The Big Picture

FEBRUARY 6, 2024

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. You wouldn’t be surprised to learn the tax consequences of owning a mutual fund is a part of it. Jeremy’s never really been a portfolio manager. Really fascinating guy.

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The Big Picture

JANUARY 16, 2024

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. As it did, I worked for a very large syndicator right out of school, which was right around the time the tax laws changed. But in those days, there were very tax driven investment.

Assets 265

Assets Investing Investments Management 265

Sara Grillo

JULY 8, 2022

Others that require a more detailed response will either get forwarded to a teammate (financial planner or portfolio manager) who can research the answer, or scheduled to my calendar later in the day when I can focus on a response or call the client directly. Most emails only require a quick reply, which I’ll take care of right away.

Financial Advisor 59

Financial Advisor Financial Planner Clients Financial Planning 59

Brown Advisory

SEPTEMBER 3, 2015

Investors had snapped up Puerto Rican debt because of high yields and exemption from federal, state and local taxes in the U.S. Meanwhile, tax revenues have declined to about 12% of GNP from more than 15% before 2006, the Krueger report said. Bonds sold by Puerto Rico’s Public Finance Corp. plunged in August to 9 cents on the dollar.

Transportation 52

Transportation Government Economy Asset Allocation 52

The Big Picture

OCTOBER 31, 2023

 The transcript from this week’s, MiB: Michael Carmen, Co-Head, Private Investments, Wellington Management , is below. You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. Where, 00:06:25 [Speaker Changed] Where were you managing those for in 96?

Management 163

Management Investing Investments Portfolio 163

Brown Advisory

SEPTEMBER 1, 2015

Please download The Advisory to read other articles in this issue including: Europe's Slow Climb. By Mick Dillon, CFA, Portfolio Manager, Global Leaders Strategy and Priyanka Agnihotri, Equity Research Analyst. By Stephen Shutz, CFA, Tax-Exempt Portfolio Manager. Rude Awakening.

Food 52

Food Portfolio Management Sales Strategic Planning 52

The Big Picture

DECEMBER 6, 2022

You can stream and download our full conversation, including the podcast extras on iTunes , Spotify , Stitcher , Google , YouTube , and Bloomberg. You have the liquidity, the tax efficiency, the transparency.  . Transcript: MiB: Luis Berruga, Global X ETFs. I was already an investor in ETFs at that point in time. BERRUGA: Yeah.

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Clients Investing Investments Management 163

The Big Picture

FEBRUARY 12, 2024

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. I’m the portfolio manager and I’m actually the only portfolio manager.  The transcript from this week’s, MiB: David Einhorn, Greenlight Capital , is below.

Management 295

Management Investing Investments Economy 295

Brown Advisory

DECEMBER 2, 2015

Today, we believe that high-yield bonds provide a compelling option for investors in a low tax bracket or with the ability to invest through a tax-advantaged structure like an IRA. To be sure, high-yield bonds are “tax inefficient” and not for every investor. By Mark Kodenski, Private Client Portfolio Manager.

Economy 52

Economy Taxes Clients Assets 52

Good Financial Cents

AUGUST 11, 2022

Robo-advisors offer easy account setup, robust goal planning, account services, and portfolio management all at a reasonable price - start investing today by clicking on your state. As an example, we all know that most people’s tax refunds are spent before they get the check in the mail. Download Now Offer valid for U.S.

Investing 110

Investing Investments Marketing Marketing 110

Good Financial Cents

FEBRUARY 17, 2023

You’ll create investment portfolios, referred to as “pies,” and fill them with up to 100 individual stocks and exchange-traded funds (ETFs). M1 Finance offers complete portfolio management, including periodic rebalancing. can get started by downloading the app and registering a Gigwalk account. They have a network of 1.7

Accounting 69

Accounting eCommerce Investing Investments 69

Brown Advisory

SEPTEMBER 3, 2015

Please download The Advisory to read other articles in this issue including: Shadow Consumption. By Stephen Shutz, CFA, Tax-Exempt Portfolio Manager. We have confidence in firms with a dominant market position, pricing power and a record of making the most from invested capital. By Paul Chew, CFA, Head of Investments.

