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.

Accounting 100

Accounting Compliance Taxes Banking 100

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.

Accounting 52

Accounting Compliance Taxes Banking 52

The Big Picture

DECEMBER 6, 2022

RITHOLTZ: So you joined Global X in 2014. You have the liquidity, the tax efficiency, the transparency. 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.

Clients 163

Clients Investing Investments Management 163

Good Financial Cents

APRIL 10, 2023

Fortunes Lost Dennis Rodman Excessive spending, back child support, and legal problems $27+ million Evander Holyfield Excessive spending and tax problems $200+ million Johnny Unitas Excessive spending $3.5+ A good example of this is Warren Buffet, who still lives in the home he bought in 1958 and drives a 2014 Cadillac XTS.

Investing 110

Investing Investments Assets Accounting 110

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

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. BALCHUNAS: … a couple trillion stuck in there because of taxes. This is — I might have been starting to look at this in 2014-’15. RITHOLTZ: Super tax-efficient …. RITHOLTZ: Yes.

Assets 174

Assets Management Marketing Marketing 174