Brown Advisory

DECEMBER 4, 2017

2017 Year-End Planning Letter. Mon, 12/04/2017 - 13:10. presidential election, we have grappled with the lack of clarity regarding the details of new tax legislation. The outcome of the tax reform debate is likely to impact how we advise clients on tax planning, estate planning and a host of other topics.

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Planning Taxes Clients Tax Planning 52

Random Roger's Retirement Planning

JANUARY 14, 2024

Long time readers might know my fascination with Nassim Taleb's idea about barbelling portfolios to concentrate risk into a small slice while having the vast majority in safe assets. What I am curious to see is if we can combine this barbell idea with the 75/50 portfolio to get a market equaling (or beating) returns over longer periods.

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Darrow Wealth Management

JULY 1, 2024

The 2017 Tax Cuts and Jobs Act (TCJA) brought sweeping changes to the tax code, impacting every taxpayer and business owner. At that point, many provisions will revert to 2017 levels, adjusted for inflation. For example, in 2017, the marginal tax brackets were 10%, 15%, 25%, 28%, 33%, 25%, and 39.6%.

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Taxes Tax Planning Planning Estate Planning 52

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. More importantly, insurance contributed $91.5

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Investing Investments Ethics Taxes 52

Brown Advisory

JUNE 12, 2017

2017 Berkshire Hathaway Annual Shareholder Meeting. Mon, 06/12/2017 - 15:11. Buffett and Munger are significant influences on the investment approach used in managing Flexible Equity Strategy portfolios. billion of investable float in 2016, which partially funds Berkshire’s $260 billion investment portfolio.

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Investing Investments Ethics Taxes 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. Typically, we begin building a client-driven portfolio by targeting a specific metric or set of performance attributes. Let’s call the stock "XYZ."

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Brown Advisory

OCTOBER 16, 2017

Building A Portfolio To Offset Position Risk. Mon, 10/16/2017 - 11:53. Working in close collaboration, our equity research team and private client portfolio managers have opened a new frontier in portfolio building, enabling us to offer truly customized portfolios that fit our clients’ specific circumstances.

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Good Financial Cents

MAY 1, 2023

The contributions made to the account may be tax-deductible or non-deductible, depending on the individual’s income level and participation in an employer-sponsored retirement plan. Tax-deductible contributions reduce the individual’s taxable income, while non-deductible contributions do not.

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Risk Tolerance Taxes Retirement Accounting 95

Random Roger's Retirement Planning

FEBRUARY 13, 2024

It's a good quick read that got me thinking about focusing on longer term portfolio outcomes versus short term portfolio gratification. As I thought about where to go with this I thought of the Cockroach Portfolio. You can see in 2017, the blue line for Cockroach with Bitcoin went parabolic.

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Good Financial Cents

DECEMBER 28, 2022

Opening a Roth IRA can be a smart move if you want to invest for retirement and save money on taxes later in life. Contributions to a Roth IRA are made with after-tax dollars, which means your money can grow tax-free. For example, if you’re under the age of 49 you can contribute a maximum of $6,500 for the 2023 tax season.

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Distribution Taxes Retirement Accounting 105

Random Roger's Retirement Planning

NOVEMBER 20, 2024

The growth of the portfolio takes care of that. I took the above picture in 2017. They are not intended to constitute legal, tax, securities or investment advice or a recommended course of action in any given situation. The 4% rule (7% rule maybe) has a built in cost of living adjustment that Bengen thinks is very important.

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Retirement Retirement Planning Clients Engineering 52

Random Roger's Retirement Planning

JUNE 5, 2024

Starting back in 2007 or 2008 I wrote about his barbell portfolio idea that goes very high risk with 10% of the portfolio in search of asymmetric returns and then very conservative with the other 90%. The returns generated from the 10% could almost be enough for the entire portfolio. Here's an example of the effect.

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Portfolio Retail Investments Investing 91

Cordant Wealth Partners

JULY 18, 2022

In this article, I’m sharing everything you need to know about how Restricted Stock Units (RSUs) are taxed. Little-known RSU tax strategies. If you’re ready to master RSU taxes and avoid overpaying the IRS in 2022, this article is for you. Shares held after vesting are taxed as capital gains when they are sold.

