article thumbnail

10 Thursday AM Reads

The Big Picture

Institutional Investor ) • What to Do With a 45-Story Skyscraper and No Tenants : HSBC’s plan to leave its Canary Wharf tower for a smaller site shows the global challenges ahead in repurposing unwanted office space for a post-pandemic world. Businessweek ) • Strike Force Five: what happens when late-night TV hosts make a podcast?

article thumbnail

Strategic Planning in Volatile Markets

Brown Advisory

Strategic Planning in Volatile Markets ajackson Wed, 04/01/2020 - 09:31 Our conversations with clients usually cover topics that range beyond investment and financial affairs. We are working to help you take those steps forward. While no two downturns are the same, we believe this approach can again be effective in the current period.

Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

article thumbnail

Strategic Planning in Volatile Markets

Brown Advisory

Strategic Planning in Volatile Markets. We believe that the current environment offers a number of strategic planning opportunities to improve your financial plan, enhance wealth transfers to heirs or charities, minimize the impact of income taxes and broadly help you advance your progress toward long-term goals.

article thumbnail

NAIFA Advocates for the Economic Security of Women

NAIFA Advisor Today

The series of events was created as part of NAIFA’s participation in Women’s History Month and to deliver on several aspects of its Diversity, Equity, and Inclusion initiative that is part of its 2025 Strategic Plan.

article thumbnail

Strategizing Success: The CFP® Blueprint for Indians

International College of Financial Planning

Who is a Certified Financial Planner® Professional A Certified Financial Planner® (CFP®) professional is a beacon in the financial advisory landscape, offering unmatched expertise in financial management and strategic planning.

CFP 52
article thumbnail

2023 Year-End Planning Letter: Reflections and Perspectives

Brown Advisory

This year, our letter will focus on some of our clients’ big-picture questions, such as: Have our priorities changed or shifted in ways that may alter our current strategic plans? We are keenly aware of our clients’ disquiet over these matters and are here to help clients who want to examine how they can help make a difference.

article thumbnail

The Wild Card – Oil!

David Nelson

I am confident that a combination of a born-again Fed and a growing effort to shore up our manufacturing footprint will bring the results necessary to return the United States to economic growth and prosperity. However, the lack of strategic planning in front of the invasion has laid bare NATO’s failure.