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Strategic Planning in Volatile Markets

Brown Advisory

In sum, there are a variety of planning opportunities (many of which are summarized below) that we can consider together as we think about your long-term plans. CHARITABLE PLANNING Charitable Giving. Consider relying on those for current charitable giving, and revisit additional contributions later in the year.

article thumbnail

Strategic Planning in Volatile Markets

Brown Advisory

In sum, there are a variety of planning opportunities (many of which are summarized below) that we can consider together as we think about your long-term plans. CHARITABLE PLANNING. Charitable Giving. Consider relying on those for current charitable giving, and revisit additional contributions later in the year.