Economy 40

Economy Economics Asset Allocation Banking 40

Brown Advisory

JANUARY 17, 2024

Download it here Darwinian Investing: The Science of Rejection The outperformance of the “Magnificent Seven”1 during 2023 led to many questions from our investors (for instance “why are you underweight the Mag 7?”) Global Leaders Strategy Investment Letter: January 2024 bgregorio Wed, 01/17/2024 - 05:23 Just want the PDF?

Investing 52

Investing Investments Portfolio Compliance 52

The Big Picture

FEBRUARY 28, 2023

You can stream and download our full conversation, including any podcast extras, on iTunes , Spotify , Stitcher , Google , YouTube , and Bloomberg. I was talking to one of our founders, he said, look, a lot of people think we’re in Zug for tax reasons. He said, we’re here because this is where my mother lived.

Investing 148

Investing Investments Clients Assets 148

Sara Grillo

APRIL 11, 2022

These services often include recommendations on investments, financial planning, retirement, Social Security, Medicare, tax planning, and other wealth-related topics. I maybe had 5000 downloads and that was Jack Bogle, and so now we’re getting 30-35000 downloads a month, and it’s increasing every month, so it just takes time.

Financial Advisor 52

Financial Advisor Portfolio Clients Management 52

Brown Advisory

AUGUST 14, 2023

Download it here > The Hidden Trouble Within Dear Fellow Investors, We have fielded a number of questions over the past six months from clients and prospects about how we think about and control factor risks within the Global Leaders strategy. We hope it makes for interesting reading.

Investing 52

Investing Investments Portfolio Accounting 52

The Big Picture

OCTOBER 19, 2022

You can stream and download our full conversation, including the podcast extras on iTunes , Spotify , Stitcher , Google , YouTube , Bloomberg , and Acast. They’ll construct the portfolio. They’ll do tax planning, right? Let’s talk a little bit about portfolio analytics, financial planning tools.

Financial Advisor 287

Financial Advisor Clients Taxes Investing 287

The Big Picture

JANUARY 21, 2025

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. So we are talking about things in what I consider personal finance, home ownership, social security, tax management, estate planning and so on. Right, right.

Investing 148

Investing Investments Management Retirement 148

The Big Picture

MARCH 25, 2025

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. It was, we wanted to have the absolute best software for the way we managed money. And so we put on a pretty significant developer team that had background in portfolio management.

Management 148

Management Numbers Investing Investments 148

The Big Picture

AUGUST 20, 2024

The transcript from this week’s, MiB: Mike Greene, Simplify Asset Management , is below. You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. I’m gonna hold it in my portfolio. You were subject to the 75% marginal tax rate.

Assets 174

Assets Management Portfolio Marketing 174

The Big Picture

OCTOBER 24, 2022

The transcript from this week’s, MiB: Marta Norton, Morningstar Investment Management , is below. You can stream and download our full conversation, including the podcast extras on iTunes , Spotify , Stitcher , Google , YouTube , and Bloomberg. ? ?. Transcript: Marta Norton. NORTON: Yeah. NORTON: Yeah. NORTON: Yeah. NORTON: Yeah.

Portfolio 130

Portfolio Management Assets Investing 130

Brown Advisory

SEPTEMBER 3, 2015

A discretionary trust can provide a means of multigenerational estate planning by establishing how assets are passed on and reduce future generations’ potential estate-tax liability. Please download The Advisory to read other articles in this issue including: Shadow Consumption. By Stephen Shutz, CFA, Tax-Exempt Portfolio Manager.

Estate Planning 52

Estate Planning Assets Distribution Taxes 52

The Big Picture

MARCH 27, 2023

You can stream and download our full conversation, including any podcast extras, on iTunes , Spotify , Stitcher , Google , YouTube , and Bloomberg. She was a partner and a portfolio manager at Canyon Capital, a firm that runs currently about $25 billion. So it’s all available.

Assets 286

Assets Investing Investments Management 286

The Big Picture

AUGUST 29, 2023

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , Stitcher , Google , YouTube , and Bloomberg. Also being cognizant of the tax implications of trading activity. They like tax-free income, but they also don’t like principal losses.

