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

To be clear, we would love to have more investments in any diversifying business or sector but every investment must first pass all our tests, particularly valuation. Consequently, the cross correlations are high as is factor risk; sectors are a blunt instrument. It is an illuminating case study.

Investing 52

Investing Investments Portfolio Accounting 52

Brown Advisory

MARCH 28, 2019

One of our firm’s strategic advisors was on the Reagan-era tax policy team that implemented the 5% rule; they sought to ensure that private foundations did not become favorable havens for tax-free growth. No portfolio rebalancing costs, including taxes, if applicable, are deducted from the hypothetical portfolio value.

Asset Allocation 52

Asset Allocation Portfolio Assets Clients 52

Brown Advisory

MARCH 28, 2019

One of our firm’s strategic advisors was on the Reagan-era tax policy team that implemented the 5% rule; they sought to ensure that private foundations did not become favorable havens for tax-free growth. No portfolio rebalancing costs, including taxes, if applicable, are deducted from the hypothetical portfolio value.

Asset Allocation 52

Asset Allocation Portfolio Assets Clients 52

Brown Advisory

OCTOBER 11, 2021

Muted Expectations Over past decades investors have had to take more risk in order to meet the same return hurdle. With traditional assets like stocks and bonds at high valuations, the implications for future returns of those assets may be underwhelming. This analysis is not intended to be a guarantee of future results.

Portfolio 52

Portfolio Assets Risk Tolerance Asset Allocation 52

Brown Advisory

OCTOBER 11, 2021

Over past decades investors have had to take more risk in order to meet the same return hurdle. With traditional assets like stocks and bonds at high valuations, the implications for future returns of those assets may be underwhelming. This analysis is not intended to be a guarantee of future results. Muted Expectations.

Portfolio 52

Portfolio Assets Risk Tolerance Asset Allocation 52