Events Executive Compensation Investments Portfolio 
Validea
MARCH 3, 2023
Quick Links Warren Buffett Portfolio High Momentum Stocks Low Volatility / Conservative Stocks Buffett was referring specifically to the 1% excise tax that went into effect earlier this year, and that President Biden proposed raising to 4% in his State of the Union address. are taxed at the same rate, the article points out.
Brown Advisory
APRIL 6, 2020
COVID-19 Through An ESG Investing Lens ajackson Mon, 04/06/2020 - 10:32 In times of crisis, companies show through their actions how they prioritize various stakeholders, and how they balance societal concerns and profit motives. These factors are always meaningful for companies, but the global pandemic has greatly amplified their importance.
This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
Brown Advisory
APRIL 6, 2020
COVID-19 Through An ESG Investing Lens. In our recent conversations with management teams at our portfolio companies, we have heard directly about the unprecedented challenges these firms are facing. Mon, 04/06/2020 - 10:32.
Zajac Group
MARCH 3, 2023
There is no taxable event when performance shares are granted. A taxable event occurs once you meet a performance metric and shares are delivered to you. This may delay the delivery, and push your taxable event into the calendar year following the year you met your metric(s). Otherwise, the award expires and is deemed worthless.
Brown Advisory
NOVEMBER 5, 2021
Consistent with our firm’s investment philosophy, we take the long view in planning – thinking in decades, not days. The strength of balance sheets may also present a good opportunity to consider aligning investments with family goals and purpose. There is no singular formula to getting this right.
Brown Advisory
OCTOBER 6, 2020
Matters of racial and environmental justice are important to us and to our clients, and we have always considered these factors as part of our ESG research and our process for evaluating investments. Municipal bonds, and the projects that they fund, can be connected to justice within a community or region.
Brown Advisory
OCTOBER 6, 2020
Our firm has intentionally expanded its focus on sustainable investing over the past decade—in part because we believe it helps us make better investment decisions, and in part because we believe it helps our clients make a positive impact on the world with their capital. How Municipal Bonds Influence Justice & Equality. Public Safety.
Expert insights. Personalized for you.
59 
Let's personalize your content