International College of Financial Planning

OCTOBER 26, 2023

Continuous Portfolio Monitoring:  As financial markets are dynamic in nature, a CFP® professional remains vigilant, recalibrating investment strategy in response to market shifts or economic blueprint alterations. Updated with Regulations: Estate laws and tax implications can be complex and ever-changing.

Estate Planning 52

Estate Planning CFP Certification Certified Financial Planner 52

Zoe Financial

FEBRUARY 21, 2023

Dear Zoe Experts, I’ve been looking for tax planning guidance and am deciding whether to hire a financial advisor or an accountant. Financial advisors focus primarily on investments, while accountants focus more on taxes and other record-keeping aspects of finances. You’re on the right track!

Financial Advisor 40

Financial Advisor Accounting Certified Financial Planner Certification 40

Brown Advisory

AUGUST 14, 2023

We discuss factor risk, some views on artificial intelligence, and our upcoming offsite in this letter. Factor risk is best described as any exposure that can explain the portfolio returns other than the individual investments, such as a “theme” or a sector. We have seen these factor risks play out many times.

Investing 52

Investing Investments Portfolio Accounting 52

Brown Advisory

MARCH 28, 2019

On A Shoestring ajackson Thu, 03/28/2019 - 08:20 In this article, we offer a robust analytical framework that can help endowments and foundations think about spend-rate planning, in terms of key risks they face such as short-term drawdown risk and long-term erosion of capital. Note that the 5% rule was intended to be a high hurdle.

Asset Allocation 52

Asset Allocation Portfolio Assets Clients 52

Brown Advisory

MARCH 28, 2019

In this article, we offer a robust analytical framework that can help endowments and foundations think about spend-rate planning, in terms of key risks they face such as short-term drawdown risk and long-term erosion of capital. We believe committees need a comprehensive framework to help them understand and balance these risks.

Asset Allocation 52

Asset Allocation Portfolio Assets Clients 52

eMoney Advisor

APRIL 13, 2023

3 A platform that can seamlessly snap into your tech stack through integrations with CRM systems, risk analysis software, and other fintech providers can streamline your processes. BISA Portfolio. It is not meant to be, and should not be taken as financial, legal, tax, or other professional advice. Sources: 1.

Banking 74

Banking Clients Planning Financial Planning 74

Brown Advisory

OCTOBER 11, 2021

In this brief paper, we will touch on what we believe are some of the most important issues and questions—including the different types of assets, return potential, fees, liquidity, diversification, volatility and transparency—that investment committees must understand as they weigh adding alternatives to their portfolios.

Assets 52

Assets Portfolio Risk Tolerance Asset Allocation 52