Brown Advisory

JUNE 16, 2022

rates were going up in 2018 we did debate raising our WACC hurdle when the Federal Reserve (FED) funds rate was at 2.5% That assumes I pay no taxes which is very hard. And that assumes you pay no taxes on your dividends which is kind of illegal. The last time U.S. and appeared to be going higher. We are nowhere near 2.5%

Investing 52

Investing Investments Accounting Valuation 52

The Big Picture

FEBRUARY 28, 2023

I was talking to one of our founders, he said, look, a lot of people think we’re in Zug for tax reasons. RITHOLTZ: And are there that much tax advantages to be in Switzerland if you’re operating throughout Europe? My dad was a business person and had a tremendous work ethic. It’s, like, where’s mom?

Investing 147

Investing Clients Investments Assets 147

The Big Picture

MAY 21, 2023

We collect a much smaller share of our GDP in taxes every year. ( In 2018, the PE firm shelled out over $5 billion in 2018 to take Envision private, in a deal valued at $9.9 We have double the child-poverty rate of Germany and South Korea. We have a lot less to go around with, in terms of fighting poverty.

Insurance 299

Insurance Healthcare Nonprofit Ethics 299

Brown Advisory

JUNE 12, 2017

Buffett and Munger celebrate good business and investment practices, the potential for human achievement, high ethics and decency to one’s fellow man. In the utility business, the regulatory structure of the industry will pass a cut in corporate tax rates through to the customers, so Berkshire won’t get to keep it.

Investing 52

Investing Investments Ethics Taxes 52

Brown Advisory

JUNE 12, 2017

Buffett and Munger celebrate good business and investment practices, the potential for human achievement, high ethics and decency to one’s fellow man. Corporate Tax Cut Potential to Benefit Berkshire. In Berkshire’s investment portfolio, the deferred tax liability on its accumulated gains would decline, and Berkshire would keep that.

Investing 52

Investing Investments Ethics Taxes 52

Brown Advisory

NOVEMBER 14, 2018

Bubbles and Crises: Twenty Years of Lessons Learned ajackson Wed, 11/14/2018 - 10:25 Chief Investment Officer Paul Chew reflects on his experiences during past market disruptions, and how those lessons inform his thinking today. a Delaware limited partnership, or its subsidiaries.

Clients 52

Clients Investing Investments Assets 52

Brown Advisory

NOVEMBER 14, 2018

Wed, 11/14/2018 - 10:25. Over the years, most recountings of the financial crisis tend to focus on its causes and often blame Wall Street’s greed for its near-collapse; while this may be a fair assessment, my visceral memory of that time is how quickly the collapse laid low many smart and ethical investors who I hold in high regard.

Clients 52

Clients Investing Investments Assets 52

Sara Grillo

SEPTEMBER 26, 2022

Wright: Yes, So yes, is the quick answer, the more convoluted answer would be that we should control internally… We’re a fraternity of ethics and competency testing that should be different from the SEC. Salaske: Right, now.

CFP 59

CFP Financial Advisor Financial Planner Ethics 59

Sara Grillo

SEPTEMBER 12, 2022

Get ready for a ride as we examine it from all angles: regulatory, ethically, intellectually, etc. If we are comparing them to the Utopian idea of what a fraternity of ethics and competence testing should be, then we should find a way to implement it because daydreaming about what it ought to be is less useful.

CFP 80

CFP Financial Planner Ethics Financial Planning 80