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Don't get an "F" on FBAR

Brown Advisory

Don't get an "F" on FBAR ajackson Fri, 01/20/2023 - 13:43 We work with many clients to develop smart, flexible tax strategies; such strategies are essential to align their tax, investment and wealth preservation plans. taxpaying clients is the “FBAR,” or the Report of Foreign Bank and Financial Accounts.

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Transcript: Luis Berruga, Global X ETFs

The Big Picture

when I first moved from Spain, and I learned a lot because I spent a lot of time with financial advisors, which, as you know, is a key segment of our client base today. RITHOLTZ: So you joined Global X in 2014. I joined Global X in 2014, and we have, if I remember correctly, approximately $1.5 We have retail clients.

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Know What You Own

Brown Advisory

We help many of our clients align their portfolios with their values, and screening is one of the tools we employ to accomplish that alignment. We list a short selection of screens below that some of our clients have requested in recent years, but this is just a sample.

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Know What You Own

Brown Advisory

We help many of our clients align their portfolios with their values, and screening is one of the tools we employ to accomplish that alignment. We list a short selection of screens below that some of our clients have requested in recent years, but this is just a sample. Knowledge is Power.

Ethics 52
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Don't get an "F" on FBAR

Brown Advisory

Don't get an "F" on FBAR ajackson Fri, 01/20/2023 - 13:43 We work with many clients to develop smart, flexible tax strategies; such strategies are essential to align their tax, investment and wealth preservation plans. taxpaying clients is the “FBAR,” or the Report of Foreign Bank and Financial Accounts.

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Global Leaders Investment Letter: August 2022

Brown Advisory

In the period 2010 to 2014 there was a boom in energy capex particularly into U.S. 6 A subsequent crash in oil prices in late 2014 and 2015 dramatically slowed investment over the next five years. At the end of the day what is the difference to the client of a barrel of oil from Royal Dutch Shell or one from BP?

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Investors Seeking Sustainability Gain Confidence Through Screening

Brown Advisory

However, screening can exact a cost, so we help clarify for clients the potential impact on risk and return. By the end of 2014, institutional investors had invested more than $1.2 One client we advise discovered from a screening exercise that 3.1% CalPERS is the largest defined-benefit pension plan in the U.S.,

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