Brown Advisory

SEPTEMBER 3, 2015

Still, we believe that attractive opportunities for fundamental, bottom-up investing endure in China S and Asia’s other emerging markets, where valuations are more attractive than for equities in the developed world like the U.S. Such protection can be a cornerstone for sound estate planning. Long-Term Winners. Rude Awakening.

Insurance 52

Insurance Portfolio Management Clients Government 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. Such protection can be a cornerstone for sound estate planning. Rude Awakening. Thu, 09/03/2015 - 15:10.

Transportation 52

Transportation Government Economy Asset Allocation 52

Brown Advisory

DECEMBER 2, 2015

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. We prefer avoiding the rich valuations of consumer staple stocks, investing instead in consumer discretionary stocks and companies with indirect exposure to the consumer.

Economy 52

Economy Taxes Clients Assets 52

Brown Advisory

NOVEMBER 12, 2015

Recharacterization: But what if you converted a traditional IRA to a Roth at a time when the assets were at peak valuation, and the value of the assets have since declined? Gift and Estate Taxes. Since 2012, the $5 million lifetime gift and estate tax exclusion available to each taxpayer has been indexed for inflation.

Planning 52

Planning Taxes Distribution Medical 52

Brown Advisory

SEPTEMBER 12, 2016

Proposed Tax Law Changes Prompt Estate Planning Review achen Mon, 09/12/2016 - 06:00 A plan to maximize a family’s financial legacy usually saves the most tax by leveraging the longterm compounding of investments outside of the taxable estate.

Estate Planning 52

Estate Planning Taxes Planning Clients 52

Brown Advisory

SEPTEMBER 12, 2016

Proposed Tax Law Changes Prompt Estate Planning Review. A plan to maximize a family’s financial legacy usually saves the most tax by leveraging the longterm compounding of investments outside of the taxable estate. Adopting a program of planning early, and monitoring that program, often brings the best results.

Estate Planning 52

Estate Planning Taxes Planning Clients 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. Annual Planning Checklist.

Planning 52

Planning Taxes Assets Clients 52