Brown Advisory

JUNE 23, 2016

NOW 2016 | China’s Age of Ambition. Thu, 06/23/2016 - 10:27. This communication and any accompanying documents are confidential and privileged. Friction will probably persist in Sino-U.S. We are in an era of strategic anxiety with China,” Osnos said in a NOW presentation. They are intended for the sole use of the addressee.

Communication 52

Communication Clients Economy Taxes 52

Brown Advisory

JUNE 23, 2016

NOW 2016 | Energy, Money and the New World Economy achen Thu, 06/23/2016 - 10:27 The benefits to the U.S. Over time, such flexibility will help keep prices relatively low or moderate, though with a potential for volatility, Yergin predicted at the NOW 2016 conference. economy since 2008. Thanks to shale, the U.S.

Economy 52

Economy Communication Clients Taxes 52

Brown Advisory

JUNE 23, 2016

NOW 2016 | Energy, Money and the New World Economy. Thu, 06/23/2016 - 10:27. Over time, such flexibility will help keep prices relatively low or moderate, though with a potential for volatility, Yergin predicted at the NOW 2016 conference. This communication and any accompanying documents are confidential and privileged.

Economy 52

Economy Communication Clients Taxes 52

Brown Advisory

JUNE 23, 2016

NOW 2016 | Driverless Cars: Transforming Energy and Mobility. Thu, 06/23/2016 - 10:27. This communication and any accompanying documents are confidential and privileged. So-called autonomous vehicles could reduce the 1.2 million annual fatalities on world roads by 80%. They are intended for the sole use of the addressee.

Communication 52

Communication Clients Transportation Engineering 52

Brown Advisory

JUNE 23, 2016

NOW 2016 | The Future of College: Is It Worth the Money? achen Thu, 06/23/2016 - 10:27 The payoff from higher education is clear—college graduates generate 65% more in lifetime earnings than people with only a high school diploma. This communication and any accompanying documents are confidential and privileged.

Communication 52

Communication Education Clients Accounting 52

Brown Advisory

JUNE 23, 2016

NOW 2016 | The Future of College: Is It Worth the Money? Thu, 06/23/2016 - 10:27. While the burden of such borrowing is widely known, low graduation rates make the debt especially ill-advised, according to the speakers at the NOW 2016 panel titled, “The Future of College: Is It Worth the Money?”

Communication 52

Communication Education Clients Accounting 52

Brown Advisory

JUNE 23, 2016

NOW 2016 | Autonomous Systems: Ethics at the Edge of Technology achen Thu, 06/23/2016 - 10:27 The limits to what humans can create seem bound only by the limits of human imagination. This communication and any accompanying documents are confidential and privileged. They are intended for the sole use of the addressee.

Ethics 52

Ethics Communication Clients Accounting 52

Brown Advisory

JUNE 23, 2016

NOW 2016 | Autonomous Systems: Ethics at the Edge of Technology. Thu, 06/23/2016 - 10:27. This communication and any accompanying documents are confidential and privileged. The limits to what humans can create seem bound only by the limits of human imagination. They are intended for the sole use of the addressee.

Ethics 52

Ethics Communication Clients Accounting 52

Brown Advisory

JUNE 23, 2016

NOW 2016 | Hope vs. Fear: Winning the Hearts and Minds of Arab Youth achen Thu, 06/23/2016 - 10:27 The Middle East, although torn by conflict, shows long-term promise, with a proportionally large and growing population of youth that is online, tech savvy and eager to find economic opportunities.

Communication 52

Communication Economics Clients Startup 52

Brown Advisory

JUNE 23, 2016

NOW 2016 | Hope vs. Fear: Winning the Hearts and Minds of Arab Youth. Thu, 06/23/2016 - 10:27. This communication and any accompanying documents are confidential and privileged. They are intended for the sole use of the addressee.

Communication 52

Communication Economics Clients Startup 52

Brown Advisory

JUNE 23, 2016

NOW 2016 | Reviving the American Dream: Confronting Inequality in the U.S. achen Thu, 06/23/2016 - 10:27 The speakers for the session entitled, "Reviving the American Dream: Confronting Inequality in the U.S.," This communication and any accompanying documents are confidential and privileged.

Education 52

Education Communication Clients Taxes 52

Brown Advisory

JUNE 23, 2016

NOW 2016 | Reviving the American Dream: Confronting Inequality in the U.S. Thu, 06/23/2016 - 10:27. This communication and any accompanying documents are confidential and privileged. The speakers for the session entitled, "Reviving the American Dream: Confronting Inequality in the U.S.,"

Education 52

Education Communication Clients Taxes 52

Brown Advisory

JANUARY 18, 2016

NOW 2016 | Taking Courage in the Face of Disruption and Rapid Change. Mon, 01/18/2016 - 12:46. This communication and any accompanying documents are confidential and privileged. They are intended for the sole use of the addressee.

