Brown Advisory

MARCH 2, 2020

Look at all of your data, and constantly reassess how you, your team and your process are adding value. . Embrace different perspectives. Our different perspectives complement and enhance each other in the portfolio decision-making process. Mon, 03/02/2020 - 10:33. The team matters.

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Midstream Marketing

FEBRUARY 13, 2021

This, of course, is different than trying to generate leads from your own website. The Importance of Perspective in Lead Generation for Financial Advisors. However, as always, your mileage may vary. Note: This article has been updated for 2021 after two more years of being in the marketing trenches. Far from it.

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Indigo Marketing Agency

MAY 5, 2020

How To Grow Your Retirement Plan Business In The 2020 Economic Crisis. Save your spot today! About Your Presenters: Claire Akin, MBA Claire Akin runs Indigo Marketing Agency, a full-service marketing firm serving top independent financial advisors. – How can advisors grow their retirement business in the current crisis?

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Zajac Group

AUGUST 11, 2022

Wouldn’t it be great if your company stock price only ever went up—especially if you’re participating in its growth through incentive stock options (ISOs)? If the share price goes down instead, you may be bummed to see the value of your incentive stock options is less than what it once was. Intriguing idea, isn’t it?

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Brown Advisory

AUGUST 6, 2019

Investment Perspectives | Cool Change ajackson Tue, 08/06/2019 - 08:46 "Time for a cool change; I know that it's time for a cool change." Other times, a series of occurrences allows a decision to evolve gradually. Meanwhile, I plan to focus my time on working with the many clients I’ve come to know over the years.

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Brown Advisory

AUGUST 6, 2019

Investment Perspectives | Cool Change. Time for a cool change; I know that it's time for a cool change.". Other times, a series of occurrences allows a decision to evolve gradually. Meanwhile, I plan to focus my time on working with the many clients I’ve come to know over the years. Tue, 08/06/2019 - 08:46.

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Brown Advisory

APRIL 3, 2020

We have spent a great deal of time in recent weeks connecting with our clients and friends who oversee endowments and foundations, listening to their concerns and offering counsel as we all navigate this pandemic and its impact on our communities. The CARES Act: Impacts on Endowments & Foundations. Fri, 04/03/2020 - 14:17.

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Brown Advisory

OCTOBER 16, 2017

However, making an in-kind gift of highly appreciated securities can often be a better solution from an income-tax perspective. They are particularly good options for families who want to move beyond gifting and become active in a more programmatic manner. Many of our clients’ first instinct is to make charitable gifts with cash.

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Brown Advisory

OCTOBER 16, 2017

However, making an in-kind gift of highly appreciated securities can often be a better solution from an income-tax perspective. They are particularly good options for families who want to move beyond gifting and become active in a more programmatic manner. Many of our clients’ first instinct is to make charitable gifts with cash.

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International College of Financial Planning

JANUARY 15, 2021

The stepping stone to success in life is choosing your career wisely. If you have until now followed the footsteps of your elders or blindly trusted the judgment of others, now is the time for you to step out of your cocoon and see the world in a new light. Regular MBA College in Delhi.

Education 52

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Brown Advisory

DECEMBER 2, 2015

Stock market corrections can prompt investors to impulse selling or other moves that are often harmful to their long-term financial well-being. Here are four ways we think about preparing clients to stay the course regardless of the market’s mood: Clarify your mission. Set hard numbers. We cannot control the first two forces.

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Brown Advisory

MAY 12, 2020

In their view, the best businesses serve their customers in some unique way, and over time should compound their advantages to deliver attractive investment returns for shareholders. Q&A At the heart of your investment selection process is an appreciation for the customer. Why is the customer such a big focus of yours?

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Brown Advisory

MAY 12, 2020

In their view, the best businesses serve their customers in some unique way, and over time should compound their advantages to deliver attractive investment returns for shareholders. At the heart of your investment selection process is an appreciation for the customer. Why is the customer such a big focus of yours?

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Brown Advisory

JULY 19, 2017

Of course, it’s possible that going to cash might work for you—assuming that your goal is short-term outperformance (that is not our goal) and that you can predict the market’s short-term movements (we do not believe this is possible). We are long-term investors, focused on plans that help our clients pursue their long-term goals.

Investing 52

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Brown Advisory

JULY 19, 2017

Of course, it’s possible that going to cash might work for you—assuming that your goal is short-term outperformance (that is not our goal) and that you can predict the market’s short-term movements (we do not believe this is possible). A Moment of Zen: The Wisdom of Staying Invested. Wed, 07/19/2017 - 15:28. Valuations of the U.S.

Investing 52

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Sara Grillo

MAY 8, 2023

Indexed universal life (IUL) is often sold using smoke-and-mirrors sales shams, but in this podcast we’ll expose the truth! Listen to this if you are a financial advisors or consumer who wants to see through the crap and make better decisions about whether IUL is good for you (or your client) or NOT.

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Brown Advisory

NOVEMBER 12, 2015

As 2015 comes to a close, we remind our clients and friends of how important it is take time to review new tax rules, consider tax-saving opportunities and review investment and asset-protection plans before year’s end. As always, we are available to discuss your situation and assist you however we can. Thu, 11/12/2015 - 11:10.

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Brown Advisory

FEBRUARY 13, 2017

We work regularly with clients in their 20s and 30s, helping them make good decisions about starting new business ventures, funding their educations, managing inherited wealth and tackling other challenges unique to the time in their lives when they are first charting their long-term path.

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Clients Portfolio Planning Education 52

Brown Advisory

FEBRUARY 13, 2017

We work regularly with clients in their 20s and 30s, helping them make good decisions about starting new business ventures, funding their educations, managing inherited wealth and tackling other challenges unique to the time in their lives when they are first charting their long-term path.

