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  • All-Rise-The-Threat-of-Inflation-In-The-Post-Pandemic-Economy
    July 29, 2021
    • Private Banking
    In the feature article of this issue of InvestorView, BBH Chief Investment Strategist Scott Clemons discusses the threat of inflation as we emerge from the COVID-19 pandemic.
  • Maintaining Family Continuity for Generations
    July 29, 2021
    • Private Banking
    We speak with Kevin Duncan, the BBH Trust Company’s director and head of estate administration, about the role estate administration plays in helping families thrive for generations and why a corporate executor may be the best option in certain situations.
  • July 29, 2021
    • Private Banking
    InvestorView looks at the threat of inflation in the post-pandemic economy, discusses our approach to asset allocation and examines the estate administration landscape.
    • Private Banking
    BBH Chief Investment Officer Suzanne Brenner and Deputy Chief Investment Officer Justin Reed review the markets and provide an update on our current portfolio positioning and priorities.
  • Series of gray bubbles with one large red circle.
    • Private Banking
    Senior Wealth Planners Ali Hutchinson and Stacia Kroetz look at potential changes to the tax code under the Biden administration and explore tax planning considerations most relevant to our readers this year.
  • Silhouette of a businessman standing by the huge open gate
    March 19, 2021
    • Private Banking
    In the feature article of this issue, BBH Chief Investment Strategist Scott Clemons reflects on the economy and markets since the onset of COVID-19 and looks ahead at what is to come as the light at the end of the tunnel grows brighter.
  • Close up on a conceptual clock with the text early late and on time. Concept of good timing and choosing the right moment.
    March 19, 2021
    • Private Banking
    Deputy Chief Investment Officer Justin Reed and Head of Investment Research Tom Martin discuss market timing. They explore its allure and pitfalls, stressing our belief that the adoption of a value-oriented, bottom-up investment approach, along with a long-term investment horizon and prudent rebalancing plan, is a far more compelling investment strategy.
  • Key in keyhole on door silhouette.
    March 19, 2021
    • Private Banking
    Wealth Planning Associate Sara Turner covers considerations for those looking to help family members buy a home.
  • Full cover of the Q1 2021 InvestorView Magazine.
    March 19, 2021
    • Private Banking
    In this issue of InvestorView, we look at the markets and economy in 2021, examine the pitfalls of market timing and explore potential changes to the tax code under the Biden administration.
  • Stock market or forex trading graph for financial investment or Economic trends business.
    February 01, 2021
    • Private Banking
    BBH Chief Investment Officer Suzanne Brenner and Head of Investment Research Tom Martin review the markets and provide an update on our current portfolio positioning and priorities.
  • Investor View cover with a cartoon laptop and cartoon people on a zoom call.
    October 26, 2020
    • Private Banking
    In this issue of InvestorView, we cover several topics related to the election, including potential implications, family dynamics during this time and considerations for charities, and provide an update on the market and our portfolio positioning.
  • Teal line charts and numbers representing the stock market
    October 26, 2020
    • Private Banking
    BBH Chief Investment Officer Suzanne Brenner and Head of Investment Research Tom Martin review the markets and provide an update on our current portfolio positioning and priorities.
  • Red and blue cartoon of man with Republican brain and woman with Democrat brain
    October 26, 2020
    • Private Banking
    Emotions are high as the presidential election nears. BBH Senior Advisor Ellen Perry provides suggestions for communicating with family and fostering togetherness during this intense election season.
  • Teal graphic of video call on laptop
    October 26, 2020
    • Private Banking
    In the feature article of this issue, BBH Chief Investment Strategist Scott Clemons speaks with several BBH experts about the various risks, opportunities and permutations of the election. The roundtable covers implications for several areas, including the economy and markets; estate, tax and wealth planning; corporate taxes, regulations and the general business environment; and portfolio structuring and capital allocation.
  • Blue scale with White House and Capitol Building with black background
    October 26, 2020
    • Private Banking
    BBH Senior Wealth Planner Kerri Mast covers considerations during election season for charities and board members as it relates to which political and election-related activities are permitted for charities, which are permitted within certain limits and which are prohibited altogether.
