Events Executive Compensation Portfolio 
Zajac Group
MARCH 3, 2023
There is no taxable event when performance shares are granted. A taxable event occurs once you meet a performance metric and shares are delivered to you. This may delay the delivery, and push your taxable event into the calendar year following the year you met your metric(s). Otherwise, the award expires and is deemed worthless.
Brown Advisory
NOVEMBER 5, 2021
For many investors with growth-oriented portfolios the result has been larger portfolios running ahead of plan – suggesting a reexamination of topics involving financial security, philanthropic goals and wealth transfer planning. For example: Over the last five years, global equity markets have posted annualized returns above 10%.
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Brown Advisory
APRIL 6, 2020
In our recent conversations with management teams at our portfolio companies, we have heard directly about the unprecedented challenges these firms are facing. We are closely monitoring a handful of these situations, but in general believe that the companies in our portfolios are managing such risks well.
Brown Advisory
APRIL 6, 2020
In our recent conversations with management teams at our portfolio companies, we have heard directly about the unprecedented challenges these firms are facing. We are closely monitoring a handful of these situations, but in general believe that the companies in our portfolios are managing such risks well.
Brown Advisory
SEPTEMBER 12, 2016
When sizing up a company’s opportunities and risks, portfolio managers vary widely in how they weigh ESG factors. Some portfolio managers use ESG data to find companies that they believe are less harmful than others. They then construct their portfolios by using traditional measures for valuation and performance.
Brown Advisory
SEPTEMBER 12, 2016
When sizing up a company’s opportunities and risks, portfolio managers vary widely in how they weigh ESG factors. Some portfolio managers use ESG data to find companies that they believe are less harmful than others. They then construct their portfolios by using traditional measures for valuation and performance.
Validea
MARCH 3, 2023
Quick Links Warren Buffett Portfolio High Momentum Stocks Low Volatility / Conservative Stocks Buffett was referring specifically to the 1% excise tax that went into effect earlier this year, and that President Biden proposed raising to 4% in his State of the Union address. are taxed at the same rate, the article points out.
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