The Big Picture

JANUARY 21, 2025

But today, you know, a lot of brokers, you know, whether they’re with the big full service brokerage firms now have advisory accounts that they flog to clients where they can buy ETFs. And after I got my last urine bonus in early 2014, I walked in and handed, handed my notice. We can’t get him to spend money. Right, right.

Investing 147

Investing Investments Management Retirement 147

Random Roger's Retirement Planning

MARCH 9, 2025

BTAL is a client and personal holding. EBSIX' worst 12 month stretch was a decline of 13% from June 2013 to June 2014. They are not intended to constitute legal, tax, securities or investment advice or a recommended course of action in any given situation. Portfolio 3's worst year was 2018 when it fell 7.76%.

Portfolio 52

Portfolio Numbers Insurance Taxes 52

Nationwide Financial

JANUARY 5, 2023

Wetzel moved into the Glen Saint Andrew Living Community, a senior residential facility in Niles, Illinois, in 2014 after her partner of 30 years died of cancer. Having LTC coverage in place increases the chance LGBTQ+ clients will be able to seek out, find and pay for safe and affirming care — whether at home or in some type of LTC facility.

Planning 64

Planning Clients Insurance Budgeting 64

Brown Advisory

MARCH 14, 2023

And let’s face it, our clients often ask for a helping or two of short-term information (with a side of market timing thoughts, please). Gary became CEO in 2010, and by 2014 he realized that his sales team needed to change its approach. million (before taxes paid on gains). This isn’t monopoly money, folks.

Clients 97

Clients Investing Investments Sales 97

Random Roger's Retirement Planning

APRIL 9, 2024

ASFYX is a client and personal holding. Looking back, 2014 is the only year (available to backtest) where equities and managed futures were up similar amounts. MERIX, PPFIX, BTAL are client and personal holdings. I think fixed income continuing to trend lower in price and commodities continue to do well is helping the space.

Management 98

Management Retirement Planning Portfolio Retirement 98

Random Roger's Retirement Planning

MAY 12, 2024

It backtests to 2014. A quick administrative note is that when I build these sorts of portfolio combinations to look at, I try to use funds that I don't actually own for clients whenever possible. They are not intended to constitute legal, tax, securities or investment advice or a recommended course of action in any given situation.

Asset Allocation 98

Asset Allocation Portfolio Assets Management 98

Random Roger's Retirement Planning

FEBRUARY 7, 2024

I believe Swedroe has used the interval fund for clients for many years and I know he has written about it before. He notes " after three strong returns in its first three years (2014-16) came a string of losses. SRRIX lost -11.35% in 2017, -6.14% in 2018 and -4.47% in 2019."

Taxes 74

Taxes Portfolio Clients Investing 74

Brown Advisory

MARCH 14, 2023

And let’s face it, our clients often ask for a helping or two of short-term information (with a side of market timing thoughts, please). Gary became CEO in 2010, and by 2014 he realized that his sales team needed to change its approach. million (before taxes paid on gains). This isn’t monopoly money, folks.

Clients 81

Clients Investing Investments Sales 81

Brown Advisory

DECEMBER 2, 2015

We are recommending that clients consider high-yield bonds and other asset classes that can offer the prospect of solid gains that diverge from the path of traditional stocks and bonds. From 2012 until 2014, the MSCI All Country World Index annually rose by an average of 14.1%. in 2014, according to the IMF. this year, 0.3

Economy 52

Economy Taxes Clients Assets 52

Brown Advisory

JANUARY 20, 2023

Don't get an "F" on FBAR ajackson Fri, 01/20/2023 - 13:43 We work with many clients to develop smart, flexible tax strategies; such strategies are essential to align their tax, investment and wealth preservation plans. A common tax obstacle faced by many of our U.S. Under the Bank Secrecy Act (“BSA”) of 1970, any U.S.

Accounting 52

Accounting Compliance Taxes Banking 52

Brown Advisory

MAY 23, 2018

In exchange for that complexity, it offered tax advantages that often led to a lower cost of capital than traditional corporate structures could. Kinder Morgan—historically the bellwether for the asset class—collapsed its MLP in late 2014, and a variety of others have followed suit. The MLP structure has always been complex.

Taxes 52

Taxes Distribution Clients Assets 52

Brown Advisory

MAY 23, 2018

In exchange for that complexity, it offered tax advantages that often led to a lower cost of capital than traditional corporate structures could. Kinder Morgan—historically the bellwether for the asset class—collapsed its MLP in late 2014, and a variety of others have followed suit. . The MLP structure has always been complex.