Communication 52

Communication Clients Taxes Investments 52

Brown Advisory

JUNE 23, 2016

NOW 2016 | Strokes, Science & Video Games: Breaking New Neurological Ground in Treating Stroke Patients achen Thu, 06/23/2016 - 10:27 Stroke persists as a scourge even in countries with the most advanced medical care. This communication and any accompanying documents are confidential and privileged. In the U.S.,

Communication 52

Communication Clients Medical Engineering 52

Brown Advisory

JUNE 23, 2016

NOW 2016 | Strokes, Science & Video Games: Breaking New Neurological Ground in Treating Stroke Patients. Thu, 06/23/2016 - 10:27. This communication and any accompanying documents are confidential and privileged. Stroke persists as a scourge even in countries with the most advanced medical care. In the U.S.,

Communication 52

Communication Clients Medical Engineering 52

Brown Advisory

JUNE 23, 2016

NOW 2016 | Gene Editing: Empowering a Cure for Cancer and Other Medical Breakthroughs achen Thu, 06/23/2016 - 10:27 Through genetic modification, humans are taking the reins from Mother Nature, making huge strides in fields such as human nutrition and health. Editing genes can help parents with genetic diseases bear healthy babies.

Medical 52

Medical Engineering Medicine Communication 52

Brown Advisory

JUNE 23, 2016

NOW 2016 | Gene Editing: Empowering a Cure for Cancer and Other Medical Breakthroughs. Thu, 06/23/2016 - 10:27. This communication and any accompanying documents are confidential and privileged. Editing genes can help parents with genetic diseases bear healthy babies. They are intended for the sole use of the addressee.

Medical 52

Medical Engineering Medicine Communication 52

Walkner Condon Financial Advisors

FEBRUARY 15, 2024

While no significant decreases in charitable giving were found, CCS did find that “in more recent presidential election years, it appears that political giving is making up an increasingly larger percentage of all giving during the months surrounding the election, hovering around 12% in the fall of 2016 compared to around 8% in the fall of 2004.”

Nonprofit 89

Nonprofit Distribution Government Taxes 89

MarketWatch

APRIL 18, 2023

Robo-adviser investment firm Betterment LLC agreed late Tuesday to pay a $9 million penalty to settle charges by the Securities and Exchange Commission that it misled customers about its automated tax loss harvesting (TLH) service. The penalty will be disbursed to affected customers by Betterment, the SEC said.

Commission 52

Commission Taxes Communication Clients 52

Brown Advisory

JUNE 2, 2016

Thu, 06/02/2016 - 09:28. Advances in communications , trade, finance and transport have made the world’s regions more interdependent, but cultural misperceptions persist in public attitudes toward vital global actors, including China and many Arab nations. Download the NOW 2016 Special Edition of The Advisory. . . .

Communication 52

Communication Clients Accounting Transportation 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. In this letter, we outline a number of tax-saving and other opportunities to consider before the close of the year.

Planning 52

Planning Taxes Distribution Medical 52

Trade Brains

FEBRUARY 9, 2024

What pushed both companies to come together was the entry of Reliance Jio in the Indian market in 2016. Reliance Jio, launched in 2016, revolutionized the industry by offering affordable data plans and free voice calls, causing a seismic shift in consumer preferences. over the previous year and the net loss after tax of Rs 29,301.1

Marketing 111

Marketing Marketing Government Assets 111

Brown Advisory

SEPTEMBER 12, 2016

Five Ways to Invest That Make the World a Better Place achen Mon, 09/12/2016 - 11:11 Henry David Thoreau did not live to see the rise of impact investing, but he captured the spirit of it with a simple insight—“Goodness is the only investment that never fails.” 6, 2016, Acuity stock has surged 35% and 564%, respectively. Green bonds.

Investments 52

Investments Investing Communication Government 52

Brown Advisory

SEPTEMBER 12, 2016

Mon, 09/12/2016 - 11:11. 6, 2016, Acuity stock has surged 35% and 564%, respectively. We purchased a Georgia Power green bond in 2016 that is backing the production of 250 MW of wind energy—an amount that can provide power to more than 50,000 homes. SIBs are not backed by tax revenue or the creditworthiness of the issuer.

Investments 52

Investments Investing Communication Government 52

Brown Advisory

SEPTEMBER 12, 2016

Falling Interest Rates Trigger Investor Hunger For Yield achen Mon, 09/12/2016 - 03:00 The rush by investors had all the hallmarks of a bond market panic. This communication and any accompanying documents are confidential and privileged. When the U.K. Yet fear that the EU will unravel was not the only impulse driving investors.