  • Five  hands holding numbered hearts
    August 06, 2020
    • Private Banking
    Senior Wealth Planner Kerri Mast discusses the steps to take to establish a new charitable organization.
  • InvestorView Q3 2020 - Back to the Future: The New Normal After COVID-19
    August 06, 2020
    • Private Banking
    In this issue of InvestorView, we discuss life after COVID-19, 2020 market volatility and investment strategies, hosting virtual meetings and how to create a charity.
  • Painting of people sitting at tables in Bryant Park
    August 06, 2020
    • Private Banking
    In the feature article of this issue of InvestorView, BBH Chief Investment Strategist Scott Clemons reflects on lessons we are learning during the COVID-19 crisis, what aspects will have a lasting effect on our homes, offices and schools and what life after COVID-19 may look like.
  • Looking up at skyscrapers with teal hue
    August 05, 2020
    • Private Banking
    Jeff Hakala and Jerry Hakala – Co-Chief Investment Officers at Clarkston Capital Partners – discuss some current prevailing arguments against small-cap investing, the approach’s structural advantages and Clarkston’s unique approach that aims to exploit those advantages to uncover investment opportunities.
  • Line charts and virus cells with dark background
    July 28, 2020
    • Private Banking
    Chief Investment Officer Suzanne Brenner and Senior Investment Analyst Tom Martin reflect on market volatility over the first half of 2020 and assess the current state.
  • A senior couple and a young family are separated from each other by a giant life-size cell phone. They wave to each other through the transparent cell-phone.
    • Private Banking
    This summer’s family meetings may not look the same as past years, but Senior Wealth Planner Ali Hutchinson and BBH Senior Advisor Ellen Perry share tips for how you can effectively conduct your meeting virtually.
  • Giant cartoon hand dropping a gold coin into a building like a piggy bank
    March 04, 2020
    • Private Banking
    Investing in private markets is an important component of many client portfolios, and in this article, Caroline Thomas and Thomas Martin, both Senior Investment Analysts, provide advice on how to construct a prudently-sized private markets portfolio with adequate diversification.
  • A senior-aged couple sit together on a beach on top of a giant coin-jar to symbolize living on retirement savings
    March 04, 2020
    • Private Banking
    The new Secure Act rewrites the rules of the road for IRA owners, especially those who might inherit IRAs. Now is a good time to review your retirement planning anew.
  • Alice in wonderland dinner party scene, showing Alice, the Hare, and the Mad Hatter
    December 06, 2019
    • Private Banking
    In the feature article of this issue of InvestorView, BBH Chief Investment Strategist Scott Clemons discusses the implications of negative interest rates.
  • A Woman and a Man standing on a laptop looking at a print out
    December 06, 2019
    • Private Banking
    Chief Investment Officer Suzanne Brenner and Senior Investment Analyst Thomas Martin cover steps we take when rebalancing our clients’ portfolios.
  • large hand holding a small home in it's palm with a key on it's finger
    December 06, 2019
    • Private Banking
    Wealth Planner Stacia Kroetz addresses a common question we see clients wrestle with: Should I buy a house with my trust or other assets?
  • hand playing chess
    August 09, 2019
    • Private Banking
    In the feature article of this issue of InvestorView, BBH Chief Investment Strategist Scott Clemons examines the evolving role of international trade in the U.S. economy, the current state of disputes with China, what risks this conflict poses and how it might be resolved.
  • Naming an Executor: The Most Underrated and Most Important Consideration in Estate Planning cover
    August 09, 2019
    5 min read
    • Private Banking
    We discuss the important decision of who to hire to act as executor of your estate to minimize family conflict and ensure the most efficient management of your assets according to your estate plan.
  • Colorful cartoon city
    May 29, 2019
    • Private Banking
    In the feature article of this issue of InvestorView, Chief Investment Strategist Scott Clemons examines the rationale for including international and emerging markets in a well-balanced investment portfolio.
