The Big Picture

AUGUST 20, 2024

We built a company that was focused on valuation, initially, actually targeting corporate strategic planning departments. And what that will allow me to do is have minimal trading costs, minimal tax costs, and avoid all the behavioral problems that comes with active management. You were subject to the 75% marginal tax rate.

Assets 173

Assets Management Portfolio Marketing 173

WiserAdvisor

SEPTEMBER 8, 2023

It is important to have a clear understanding of your budget post-retirement, factoring in housing costs, property taxes, and maintenance expenses. Different states have different rules when it comes to income taxes. Engaging in careful tax planning is essential to navigate this potential tax challenge.

Retirement 45

Retirement Retirement Planning Financial Advisor Budgeting 45

Brown Advisory

NOVEMBER 19, 2020

presidential election season offered a wide range of potential scenarios for tax and other policy matters that impact our planning efforts for clients. While election results are not totally settled, we believe that the balance between parties in Congress is likely to temper both the pace and magnitude of possible tax law changes.

Planning 52

Planning Taxes Clients Assets 52