Banking 52

Banking Communication Electronics Clients 52

Brown Advisory

JUNE 2, 2016

Thu, 06/02/2016 - 12:58. This article was updated on July 14, 2016 to reflect the U.K. This communication and any accompanying documents are confidential and privileged. In Too Deep? The Risks From Sub-Zero Rates. vote to exit the European Union. They are intended for the sole use of the addressee.

Banking 52

Banking Economics Communication Assets 52

Brown Advisory

SEPTEMBER 12, 2016

Mon, 09/12/2016 - 03:00. We purchased Micron bonds in June 2016, confident that investors had overestimated its default risk because of expectations that excessive supply would keep down the price of semiconductors for an extended period. This communication and any accompanying documents are confidential and privileged.

Banking 52

Banking Communication Electronics Clients 52

Brown Advisory

SEPTEMBER 12, 2016

Mon, 09/12/2016 - 05:00. The supply of capital is high, with private debt fund managers holding a record $199 billion available for private credit as of June 30, 2016, a 173% surge from $72.9 We recently invested in Crescent Mezzanine Partners VII, a 2016 vintage fund. Private Credit Outshines Many High-Valuation Stocks, Bonds.

Valuation 52

Valuation Banking Portfolio Communication 52

Brown Advisory

SEPTEMBER 12, 2016

Case Studies Show Sustainable Investing Yields Varied Benefits achen Mon, 09/12/2016 - 12:31 Nurturing Well-Being Through Sustainable Investing Nancy Klavans is hardly a newcomer to the idea of backing projects that improve the lives of others. This communication and any accompanying documents are confidential and privileged.

Investing 52

Investing Investments Portfolio Communication 52

Brown Advisory

SEPTEMBER 12, 2016

Mon, 09/12/2016 - 12:31. This communication and any accompanying documents are confidential and privileged. Case Studies Show Sustainable Investing Yields Varied Benefits. Nurturing Well-Being Through Sustainable Investing. Nancy Klavans is hardly a newcomer to the idea of backing projects that improve the lives of others.

Investing 52

Investing Investments Portfolio Communication 52

Brown Advisory

SEPTEMBER 12, 2016

From our CEO: How We Help Clients Build Sustainable Portfolios achen Mon, 09/12/2016 - 08:16 Last year, we published our first special edition of The Advisory focused on sustainable investing. We also launched two sustainable fixed income strategies—a core portfolio and a tax-exempt portfolio— during the past year.

Portfolio 52

Portfolio Clients Investing Investments 52

Brown Advisory

SEPTEMBER 12, 2016

Mon, 09/12/2016 - 08:16. Our Large-Cap Sustainable Growth strategy continues to perform extremely well—in fact, as of June 30, 2016, its investment returns were ranked in the top 1% among strategies in its large-cap growth peer group since its inception on Dec. From our CEO: How We Help Clients Build Sustainable Portfolios.

Portfolio 52

Portfolio Clients Investing Investments 52

Brown Advisory

SEPTEMBER 12, 2016

Defense Industry Stocks Gain Amid Rising Global Tension achen Mon, 09/12/2016 - 04:00 Forget the Machiavellian notion that the best defense is a strong offense. For fiscal year 2016, the U.S. This communication and any accompanying documents are confidential and privileged. Rearming democracies. In response, the U.S.,

Budgeting 52

Budgeting Communication Clients Commission 52

Brown Advisory

SEPTEMBER 12, 2016

Mon, 09/12/2016 - 04:00. For fiscal year 2016, the U.S. This communication and any accompanying documents are confidential and privileged. Defense Industry Stocks Gain Amid Rising Global Tension. Forget the Machiavellian notion that the best defense is a strong offense. Rearming democracies. In response, the U.S.,

Budgeting 52

Budgeting Communication Clients Commission 52

Cornerstone Financial Advisory

JUNE 26, 2023

the most significant percentage gain since October 2016, validated this confidence. ” – Amanda Gorman Couples Who Work Together, Tax Together When a household starts a business, couples find themselves learning about the tax responsibilities related to that business. These relationships face different tax situations.

Marketing 59

Marketing Marketing Taxes Economics 59

Brown Advisory

NOVEMBER 1, 2019

This year, two factors will be important considerations in our year-end planning work: 1) current market dynamics (specifically, ongoing market volatility, low interest rates and a flat yield curve), and 2) the 2017 tax overhaul and our ongoing integration of new tax rules into clients’ long-term plans. Non-Taxable Gifts.

Planning 52

Planning Taxes Clients Assets 52

Brown Advisory

SEPTEMBER 12, 2016

Diving Deep: Achieving Outperformance By Using Environmental Research achen Mon, 09/12/2016 - 10:22 ARM Holdings rose to dominance among makers of smartphone microprocessors by focusing on energy efficiency rather than pure computational power and speed. This communication and any accompanying documents are confidential and privileged.

Food 52

Food Executive Compensation Portfolio Management Valuation 52