  • Two businessmen and a business woman looking through magnifying glasses and binoculars
    • Private Banking
    Chief Investment Officer Suzanne Brenner and Head of Investment Research Tom Martin explore how the various aspects of our asset allocation, portfolio construction, risk management and manager selection processes work together to create value for clients.
  • Two woman sit behind a desk, both looking at a desktop monitor
    May 29, 2019
    • Private Banking
    Managing Director Brett Sovine discusses an appealing retirement savings option for working next generation members: the Roth IRA.
  • several business professionals looking for something, with magnifying classes, binoculars, and a computer
    February 07, 2019
    • Private Banking
    We discuss factors that come into play when investing for endowments and foundations.
  • A house being divided by a judges gavel
    February 07, 2019
    • Private Banking
    Senior Wealth Planner Kerri Mast discusses developments regarding the extent to which trusts are protected from creditors in the event of divorce.
  • InvestorView Q4 2018 - A Tradition of Innovation
    November 05, 2018
    • Private Banking
    In this edition of InvestorView, we look at our tradition of innovation to best serve clients, provide an update on current market conditions and our portfolio, discuss emerging markets investing and look at death-bed tax planning.
  • Horse and carriage outside BBH Office
    November 05, 2018
    • Private Banking
    In the feature article of this issue of InvestorView, Chief Investment Strategist Scott Clemons looks at how we have helped our Private Banking clients navigate through the uncertainties presented by market cycles and economic changes over time.
  • Manager Spotlight Interview with Rajiv Jain from GQG Partners cover
    November 05, 2018
    • Private Banking
    We sit down with Rajiv Jain – founder, chairman, chief investment officer and portfolio manager at GQG Partners – to discuss his investing background and approach, the role of emerging markets equities in an investment portfolio and where he sees today’s opportunities.
  • Elderly man sitting in a chair next to a lamp on has laptop
    November 05, 2018
    • Private Banking
    BH Trust Company discusses tax planning for the terminally ill or elderly, covering the basic necessities and more advanced techniques around death-bed tax planning.
  • InvestorView Q3 2018 - What We Believe: Principles of Successful Wealth Planning
    July 26, 2018
    • Private Banking
    In this edition of InvestorView, we look at the intersection of families, wealth and communication, provide an update on current market conditions and our portfolio, break down quality investing and discuss using philanthropy to pass down family values.
  • Multi Generation Family Walking On Winter Beach With Dog Relaxing
    • Private Banking
    In the feature article of this issue of InvestorView, Adrienne Penta, the executive director of the BBH Center for Women & Wealth, and Alison Hutchinson, a senior wealth planner, focus on the topic of families, wealth and communication, discussing the guiding principles that we believe help families create life-affirming, enduring, effective wealth plans.
  • floating five stars (5) rating symbols in front of a businessman. The business man holding up his hand to select which rating he wants to pick.
    July 26, 2018
    • Private Banking
    We take a deep dive into what we mean when we talk about “quality” investing.
  • A pair of hands shaking in the shape of a heart
    July 26, 2018
    • Private Banking
    Senior Wealth Planner Kerri Mast discusses how families can use philanthropy to create a platform for teaching the next generation about family values.
  • Abstract water waves
    July 26, 2018
    • Private Banking
    Senior Wealth Planners discuss upstream gifting, an increasingly popular estate planning technique following the recent tax legislation that involves making gifts up the family tree, rather than downstream.
  • image of bitcoin logo
    May 09, 2018
    • Private Banking
    In the feature article of this issue of InvestorView, Chief Investment Strategist Scott Clemons examines the opportunities and risks that cryptocurrencies pose by exploring bitcoin and the blockchain technology on which cryptocurrencies rely.
  • Black and white alarm clock standing next to an open laptop which has financial charts and graphics on the screen
    May 04, 2018
    • Private Banking
    We examine the distinction between time- and capital-weighted returns, looking at them through two separate lenses: capacity as well as conviction and timing.
  • Inspiring Words written on a stone wall
    March 12, 2018
    • Private Banking
    Chief Investment Strategist Scott Clemons details BBH’s principles of investing and how to apply them in practice.
