2002 Numbers Tax Planning 
Indigo Marketing Agency
FEBRUARY 27, 2024
In our Advisor Spotlight Series, we aim to highlight our amazing financial advisors who go above and beyond, whether through volunteer work, unique tax planning, or thought leadership (just to name a few). It’s about the relationship and the friendship we develop, and the partnership. I’m the pilot but it’s your airplane.
Brown Advisory
APRIL 1, 2020
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. GIFT AND ESTATE TAX PLANNING Outright Gifting.
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Brown Advisory
APRIL 1, 2020
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. GIFT AND ESTATE TAX PLANNING.
The Big Picture
AUGUST 15, 2023
To give you a fun story, we launched Protégé Partners in 2002. Or at least the top, pick a number, 30, 40%. And in 2002, the bucket of the largest hedge funds was those north of $1 billion. SEIDES: Before 2002, there were no capacity issues with whoever you thought the best hedge funds were. Less, 20, 30%? RITHOLTZ: Sure.
The Big Picture
OCTOBER 19, 2022
He is the managing director of Vanguard’s Financial Advisor Services Division, where he began back in 2002. RAMPULLA: I went to Drexel part time while I was at Vanguard, did that commute down to Philadelphia from the suburbs, you know, three times a week for a number of years. I was employee number one in London. RAMPULLA: Yeah.
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