Brown Advisory

SEPTEMBER 6, 2022

Whether an investment committee is starting from scratch or already has a mission-aligned investing program well underway, its investment policy statement (IPS) should clearly define long-term strategic goals. DEFINING MISSION-ALIGNED INVESTING. This approach has historically often been favored by religious institutions.

Government 98

Government Investments Investing Portfolio 98

Midstream Marketing

NOVEMBER 26, 2024

Introduction In the fast-changing world of financial services, marketing to RIAs plays a significant role in helping Registered Investment Advisors (RIAs) succeed. Crafting impactful content and using the right communication tools is essential for their growth. We will talk about what these advisors really need.

Compliance 52

Compliance Marketing Marketing Investment Advisor 52

Cornerstone Financial Advisory

NOVEMBER 20, 2023

Whether you can expect to make a future profit from the appreciation of the assets used in the activity. FMG is not affiliated with the named representative, financial professional, Registered Investment Advisor, Broker-Dealer, nor state- or SEC-registered investment advisory firm. a Registered Investment Advisor.

Marketing 105

Marketing Marketing Taxes Economics 105

Steve Sanduski

AUGUST 22, 2023

Guest: John Furey , Founder and Managing Partner of Advisor Growth Strategies. John also created the Alliance for Registered Investment Advisors , a think tank including seven of the most successful firms that are dedicated to improving the RIA industry through a culture of continuous learning and sharing.

Strategic Planning 52

Strategic Planning Valuation Communication Investment Advisor 52

Ballast Advisors

JULY 18, 2024

Wealth management firms play a pivotal role in this, employing stringent data security practices to keep your assets secure and maintain their reputation for reliability. Wealth management firms prioritize data security and password management to protect your assets from cyber threats and maintain your trust.

Wealth Management 52

Wealth Management Retirement Taxes Education 52

Cornerstone Financial Advisory

JUNE 19, 2023

Butler 3 Facts About Capital Gains When you sell a capital asset, like an investment or a piece of property, the sale can result in a capital gain or loss. The Internal Revenue Service (IRS) defines a capital asset as “almost anything you own for personal use or own as an investment.” a Registered Investment Advisor.

Marketing 59

Marketing Marketing Economics Taxes 59

Cornerstone Financial Advisory

APRIL 17, 2023

After reports of a more pronounced slowdown in producer prices on Thursday, stocks surged higher, with technology and communication services companies leading the charge. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor.

Marketing 59

Marketing Marketing Medical Economics 59

Ballast Advisors

SEPTEMBER 5, 2024

Appreciated Assets: Donating stocks, real estate, or other appreciated assets can provide a dual benefit. You avoid capital gains taxes on the appreciated value and receive a charitable deduction for the full market value of the asset. Broadridge Investor Communication Solutions, Inc.

Wealth Management 52

Wealth Management Taxes Charitable Planning Estate Planning 52

WiserAdvisor

SEPTEMBER 20, 2023

Against this backdrop, understanding your vested balance becomes crucial, as it directly influences your entitlement to these employer-contributed assets. You may consult with a financial advisor to understand vested balances in detail and how you can maximize them to boost your retirement savings.

Accounting 100

Accounting Retirement Retirement Planning Planning 100

Cornerstone Financial Advisory

JANUARY 3, 2023

The December report showed the confidence of large asset managers in investing in risk assets, like stocks, has dropped over the past two months, explaining, in part, why stocks may have struggled of late. Registered Representative, Securities offered through Cambridge Investment Research, Inc.,

Marketing 59

Marketing Marketing Taxes Economics 59

Brown Advisory

MARCH 26, 2020

Tax loss harvesting (the process of realizing a loss on the sale of an asset, in order to mitigate taxes on subsequent capital gains) is one of those planning steps. Note that any decision to harvest losses is highly dependent on factors specific to your situation, and should only be made after consultation with tax and investment advisors.

Taxes 52

Taxes Marketing Marketing Clients 52

Brown Advisory

MARCH 26, 2020

Tax loss harvesting (the process of realizing a loss on the sale of an asset, in order to mitigate taxes on subsequent capital gains) is one of those planning steps. Note that any decision to harvest losses is highly dependent on factors specific to your situation, and should only be made after consultation with tax and investment advisors.

Taxes 52

Taxes Marketing Marketing Clients 52

James Hendries

JUNE 20, 2023

Despite emerging signs of slowing, the Fed recently communicated a hawkish stance on the path of interest rates going forward and the markets seemed to take it all in stride. Investing involves risks including possible loss of principal. Indexes are unmanaged statistical composites and cannot be invested into directly.

