Brown Advisory

MARCH 9, 2023

Topics in this episode include: The macro outlook for the new year, as markets kick it off with a meaningful tailwind and the first few months see a wave of stronger-than-expected data. MORE ON THIS TOPIC 2023 Asset Allocation Perspectives and Outlook We are pleased to share Brown Advisory’s 2023 Outlook.

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Walkner Condon Financial Advisors

JANUARY 13, 2023

We explore the investing trends that developed – or continued to develop – in 2022, and look toward the year ahead in our third annual market outlook. You can read the entire outlook and more about each of the pieces in this year’s publication below. Questions about any of the pieces in this year’s outlook?

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Tobias Financial

AUGUST 28, 2023

Our CEO Marianela Collado , CPA/PFS, CFP®, CDS® was quoted in MarketWatch, sharing her insights on the topic, highlighting the importance of understanding that while today’s rates are attractive, they may not remain consistent when the CDs mature.

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Discipline Funds

APRIL 20, 2023

As we noted in our 2023 outlook, we expect the Dollar to continue declining this year (it’s down 2% and we expect it to fall 5%), but the process of being replaced as the dominant reserve currency is likely to be a very long and drawn out process as other economies mature and the Dollar loses some share.

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eMoney Advisor

JANUARY 31, 2023

When we first started offering client webinars, we traveled to our regional offices to conduct events that were focused on market outlook. That’s when we made the switch to begin talking to clients about the topics that matter to them. Be strategic with topics and their timing to drive client participation and feedback.

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The Big Picture

JULY 20, 2023

Musk is not the only blowhard from the Silicon Valley set, regularly mouthing off on topics ranging from negotiations between Ukraine and Russia, pronouns, sleep management, covid-19 and joke cryptocurrencies. PIMCO ) • What Could Derail Private Credit’s Momentum? The answer is in its business model and algorithm.

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Tobias Financial

SEPTEMBER 16, 2022

Accompanied by four other millennial financial planners, Yesenia will share her thoughts on” “Millennials: The Future of Financial Planning” Utilizing her personal and professional experience, she will help us understand the new outlook on work/life relationship as well as its impact on the future of financial planning.

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Brown Advisory

JUNE 21, 2023

Other topics: The team also discusses how small caps are currently valued at historically low levels and what might cause their fortunes to turn; how bearish sentiment around the state of the U.S. MORE ON THIS TOPIC The Equity Beat: Yes, Virginia, This is a Bull Market Is it time to pop open the champagne?

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Brown Advisory

AUGUST 19, 2022

The themes and topics discussed include: The outlook for Europe, which may be facing an energy crisis as colder weather approaches. MORE ON THIS TOPIC. Inflection Points: 2022 Asset Allocation Perspectives and Outlook Report. As always, we welcome your thoughts, feedback and questions. . Rodrigo is now available.

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Tobias Financial

AUGUST 10, 2023

They set the United States Government’s credit rating outlook to negative in late May during the debt ceiling negotiations. Our Portfolio Analyst , Charles “Chad” NeSmith, CFA, CFP ® recently shared his insights on Local 10 News (Miami/South Florida) providing more clarity on the topic.

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Brown Advisory

OCTOBER 11, 2022

The themes and topics discussed include: The outlook for global markets as recent data suggests inflation may persist, policymakers shape aggressive responses and global growth slows. Recent developments and the outlook for key segments of the private markets, including venture capital (VC), buyout credit and real estate.

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Brown Advisory

MAY 3, 2023

The last major topic explored was the economy’s gradual return to “normal” after the multi-year lockdown conditions of the pandemic. MORE ON THIS TOPIC Corporate Engagement Spotlight: Ethical AI Practices AI is a broad term, and it brings with it a broad pool of risks. As always, we welcome your thoughts, feedback and questions.

