Brown Advisory

MARCH 18, 2022

Any business or tax discussion contained in this communication is not intended as a thorough, in-depth analysis of specific issues. Brown Advisory does not render legal or tax advice. These trademarks have been licensed to S&P Dow Jones Indices LLC. It is not possible to invest directly in an index.

Asset Allocation 52

Asset Allocation Assets License Government 52

Carson Wealth

DECEMBER 20, 2022

A financial advisor is trained and licensed to provide investment and security advice to their clients. Having proper estate planning documents can help ensure your assets pass where, when, and how you want them to. Financial advisors can help their clients through one major life challenge or weave together a comprehensive strategy.

Financial Advisor 52

Financial Advisor Certified Financial Planner Financial Planner Retirement Planning 52

ClearMoney

FEBRUARY 21, 2022

DISCLOSURES The information in this document is provided in good faith without any warranty and is intended for the recipient’s background information only. Unauthorized copying, reproducing, duplicating, or transmitting of this document are strictly prohibited. This material is not a sales communication. Dimensional Japan Ltd.,

Commission 52

Commission Portfolio Government Distribution 52

ClearMoney

DECEMBER 5, 2021

But, while government spending may provide a short-term stimulatory effect on the economy, the prospect of higher future taxes and long-run impacts on spending and investment introduces many channels through which spending and debt levels might affect expected stock returns. This material is not a sales communication. DISCLOSURES.

Government 52

Government Commission Economics Distribution 52

ClearMoney

DECEMBER 5, 2021

But, while government spending may provide a short-term stimulatory effect on the economy, the prospect of higher future taxes and long-run impacts on spending and investment introduces many channels through which spending and debt levels might affect expected stock returns. This material is not a sales communication.

Government 52

Government Commission Economics Distribution 52

Sara Grillo

SEPTEMBER 26, 2022

I think that we do need sales people to sell things, I think sales is just the expression of value, the expression and the communication of value. Now, granted, I don’t think that that’s true. What’d ya think of my blog and podcast debate on whether or not the CFP Board stinks? Was this helpful?

CFP 59

CFP Financial Advisor Financial Planner Ethics 59

The Big Picture

APRIL 25, 2023

You could probably build a better communications strategy. There’s not significant licensing, you know, that that takes place. So, it’s not a legally binding document, but it’s a goodwill problem, right? HAMBURGER: And then they don’t look at the tax structure, right? Probably insert some AI.

Compliance 150

Compliance Clients Wealth Management Management 150