Brown Advisory

APRIL 6, 2020

It recently released a new platform to help customers share information and collaborate during a crisis; more than 2,000 customers have already installed it. How will companies handle executive compensation, share buybacks and other core financial matters in the wake of COVID-19?

Investing 52

Investing Investments Healthcare Executive Compensation 52

Brown Advisory

APRIL 6, 2020

It recently released a new platform to help customers share information and collaborate during a crisis; more than 2,000 customers have already installed it. How will companies handle executive compensation, share buybacks and other core financial matters in the wake of COVID-19?

Investing 52

Investing Investments Healthcare Executive Compensation 52

Brown Advisory

SEPTEMBER 12, 2016

Through original sustainability research into stocks and fixed income securities—including diligence into government databases, company transcripts and interviews with executives— we find strengths that are not apparent in standard company reports. In addition, these views may not be relied upon as investment advice.

Food 52

Food Executive Compensation Portfolio Management Valuation 52

Brown Advisory

SEPTEMBER 12, 2016

Through original sustainability research into stocks and fixed income securities—including diligence into government databases, company transcripts and interviews with executives— we find strengths that are not apparent in standard company reports. Rearward View. “A In addition, these views may not be relied upon as investment advice.

Food 52

Food Executive Compensation Portfolio Management Valuation 52

Zajac Group

MARCH 3, 2023

PSAs may also be combined with more traditional RSUs and/or stock options that vest over time, to round out a robust executive compensation package. This can offer an executive the unique combination of greater certainty from RSUs as well as additional upside from performance shares.

Taxes 52

Taxes Tax Planning Planning Financial Planning 52

Zajac Group

JULY 27, 2022

If your greater financial goals include a noticeable amount of charitable giving, contributing executive compensation to a donor advised fund can be a great way to achieve your aim. The information contained herein is taken from sources believed to be reliable, however accuracy or completeness cannot be guaranteed.

Taxes 52

Taxes Sales Executive Compensation Investing 52

Cordant Wealth Partners

NOVEMBER 20, 2020

His Z-score uses a blend of publicly available financial statement information (working capital, retained earnings, profit, market value, assets, and liabilities) to predict companies’ bankruptcy risk (at least in the near term). The higher the score, the better: The “Safe Zone” is a score of 3 or higher.

Compensation Planning 52

Compensation Planning Taxes Distribution Planning 52

Cordant Wealth Partners

JANUARY 28, 2021

His Z-score uses a blend of publicly available financial statement information (working capital, retained earnings, profit, market value, assets, and liabilities) to predict companies’ bankruptcy risk (at least in the near term). The higher the score, the better: The “Safe Zone” is a score of 3 or higher.

Compensation Planning 52

Compensation Planning Taxes Planning Distribution 52

Brown Advisory

OCTOBER 6, 2020

Its management and executive compensation plans are also tied to factors related to racial equity. The information contained herein has been prepared from sources believed reliable but is not guaranteed by us as to its timeliness or accuracy, and is not a complete summary or statement of all available data.

Executive Compensation 52

Executive Compensation Education Clients Compensation Planning 52

Brown Advisory

OCTOBER 6, 2020

Its management and executive compensation plans are also tied to factors related to racial equity. The information contained herein has been prepared from sources believed reliable but is not guaranteed by us as to its timeliness or accuracy, and is not a complete summary or statement of all available data.

Executive Compensation 52

Executive Compensation Education Clients Compensation Planning 52

Sara Grillo

SEPTEMBER 12, 2022

There are no guarantees that any information presented in this article is accurate. Grillo Investment Management, LLC will strive to maintain current information however it may become out of date. This information is general in nature; for specific advice applicable to your current situation please contact a consultant or advisor.

CFP 80

CFP Financial Planner Ethics Financial Planning 80

The Big Picture

APRIL 11, 2023

To me, storytelling is much more — I mean, if you think about the history of humanity, for thousands of years, the way we pass down information was with stories, not numbers. They were saying when you invest in small-cap stocks, it looked like you’re making money, but there are underlying risks, liquidity risks, information risks.

Valuation 298

Valuation Education Numbers Government 298

Brown Advisory

APRIL 22, 2021

Enhanced Limits on Deductions for Executive Compensation. ARPA expands the number of employees covered by the limitations on deductions for executive compensation above $1 million. The limits will apply to compensation paid to 10 highly compensated employees rather than five as under previous law.

Clients 52

Clients Planning Taxes Executive Compensation 52

Brown Advisory

APRIL 22, 2021

Enhanced Limits on Deductions for Executive Compensation. ARPA expands the number of employees covered by the limitations on deductions for executive compensation above $1 million. The limits will apply to compensation paid to 10 highly compensated employees rather than five as under previous law.

Clients 52

Clients Planning Taxes Executive Compensation 52