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Brown Advisory

MAY 3, 2023

The last major topic explored was the economy’s gradual return to “normal” after the multi-year lockdown conditions of the pandemic. MORE ON THIS TOPIC Corporate Engagement Spotlight: Ethical AI Practices AI is a broad term, and it brings with it a broad pool of risks. As always, we welcome your thoughts, feedback and questions.

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Brown Advisory

JUNE 16, 2022

Sidney Ahl, Erika Pagel, Ryan Myerberg and Joe Pasqualichio recorded a webcast that analyze topics that are top of mind for investors in the current environment. We look forward to discussing these topics with you in the coming weeks. CIO Perspectives Webcast, A Soft Landing, or More Volatility Ahead?

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Carson Wealth

JANUARY 29, 2024

Yet again, the economy continues to be underestimated — a topic we’ve discussed on these pages several times. We pointed out the high likelihood of this scenario playing out in our 2023 Outlook (released at the end of 2022). Economy: This Time Was Different, and That’s a Big Deal The U.S. after adjusting for inflation.

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Brown Advisory

AUGUST 19, 2022

Sidney Ahl, Erika Pagel, Ryan Myerberg and Joe Pasqualichio recorded a webcast that analyze topics that are top of mind for investors in the current environment. The themes and topics discussed include: Inflation and the macroeconomic backdrop, including what the latest data tell us about whether recession or staglfation may lie ahead.

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Brown Advisory

NOVEMBER 15, 2023

What does any of this have to do with the topic of investing? In terms of outlooks for the December quarter, it’s been a rough go. ServiceNow delivered a solid quarter and outlook through its innovative approach to enterprise workflow automation. If you want a good laugh, Google it.

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Nationwide Financial

SEPTEMBER 9, 2022

According to the Nationwide Retirement Institute®, less than 6 in 10 employees have a positive outlook on their retirement plan and investments, which is down significantly from 2021. Moreover, positive outlook is down significantly from 2021 (58% vs 72% in 2021).

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Brown Advisory

DECEMBER 31, 2022

Learn more about the Strategy Listen to our latest audio updates The Portfolio Managers discuss the portfolio’s performance and positioning for the first quarter 2023, as well as their outlook for the strategy. Your browser does not support the audio element. 2022 - Quarter 3 Your browser does not support the audio element.

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Brown Advisory

AUGUST 19, 2022

CIO Perspectives Podcast: Europe’s Energy Crunch, China Tensions and Dissecting the Market Melt-up The themes and topics discussed include: The outlook for Europe, which may be facing an energy crisis as colder weather approaches. As always, we welcome your thoughts, feedback and questions. Rodrigo is now available.

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Brown Advisory

OCTOBER 11, 2022

The themes and topics discussed include: The outlook for global markets as recent data suggests inflation may persist, policymakers shape aggressive responses and global growth slows. Recent developments and the outlook for key segments of the private markets, including venture capital (VC), buyout credit and real estate.

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Brown Advisory

MARCH 31, 2023

Learn more about the Strategy Listen to our latest audio update The Portfolio Manager discusses the portfolio’s performance and positioning for the first quarter 2023, as well as his outlook for the strategy. Your browser does not support the audio element. 2022 - Quarter 3 Your browser does not support the audio element.

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Clever Girl Finance

JULY 30, 2022

One of the amazing things about books is the sheer variety of topics available. In addition to classic novels created for entertainment, almost every skill under the sun has a book written on the topic. With countless authors out there , you can explore a wide range of opinions on the same topic. You can learn new skills.

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Brown Advisory

DECEMBER 13, 2022

The themes and topics discussed in this episode include: How the scandal unfolding at failed crypto exchange FTX may be indicative of the lax diligence and market froth, and whether the tide may be turning after several exuberant years. The macroeconomic backdrop, earnings picture, the strength of the consumer and the outlook for China.

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Brown Advisory

MARCH 31, 2023

Learn more about the Strategy Listen to our latest audio updates The Portfolio Manager discusses the portfolio’s performance and positioning for the first quarter 2023, as well as his outlook for the strategy. Your browser does not support the audio element. 2022 - Quarter 3 Your browser does not support the audio element.