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Taxes Medical Accounting Planning 52

Harness Wealth

DECEMBER 8, 2022

Not only was the stock market fairly volatile, but there were also atypical tax regulation changes. Tax-loss harvesting. Paying taxes on investment gains can be a financial burden, but tax loss harvesting can reduce your bill. You can claim as much capital loss as your realized capital gain plus $3,000.

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Tax Planning Taxes Planning Estate Planning 52

Random Roger's Retirement Planning

OCTOBER 10, 2023

There was some interesting reading today looking at various portfolio construction and strategy issues. lagged far behind the Vanguard Balanced Index Fund (VBAIX) which is a proxy for a 60/40 portfolio. lagged far behind the Vanguard Balanced Index Fund (VBAIX) which is a proxy for a 60/40 portfolio. For the year, that 1.8%

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Portfolio Assets Management Marketing 98

Zajac Group

OCTOBER 17, 2024

For most people, tax time can be a headache—though for earners with traditional compensation packages, it can at least be fairly predictable (W-2 wages, withheld taxes, 401(k) contribution deductions, etc.). Each taxpayer receives a copy of their K-1, which they then use to complete their own tax return.

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Taxes Investing Investments Distribution 52

The Big Picture

AUGUST 20, 2024

Initially I joined to help them manage their equity portfolio. In that trade on a monthly basis, when you run that full strength, it gives the dynamics of something like the XIV, which rose 600% in 2017, right? 00:15:57 [Speaker Changed] Portfolio was 00:15:58 [Speaker Changed] The portfolio insurance components, right?

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Assets Management Portfolio Marketing 174

Good Financial Cents

DECEMBER 22, 2022

2017: 19.42%. One of the challenges of building a diversified portfolio with individual stocks is that some come with a high sticker price of $2,000 per share, $5,000 per share, or more. Low minimum investment – $10 Diversified real estate portfolio Portfolio Transparency. 2020: 16.26%. 2019: 28.88%. 2016: 9.54%.

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Investing Investments Risk Tolerance Accounting 108

Brown Advisory

MAY 31, 2017

EUROPEAN RE-ENTRY: Why We Are Shifting Portfolios Toward European Stocks achen Thu, 06/01/2017 - 02:47 Asset allocation—at least for us—is an exercise in nuance. We move slowly and carefully when it comes to shifting our portfolios away from one asset class or region and toward another. is much clearer. and in Europe.)

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Portfolio Asset Allocation Valuation Economics 52

Brown Advisory

MAY 31, 2017

EUROPEAN RE-ENTRY: Why We Are Shifting Portfolios Toward European Stocks. Thu, 06/01/2017 - 02:47. We move slowly and carefully when it comes to shifting our portfolios away from one asset class or region and toward another. We maintain a model portfolio internally to track the results of our asset allocation stances.

Portfolio 52

Portfolio Asset Allocation Valuation Economics 52

Random Roger's Retirement Planning

APRIL 18, 2024

I bought 100 shares on its first or second day of trading last fall for $2017 and I sold it today for $2114 which includes reinvesting the dividends. They are not intended to constitute legal, tax, securities or investment advice or a recommended course of action in any given situation.

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BlueMind

NOVEMBER 24, 2022

Consequently, HNW clients usually have more than one wealth management advisor handling all of their financial concerns, be it handling their investment goals, personal liability insurance, estate taxes, or managing overseas assets. In fact, the 2017 U.S. However, most of those goals boil down to making long-term investments.

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Clients Insurance Financial Advisor Assets 98

Zoe Financial

FEBRUARY 16, 2023

To implement these strategies successfully, we must first understand the difference between claiming the standard tax deduction and itemizing deductions. In this blog post, we will explore three charitable giving strategies intended for a tax deduction, minimizing record keeping, and increasing donations to charity.

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Taxes Distribution CFP Accounting 40

Brown Advisory

AUGUST 24, 2017

A Solid Foundation: The Value of Private Real Estate in Balanced Portfolios. Thu, 08/24/2017 - 15:12. We believe that focusing solely on current market conditions ignores the true, long-term value that private real estate investments can add to a portfolio. How we deploy private real estate in portfolios.

