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.

Inflation protection is perhaps the last thought in investors’ minds. But as the economy reopens, supply chains become more regional and resilient, and economic policies remain supportive of aggregate demand, inflation is likely to recover over ...

Ivan Pirzada, Managing Director at BBH had a discussion with Thomas C. Tsai, MD, MPH on all of the things being considered as we make decisions about getting back to day to day life in and out of the office.

Scott Clemons, Chief Investment Strategist, Suzanne Brenner, Chief Investment Officer, and Jeff Hakala, CEO and Chief Investment Officer of Clarkston Capital gave an update on the economic and financial implications of the spread of COVID-19.

Scott Clemons , BBH Partner and Chief Investment Strategist led a Webinar for Next Generation on the “Top 10 Weird Things About the Economy Right Now.”

Adrienne Penta, Executive Director of the BBH Center for Women & Wealth, had a conversation with CNN analyst and security expert Juliette Kayyem on what the future holds and how to prepare for a new normal in the wake of COVID 19.

Thomas Diemar and BackToWork Solutions founder Dr. David Boguslavsky discuss the front lines battle against COVID-19, early studies on the portion of the population affected and the current status of antibody testing. BackToWork Solutions was ...

Scott Clemons, Chief Investment Strategist, Suzanne Brenner, Chief Investment Officer, and Brian Vollmer, Principal of Select Equity gave an update on the economic and financial implications of the spread of COVID-19, and how Brown Brothers ...

Scott Clemons, Chief Investment Strategist, and Suzanne Brenner, Chief Investment Officer, gave an update on the economic and financial implications of the spread of COVID-19, and how Brown Brothers Harriman is managing client portfolios ...

BBH Senior Wealth Planners Alison Hutchinson and Brett Sovine and Wealth Planning Associate Lindsay Hodgkins share how you can provide financial support for family members in this time of crisis without unnecessary tax and complexity.

BBH Senior Wealth Planner Kerri Mast discusses how economic disruption can affect endowments and shares how to review spending policies to help mitigate negative impact.

Kathryn George and Kerry Sulkowicz had a conversation on leadership through a crisis.

BBH Chief Investment Strategist Scott Clemons comments on recent market disruptions and demonstrates the difficulty of market timing.

Senior Wealth Planner Alison Hutchinson delves into the advantages of intra-family loans in this current low interest rate environment.

Wondering how you can help combat the COVID-19 outbreak and its far-reaching impact through philanthropy? BBH Senior Wealth Planner, Karin Prangley, discusses here.

Today, Treasury Secretary Steven Mnuchin Tweeted that the tax filing deadline has been extended to July 15, 2020, which follows the IRS announcement extending the April 15 deadline to pay taxes owed by many individuals and businesses. Read on for ...

Senior Wealth Planner Alison Hutchinson explores time-sensitive and beneficial wealth planning strategies to consider amid the current volatility.

In this issue of InvestorView, we provide a look back at the exceptional year that capped off a stellar decade in the markets, and then we turn the page to the future – our outlook for the economy and markets for 2020 and beyond, as well as the ...

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.

In this edition of InvestorView, we discuss the implications of negative interest rates, provide an update on market conditions and our portfolio, share the steps we take when rebalancing clients’ portfolios and explore real estate titling options.

Chief Investment Officer Suzanne Brenner and Senior Investment Analyst Thomas Martin cover steps we take when rebalancing our clients’ portfolios.

In this edition of InvestorView, we discuss the state of U.S. global trade, provide an update on market conditions and our portfolio, share insights from a recent investment research trip to China and cover the important decision of naming an ...

Anne Mette de Place Filippini, senior vice president, deputy chief investment officer and portfolio manager at Burgundy Asset Management, discusses findings from a recent six-month research trip to China, which was designed to achieve a richer ...

In this edition of InvestorView, we examine investing outside the U.S., provide an update on market conditions and our portfolio, discuss our process for building client portfolios and look at Roth IRAs as a retirement savings option for working ...

Chief Investment Officer Suzanne Brenner and Senior Investment Analyst 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 ...

Chief Investment Strategist Scott Clemons provides a preview of the feature article in our second quarter issue of InvestorView, which examines the rationale for investing outside the U.S.

In this article, we discuss family offices, what it takes to create one, who should consider creating one and who is better suited to work with an established private wealth manager focused on ultra‐high‐net‐worth clients.

In this edition of InvestorView, we discuss what we are watching in the markets and economy as we enter 2019, provide an update on market conditions and our portfolio, look at investing for endowments and foundations and examine creditor ...

We discuss factors that come into play when investing for endowments and foundations.

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.

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.

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 ...

In this edition of InvestorView, we discuss cryptocurrencies, provide an update on current market conditions and our portfolio, examine time- and capital-weighted returns and cover estate planning for a loved one who may have an unclear future.

Chief Investment Strategist Scott Clemons details BBH’s principles of investing and how to apply them in practice.

In this edition of InvestorView, we examine investment risk, provide an update on current market conditions and our portfolio, look at the value vs. growth investing framework and explore tax-efficient estate planning options.

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.

Chief Investment Strategist Scott Clemons provides a preview of the feature article in our fourth quarter issue of InvestorView, which focuses on investment risk. He touches on how we define, measure and manage the risks investors face.

Selecting a private wealth manager requires one to answer a multitude of questions before making a final decision. In this commentary, Jacob Turner discusses the 10 most critical considerations high-net-worth individuals must make when hiring a ...

In this quarter’s feature article, 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.

In this edition of InvestorView, we look at BBH’s sell criteria and how we evaluate manager performance, provide an update on current market conditions and our portfolio, sit down with Chad Clark and Brian Vollmer of Select Equity Group and ...

In the winter 2017 edition of Women & Wealth Magazine, we feature a philanthropy roundtable, look at women and investment management, learn how the Desai Foundation empowers women, cover estate planning for unmarried or childless individuals ...

We sit down with Anne-Mette de Place Filippini of Burgundy Asset Management to discuss her journey to becoming a portfolio manager, how to get more women and girls interested and involved in the male-dominated investment management industry and ...

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 ...

In this issue of Women & Wealth Magazine, we answer the question “who stole my time?” with Brigid Schulte, cover the complicated subject of lending money to family members, look at our futures with an eye on human capital and wash it all down with ...

Requests for financial support from family members are more complicated than most favors, so the thought process around it should be as well. Women & Wealth Magazine takes a close look at how to avoid tax and estate planning consequences when ...

In this issue’s “By the Numbers,” we explore the challenges of wealth transfer – a difficult process that can sometimes be more challenging than acquiring wealth in the first place.

The formula is simple: As we grow and mature, we turn our human capital into financial capital. BBH Chief Investment Strategist Scott Clemons pulls apart how we can turn that formula into a way to plan for the future – and the unexpected.

This issue of Women & Wealth Magazine is filled with stories and insights from women who have ignited national discussions on topic of care, faced the challenges of parting with a loved one and started businesses dedicated to providing care to ...

When planning for retirement, we’re often advised to reduce portfolio risk by shifting exposure from volatile equity investments to more stable bond investments. Caroline Thomas of BBH’s Investment Research Group questions the validity of this ...

For families of dementia patients, their loved one’s disease is a marathon, rather than a sprint. BBH Wealth Planner Anne Warren shares her personal story of coping with her mother’s dementia diagnosis and calls attention to the costs of long-term ...