Brown Advisory

DECEMBER 2, 2015

But at the same time, with 5% of high-yield bonds selling at distressed levels, we see a market indication that corporate bankruptcies may rise in 2016. expansion will end in 2016. Debt in well-managed companies positioned to weather an economic slump return nearly three times the 2.3% yield of the 10-year Treasury bond.

Clients 52

Clients Asset Allocation Economics Estate Planning 52

The Richer Geek

FEBRUARY 23, 2022

The goal, the plan, and then the support. Russ Top Tip’s “In our GPS model, the P the path, the path, the plan is knowing who we are as an investor. And it may be estate planning, or it may be through the use of different cash management tools. And we started then applying, what kind of investor? And it's pretty amazing”.

Estate Planning 52

Estate Planning Planning Taxes Investment Advisor 52

Brown Advisory

DECEMBER 2, 2015

Turbulence in various stock markets will probably persist in 2016 as global growth slows because of weakness in emerging economies including China, a leading engine for the world economy during the past decade. Heading into 2016, these trends show no sign of fading. China, the world’s No. 2 economy, grew 7.3% this year and 6.3%

Economy 52

Economy Taxes Clients Assets 52

Brown Advisory

SEPTEMBER 3, 2015

For example, so-called appropriation bonds such as some sold by Puerto Rico are repaid only if government officials approve payments as part of annual budgetary planning. Such protection can be a cornerstone for sound estate planning. Not Appropriate. The prospectus for appropriation bonds issued by the Public Finance Corp.

Transportation 52

Transportation Government Economy Asset Allocation 52

Brown Advisory

SEPTEMBER 3, 2015

in 2016, according to the IMF. In addition, the investment bank’s recently appointed CEO is expected to push forward with a restructuring plan. Such protection can be a cornerstone for sound estate planning. Quickening Growth. Still, GDP growth in the eurozone will probably quicken to 1.7% and, eventually, in Europe.

Economy 40

Economy Economics Asset Allocation Banking 40

Brown Advisory

JUNE 16, 2016

Midyear Planning Tools for 2016. Thu, 06/16/2016 - 15:22. Yet despite a heavy dose of recent market volatility, the planning environment in 2016 is relatively stable. Yet despite a heavy dose of recent market volatility, the planning environment in 2016 is relatively stable. Presidential election.

Planning 52

Planning Taxes Assets Clients 52

eMoney Advisor

NOVEMBER 10, 2022

That occasion marked an agreement with the IRS on a $156 million value on Prince’s real estate and recordings for the artist who died in April 2016—without a will. What can we learn from celebrity estate planning disasters like this? Such cautionary tales prove the value of proper planning.

Estate Planning 78

Estate Planning Clients Planning Financial Planner 78

The Big Picture

JANUARY 21, 2025

And I think you will also, if you are at all curious about estate planning or investing or personal finance, this is not the usual discussion and I think it’s very worthwhile for you to hear this and share it with friends and family. What was your original career plan? So I made a plan to get out of there.

Investing 148

Investing Investments Management Retirement 148

Brown Advisory

SEPTEMBER 12, 2016

Proposed Tax Law Changes Prompt Estate Planning Review achen Mon, 09/12/2016 - 06:00 A plan to maximize a family’s financial legacy usually saves the most tax by leveraging the longterm compounding of investments outside of the taxable estate. Build the plan over time.

Estate Planning 52

Estate Planning Taxes Planning Clients 52

Brown Advisory

SEPTEMBER 12, 2016

Proposed Tax Law Changes Prompt Estate Planning Review. Mon, 09/12/2016 - 06:00. A plan to maximize a family’s financial legacy usually saves the most tax by leveraging the longterm compounding of investments outside of the taxable estate. Build the plan over time.

Estate Planning 52

Estate Planning Taxes Planning Clients 52

Brown Advisory

MARCH 1, 2016

Tue, 03/01/2016 - 16:14. Through her will, former first lady Jacqueline Kennedy Onassis left behind a sizeable inheritance for her children while incorporating an innovative estate planning tool aimed at meeting her philanthropic goals. million for 2016. Other articles in this issue: Through the Storm.

Taxes 52

Taxes Estate Planning Assets Communication 52

Brown Advisory

JUNE 2, 2016

Thu, 06/02/2016 - 13:56. Terms like “estate planning” and “wealth transfer” provide little shelter from a painful reality—a large portion of what we do as advisors focuses on the issues associated with our clients’ mortality. They no longer need a plan that supports their lifestyle and long-term health care expenses.

Taxes 52

Taxes Assets Clients Tax Planning 52

The Big Picture

JULY 17, 2023

Elon Musk’s Twitter isn’t fun; Twitter’s swan song (maybe) ( Young Money ) • Tortoise Estate Planning—One Chore of Having a Pet That Lives 100 Years : More people are putting their desert tortoises, and other long-living animals, in their wills. Slate ) see also Does Threads Pose an Existential Threat to Twitter?

Sales 130

Sales Estate Planning Advertising Portfolio Management 130

Brown Advisory

NOVEMBER 19, 2016

2016 Year-End Planning Letter. Sat, 11/19/2016 - 15:45. . However, the current policy environment remains relatively steady, at least through the end of 2016. As we noted in our midyear letter, it is helpful to build long-term plans on a foundation of stable, incremental yearly steps. Key Planning Notes for 2017.

Planning 52

Planning Taxes Distribution Clients 52