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Brown Advisory

FEBRUARY 5, 2021

The investment outlook for the next five years. MORE ON THIS TOPIC. The team discussed how they think about investing in technology in the face of wildly increasing valuations and an ever-changing regulatory landscape, covering: The evolution of their thinking and investment process around the sector.

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Brown Advisory

FEBRUARY 5, 2021

MORE ON THIS TOPIC Podcast - Citizens of Cyberspace: Who is in charge? Technology rules the way we communicate, connect, consume and collaborate.

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Validea

FEBRUARY 15, 2023

Based on their research, they provide their opinions on whether a stock is a good buy, hold, or sell based on their outlooks for the companies As an investor, you could analyze a number of data points when it comes to Wall Street buy and sell ratings.

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Clever Girl Finance

JUNE 15, 2023

Job market outlook One of the most important factors to consider when choosing a career is the job market outlook. Glassdoor and CareerBuilder Glassdoor and CareerBuilder are other great resources for researching job market outlooks. That way you know what to expect five, ten, or fifteen years from now.

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Bell Investment Advisors

JUNE 29, 2023

Slide 1: Charting the Path Ahead: Mid-Year Market Recap and Inflation Outlook 0:00 Laurent Harrison: Welcome to today’s webinar, Charting the Path Ahead: Mid-Year Market Recap and Inflation Outlook. So today we’re going to be having a Q&A format on several key topics. 0:17 Ryan Kelley: Thanks. The overall U.S.

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Workable Wealth

JANUARY 20, 2021

Was money a taboo topic in your house? . Was financial literacy a core topic of conversation in your house? Here’s a few ways you can change your mindset to improve your financial outlook. . Along with your personal experiences, your mindset is also formed by how money impacted the people closest to you. . Where you want to be.

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The Irrelevant Investor

NOVEMBER 3, 2019

Barron's did their big money poll where they got opinions from 134 money managers on a various array of topics: Investment outlook for U.S. The demand being there, it must be supplied." Oh it is supplied alright. stocks over the next 12 months Where will the market be at year end and midyear 2020 Is the U.S. What will real U.S.

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Cornerstone Financial Advisory

AUGUST 28, 2023

Weekly Market Insights: Stocks Retreat; Powell Talk Goes Hawk Presented by Cornerstone Financial Advisory, LLC Stocks fluctuated last week, jostled by fitful bond yields and headline news, before ending strongly following Fed Chair Powell’s comments on the monetary outlook. The Nasdaq Composite index rose 2.26% for the week.

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Brown Advisory

FEBRUARY 15, 2019

Outlook for 2019 | The Measure of All Things. Last year, our annual outlook publication, Confronting the Unknown , focused on risk: how we define it, how we measure it, and what we saw as the major risks facing investors in 2018. equities along with the topic of geographic diversification. Fri, 02/15/2019 - 09:12. vs. non-U.S.

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Cornerstone Financial Advisory

APRIL 17, 2023

Presented by Cornerstone Financial Advisory, LLC The combination of an improving inflation outlook resulted in a week of uneven, albeit positive, performance, in which cyclical and financial stocks rallied while technology, real estate, and utilities lagged. Lower Inflation Lifts Spirits In Uneven Week.

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Cornerstone Financial Advisory

FEBRUARY 13, 2023

The concern was that the surprise job number would change Powell’s outlook coming out of the last FOMC meeting. This material was developed and produced by FMG Suite to provide information on a topic that may be of interest. Please consult legal or tax professionals for specific information regarding your individual situation.

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Aleph

MARCH 28, 2023

I am also open to suggestions for topics or questions that you would like us to discuss. You have a very positive and optimistic outlook on the future. For example, I can generate text that is based on a specific topic, or that is in a specific style. OpenAI ChatGPT-4: That’s very admirable, Bard.

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