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Insights

Our latest thinking on capital markets, investment strategy and long-term planning.

  • CIO Perspectives Podcast: Navigating Tariffs, Rate Cuts, AI, and Market Concentration: Themes for 2025 and Roadmap for 2026
    Asset Allocation

    CIO Perspectives Podcast: Navigating Tariffs, Rate Cuts, AI, and Market Concentration: Themes for 2025 and Roadmap for 2026

    By Sidney Ahl Erika Pagel Sargent McGowan Christopher Hancock
  • 2025 Year-End Planning Letter
    Planning & Strategic Advice

    2025 Year-End Planning Letter

    By Strategic Advisory Team
  • Equity Beat: 2025 Wrapped! This Year’s Surprises and Some Bold Predictions
    Equities

    Equity Beat: 2025 Wrapped! This Year’s Surprises and Some Bold Predictions

    By Eric Gordon
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2025 Year-End Planning Letter
Strategic Advisory Team
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Annual Planning Checklist
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Planning & Strategic Advice
Long-Term Planning for Entrepreneurs: A “Phase-Gate” Process
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Family Matters: New Considerations for Structuring Family Offices
Strategic Advisory Team
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Planning & Strategic Advice
The Entrepreneur Dilemma
Strategic Advisory Team
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Don't get an "F" on FBAR
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Strategic Planning Roadmap for Business Builders
Strategic Advisory Team

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Brown Advisory is an independent investment management and strategic advisory firm committed to delivering a combination of first-class performance, strategic advice and the highest level of client service. The firm’s clients—including individuals, families, family offices, endowments, foundations, charities, institutions, consultants, and financial intermediaries—are served by over 1,000 colleagues worldwide, all of whom are equity owners of the firm.

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