Trade Brains

JUNE 12, 2025

Jay Amitbhai Shah, son of Home Minister of India, Amit Shah, has quickly propelled himself to a position of great influence and wealth in world cricket administration. Appointment as ICC Chairman in 2025 came for Shah, who had formerly been BCCI Secretary and ACC President. Rolls Royce Phantom 9.50 Ferrari 488 4.40

Wealth Accumulation 59

Wealth Accumulation Financial Services Valuation Assets 59

Zajac Group

MARCH 11, 2025

If youve received a significant share of company stock, or your positions have grown meaningfully post-IPO, you may be searching for strategies to mitigate downside risk and diversify your portfolio. In exchange for the shares, they receive a partnership interest in the fundan interest that includes a diversified portfolio of stocks.

Taxes 52

Taxes Portfolio Assets Investing 52

Brown Advisory

AUGUST 1, 2019

The marginal rate for the top Federal income tax bracket is 37% until 2025, and will thereafter revert to the 39.6% The information provided n the case study illustrates a hypothetical portfolio that is not necessarily representative of any current portfolios. level in place before 2017’s tax overhaul.

Planning 52

Planning Distribution Taxes Accounting 52

Brown Advisory

AUGUST 1, 2019

The marginal rate for the top Federal income tax bracket is 37% until 2025, and will thereafter revert to the 39.6% The information provided n the case study illustrates a hypothetical portfolio that is not necessarily representative of any current portfolios. level in place before 2017’s tax overhaul.

Planning 52

Planning Distribution Taxes Accounting 52

Brown Advisory

NOVEMBER 19, 2020

Start by positioning portfolios to address risk. Reviewing, and revising as necessary, the relative sizing of these three buckets can provide confidence that a client’s portfolio can ride through market volatility. Plan for health care events and expenses. BE OPPORTUNISTIC WITH CURRENT PLANNING.

Planning 52

Planning Clients Taxes Assets 52

Brown Advisory

DECEMBER 1, 2023

Now that some of those core conditions have changed, it may make sense to modify some plans accordingly, to maximize low-risk yield on investment portfolios, to explore strategic elections for corporate executives to enhance wealth accumulation plans and to consider intergenerational transfers in advance of pending tax law changes.

Planning 52

Planning Strategic Planning Taxes Clients 52