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).

Financial Advisor 52

Financial Advisor Clients Tax Planning Wealth Management 52

Brown Advisory

APRIL 1, 2020

In sum, there are a variety of planning opportunities (many of which are summarized below) that we can consider together as we think about your long-term plans. GIFT AND ESTATE TAX PLANNING Outright Gifting. While no two downturns are the same, we believe this approach can again be effective in the current period.

Strategic Planning 52

Strategic Planning Planning Marketing Marketing 52

Brown Advisory

APRIL 1, 2020

In sum, there are a variety of planning opportunities (many of which are summarized below) that we can consider together as we think about your long-term plans. GIFT AND ESTATE TAX PLANNING. While no two downturns are the same, we believe this approach can again be effective in the current period. Outright Gifting.

Strategic Planning 52

Strategic Planning Planning Marketing Marketing 52

The Big Picture

AUGUST 15, 2023

To give you a fun story, we launched Protégé Partners in 2002. 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. It’s part of their own tax planning. Oh my goodness.

Management 130

Management Investing Investments Government 130

The Big Picture

OCTOBER 19, 2022

He is the managing director of Vanguard’s Financial Advisor Services Division, where he began back in 2002. So there’s the, “Hey, I’ll work with you and we’ll develop goals and a plan how to get there.” They’ll do tax planning, right? My special guest this week is Tom Rampulla.

Financial Advisor 286

Financial Advisor Clients Taxes Investing 286