eMoney Advisor

NOVEMBER 10, 2022

As a financial planner, you’re well-positioned to collaborate with a client’s estate attorney to make sure their wishes are carried out. If your clients need a little nudge to get going on creating or updating an estate plan , these three examples might help illustrate the consequences of when wealth transfer goes awry.

Estate Planning 78

Estate Planning Clients Planning Financial Planner 78

Million Dollar Round Table (MDRT)

JUNE 6, 2024

By Liz DeCarlo, MDRT Content Manager If you’re not offering clients a full suite of service, you’re probably leaving business on the table, said Saad Anthony Baksh, BSc , a 16-year member from Marabella, Trinidad and Tobago, in his 2017 MDRT Annual Meeting presentation. “If

Insurance 78

Insurance Clients Management Communication 78

Brown Advisory

JUNE 12, 2017

2017 Berkshire Hathaway Annual Shareholder Meeting achen Mon, 06/12/2017 - 15:11 Thousands of people come to Omaha each spring for the Berkshire Hathaway annual shareholders’ meeting to hear the insights of Warren Buffett and Charles Munger, Buffett’s longtime business partner. carriers, so this is more of an industry bet.

Investing 52

Investing Investments Ethics Taxes 52

Brown Advisory

JUNE 12, 2017

2017 Berkshire Hathaway Annual Shareholder Meeting. Mon, 06/12/2017 - 15:11. Berkshire’s approach frees up a lot of time and energy for managers to focus on running their businesses well rather than communicating with Wall Street and shareholders. carriers, so this is more of an industry bet.

Investing 52

Investing Investments Ethics Taxes 52

Brown Advisory

OCTOBER 16, 2017

How We Advise Clients With Concentrated Positions achen Mon, 10/16/2017 - 10:00 “Strategic advice” is a very open-ended term, but when we use it, we have a specific meaning in mind. In many cases, the solution we deliver to a client may be a straightforward answer to a clear request.

Clients 52

Clients Taxes Assets Investing 52

Brown Advisory

OCTOBER 16, 2017

How We Advise Clients With Concentrated Positions. Mon, 10/16/2017 - 10:00. We think of our role in relatively simple terms: Our job is to listen to each of our clients, understand the unique nature of their challenges and aspirations, and then deliver effective and creative solutions that help them achieve their goals.

Clients 52

Clients Taxes Assets Investing 52

BlueMind

MAY 26, 2022

Category: Client Relations. Every business has those clients that are difficult to deal with. These clients are usually irate, emotional, and short-tempered. Failing to deal with difficult clients will not only lead to an upset client looking to terminate the contract but could also become a source of reputational damage.

Clients 52

Clients Certified Financial Planner Financial Advisor Financial Planner 52

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). In addition, the best month of market performance since the end of 2017 (April 2020) coincided with the largest differential in analyst upgrades versus downgrades the month prior (March 2020).

Clients 97

Clients Investing Investments Sales 97

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). In addition, the best month of market performance since the end of 2017 (April 2020) coincided with the largest differential in analyst upgrades versus downgrades the month prior (March 2020).

Clients 81

Clients Investing Investments Sales 81

eMoney Advisor

NOVEMBER 15, 2022

To start, gratitude can support your clients’ commitment to pursuing their financial goals. There are tried-and-true solutions, like client appreciation events, but smaller acts of gratitude also have a big impact. A handwritten note to thank a client for a referral can solidify that connection.

Financial Planning 76

Financial Planning Planning Clients CFP 76

Harness Wealth

OCTOBER 11, 2023

This makes it crucial for them to not only be well-versed in cybersecurity best practices but to actively coach their clients and team members on these best practices as well. For accounting firms, these figures are not just statistics; they represent a real and present danger that could significantly impact your bottom line and client trust.

Accounting 59

Accounting Taxes Clients Communication 59

Trade Brains

APRIL 10, 2023

It was incorporated in 2017 and provides drone surveying, drone data processing, and drone training solutions. It caters to clients across numerous industries including power lines & utilities, oil & gas, infrastructure, agriculture and more as part of its land surveying services.

Food 98

Food Startup Manufacturing Investing 98

The Irrelevant Investor

SEPTEMBER 6, 2021

Ben and I started Animal Spirits in November 2017. Josh, Barry, and I were on Patrick O'Shaughnessy's podcast in August 2017. Not everybody has the ability to communicate clearly with their words. I'm not on the phone with clients all day. It's hard to believe it's been 4 years. I'm not a financial advisor.