  • Illustration of a man on a ladder greasing a machine turning a globe of the earth
    November 28, 2017
    • Private Banking
    In the feature article of this issue of InvestorView, Chief Investment Strategist Scott Clemons discusses investment risk: how to define it, measure it and manage it.
  • Business man trying to decide between two closed doors
    November 02, 2017
    • Private Banking
    Senior Investment Analyst Tom Martin discusses the pitfalls of the value vs. growth investing framework and looks at our preferred model: quality and discount to intrinsic value.
  • Close-up of an art canvas with blue and white paint brushstrokes on it
    November 02, 2017
    • Private Banking
    For those hesitant to create an estate plan, Wealth Planner Ali Hutchinson discusses tax-efficient options for transferring wealth to future generations or charity that require no long-term commitment, trusts or legal fees.
  • Close-up of 100 dollar bill with random blank puzzle pieces on top of it
    August 30, 2017
    • Private Banking
    Investment Strategy Analyst Tom Martin discusses the importance of tax-efficient investing and covers five ways in which BBH seeks to improve after-tax returns for clients.
  • A hot air balloon trying to take off but is stuck to a giant anchor on the ground
    July 27, 2017
    • Private Banking
    In the feature article of this issue of InvestorView, Chief Investment Strategist Scott Clemons focuses on one of the least apparent but most dangerous risks for investors today: inflation. While there is little inflation at present, he explains the drivers of inflation, why it is the single biggest threat facing investors over the long term and how we address the risk of inflation when building clients’ portfolios.
  • two hands held with their palms facing up
    July 27, 2017
    • Private Banking
    Senior Wealth Planner Kerri Mast discusses a common dilemma among philanthropically inclined individuals.
  • Drawer full with reading glasses
    April 26, 2017
    • Private Banking
    InvestorView sits down with Chad Clark and Brian Vollmer – portfolio manager and co-portfolio manager, respectively, at Select Equity Group, one of our third-party managers – to discuss their investing backgrounds and investment philosophy, identifying “SEG Pedigree” businesses and the opportunity set in international equities.
  • the words charity, donate, help, volunteer with images of coins in a jar
    April 26, 2017
    • Private Banking
    We discuss the permanent extension of the IRA charitable rollover, focusing on the benefits it provides philanthropic individuals in their charitable gift planning.
  • Workers climbing scaffolding on construction site
    November 28, 2016
    • Private Banking
    In the feature article of this issue of InvestorView, Chief Investment Strategist Scott Clemons and Investment Strategy Analyst Tom Martin discuss BBH’s differentiated approach to building investment portfolios. They look at the two requirements of robust portfolio construction: asset allocation driven by an investor’s needs, along with capital allocation driven by partnering with managers who take a fundamental approach to investing.
  • Plastic figures of a married couple, with a pile of coins behind them
    July 28, 2016
    • Private Banking
    Wealth Planner Ali Hutchinson looks at spousal access trusts – an estate planning strategy that may be the right fit for individuals who wish to transfer assets to others during life, but who also want to maintain access to the funds.
  • A large green arrow pointing up with a cartoon man thinking inside and next to it a large red arrow pointing down with an identical cartoon man thinking
    July 29, 2015
    • Private Banking
    Investment Strategy Analyst Tom Martin provides an overview of long/short equity investing, discusses its attractive characteristics and challenges and shares our criteria for partnering with long/short investment managers.
  • Hand picking up a Business man from a group of people, Human Resources concept to choose perfect candidate
    October 21, 2014
    • Private Banking
    In this quarter’s feature, Partner Rick Witmer provides an in-depth overview of our approach to selecting third-party investment partners on behalf of our clients.
  • Huge pile of green apples, with 4 red apples placed on the top
    October 20, 2014
    • Private Banking
    Investment Strategy Analyst Tom Martin reviews the reasons that we prefer and recommend concentrated and actively-managed investment strategies.
  • Nine different coloured marbles
    August 07, 2014
    • Private Banking
    Partner Rick Witmer examines alternative approaches to asset allocation, while debunking a common misconception in the investment world.

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