Taxes 52

Taxes Distribution Clients Assets 52

Brown Advisory

JUNE 23, 2016

27, 2014, unidentified troops, referred to as “little green men” in news reports, stormed the Crimean peninsula. Putin’s approval rating surged 10% in February and March of 2014, to 71.6%. NOW 2016 | Putin’s World achen Thu, 06/23/2016 - 10:27 On Feb. Putin also distracted the public from the flagging Russian economy.

Economy 52

Economy Communication Clients Taxes 52

Brown Advisory

JUNE 23, 2016

27, 2014, unidentified troops, referred to as “little green men” in news reports, stormed the Crimean peninsula. Putin’s approval rating surged 10% in February and March of 2014, to 71.6%. NOW 2016 | Putin’s World. Thu, 06/23/2016 - 10:27. Putin also distracted the public from the flagging Russian economy.

Economy 52

Economy Communication Clients Taxes 52

Brown Advisory

SEPTEMBER 3, 2015

31, 2014, suggests that his goal is not just fantasy. We are using third-party managers such as Somerset and Macquarie in an effort to position client portfolios to benefit from the rising middle class across the region. 31, 2014, quickly making the country the world’s No. By Stephen Shutz, CFA, Tax-Exempt Portfolio Manager.

Insurance 52

Insurance Portfolio Management Clients Government 52

The Big Picture

DECEMBER 6, 2022

when I first moved from Spain, and I learned a lot because I spent a lot of time with financial advisors, which, as you know, is a key segment of our client base today. RITHOLTZ: So you joined Global X in 2014. You have the liquidity, the tax efficiency, the transparency. Is that the clients you’re aiming for?

Clients 162

Clients Investing Investments Management 162

Brown Advisory

FEBRUARY 23, 2021

citizens are in the unenviable position of being taxed on their worldwide income and gains. In the fall (autumn for you Brits) of 2014, I thought I knew what the next few years of my life would look like. tax system is probably helpful. tax year runs from 6th April to 5th April. tax systems click here. to the U.K.—I

Taxes 52

Taxes Assets Investment Planning Planning 52

Brown Advisory

FEBRUARY 23, 2021

citizens are in the unenviable position of being taxed on their worldwide income and gains. In the fall (autumn for you Brits) of 2014, I thought I knew what the next few years of my life would look like. tax system is probably helpful. tax year runs from 6th April to 5th April. tax systems click here. to the U.K.—I

Taxes 52

Taxes Assets Investment Planning Planning 52

Brown Advisory

SEPTEMBER 12, 2016

Since January 2014, their foundation’s portfolio has outperformed the 4.7% To the extent specific securities are mentioned, they have been selected by the author on an objective basis to illustrate views expressed in the commentary and do not represent all of the securities purchased, sold or recommended for advisory clients or other clients.

Investing 52

Investing Investments Portfolio Communication 52

Brown Advisory

SEPTEMBER 12, 2016

Since January 2014, their foundation’s portfolio has outperformed the 4.7% To the extent specific securities are mentioned, they have been selected by the author on an objective basis to illustrate views expressed in the commentary and do not represent all of the securities purchased, sold or recommended for advisory clients or other clients.

Investing 52

Investing Investments Portfolio Communication 52

Brown Advisory

NOVEMBER 12, 2015

As 2015 comes to a close, we remind our clients and friends of how important it is take time to review new tax rules, consider tax-saving opportunities and review investment and asset-protection plans before year’s end. The highest federal marginal tax bracket in 2015 is 39.6% (as it was in 2014). Overview of 2015.

Planning 52

Planning Taxes Distribution Medical 52

Brown Advisory

JUNE 23, 2016

Based in Beijing from 2005 until 2013, Osnos won the National Book Award in 2014 for Age of Ambition: Chasing Fortune, Truth and Faith in the New China. We sometimes use a blunt instrument when we need a scalpel.” This communication and any accompanying documents are confidential and privileged.

Communication 52

Communication Clients Taxes Economy 52

Brown Advisory

JUNE 23, 2016

Based in Beijing from 2005 until 2013, Osnos won the National Book Award in 2014 for Age of Ambition: Chasing Fortune, Truth and Faith in the New China. We sometimes use a blunt instrument when we need a scalpel.”. This communication and any accompanying documents are confidential and privileged.

Communication 52

Communication Clients Taxes Economy 52

Brown Advisory

SEPTEMBER 12, 2016

trillion in assets from 2008 until 2014 in an effort to spur borrowing and revive growth. This piece is intended solely for our clients and prospective clients and is for informational purposes only. Unlike in 2011—2012, Greece is not on the verge of default and a handful of European countries do not require bailouts.