Communication 52

Communication Financial Advisor Clients Investing 52

Brown Advisory

NOVEMBER 1, 2019

Each year, we send a letter to clients to help guide year-end planning discussions and to offer ideas for them to consider with their other advisors. As detailed in prior publications, the 2017 Tax Act changed important aspects of federal income, estate, gift, and generation-skipping transfer (GST) tax law. Fri, 11/01/2019 - 13:44.

Planning 52

Planning Taxes Clients Assets 52

Diamond Consultants

AUGUST 23, 2023

This has left many advisors – including top, long-tenured teams – to struggle day-to-day, balancing the desire to serve clients best and grow the business against the challenges they face. A training program facilitates the development of a next gen critical to advisor succession planning and communicates a commitment to the future.

Recruitment 52

Recruitment Wealth Management Clients Communication 52

Brown Advisory

JULY 5, 2018

billion in venture funding in 2017—a healthy number but still just a small fraction of the $85 billion raised overall. People: A common theme among the panelists was an intense focus on people—collaboration, mentorship, communication, empowerment. According to PitchBook, female-founded startups raised $10.5

Startup 52

Startup Communication Ethics Clients 52

Brown Advisory

JULY 5, 2018

billion in venture funding in 2017—a healthy number but still just a small fraction of the $85 billion raised overall. People: A common theme among the panelists was an intense focus on people—collaboration, mentorship, communication, empowerment. According to PitchBook, female-founded startups raised $10.5

Startup 52

Startup Communication Ethics Clients 52

Brown Advisory

NOVEMBER 28, 2018

Each year, we send a letter to clients to help guide our year-end planning discussions with them and to offer ideas for them to consider with their other advisors. This year, two substantive factors—the 2017 tax overhaul and rising interest rates—will be important considerations in our year-end planning work. Wed, 11/28/2018 - 08:38.

Planning 52

Planning Taxes Clients Estate Planning 52

Brown Advisory

JUNE 23, 2016

Still, he said, he expects to see a better balance in 2017 between oil supply and demand. 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.

Economy 52

Economy Communication Clients Taxes 52

Brown Advisory

JUNE 23, 2016

Still, he said, he expects to see a better balance in 2017 between oil supply and demand. 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.

Economy 52

Economy Communication Clients Taxes 52

Brown Advisory

OCTOBER 16, 2017

Philanthropic Options achen Mon, 10/16/2017 - 11:19 Philanthropic giving is an essential component of many of our clients’ long-term financial plans. Finally—in keeping with the topic of this publication—there is the choice of which assets the client will donate. We generally discuss four main giving options with our clients.

Taxes 52

Taxes Distribution Clients Assets 52

Brown Advisory

OCTOBER 16, 2017

Mon, 10/16/2017 - 11:19. Philanthropic giving is an essential component of many of our clients’ long-term financial plans. Finally—in keeping with the topic of this publication—there is the choice of which assets the client will donate. Many of our clients’ first instinct is to make charitable gifts with cash.

Taxes 52

Taxes Distribution Clients Assets 52

Brown Advisory

APRIL 20, 2022

To help meet this return objective, we find that our clients’ investment portfolios are becoming increasingly complex as a result of their reliance on private equity, real estate and other less liquid “alternatives” to sustain their growth objectives and, ultimately, their charitable objectives. Confirm the role of your board of directors.

Investment Advisor 52

Investment Advisor Investing Investments Nonprofit 52

Brown Advisory

OCTOBER 16, 2017

Building A Portfolio To Offset Position Risk achen Mon, 10/16/2017 - 11:53 For years, our firm has built equity strategies that fit squarely into traditional style boxes, like “U.S. Today, we are focused on developing strategies that specifically address our clients’ stated needs. large-cap growth” or “small-cap value.”

Portfolio 52

Portfolio Clients Risk Tolerance Financial Services 52

Brown Advisory

OCTOBER 16, 2017

Mon, 10/16/2017 - 11:53. But when our clients tell us what keeps them up at night, they don’t speak in terms of style boxes; they ask for things like income, protection against a market correction or (of particular relevance to this publication) a way to offset the risks of a large, concentrated stock position they hold.

