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Insights

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

  • Annual Planning Checklist
    Planning & Strategic Advice

    Annual Planning Checklist

    By Strategic Advisory Team
  • CIO Perspectives Podcast: AI, Active Management, and the Evolution of Investment Edge with Jordan Wruble
    Asset Allocation

    CIO Perspectives Podcast: AI, Active Management, and the Evolution of Investment Edge with Jordan Wruble

    By Sidney Ahl Erika Pagel Jordan Wruble
  • Equity Beat: Executive Pay - How C-Suite It Is!
    Equities

    Equity Beat: Executive Pay - How C-Suite It Is!

    By Eric Gordon
Article Name
Equities
Equity Beat: Do Medicare (Dis)Advantage Challenges Create Opportunities in Managed Care Stocks?
Eric Gordon, CFA
Article Name
Equities
Equity Beat: Is A Continuation Of The Market Rally A Bridge Too Far?
Eric Gordon, CFA
Article Name
Fixed Income, Sustainable Investing
Sustainable Sovereigns: Integrating Sustainable Investment Analysis into Government Debt Research
Chris Diaz, CFA; Colby Stilson; Lisa Fillingame Abraham; Ryan Myerberg
Article Name
Equities
Equity Beat: Avoid “Crazy” At All Costs!
Eric Gordon, CFA
Article Name
Sustainable Investing
Shorthand and Shortcuts
Karina Funk, CFA
Article Name
Planning & Strategic Advice
2023 Year-End Planning Letter: Reflections and Perspectives
Strategic Advisory Team
Article Name
Equities
Irrational Behaviour, Rational Investing: How We Overcome Our Biases
Mick Dillon, CFA; Bertie Thomson, CFA
Article Name
Equities
The Equity Beat: JUST a Bit Outside!
Eric Gordon, CFA
Article Name
Fixed Income, Private Equity & Real Estate
The importance of evaluating social factors in mortgage bond analysis
Chris Roof, CFA; Katja Dunlap
Article Name
Planning & Strategic Advice
Long-Term Planning for Entrepreneurs: A “Phase-Gate” Process
Strategic Advisory Team
Article Name
Planning & Strategic Advice
This Present is Accounted For: An Overview of Low-Basis Gifting Strategies
Stuart Dorsett
Article Name
Planning & Strategic Advice
Mission Possible: Charting your Course with a Family Mission Statement
Stuart Dorsett
Article Name
Planning & Strategic Advice
529 Plans And The New Tax Code
Ariel Fortunato, CFP®, CTFA
Article Name
Equities
The Equity Beat: Obesity Drugs Weighing Down Healthcare Sector
Eric Gordon, CFA
Article Name
Planning & Strategic Advice
Protecting the Family Legacy—How to Plan with Prenuptial Agreements
Caroline Sacks, J.D., LLM
Article Name
Planning & Strategic Advice
Six Considerations When Inheriting Wealth
Andrea Ayres; Lizzie Vannote, J.D.; Colin Kampfe, CAIA
Article Name
Planning & Strategic Advice
Uniting Around a Legacy: Generational Wealth Transfer
Alice Paik
Article Name
Planning & Strategic Advice
Family Matters: New Considerations for Structuring Family Offices
Strategic Advisory Team
Article Name
Equities, Sustainable Investing
Business Resilience in Portfolio Construction
Priyanka Agnihotri
Article Name
Equities
The Equity Beat: Can the Swift Economy Remain on Stage?
Eric Gordon, CFA

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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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