Marketing 52

Marketing Marketing Economy Communication 52

James Hendries

JUNE 26, 2023

However, the impending end of the Federal Reserve (Fed) rate-hiking campaign, and the economy’s and corporate America’s resilience, help make the bull case that steers LPL Research toward a neutral, rather than negative, equities view from a tactical asset allocation perspective. Investing involves risks including possible loss of principal.

Marketing 52

Marketing Marketing Asset Allocation Valuation 52

Cornerstone Financial Advisory

MARCH 6, 2023

The IRS considers various circumstances when reviewing OIC applications, including the applicant’s: Income Expenses Asset equity There is also an application to apply for an OIC. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor.

Marketing 59

Marketing Marketing Taxes Economics 59

James Hendries

MARCH 6, 2023

Watch for renewed demand for health care, communication services, retail, and financial services. The LPL Research Strategic and Tactical Asset Allocation Committee (STAAC) recommends a slight overweight allocation to equities, favors value over growth, small caps over large caps, and the energy, healthcare, and industrials sectors.

Marketing 52

Marketing Marketing Economy Economics 52

International College of Financial Planning

MAY 29, 2023

Understanding Wealth Management Wealth management is helping high-net-worth individuals and families manage their financial assets and plan for their future financial needs. The scope of wealth management goes beyond traditional financial planning and investment advisory services, encompassing a more holistic approach to personal finance.

Wealth Management 40

Wealth Management Management Estate Planning Financial Planner 40

Clever Girl Finance

JULY 16, 2023

How much does a financial advisor cost? What to look for in a financial advisor: 5 Question to ask Where can I find a financial advisor? Are financial advisors the same as investment advisors? How a financial planner is different from a financial advisor Is it okay not to have a financial advisor?

Financial Advisor 52

Financial Advisor Financial Planner Certified Financial Planner Investment Advisor 52

Clever Girl Finance

JULY 16, 2023

How much does a financial advisor cost? What to look for in a financial advisor: 5 Question to ask Where can I find a financial advisor? Are financial advisors the same as investment advisors? How a financial planner is different from a financial advisor Is it okay not to have a financial advisor?

Financial Advisor 52

Financial Advisor Financial Planner Certified Financial Planner Investment Advisor 52

International College of Financial Planning

OCTOBER 26, 2023

Investment Mastery: Financial advisors are adept at channelling their clients’ resources into various asset classes, ensuring growth and security. Beyond Investments: Their expertise is wider than stocks and bonds. Why Pursue a Career as a Financial Advisor? Presenting with Panache: Your voice matters.

Certified Financial Planner 52

Certified Financial Planner Financial Planner Certification Clients 52

Park Place Financial

SEPTEMBER 8, 2022

Bankers, stock brokers, insurance representatives, and tax professionals constitute financial advisors. . These professionals work with wealthy people, helping them manage their assets and offering related financial assistance. Registered Investment Advisor (RIA) . How do they communicate with clients (i.e.

Financial Advisor 52

Financial Advisor Fiduciary Duty Certified Financial Planner Financial Planner 52

Cornerstone Financial Advisory

MAY 21, 2024

Whether you can profit from appreciating the assets used in the activity. FMG is not affiliated with the named representative, financial professional, Registered Investment Advisor, Broker-Dealer, nor state- or SEC-registered investment advisory firm. a Registered Investment Advisor.

Marketing 52

Marketing Marketing Taxes Economics 52

Ballast Advisors

NOVEMBER 21, 2022

Use assets that are likely to appreciate significantly for optimum income tax savings. Financial investments. Pay attention to the capital gains tax rates for individuals and try to sell only assets held for more than 12 months. Prepared by Broadridge Investor Communication Solutions, Inc. Copyright 2022.

Tax Planning 52

Tax Planning Taxes Planning Retirement Planning 52

ClearMoney

NOVEMBER 4, 2021

As with many things in life, the truth is somewhere between the extremes: While both simulated and real-world data suggest momentum may not be suitable as a driver of long-term asset allocations, we believe momentum considerations can be integrated in a cost-effective way to help inform daily portfolio management decisions. A Matter of Time.