Banking 52

Banking Communication Electronics Clients 52

Brown Advisory

JUNE 2, 2016

The ECB’s introduction of a negative rate in June 2014 has had no obvious impact on banks’ excess reserve accumulation. This piece is intended solely for our clients and prospective clients and is for informational purposes only. and 0.5%, respectively, or 0.2 percentage points and 0.5

Banking 52

Banking Economics Communication Assets 52

Brown Advisory

SEPTEMBER 12, 2016

trillion in assets from 2008 until 2014 in an effort to spur borrowing and revive growth. This piece is intended solely for our clients and prospective clients and is for informational purposes only. Unlike in 2011—2012, Greece is not on the verge of default and a handful of European countries do not require bailouts.

Banking 52

Banking Communication Electronics Clients 52

Investing Caffeine

MAY 2, 2022

DISCLOSURE: Sidoxia Capital Management (SCM) and some of its clients hold positions and certain exchange traded funds (ETFs), but at the time of publishing had no direct position in any other security referenced in this article.

Electronics 59

Electronics Economy CFP Government 59

The Big Picture

OCTOBER 31, 2023

We entered the liquid alts market with hedge funds back in 1994, and we entered the private market in 2014 with my product in late stage growth. We should consider doing a dedicated fund to take advantage of this trend for our clients. So fixed income is now a substantial percentage of our assets. When did you join Wellington?

Management 162

Management Investing Investments Portfolio 162

Brown Advisory

JUNE 23, 2016

For several years, prices hovered around $100 a barrel until the OPEC meeting in November 2014. This piece is intended solely for our clients and prospective clients, is for informational purposes only, and is not individually tailored for or directed to any particular client or prospective client.

Economy 52

Economy Communication Clients Taxes 52

Brown Advisory

JUNE 23, 2016

For several years, prices hovered around $100 a barrel until the OPEC meeting in November 2014. This piece is intended solely for our clients and prospective clients, is for informational purposes only, and is not individually tailored for or directed to any particular client or prospective client.

Economy 52

Economy Communication Clients Taxes 52

Random Roger's Retirement Planning

SEPTEMBER 28, 2024

Depending on your tax situation though, more dividends may not be better. The partial year of 2014, only quality, the green bar, was close to market cap weighted. They are not intended to constitute legal, tax, securities or investment advice or a recommended course of action in any given situation.

Taxes 52

Taxes Valuation Marketing Marketing 52

Brown Advisory

SEPTEMBER 12, 2016

We encourage clients to view private credit as an opportunistic asset with low liquidity offering steady growth. We invested in Yukon Capital Partners II, a 2014 vintage fund. This piece is intended solely for our clients and prospective clients and is for informational purposes only.

Valuation 52

Valuation Banking Portfolio Communication 52

Trade Brains

NOVEMBER 2, 2023

Protean eGov Technologies has successfully executed 19 projects across various domains such as tax administration, pension schemes, and digital literacy. million in Fiscal 2014 to 824.9 It has modernized India’s direct tax infrastructure through projects like PAN issuance, the TIN, and CRA for the NPS. million in Fiscal 2022.

Government 59

Government Taxes Economy Electronics 59

Tucker Advisors

APRIL 4, 2023

Since 1980 through 2014, workers with retirement plans that included a pension fell from 39% to 13%, a 200% decline. So, when discussing older adults working longer, the ideal scenario is a job in the last 10 years of their working careers that is not too stressful or taxing physically.”

Retirement 75

Retirement Financial Advisor Planning Accounting 75

Brown Advisory

MARCH 1, 2016

The collapse of oil prices—Brent crude prices have fallen from more than $100 in mid-2014 to a $30-$35 range today—has jolted the industrial sector. In their 2014 book, Think Like A Freak, they talk about our reluctance as a species to say these words. In January, China said that the nation’s economy grew 6.9%

Clients 52

Clients Banking Economy Investing 52

Good Financial Cents

OCTOBER 17, 2022

Traditional online brokerages were once intimidating to the rookie investor, so many flocked to Robinhood when the mobile-only brokerage announced new, revolutionary features in late 2014. Many accused the company of improperly educating its clients. The four options include core, income, socially responsible, and tax optimized.

Commission 90

Commission Accounting Investing Investments 90

Brown Advisory

SEPTEMBER 3, 2015

Investors had snapped up Puerto Rican debt because of high yields and exemption from federal, state and local taxes in the U.S. Public-sector debt has expanded every year since 2000, hitting 100% of gross national product at the end of fiscal year 2014. Bonds sold by Puerto Rico’s Public Finance Corp.

Transportation 52

Transportation Government Economy Asset Allocation 52