Charitable Planning Economics Events 
eMoney Advisor
JANUARY 31, 2023
When we first started offering client webinars, we traveled to our regional offices to conduct events that were focused on market outlook. When the pandemic hit, we continued to offer these events, but they became quarterly webinars. The subject matter at the time was focused on investment and economic updates.
Brown Advisory
APRIL 1, 2020
In previous disruptive market periods—the 2008-09 global financial crisis, and the “dot-com” technology-driven downturn from 2000-2002—we used a proactive planning approach that helped many clients progress toward their wealth transfer, tax-efficiency and overall legacy planning goals. CHARITABLE PLANNING Charitable Giving.
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Brown Advisory
APRIL 1, 2020
In previous disruptive market periods—the 2008-09 global financial crisis, and the “dot-com” technology-driven downturn from 2000-2002—we used a proactive planning approach that helped many clients progress toward their wealth transfer, tax-efficiency and overall legacy planning goals. CHARITABLE PLANNING.
Brown Advisory
JUNE 16, 2016
Yet despite a heavy dose of recent market volatility, the planning environment in 2016 is relatively stable. Economic growth in the U.S. With tax policy in a steady state and relatively calm economic conditions, there are no strong external reasons to make major planning adjustments. Prepare for Unseen Events.
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