020 Impact Report for the Sustainable Core Fixed Income strategy.

Portfolio Management 52

Portfolio Management Portfolio Clients Investing 52

Brown Advisory

JANUARY 28, 2021

2020 Impact Report: Tax-Exempt Sustainable Fixed Income Strategy ajackson Thu, 01/28/2021 - 15:15 A Letter of Introduction From The Portfolio Managers At Brown Advisory, we are deeply committed to sustainable investing. 31, 2020. Enclosed is our 2020 Impact Report for the Tax-Exempt Sustainable Fixed Income strategy.

Taxes 52

Taxes Portfolio Management Portfolio Clients 52

Brown Advisory

JANUARY 28, 2021

A Letter of Introduction From The Portfolio Managers. Our firm managed more than $16 billion* in client assets under various sustainable investment mandates for individuals, families and institutions, as of Dec. Portfolio Manager. . Portfolio Manager. . . . . . . Thu, 01/28/2021 - 12:56. .

Portfolio Management 52

Portfolio Management Portfolio Clients Investing 52

Brown Advisory

JANUARY 28, 2021

A Letter of Introduction From The Portfolio Managers. Our firm managed more than $16 billion* in client assets under various sustainable investment mandates for individuals, families and institutions, as of Dec. Portfolio Manager. Portfolio Manager. . . . . Thu, 01/28/2021 - 15:15. . 31, 2020.

Taxes 52

Taxes Portfolio Management Portfolio Clients 52

Brown Advisory

FEBRUARY 3, 2020

Our firm managed more than $6 billion* in client assets under various sustainable investment mandates for individuals, families and institutions, as of Dec. For a number of our sustainable investment strategies, we issue formal reports each year to keep clients informed about how those strategies are generating positive impact.

Taxes 52

Taxes Portfolio Management Portfolio Clients 52

Brown Advisory

FEBRUARY 3, 2020

For a number of our sustainable investment strategies, we issue formal reports each year to keep clients informed about how those strategies are generating positive impact. Enclosed is our 2019 Impact Report for the Sustainable Core Fixed Income strategy. and Brown Advisory Trust Company of Delaware, LLC.

Portfolio Management 52

Portfolio Management Portfolio Clients Investing 52

Brown Advisory

FEBRUARY 3, 2020

A Letter of Introduction From The Portfolio Managers. . Our firm managed more than $6 billion* in client assets under various sustainable investment mandates for individuals, families and institutions, as of Dec. Portfolio Manager. Portfolio Manager. . . . . Mon, 02/03/2020 - 08:01. Sincerely,

Taxes 52

Taxes Portfolio Management Portfolio Clients 52

Brown Advisory

FEBRUARY 3, 2020

A Letter of Introduction From The Portfolio Managers. . For a number of our sustainable investment strategies, we issue formal reports each year to keep clients informed about how those strategies are generating positive impact. Portfolio Manager. . Portfolio Manager. . . . . Sincerely, .

Portfolio Management 52

Portfolio Management Portfolio Clients Investing 52

Brown Advisory

JANUARY 28, 2021

2020 Impact Report: Large-Cap Sustainable Growth Strategy ajackson Thu, 01/28/2021 - 15:09 A Letter of Introduction From The Portfolio Managers At Brown Advisory, we are deeply committed to sustainable investing. 31, 2020. Enclosed is our Impact Report for the Brown Advisory Large-Cap Sustainable Growth strategy.

Portfolio Management 52

Portfolio Management Portfolio Clients Investing 52