Remove 2006 Remove Clients Remove Strategic Planning
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Good Preparation Leads to a Good Audit Experience: What to Expect from Your Investment Advisor

Brown Advisory

To help meet this return objective, we find that our clients’ investment portfolios are becoming increasingly complex as a result of their reliance on private equity, real estate and other less liquid “alternatives” to sustain their growth objectives and, ultimately, their charitable objectives. Confirm the role of your board of directors.

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Talent Acquisition in the Tax Industry: Addressing the Ongoing Shortage

Harness Wealth

In 2022, the number of exam participants reached its lowest point since 2006. Understaffed tax teams often struggle to keep pace with these changes, increasing the risk of errors, missed deadlines, and potential penalties for both the firm and their clients. Clients expect prompt and insightful advice.

Taxes 52
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Investment Perspectives | Liquidity & Volatility

Brown Advisory

Using the Standard & Poor’s 500 Index as a market proxy, the chart below shows the number of daily price movements over 1% during each trailing three-month period since early 2006. To be sure, we are not suggesting that clients try to “time” the market. The core portfolio can “stay the course” and follow its long-term strategic plan.

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Transcript: Mike Green, Simplify Asset Management

The Big Picture

We built a company that was focused on valuation, initially, actually targeting corporate strategic planning departments. The F, there is a subsequent change in 2006 called the Pension Protection Act. So the growth of balanced funds was a real, really key characteristic of that 2006 to 2012 market.

Assets 173
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Talent Acquisition in the Tax Industry: Addressing the Ongoing Shortage

Harness Wealth

In 2022, the number of exam participants reached its lowest point since 2006. Understaffed tax teams often struggle to keep pace with these changes, increasing the risk of errors, missed deadlines, and potential penalties for both the firm and their clients. Clients expect prompt and insightful advice.

Taxes 52
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Transcript: William Cohan

The Big Picture

RITHOLTZ: In the ‘80s, they were really a financial arm of GE and a way to facilitate its client base. They went public in 2006. They went public in May of 2006, and they’ve been public now for — RITHOLTZ: The argument is they avoided trouble in the financial crisis because they didn’t have a decade of overleverage.