Portfolio 52

Portfolio Clients Risk Tolerance Financial Services 52

Zoe Financial

JULY 1, 2024

which is the lowest since 2017). The gains have been led by technology stocks, communication services, and financials. Zoe Financial is not an accounting firm- clients and prospective clients should consult with their tax professional regarding their specific tax situation. What are the drivers of the market going up?

Marketing 40

Marketing Marketing Economics Taxes 40

Brown Advisory

MAY 30, 2018

But as Johnson discussed in his presentation at NOW, the advent of blockchain technology—the internet buzzword of 2017 and the core engine of cryptocurrencies like Bitcoin—is poised to disrupt the traditional architecture of the internet. And like the internet revolution that came before it, blockchain may just change everything.

Advertising 52

Advertising Clients Engineering Distribution 52

Brown Advisory

MAY 30, 2018

But as Johnson discussed in his presentation at NOW, the advent of blockchain technology—the internet buzzword of 2017 and the core engine of cryptocurrencies like Bitcoin—is poised to disrupt the traditional architecture of the internet. And like the internet revolution that came before it, blockchain may just change everything.

Advertising 52

Advertising Clients Engineering Distribution 52

Brown Advisory

MAY 10, 2018

After an unnaturally serene 2017, volatility roared back into equity markets this year, fueled by worries over interest rates, inflation, tariffs and data privacy. imports of washing machines and solar panels (see chart below) in 2017 accounted for approximately 0.4% trillion in imports in 2017) and an even smaller slice of U.S.

Economy 52

Economy Portfolio Clients Sales 52

Brown Advisory

MAY 10, 2018

After an unnaturally serene 2017, volatility roared back into equity markets this year, fueled by worries over interest rates, inflation, tariffs and data privacy. imports of washing machines and solar panels (see chart below) in 2017 accounted for approximately 0.4% trillion in imports in 2017) and an even smaller slice of U.S.

Economy 52

Economy Portfolio Clients Sales 52

Brown Advisory

OCTOBER 22, 2019

Prior to 2017, families could deduct investment management fees from their income taxes, but the 2017 Tax Act eliminated that deduction. However, tax treatment of expenses is only one part of a complete analysis needed to make the right family office choices for a given client. Commissioner, TC Memo 2017-246), the U.S.

Taxes 52

Taxes Management Investing Investments 52

Brown Advisory

OCTOBER 22, 2019

Prior to 2017, families could deduct investment management fees from their income taxes, but the 2017 Tax Act eliminated that deduction. However, tax treatment of expenses is only one part of a complete analysis needed to make the right family office choices for a given client. The 2017 Tax Act.

Taxes 52

Taxes Management Investing Investments 52

Brown Advisory

OCTOBER 22, 2019

Prior to 2017, families could deduct investment management fees from their income taxes, but the 2017 Tax Act eliminated that deduction. However, tax treatment of expenses is only one part of a complete analysis needed to make the right family office choices for a given client. The 2017 Tax Act.

Taxes 52

Taxes Management Investing Investments 52

Brown Advisory

MAY 31, 2018

Harrington oversees global operations for Edelman, a leading global communications marketing firm that partners with many of the world’s largest and emerging businesses and organizations. One particularly dramatic example: the “informed public” in the U.S.

Government 52

Government Media Clients Investing 52

Brown Advisory

MAY 31, 2018

Harrington oversees global operations for Edelman, a leading global communications marketing firm that partners with many of the world’s largest and emerging businesses and organizations. One particularly dramatic example: the “informed public” in the U.S.

Government 52

Government Media Clients Investing 52

Brown Advisory

OCTOBER 16, 2017

Investment Planning Options achen Mon, 10/16/2017 - 10:24 The decision to sell or hold a concentrated position may sound simple, but these situations are often more complex than they appear. We have found that focusing on each client one at a time is the only way to help them make the right choices.

Investment Planning 52

Investment Planning Planning Investing Investments 52

Brown Advisory

OCTOBER 16, 2017

Mon, 10/16/2017 - 10:24. Taxes are not the only reason that a client may want to hold onto a concentrated position—a holding may have understandable sentimental value based on family history, or it may have proven its worth in the past with exceptional performance. Does the client rely on the income stream produced by the holding?

Investment Planning 52

Investment Planning Planning Investing Investments 52