Brown Advisory
SEPTEMBER 12, 2016
Private Credit Outshines Many High-Valuation Stocks, Bonds. Mon, 09/12/2016 - 05:00. The supply of capital is high, with private debt fund managers holding a record $199 billion available for private credit as of June 30, 2016, a 173% surge from $72.9 We recently invested in Crescent Mezzanine Partners VII, a 2016 vintage fund.
Brown Advisory
APRIL 20, 2022
Explain the timing difference and cutoff on valuations. Regardless of an entity’s scale, proactively defined audit requirements set mutual expectations for advisor and client alike, helping to ensure efficient and effective goal setting and communication. Define the type of investments involved, (e.g., Offer constructive feedback.
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eMoney Advisor
NOVEMBER 10, 2022
That occasion marked an agreement with the IRS on a $156 million value on Prince’s real estate and recordings for the artist who died in April 2016—without a will. Through open communication with their estate attorney, you can help ensure a well-coordinated estate plan. Final Valuation of Prince’s Estate Pegged at $156.4
Brown Advisory
JUNE 2, 2016
Thu, 06/02/2016 - 12:58. They should exercise caution when reaching for yield—valuations of some high-dividend, low-growth stocks already look excessive in our view. This article was updated on July 14, 2016 to reflect the U.K. This communication and any accompanying documents are confidential and privileged. In Too Deep?
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. This communication and any accompanying documents are confidential and privileged.
Brown Advisory
SEPTEMBER 12, 2016
Mon, 09/12/2016 - 06:00. Treasury Department recently issued proposed regulations that would virtually eliminate valuation discounts on the transfer of shares in family businesses and investment pools held in Family Limited Partnerships or Limited Liability Companies, collectively known as FLPs.
Brown Advisory
SEPTEMBER 12, 2016
Diving Deep: Achieving Outperformance By Using Environmental Research achen Mon, 09/12/2016 - 10:22 ARM Holdings rose to dominance among makers of smartphone microprocessors by focusing on energy efficiency rather than pure computational power and speed. This communication and any accompanying documents are confidential and privileged.
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