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Transcript: Lisa Shalett, CIO Morgan Stanley

The Big Picture

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. ’cause the asset management business of Sanford Bernstein, as everyone I think knows, was a deep value shop.

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Tax Court Rules $2 Million Bequest to Spouse Isn’t QTIP

Wealth Management

Martin had created a revocable trust on March 8, 2012, and executed a second amendment to such trust on July 30, 2018. The MCC Trust agreement included terms about the distribution of trust assets: 3.2. Administration of Trust Estate for Beneficiary. On July 30, 2018, Martin also created the MCC Irrevocable Trust (MCC Trust).

Taxes 156
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Dream or Opportunity?

Brown Advisory

As recently as 2012 Puerto Rico was able to sell to investors public-sector bonds despite its bleak fiscal outlook and shrinking economy. 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. Rude Awakening.

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Off the Beaten Trail

Brown Advisory

We are recommending that clients consider high-yield bonds and other asset classes that can offer the prospect of solid gains that diverge from the path of traditional stocks and bonds. From 2012 until 2014, the MSCI All Country World Index annually rose by an average of 14.1%. percentage points from July 24, 2012, until Jan.

Economy 52
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Shadow Consumption

Brown Advisory

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. Dream or Opportunity?

Food 52
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Rude Awakening

Brown Advisory

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. Thu, 09/03/2015 - 15:10.

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Strategic Advisory Letter | 2015 Year-End Planning Checklist

Brown Advisory

As 2015 comes to a close, we remind our clients and friends of how important it is take time to review new tax rules, consider tax-saving opportunities and review investment and asset-protection plans before year’s end. Re-examine asset location. Gift and Estate Taxes. For 2015, the exclusion amount is $5.43