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Portfolio Assets Clients Investments 52

Brown Advisory

NOVEMBER 8, 2021

Global Cooldown: Tackling Climate Change Through Our Bond Portfolios. We seek to avoid climate risks while embracing opportunities for mitigation and adaptation in our sustainable fixed income strategies, using multiple layers of research and analysis in an effort to pursue improved risk-adjusted returns and decarbonize our portfolios.

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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.

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Planning Taxes Clients Assets 52

Random Roger's Retirement Planning

FEBRUARY 7, 2024

SRRIX lost -11.35% in 2017, -6.14% in 2018 and -4.47% in 2019." They are not intended to constitute legal, tax, securities or investment advice or a recommended course of action in any given situation. It is an unusual exposure, I am not aware of any other funds that are just reinsurance but if you know otherwise please comment.

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Taxes Portfolio Clients Investing 74

Trade Brains

OCTOBER 12, 2023

Womencart’s product portfolio boasts approximately 10,000 SKUs from its own brand as well as various national and international brands. billion in 2017 to US$ 200 billion by 2026. Simultaneously, the Profit After Tax (PAT) has seen a positive shift, moving from -17.94 It is expected to increase from US$ 38.5 crore in March 2023.

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Manufacturing B2B Retail Sales 104

Brown Advisory

MAY 3, 2018

We try to remind them that rising rates, despite their inevitable short-term effect on fixed-rate bond prices, do not necessarily mean long-term declines for bond portfolios generally or for municipal bond portfolios specifically. This approach is not without its problems.

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Taxes Portfolio Valuation Clients 52

Brown Advisory

MAY 3, 2018

We try to remind them that rising rates, despite their inevitable short-term effect on fixed-rate bond prices, do not necessarily mean long-term declines for bond portfolios generally or for municipal bond portfolios specifically. This approach is not without its problems.

Taxes 52

Taxes Portfolio Valuation Clients 52

Fortune Financial

FEBRUARY 4, 2024

Will you end up paying too much in ordinary income taxes for company stock in your 401(k) plan? With our deep expertise and qualifications in NUA strategies, our experts are adept at navigating the complexities of tax-efficient retirement planning. This appreciation becomes critical when considering tax implications upon withdrawal.

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Retirement Retirement Planning Distribution Taxes 59

Random Roger's Retirement Planning

JULY 2, 2024

I made the following table with the help of portfolio visualizer. The iShares Momentum ETF (MTUM) outperformed only one of those four, in 2017. They are not intended to constitute legal, tax, securities or investment advice or a recommended course of action in any given situation.

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Portfolio Investing Investments Taxes 59

Good Financial Cents

AUGUST 12, 2023

As Robert Kiyosaki (2017) explains in his best-selling book “ Rich Dad Poor Dad ,” passive income can be a way to achieve greater financial independence. EXPERT TIP: Consider starting small and gradually building your passive income portfolio. For instance, rental income may be subject to specific property tax rules.

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Risk Tolerance Taxes Compliance Retirement 58

Brown Advisory

AUGUST 1, 2019

Indeed, a Roth conversion has the potential to generate greater wealth than a traditional IRA during an individual’s or couple’s lifetime, and it can play a meaningful role in providing tax advantages to heirs throughout their lifetime as well. RMDs from a traditional IRA are taxed as ordinary income.

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Brown Advisory

AUGUST 1, 2019

Indeed, a Roth conversion has the potential to generate greater wealth than a traditional IRA during an individual’s or couple’s lifetime, and it can play a meaningful role in providing tax advantages to heirs throughout their lifetime as well. RMDs from a traditional IRA are taxed as ordinary income.

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Planning Distribution Taxes Accounting 52

Yardley Wealth Management

OCTOBER 13, 2021

In short, if you’ve not yet done so, it’s time to define your financial goals, and build your personalized, globally diversified portfolio to complement them. In fact, moving holdings in and out at seemingly opportune times is more likely to detract from the vital, inflation-busting role stocks play in your portfolio. So far, so good.

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Random Roger's Retirement Planning

MAY 14, 2024

The Invenomic Institutional Fund (BIVIX/BIVRX) is a long/short equity fund that has been around since mid-2017. They all look very different and do different things in a portfolio. I've never used long/short to try to add outperformance or volatility to a portfolio. BTAL lowers correlation very reliably.

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Advertising Clients Portfolio Taxes 59