Brown Advisory

SEPTEMBER 1, 2015

As recently as 2012 Puerto Rico was able to sell to investors public-sector bonds despite its bleak fiscal outlook and shrinking economy. By Taylor Graff, CFA, Asset Allocation Analyst. Protecting inherited assets from a claim by a family member’s ex-spouse can help limit those losses. Rude Awakening.

Food 52

Food Portfolio Management Sales Retail 52

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. By Taylor Graff, CFA, Asset Allocation Analyst. Protecting inherited assets from a claim by a family member’s ex-spouse can help limit those losses. Rude Awakening.

Transportation 52

Transportation Economy Government Asset Allocation 52

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. By Taylor Graff, CFA, Asset Allocation Analyst. Protecting inherited assets from a claim by a family member’s ex-spouse can help limit those losses. Rude Awakening.

Economy 40

Economy Economics Asset Allocation Banking 40

Brown Advisory

SEPTEMBER 3, 2015

Protecting inherited assets from a claim by a family member’s ex-spouse can help limit those losses. Such protection can be a cornerstone for sound estate planning. But the descendants’ lack of control over the assets ensures that ex-spouses and creditors cannot make a legitimate claim into the future. Shielding Assets.

Estate Planning 52

Estate Planning Assets Distribution Taxes 52

Brown Advisory

JUNE 16, 2016

With tax policy in a steady state and relatively calm economic conditions, there are no strong external reasons to make major planning adjustments. A good example took place in 2012; at the time we helped many clients prepare for anticipated changes to policy regarding taxes on asset transfers. Investments.

Planning 52

Planning Taxes Assets Clients 52

The Big Picture

APRIL 8, 2025

She was CIO at Merrill Lynch Asset Management, and now CIO at both Morgan Stanley Wealth Management and runs their asset allocation models and their outsourced chief investment officer models. You’re there almost a decade, Lisa Shalett : So, and, and from 2012 to 2025, that’s a huge run. That is the linchpin.

Asset Allocation 147

Asset Allocation Wealth Management Clients Assets 147