Asset Allocation 52

Asset Allocation Commission Portfolio Assets 52

Good Financial Cents

NOVEMBER 14, 2022

There are 11 sectors in the S&P 500 , ranked below by the percentage of the index represented by each: Information Technology (26.4%) Health Care (15.1%) Consumer Discretionary (11.7%) Financials (11.0%) Communication Services (8.1%) Industrials (7.9%) Consumer Staples (6.9%) Energy (4.5%) Utilities (3.1%) Real Estate (2.8%) Materials (2.5%).

Investments 64

Investments Investing Risk Tolerance Portfolio 64

Brown Advisory

SEPTEMBER 12, 2019

However, for trustees that are considering a sustainable investment path, the decision is not always so straightforward. BACKGROUND Originally articulated by the Massachusetts Supreme Judicial Court in 1830, the “prudent man rule” was an early guiding star for trustees making investment decisions for trust assets.

Investments 52

Investments Investing Fiduciary Duty Portfolio 52

Brown Advisory

SEPTEMBER 12, 2019

However, for trustees that are considering a sustainable investment path, the decision is not always so straightforward. Originally articulated by the Massachusetts Supreme Judicial Court in 1830, the “prudent man rule” was an early guiding star for trustees making investment decisions for trust assets.

Investments 52

Investments Investing Fiduciary Duty Portfolio 52

Brown Advisory

NOVEMBER 12, 2015

As 2015 comes to a close, we remind our clients and friends of how important it is take time to review new tax rules, consider tax-saving opportunities and review investment and asset-protection plans before year’s end. Re-examine asset location. Consider making direct gifts for education and medical expenses.

Planning 52

Planning Taxes Distribution Medical 52

Indigo Marketing Agency

APRIL 23, 2020

I’m a former investment advisor representative with LPL Financial. I have a degree in economics, an MBA in marketing, I’m a lecturer at UCLA extension, and at Indigo marketing we work with 165 top independent financial advisors to do their marketing for them. And so, I think a lot about advisors like you.

Financial Advisor 52

Financial Advisor Marketing Marketing Clients 52

Sara Grillo

JANUARY 9, 2023

What are the changes in Colorado investment advisor regulations regarding financial planning? It’s possible there are good faith misunderstandings as this set of services is unrelated to the management of investments which is their core competence. Let’s get into it, folks! Regulators’ worries are justified.

Financial Planning 52

Financial Planning Planning Financial Planner CFP 52

Brown Advisory

APRIL 16, 2018

Establish or refine its investment policy in accordance with the organization’s objectives. Implement a diversified portfolio that conforms to the nonprofit’s investment policy, using carefully selected funds and managers within each asset class.

Nonprofit 52

Nonprofit Portfolio Distribution Clients 52

Brown Advisory

APRIL 16, 2018

Establish or refine its investment policy in accordance with the organization’s objectives. Implement a diversified portfolio that conforms to the nonprofit’s investment policy, using carefully selected funds and managers within each asset class.

Nonprofit 52

Nonprofit Portfolio Distribution Clients 52

ClearMoney

DECEMBER 5, 2021

Gomes and Michaelides (2008) suggest the greater supply of riskless assets, such as government debt securities, could lead to households investing less of their net worth in risky assets, lowering their consumption volatility and, in turn, the equity premium. Asset Pricing with Limited Risk Sharing and Heterogeneous Agents.”

Government 52

Government Commission Economics Distribution 52

Brown Advisory

OCTOBER 22, 2019

They must support the needs of the current generation; oversee homes, aircraft, curated art and other substantial fixed assets; preserve and transfer wealth for the benefit of future generations; and, in many cases, fund broader community and philanthropic aims.

Taxes 52

Taxes Management Investments Investing 52

Brown Advisory

OCTOBER 22, 2019

They must support the needs of the current generation; oversee homes, aircraft, curated art and other substantial fixed assets; preserve and transfer wealth for the benefit of future generations; and, in many cases, fund broader community and philanthropic aims.

Taxes 52

Taxes Management Investments Investing 52

Brown Advisory

OCTOBER 22, 2019

They must support the needs of the current generation; oversee homes, aircraft, curated art and other substantial fixed assets; preserve and transfer wealth for the benefit of future generations; and, in many cases, fund broader community and philanthropic aims.

Taxes 52

Taxes Management Investments Investing 52

ClearMoney

DECEMBER 5, 2021

Gomes and Michaelides (2008) suggest the greater supply of riskless assets, such as government debt securities, could lead to households investing less of their net worth in risky assets, lowering their consumption volatility and, in turn, the equity premium. Asset Pricing with Limited Risk Sharing and Heterogeneous Agents.”

Government 52

Government Commission Economics Distribution 52