BBH Senior Relationship Associate Sean Kennedy discusses the key differences between HSA and FSA plans so you can best plan for the future.

In this issue of The Fresh Take, we highlight key insights from different sector spotlights.

How people spend their money tells a powerful story about the economy. From everyday essentials to luxury splurges, the consumer goods sector offers insight into shifting spending patterns, consumer confidence, and corporate performance. Relationship Associate Sarah Chandler sat down with Senior Equity Analyst Mark Weber to discuss his outlook on consumer goods and what investors should watch for in today’s market.

Real estate has long been considered a cornerstone of diversified investment portfolios, but what makes it so resilient across market cycles? In this edition of The Fresh Take, Relationship Associate Owen McCarthy sits down with Jimmy Carroll, an equity analyst who focuses on real estate, to discuss the sector’s enduring appeal, current trends shaping the market, and why now might be an opportune time for long-term investors.

The financial services industry is rapidly evolving due to the widespread adoption of artificial intelligence (AI) and other transformative technologies. BBH Relationship Associate Jailene Sinchi recently sat down with Managing Director and Senior Equity Analyst Anurag Dhanwantri to discuss the impact of these changes and what they might mean for the industry’s future.

Aerospace and defense (A&D) has been one of the strongest performing sectors in 2025, driven by increased geopolitical tensions, higher NATO spending commitments, and accelerated innovation. To understand the drivers behind this momentum, Senior Relationship Associate Elise Johnston sat down with Vice President Brian DeAngelo, who is a member of BBH’s Investment Research Group (IRG) in a Client Portfolio Management and Strategy (CPMS) role responsible for communicating and implementing IRG’s best thinking across client portfolios.

We take a closer look at the skill sets student athletes bring with them to the workforce and how playing a college sport may translate to success in post-graduate careers.

In this issue of The Fresh Take, we highlight key insights from our annual Next Gen Summit. This summer, we hosted two cohorts – one middle school and high school students and one college age and young adults. Each group followed specific tracks, including age-appropriate finance and investing fundamentals, an economic update, networking receptions, inspirational speakers, and a panel of successful entrepreneurs.

What does it take to grow from child to “peer” in a family shaped by legacy and wealth? From redefining parent-child relationships to cultivating personal identity and setting boundaries, here’s how rising adults can step into their own power—without stepping on toes.

Empathy. Passion. Focus. These are the keys to success, according to two venture capitalists and entrepreneurs, and this year’s guest speakers.