NAIFA Advisor Today

MARCH 30, 2023

The series of events was created as part of NAIFA’s participation in Women’s History Month and to deliver on several aspects of its Diversity, Equity, and Inclusion initiative that is part of its 2025 Strategic Plan.

Economics 52

Economics Financial Services Strategic Planning Financial Advisor 52

Brown Advisory

NOVEMBER 1, 2019

2019 Year-End Planning Letter. 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. Market conditions may be volatile, but our planning efforts are, as always, focused on stability and consistency. Fri, 11/01/2019 - 13:44.

Planning 52

Planning Taxes Clients Estate Planning 52

Brown Advisory

NOVEMBER 5, 2021

We recognize these factors are creating concern for many of our clients and, in some cases, a feeling that it is imperative to act before December 31. Formulating a plan to take the first incremental steps and assessing regularly are critical. But, there are other considerations to keep in mind, like changes in tax exposure.

Planning 52

Planning Tax Planning Taxes Clients 52

Trade Brains

AUGUST 1, 2024

Sealmatic Ltd is one of the few Indian companies that has been approved/registered as a vendor with both national and international clients. We are on track with our growth prospect of 20% for the FY 2025. Is the company planning any capital expenditures (capex) in the next 3 to 5 years? The inventory level has increased from 5.98

Planning 59

Planning Manufacturing Investing Investments 59

The Big Picture

SEPTEMBER 23, 2024

I have worked at Booz Allen and Hamilton, I’m a strategic planning guy. I get hired by Citibank in planning. I write a business plan for it. ’cause you have to sell that product to clients. And so it’s, it’s a little bit different in, you are not dealing with the client.

Banking 147

Banking Investing Investments Assets 147

Brown Advisory

DECEMBER 1, 2023

2023 Year-End Planning Letter: Reflections and Perspectives ajackson Fri, 12/01/2023 - 08:06 The end of the calendar year is always a good time to reflect—about the past and what it might mean and about the future and what our best path forward might be. What does this “great wealth transfer” mean for our clients and their descendants?

Planning 52

Planning Strategic Planning Taxes Clients 52

Brown Advisory

APRIL 1, 2020

Strategic Planning in Volatile Markets ajackson Wed, 04/01/2020 - 09:31 Our conversations with clients usually cover topics that range beyond investment and financial affairs. Such rate reductions may provide clients with the opportunity to reduce their cost of borrowing and free up cash flow for other uses.

Strategic Planning 52

Strategic Planning Planning Marketing Marketing 52