Brown Advisory

AUGUST 1, 2018

Berkshire’s book value growth is after tax, while the S&P Index return is pretax. Buffett and Munger celebrate good business and investment practices, the potential for human achievement, high ethics and decency to one’s fellow man. That doesn’t deliver much real return, especially if you pay taxes.

Assets 52

Assets Investments Investing Insurance 52

Brown Advisory

AUGUST 1, 2018

Berkshire’s book value growth is after tax, while the S&P Index return is pretax. Buffett and Munger celebrate good business and investment practices, the potential for human achievement, high ethics and decency to one’s fellow man. That doesn’t deliver much real return, especially if you pay taxes.

Assets 52

Assets Investments Investing Insurance 52

Good Financial Cents

APRIL 19, 2023

Betterment is great at reducing any taxes you have to pay on your investments, and they work with you to give you the best financial advice through their algorithms. Look for freelancers with a strong work ethic who provide quality results. Below is a rundown of a few of the leading robo-advisor platforms.

Accounting 106

Accounting Investments Investing Media 106

The Big Picture

FEBRUARY 28, 2023

I was talking to one of our founders, he said, look, a lot of people think we’re in Zug for tax reasons. RITHOLTZ: And are there that much tax advantages to be in Switzerland if you’re operating throughout Europe? My dad was a business person and had a tremendous work ethic. It’s, like, where’s mom?

Clients 146

Clients Assets Investments Investing 146

The Big Picture

DECEMBER 6, 2022

You have the liquidity, the tax efficiency, the transparency. So I think many of these car manufacturers can see the writing on the wall. I was already an investor in ETFs at that point in time. I remember telling myself, why would anyone invest in mutual funds when you can buy an ETF instead?

Clients 159

Clients Investments Investing Management 159

Abnormal Returns

FEBRUARY 4, 2023

wsj.com) Automakers are lining up to cash in on battery manufacturing incentives. arstechnica.com) Why it's time to start taxing cars by weight. wsj.com) De-extincting species raises all manner of ethical questions. huddleup.substack.com) Why pro athletes are subject to taxes in so many jurisdictions.

Media 130

Media Medicine Ethics Financial Advising 130

Brown Advisory

JUNE 12, 2017

Buffett and Munger celebrate good business and investment practices, the potential for human achievement, high ethics and decency to one’s fellow man. In the utility business, the regulatory structure of the industry will pass a cut in corporate tax rates through to the customers, so Berkshire won’t get to keep it.

Investments 52

Investments Investing Ethics Taxes 52

Brown Advisory

JUNE 12, 2017

Buffett and Munger celebrate good business and investment practices, the potential for human achievement, high ethics and decency to one’s fellow man. Corporate Tax Cut Potential to Benefit Berkshire. In Berkshire’s investment portfolio, the deferred tax liability on its accumulated gains would decline, and Berkshire would keep that.

Investments 52

Investments Investing Ethics Taxes 52

Sara Grillo

SEPTEMBER 26, 2022

Wright: Yes, So yes, is the quick answer, the more convoluted answer would be that we should control internally… We’re a fraternity of ethics and competency testing that should be different from the SEC. Salaske: Right, now.

CFP 59

CFP Financial Advisor Financial Planner Ethics 59

Sara Grillo

NOVEMBER 14, 2022

Macchia argues that mutual funds and REITs are not fiduciaries; product manufacturers are typically not. And if you want to join the right for higher ethics in financial advice, join the Transparent Advisor Movement. Are commissions bad? Macchia says they are not bad, they’re just a different way to get paid.

Insurance 59

Insurance Retirement License Financial Advisor 59

The Better Letter

MARCH 2, 2023

Nearing 400 years ago now, Thomas Hobbes noted and accounted for a crucial difference between geometry and ethics: We disagree about and dispute matters of ethics routinely but geometry almost never. Then again, our values and desires make our search for truth harder still.

Ethics 90

Ethics Government Food Accounting 90