Walkner Condon Financial Advisors
JULY 27, 2023
Occasionally we like to inform our clients about what is going on at Walkner Condon, as we have some exciting updates to share with you. She gave us plenty of notice so that we could locate and train her eventual replacement in order to maintain client service levels. We expect very limited disruption for our clients.
Cordant Wealth Partners
NOVEMBER 20, 2020
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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Walkner Condon Financial Advisors
MAY 12, 2023
Occasionally we like to inform our clients about what is going on at Walkner Condon, as we have some exciting updates to share with you. She gave us plenty of notice so that we could locate and train her eventual replacement in order to maintain client service levels. We expect very limited disruption for our clients.
Brown Advisory
OCTOBER 6, 2020
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.
Brown Advisory
OCTOBER 6, 2020
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.
Brown Advisory
APRIL 6, 2020
COVID-19 Through An ESG Investing Lens ajackson Mon, 04/06/2020 - 10:32 In times of crisis, companies show through their actions how they prioritize various stakeholders, and how they balance societal concerns and profit motives.
Brown Advisory
APRIL 6, 2020
Mon, 04/06/2020 - 10:32. Further, companies that find a role in addressing this crisis can use this opportunity to do well in the world and to chart new long-term business opportunities, even if their efforts to help during this crisis hurt their bottom line in 2020. COVID-19 Through An ESG Investing Lens.
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