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The State of the Firm: Walkner Condon

Walkner Condon Financial Advisors

Amber will be tasked with helping educate clients and tell our story to others that may not know us yet. This material is intended for educational purposes only. Amber Schmechel is joining our team with 15 years of experience in communications and marketing.

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Walkner Condon: The State of the Firm

Walkner Condon Financial Advisors

Amber will be tasked with helping educate clients and tell our story to others that may not know us yet. Amber Schmechel is joining our team with 15 years of experience in communications and marketing. Most recently she was the Communications and Marketing Manager at Saris Cycling Group.

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2021 Year-End Planning Letter

Brown Advisory

We believe that families find this exercise, and the process of considering sustainable investing and/or impact investing, to be helpful in engaging family members around investing and educating the next generation on the proper stewardship of the family’s capital. Incorporating younger family members early on is essential.

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What Executives Need to Know About Performance Awards

Zajac Group

PSAs may also be combined with more traditional RSUs and/or stock options that vest over time, to round out a robust executive compensation package. This can offer an executive the unique combination of greater certainty from RSUs as well as additional upside from performance shares.

Taxes 52
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What Equity Compensation Shares Are the Best to Contribute to a Donor Advised Fund? Part 2

Zajac Group

If your greater financial goals include a noticeable amount of charitable giving, contributing executive compensation to a donor advised fund can be a great way to achieve your aim. If your only intent is to minimize your tax bill, you may want to look elsewhere.

Taxes 52
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How Municipal Bonds Influence Justice & Equality

Brown Advisory

Municipalities can use bond proceeds to provide essential services like water utilities, public transit systems, public education, housing subsidies and more. Its management and executive compensation plans are also tied to factors related to racial equity. This approach does not come at the expense of credit quality.

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How Municipal Bonds Influence Justice & Equality

Brown Advisory

Municipalities can use bond proceeds to provide essential services like water utilities, public transit systems, public education, housing subsidies and more. Its management and executive compensation plans are also tied to factors related to racial equity. This approach does not come at the expense of credit quality.