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. Determine both your annual level of spending and a five- and 10-year goal for portfolio returns.

Taxes 52

Taxes Clients Estate Planning Compliance 52

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

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. We mitigate risk by ensuring that the managers buy shares of Chinese companies outside mainland exchanges, where speculation is rife. Rude Awakening.

Insurance 52

Insurance Portfolio Management Clients Government 52

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 Compliance 52

Brown Advisory

DECEMBER 2, 2015

Wed, 12/02/2015 - 12:58. Investors should expect the market swings of 2015 to carry over into the new year, driven largely by concerns over weak global growth. By Mark Kodenski, Private Client Portfolio Manager. Diamonds In The Rough. By Taylor Graff, CFA, Asset Allocation Analyst. Anchoring Expectations.

Clients 52

Clients Asset Allocation Economics Estate Planning 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. We currently own several companies across our portfolios that align with this paradigm, including Costco , TripAdvisor and Priceline. Shadow Consumption.

Food 52

Food Portfolio Management Sales Strategic Planning 52

Brown Advisory

DECEMBER 2, 2015

Wed, 12/02/2015 - 13:46. Investors should expect the market swings of 2015 to carry over into the new year, driven largely by concerns over weak global growth. global growth for 2015. Since 2009, we have identified eight opportunities to shift portfolio allocations to capitalize on a determined upside/downside mismatch.

Economy 52

Economy Taxes Clients Assets 52