Portfolio 130

Portfolio Investing Investments Numbers 130

Brown Advisory

DECEMBER 2, 2015

Trusts often make sense, as they provide economic benefit to heirs while protecting assets from certain creditor claims and taxes. We have found that one of the biggest challenges to executing an estate plan is helping heirs adjust to tax and regulatory changes. By Mark Kodenski, Private Client Portfolio Manager.

Estate Planning 52

Estate Planning Asset Allocation Assets Planning 52

The Big Picture

MAY 9, 2023

You can stream and download our full conversation, including any podcast extras, on iTunes , Spotify , Stitcher , Google , YouTube , and Bloomberg. So how do you then go from tax and audit practice to finance and investing? If I’d moved to Hong Kong, I think it would have looked like a fairly self-serving tax trade.

Assets 300

Assets Clients Investing Investments 300

The Big Picture

JULY 18, 2023

 The transcript from this week’s, MiB: Tom Wagner, Knighthead Capital Management , is below. You can stream and download our full conversation, including any podcast extras, on iTunes , Spotify , Stitcher , Google , YouTube , and Bloomberg. WAGNER: Yes, big, big tax on vehicles there. No income tax though.

Investing 130

Investing Investments Assets Insurance 130

The Big Picture

JULY 11, 2023

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , Stitcher , Google , YouTube , and Bloomberg. I could do my own taxes. JOHNSON: Exactly, the tax… RITHOLTZ: The negative on a mutual fund is phantom taxes. So she wants her portfolio managed that way.

Management 222

Management Investing Investments Assets 222

The Big Picture

OCTOBER 17, 2023

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. You don’t have to pay any tax and just let the rest ride. The, the decision to set up in Bermuda was the founder’s original decision based, not on tac everyone assumes tax.

Investments 130

Investments Investing Clients Management 130

The Big Picture

APRIL 11, 2023

You can stream and download our full conversation, including any podcast extras, on Apple , Stitcher , Spotify , Google and Bloomberg. RITHOLTZ: So that’s really interesting because what I wrote down was tax efficiency is one of the drivers. They were taxed as ordinary income at the highest marginal tax rate that was 80 percent.

Valuation 299

Valuation Education Numbers Government 299

Indigo Marketing Agency

MARCH 24, 2025

AI-powered tools are transforming various facets of advisory businesses, including client engagement, portfolio management, compliance, and more. Top AI tools include Jump AI for automating client communication, Zocks for AI-driven CRM management, and Merrills AI-Powered Scheduler, which reduces appointment setup time.

Financial Advisor 52

Financial Advisor Compliance Communication Wealth Management 52

The Big Picture

OCTOBER 5, 2024

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. And like, one way that the government could address it is by taxing people so they have more money so they could maybe distribute more money. But that’s very unpopular. You can do media.

Economy 163

Economy Education Insurance Economics 163

The Big Picture

MAY 21, 2024

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. The one, the one he said this morning is this guy who’s 20 something and he says, so I figured out how I never have to pay taxes again. It’s all tax free. In not paying your taxes.

Numbers 148

Numbers Management Banking Marketing 148

The Big Picture

JULY 15, 2024

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts, Spotify , YouTube , and Bloomberg. Matt Eagan has spent his entire career in fixed income from credit analyst to portfolio manager. At the time, I ran a Mexican peso denominated portfolio, believe it or not.

Portfolio 148

Portfolio Banking Management Portfolio Management 148

The Big Picture

APRIL 8, 2025

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. And then the next step up seems to be full on wealth management, where you’re dealing with philanthropy, generational wealth transfer, a lot of bells and whistles including estate planning tax.

Asset Allocation 148

Asset Allocation Wealth Management Clients Assets 148

The Big Picture

JANUARY 27, 2025

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. He worked as a, essentially a high yield portfolio manager before going to the president and then CEO of the company. He worked as a trader. Coopers and Rin Oh, sure.

Assets 148

Assets Insurance Management Investing 148

The Big Picture

MARCH 26, 2024

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. And I was a portfolio manager, so I was doing bottom up research and picking stocks. He says even God would get fired as a portfolio manager. So with carnage comes opportunity.

Marketing 148

Marketing Marketing Investing Investments 148