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Clients Portfolio Planning Education 52

The Big Picture

SEPTEMBER 12, 2022

All of our earlier podcasts on your favorite pod hosts can be found here. ~~~. You’ve been involved with capital markets for your entire career. It was at Bank One, at the time. ?. The transcript from this week’s, MiB: Kristen Bitterly Michell, Citi Global Wealth , is below. Her name is Kristen Bitterly Michell.

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The Big Picture

JULY 18, 2023

All of our earlier podcasts on your favorite pod hosts can be found here. ~~~ ANNOUNCER: This is “Masters in Business” with Barry Ritholtz on Bloomberg Radio. . ~~~ ANNOUNCER: This is “Masters in Business” with Barry Ritholtz on Bloomberg Radio.  The transcript from this week’s, MiB: Tom Wagner, Knighthead Capital Management , is below.

Investing 130

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Sara Grillo

MAY 23, 2022

The advice-only movement is a bigger move than a shift in fees – it’s a transcendence to a higher level of morality, transparency, and service to the consumer. This interview with Cody Garrett, CFP, of Measure Twice Financial was mind-blowing. What’s up with these “advice-only financial planners?”

Financial Planner 52

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Brown Advisory

NOVEMBER 20, 2018

Investment Perspectives | Diversification ajackson Tue, 11/20/2018 - 08:45 Last month’s sudden stock market “correction” serves as a vivid reminder that prices can move down at least as easily as they move up. The market’s recent action has heightened these and other concerns. While current economic conditions in the U.S.

Investing 52

Investing Investments Assets Portfolio 52

Brown Advisory

NOVEMBER 20, 2018

Investment Perspectives | Diversification. Last month’s sudden stock market “correction” serves as a vivid reminder that prices can move down at least as easily as they move up. The market’s recent action has heightened these and other concerns. Tue, 11/20/2018 - 08:45. Multiple Risks.

Investing 52

Investing Investments Assets Portfolio 52

The Big Picture

FEBRUARY 28, 2023

They are decidedly not your typical private equity firm, not your typical Wall Street firm. The transcript from this week’s, MiB: David Layton, CEO of Partners Group , is below. You can stream and download our full conversation, including any podcast extras, on iTunes , Spotify , Stitcher , Google , YouTube , and Bloomberg.

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The Big Picture

MARCH 21, 2023

All of our earlier podcasts on your favorite pod hosts can be found here. ~~~ ANNOUNCER: This is Masters in Business with Barry Ritholtz on Bloomberg Radio. . ~~~ ANNOUNCER: This is Masters in Business with Barry Ritholtz on Bloomberg Radio. Let’s start out a little bit going over some of your background. It is a masterclass.

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Valuation Investing Investments Numbers 161

Brown Advisory

NOVEMBER 19, 2020

The pandemic has also had a profound impact on our communities and many of the non-profit organizations that are important to us and to our clients. The pandemic has also had a profound impact on our communities and many of the non-profit organizations that are important to us and to our clients. Additionally, the recent U.S.

Planning 52

Planning Taxes Clients Assets 52

The Big Picture

SEPTEMBER 26, 2022

All of our earlier podcasts on your favorite pod hosts can be found here. ~~~. He was instrumental in getting a number of very positive policy actions passed over the past decade. I’ve spoken to your wife about the Case Foundation. But let’s talk about your background. Where did this idea come from?

Startup 161

Startup Investing Investments Numbers 161

The Big Picture

FEBRUARY 12, 2024

All of our earlier podcasts on your favorite pod hosts can be found here. ~~~ This is Masters in business with Barry Ritholtz on Bloomberg Radio. . ~~~ This is Masters in business with Barry Ritholtz on Bloomberg Radio. Barry, 00:01:53 [ Barry Ritholtz ] I I’ve been looking forward to this for a long time.

Management 282

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The Big Picture

APRIL 2, 2024

All of our earlier podcasts on your favorite pod hosts can be found here. ~~~ This is Masters in business with Barry Ritholtz on Bloomberg Radio Barry Ritholtz : This week on the podcast. . ~~~ This is Masters in business with Barry Ritholtz on Bloomberg Radio Barry Ritholtz : This week on the podcast. What a delight.

Healthcare 141

Healthcare Medicine Economics Numbers 141

Brown Advisory

NOVEMBER 19, 2016

Despite the political winds of the campaign, 2016 is shaping up to be a stable planning year, giving us room to focus on reviewing long-term goals vs. acting on policy deadlines. Sat, 11/19/2016 - 15:45. . Takeaways. However, the current policy environment remains relatively steady, at least through the end of 2016.

Planning 52

Planning Taxes Distribution Clients 52

The Big Picture

OCTOBER 4, 2022

All of our earlier podcasts on your favorite pod hosts can be found here. ~~~. And if you could only alert people to the mistakes they were making whether it be fact checks or just showing them their biases and the heuristics they use and the rules of thumb they use that were wrong, hey, the would come around and see the light.

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Brown Advisory

JUNE 28, 2017

office, is a valuable resource for us when major changes to the tax code are under consideration. office, is a valuable resource for us when major changes to the tax code are under consideration. Tax Reform, Then & Now: A Conversation with Tax Policy Expert John E. Buck Chapoton, a strategic advisor in our Washington, D.C.

Taxes 52

Taxes Economy Clients Government 52

Brown Advisory

JUNE 28, 2017

office, is a valuable resource for us when major changes to the tax code are under consideration. office, is a valuable resource for us when major changes to the tax code are under consideration. Tax Reform, Then & Now: A Conversation with Tax Policy Expert John E. Wed, 06/28/2017 - 13:28.

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