Brown Advisory

FEBRUARY 13, 2017

Mon, 02/13/2017 - 14:02. We work regularly with clients in their 20s and 30s, helping them make good decisions about starting new business ventures, funding their educations, managing inherited wealth and tackling other challenges unique to the time in their lives when they are first charting their long-term path.

Clients 52

Clients Portfolio Planning Education 52

Brown Advisory

NOVEMBER 1, 2019

This year, two factors will be important considerations in our year-end planning work: 1) current market dynamics (specifically, ongoing market volatility, low interest rates and a flat yield curve), and 2) the 2017 tax overhaul and our ongoing integration of new tax rules into clients’ long-term plans. Non-Taxable Gifts.

Planning 52

Planning Taxes Clients Estate Planning 52

Trade Brains

JULY 11, 2022

Many investors took notice of insurance stocks in 2017 when multiple IPOs began hitting the D-Street. Ideally, PAT (Profit after tax) and NBM should grow YoY or QoQ. It offers a well-diversified range of products and risk management solutions. They’ve helped in covering a wider population under the insurance bucket.

Insurance 52

Insurance Distribution Government Investing 52

The Big Picture

AUGUST 15, 2023

So if you start with the S&P 500 or in this case stocks and bonds, you only have two asset classes, right. So the proper benchmark for those pools has to look a little bit like the underlying assets they’re investing in. If you look at the types of assets that Yale invests in, you can create a benchmark for each pool.

Management 130

Management Investing Investments Government 130

Brown Advisory

DECEMBER 2, 2019

Houston suffered tremendous losses from Hurricane Harvey in 2017, and each hurricane season brings renewed potential for flooding and other storm-related disasters. Climate change is a different animal, however—it is just as much about tangible credit risk as it is about positive impact. Miami’s sea level has risen by 3.5

Marketing 52

Marketing Marketing Transportation Investing 52

Brown Advisory

DECEMBER 2, 2019

Houston suffered tremendous losses from Hurricane Harvey in 2017, and each hurricane season brings renewed potential for flooding and other storm-related disasters. WE ARE TAKING THESE RISKS VERY SERIOUSLY”. Climate change is a different animal, however—it is just as much about tangible credit risk as it is about positive impact.

Marketing 52

Marketing Marketing Transportation Investing 52

Brown Advisory

NOVEMBER 19, 2020

presidential election season offered a wide range of potential scenarios for tax and other policy matters that impact our planning efforts for clients. While election results are not totally settled, we believe that the balance between parties in Congress is likely to temper both the pace and magnitude of possible tax law changes.

Planning 52

Planning Taxes Clients Assets 52

The Big Picture

OCTOBER 3, 2023

Starting at the beginning of the administration in 2017. We dive deep into all sorts of things about running businesses, managing risk, and then when we began talking about his public sector service, we went deep into the Tax Cuts and Job Act of 2017. There were certain things you couldn’t avoid.

Taxes 263

Taxes Banking Clients Management 263

The Big Picture

NOVEMBER 7, 2023

You start with the Tether website and you go through the various disclosures including the list of risks. The company could go bankrupt, bank holdings could lose money, the government could confiscate its assets and then you notice what seems like a risk disclosure red flag or we could abscond with the reserve funds.

Numbers 148

Numbers Banking Accounting Taxes 148

The Big Picture

AUGUST 23, 2022

So, it’s 150 million voucher times $20 gives you a $3 billion of vouchers in circulation and this $3 billion of vouchers in circulation were exchangeable for 30 percent of the share capital of all Russian companies, which meant that the market cap of the entire country of Russia, every asset in the country, was $10 billion.

Government 305

Government Banking Numbers Investing 305