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Intel SERPLUS Elections 2020: 4 Steps to Consider Given the Recent Company Uncertainty

Cordant Wealth Partners

In 2020, for example, the Intel plan offered to match SERPLUS deferrals up to 5% of “excess pay” ( pay above $285k in 2020 ). See our full article on Intel’s SERPLUS match and the changes put in place for 2020, here.]. Not to be overlooked, another benefit of these plans is any company matching benefit.

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How Municipal Bonds Influence Justice & Equality

Brown Advisory

Matters of racial and environmental justice are important to us and to our clients, and we have always considered these factors as part of our ESG research and our process for evaluating investments. Its management and executive compensation plans are also tied to factors related to racial equity.

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How Municipal Bonds Influence Justice & Equality

Brown Advisory

Tue, 10/06/2020 - 16:56. Our firm has intentionally expanded its focus on sustainable investing over the past decade—in part because we believe it helps us make better investment decisions, and in part because we believe it helps our clients make a positive impact on the world with their capital. And Part of the Problem.

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Should you cancel your CFP designation?

Sara Grillo

” It brings to light the fundamental question of the role that institutions play in client outcomes, whether those institutions are truly putting the interests of the retail investor over those of their members, and the delicate balance between governance standards and the oppression of individual autonomy. Is that too much?

CFP 80
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Transcript: Aswath Damodaran

The Big Picture

And the second was, of course, the Warren Buffett story that came out the same week, where he essentially called people who post buybacks, you know, economically illiterate. In the first quarter of 2020 when COVID shut the global economy down, everybody felt that the right thing for companies to do is hold back cash. RITHOLTZ: Right.

Valuation 292
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The American Rescue Plan Act: Potential Consequences for Clients

Brown Advisory

This article explores some ways ARPA impacts our clients' lives and interests. This focus may disproportionately include those in lower-income brackets, and many of our clients may not be affected directly. Moreover, given the sheer size and breadth of the legislation, the spending measures in ARPA may impact our clients meaningfully.

Clients 52
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The American Rescue Plan Act: Potential Consequences for Clients

Brown Advisory

The American Rescue Plan Act: Potential Consequences for Clients. This article explores some ways ARPA impacts our clients' lives and interests. This focus may disproportionately include those in lower-income brackets, and many of our clients may not be affected directly. . ARPA may impact our clients as investors.

Clients 52