Managing Director Andy Kunzweiler explains why staying invested beats timing the market – and how tax-managed equity can turn volatility into after-tax value.

Principal Ali Hutchinson reframes trusts as living relationships, not just legal structures, emphasizing how flexibility, fiduciary choice, and communication are essential to building resilient, multigenerational plans.

As traditional stock-and-bond portfolios face a more complex market environment, investors may need a broader portfolio construction framework. Partner and Chief Investment Officer (CIO) Justin Reed and Deputy CIO Ilene Spitzer explore how multiple engines of return can help improve diversification, resilience, and long-term after-tax outcomes.

BBH Partners Scott Clemons, Chief Investment Strategist, and Justin Reed, Chief Investment Officer, explore the fundamental beliefs that guide how we think about all aspects of investing.

In this issue of InvestorView, we review the foundational beliefs of our investing approach and portfolio construction framework in the context of today’s market environment. We also discuss how investors can take advantage of volatility through tax-managed equity strategies and look at the key components of a resilient multigenerational trust.

We take a closer look at the sophisticated frameworks our Investment Research Group uses to enhance the traditional asset allocation process.

In this issue of Women & Wealth Magazine, we explore how families can prepare for the great wealth transfer, navigate community property rules, and approach conversations about later-life care for aging parents. We also discuss innovation and legacy with Kristie Juster, CEO of Conair.

We sit down with Kristie Juster, CEO of Conair, to discuss how she balances legacy with innovation, and the importance of feedback as a leader and mentor.

When a once-independent parent begins to need care, families must navigate difficult practical and emotional decisions. Managing Directors Mike McGrann and Beth Milkovits outline steps for beginning the conversation.

Community property rules can offer valuable estate and tax planning benefits, but thoughtful planning is essential. Senior Wealth Planner Scott Bayer outlines key considerations for families who may live in, or may move to, a community property state.