Investing Caffeine

MAY 2, 2022

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Electronics 59

Electronics Economy CFP Government 59

Brown Advisory

SEPTEMBER 3, 2015

As recently as 2012 Puerto Rico was able to sell to investors public-sector bonds despite its bleak fiscal outlook and shrinking economy. Investors had snapped up Puerto Rican debt because of high yields and exemption from federal, state and local taxes in the U.S. By Taylor Graff, CFA, Asset Allocation Analyst.

Transportation 52

Transportation Government Economy Asset Allocation 52

Brown Advisory

SEPTEMBER 1, 2015

Economic recoveries usually feature a surge in consumption as employment and wages rebound. Consumer spending accounts for about 70% of economic activity, so any weakness drags down growth, employment, wage gains and stock prices—the biggest engines of prosperity. By Stephen Shutz, CFA, Tax-Exempt Portfolio Manager. Current U.S.

Food 52

Food Portfolio Management Sales Strategic Planning 52

Brown Advisory

SEPTEMBER 3, 2015

War and financial turmoil— the bane of Europe’s economic well-being last century—are currently veiling a rebound in regional growth and unanticipated vigor among European companies. Faster economic growth helped increase to 65% the proportion of Stoxx® Europe 600 Index companies that beat estimates for secondquarter earnings per share.

Economy 40

Economy Economics Asset Allocation Clients 40

The Big Picture

SEPTEMBER 19, 2023

So I actually went and worked in economics, I was an econometrician. In fact, state revenues were often at all time highs from taxes when this happened. It depends on your asset allocation. I also don’t think you should ever really beat yourself up for sticking to your asset allocation and your beliefs.

Assets 144

Assets Management Portfolio Investments 144

Brown Advisory

JUNE 16, 2016

Economic growth in the U.S. And there are no looming changes to tax policy and little discussion of new proposals as we head into the general election. With tax policy in a steady state and relatively calm economic conditions, there are no strong external reasons to make major planning adjustments. Presidential election.

Planning 52

Planning Taxes Assets Clients 52

The Big Picture

AUGUST 20, 2024

And what that will allow me to do is have minimal trading costs, minimal tax costs, and avoid all the behavioral problems that comes with active management. People earn wages, whether it’s a retirement account or a tax deferred account or just an investment account. You were subject to the 75% marginal tax rate.

Assets 167

Assets Management Portfolio Taxes 167