Brown Advisory

JANUARY 20, 2023

As such, even the most ethical taxpayers may feel anxiety about these reports, since they may end up being punished despite the best intentions. In 2014, an 87-year-old, retired specialty-glass importer faced more than $2 million in penalties for failing to disclose a $7 million Swiss account which dated back to the 1960s.

Accounting 52

Accounting Compliance Taxes Banking 52

The Big Picture

DECEMBER 6, 2022

RITHOLTZ: So you joined Global X in 2014. I joined Global X in 2014, and we have, if I remember correctly, approximately $1.5 So that’s incentivizing more and more investors in Spain to participate in the financial markets, which I think is really positive. What led you to them from Jefferies? BERRUGA: Great question.

Clients 162

Clients Investing Investments Management 162

Good Financial Cents

APRIL 10, 2023

A good example of this is Warren Buffet, who still lives in the home he bought in 1958 and drives a 2014 Cadillac XTS. Best Quotes About Wealth Be Ethical “All you have in business is your reputation. Ultimately, that’s why many wealthy people don’t drive fancy cars or live in huge homes. Ads by Money.

Investing 110

Investing Investments Assets Accounting 110

The Big Picture

AUGUST 29, 2022

So it’s unusual though to have that much work ethic, that much drive and say, yeah, I want all the investors to have the money. This is — I might have been starting to look at this in 2014-’15. RITHOLTZ: Yes. BALCHUNAS: … the rise and the fall, right? And that’s when I really — I look back at this. RITHOLTZ: Yeah.

Assets 173

Assets Management Marketing Marketing 173

Brown Advisory

SEPTEMBER 12, 2016

The California Public Employees’ Retirement System (CalPERS) said in April that it missed out on as much as $3 billion in gains between 2001, when it started to sell its tobacco stocks, until the end of 2014, when it completed the divestment. By the end of 2014, institutional investors had invested more than $1.2

Clients 52

Clients Portfolio Distribution Communication 52

Brown Advisory

SEPTEMBER 12, 2016

The California Public Employees’ Retirement System (CalPERS) said in April that it missed out on as much as $3 billion in gains between 2001, when it started to sell its tobacco stocks, until the end of 2014, when it completed the divestment. By the end of 2014, institutional investors had invested more than $1.2 High Stakes.

Clients 52

Clients Portfolio Distribution Communication 52

The Big Picture

MAY 2, 2023

But there were a lot of other purveyors of watches that really were not super, super ethical folks. I had the opportunity to sell the business in 2014, and he said, do not sell this thing. RITHOLTZ: Let’s put a little asterisk on that one, and we’ll circle back. CLYMER: That’s a good one. Let me help you raise money.

Retail 173

Retail Insurance Advertising Numbers 173

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. Apparently, journalists had never done that before.

Ethics 86

Ethics Government Food Taxes 86