Brown Advisory

DECEMBER 2, 2015

Wed, 12/02/2015 - 10:29. An essential step in estate planning is making sure beneficiaries know all the responsibilities and challenges that accompany the management of increasing wealth. Some 55% of Americans die without having prepared a will or estate plan, according to the American Bar Association’s website.

Estate Planning 52

Estate Planning Asset Allocation Assets Planning 52

Brown Advisory

DECEMBER 2, 2015

Wed, 12/02/2015 - 12:50. In advising clients over the years, we have seen the value of helping families buy into the longterm orientation essential to successful investing and portfolio management through all market conditions. Create a portfolio structure buffered against taxes. Anchoring Expectations.

Taxes 52

Taxes Clients Estate Planning Compliance 52

Brown Advisory

SEPTEMBER 3, 2015

Thu, 09/03/2015 - 15:11. The economies of India and the ASEAN-5 (Indonesia, Malaysia, the Philippines, Thailand and Vietnam) entered the second half of 2015 with robust growth. It is offering tax incentives for purchasing private insurance and tax deferrals for annuity products and corporate pension plans.

Insurance 52

Insurance Portfolio Management Clients Government 52

Brown Advisory

SEPTEMBER 3, 2015

Thu, 09/03/2015 - 15:10. Investors had snapped up Puerto Rican debt because of high yields and exemption from federal, state and local taxes in the U.S. Meanwhile, tax revenues have declined to about 12% of GNP from more than 15% before 2006, the Krueger report said. Rude Awakening. plunged in August to 9 cents on the dollar.

Transportation 52

Transportation Government Economy Asset Allocation 52

Brown Advisory

SEPTEMBER 1, 2015

Tue, 09/01/2015 - 11:30. Each shared auto used by such services could displace nine traditional vehicles, according to a Barclays Capital report dated July 9, 2015. By Mick Dillon, CFA, Portfolio Manager, Global Leaders Strategy and Priyanka Agnihotri, Equity Research Analyst. Shadow Consumption. Current U.S.

Food 52

Food Portfolio Management Sales Strategic Planning 52

Brown Advisory

SEPTEMBER 3, 2015

Thu, 09/03/2015 - 15:10. During the second quarter of 2015, Spain’s gross domestic product expanded 1% on a quarterly basis. Priceline in the second quarter of 2015 reported a 26% surge in gross bookings over the previous 12 months. By Stephen Shutz, CFA, Tax-Exempt Portfolio Manager. Europe's Slow Climb.

Economy 40

Economy Economics Asset Allocation Clients 40

Brown Advisory

SEPTEMBER 3, 2015

Thu, 09/03/2015 - 15:11. Such protection can be a cornerstone for sound estate planning. A discretionary trust can provide a means of multigenerational estate planning by establishing how assets are passed on and reduce future generations’ potential estate-tax liability. Before Tying the Knot.

Estate Planning 52

Estate Planning Assets Distribution Taxes 52