Chief Investment Strategist Scott Clemons provides a preview of the feature article in our third quarter issue of InvestorView, which focuses on one of the least apparent but most dangerous risks for investors today: inflation. While there is little ...

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 discuss ...

In the feature article of this issue of InvestorView, Brian Nelson, the head of our Investment Research Group, discusses BBH’s sell criteria and how we evaluate the performance of our managers.

Brian Nelson, the head of BBH’s Investment Research Group, and Senior Investment Analyst Tom Martin provide a market update as well as an overview of our current portfolio positioning and priorities and anticipated short- or medium-term changes.

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, ...

Wealth Planner Michelle Hong discusses the permanent extension of the IRA charitable rollover, focusing on the benefits it provides philanthropic individuals in their charitable gift planning.

Chief Investment Strategist Scott Clemons provides a preview of the feature article in our second quarter issue of InvestorView: BBH’s sell criteria and how we evaluate the performance of our managers.

In this edition of InvestorView, we examine the economy and markets in the time of a Trump presidency, provide an update on current market conditions and our portfolio, discuss insights from Investor Day and review the tax policy proposals of ...

In the feature article of this issue of InvestorView, Chief Investment Strategist Scott Clemons examines upcoming changes in political policy. He looks at the economy and markets in the time of a Trump presidency, zeroing in on the effects of ...

Brian Nelson, the head of BBH’s Investment Research Group, and Investment Strategy Analyst Tom Martin provide a market update as well as an overview of our current portfolio positioning and priorities and anticipated short- or medium-term changes.

Core Select Co-Managers Tim Hartch and Michael Keller provide an update on how the Core Select portfolio companies performed during the fourth quarter of 2016.

Investment Research Analyst Carson Christus provides an overview of our 2016 Investor Day event, which is designed to bring together BBH clients, friends of the firm and our investment teams in discussion about the current market environment and ...

Wealth Planner Brad Dillon discusses the tax policy proposals of President Donald Trump and the House Republicans, looking at changes to individual income taxes, gift and estate taxes and corporate taxes.

Scott Clemons provides a preview of the feature article in our first quarter issue of InvestorView: the implications of the policies on which the Trump administration chooses to focus. He comments on which areas of focus may have a near-term ...

In this edition of InvestorView, we outline our approach to building investment portfolios, provide an update on current market conditions and discuss the recently proposed 2704 regulations.

In the feature article of this issue of InvestorView, Chief Investment Strategist Scott Clemons, Brian Nelson, the head of our Investment Research Group, and Investment Strategy Analyst Tom Martin discuss BBH’s differentiated approach to building ...

Brian Nelson, the head of BBH’s Investment Research Group, and Investment Strategy Analyst Tom Martin provide a market update as well as an overview of our current portfolio positioning and priorities and anticipated short- or medium-term changes.

Core Select Co-Managers Tim Hartch and Michael Keller provide an update on how the Core Select portfolio companies performed during the third quarter of 2016.

BBH Wealth Planners Karin Prangley and Anne Warren discuss the recently proposed 2704 regulations by the IRS and U.S. Department of the Treasury, which, if finalized, may eliminate the valuation discounts applicable to family-controlled entities ...

In this edition of InvestorView, we examine the Brexit vote and what’s to come for the U.K., provide an update on current market conditions and our portfolio, review The Essays of Warren Buffett: Lessons for Corporate America and discuss spousal ...

In this issue’s feature article, Chief Investment Strategist Scott Clemons discusses the lead-up to and aftermath of the United Kingdom’s decision to leave the European Union. He zeroes in on what’s to come in a situation full of “ifs” and ...

Brian Nelson, the head of BBH’s Investment Research Group, and Investment Strategy Analyst Tom Martin provide a market update as well as an overview of our current portfolio positioning and priorities and anticipated short- or medium-term changes.

Core Select Co-Managers Tim Hartch and Michael Keller provide an update on how the Core Select portfolio companies performed during the second quarter of 2016.

Kaitlin Barbour reviews The Essays of Warren Buffett: Lessons for Corporate America, a compilation of Warren Buffett’s Berkshire Hathaway shareholder letters, and discusses insights gleaned from the book related to investing, ownership and ...

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.

In this edition of InvestorView, we discuss what active investors can learn from passive investors’ success, provide an update on current market conditions and our portfolio, sit down with Clarkston Capital Partners’ CIO and examine the presidential ...

In this issue’s feature article, Scott Clemons discusses why passive investing has succeeded, examines where the shortcomings are and opines on what active investors can learn from passive investors’ success.

Jeff Hakala – CIO at Clarkston Capital Partners, one of our third-party investment managers – discusses founding the firm, its “quality value” investment approach and the opportunity set in SMID-cap investing.

With the 2016 presidential race in full swing, Wealth Planner Brad Dillon examines a key component of many of the candidates’ platforms: tax reform.

In this edition of InvestorView, we discuss how BBH seeks to improve after-tax returns for clients, examine four tax-efficient ways to save for college and provide an update on current market conditions and our portfolio.

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.

As college costs continue to rise, Wealth Planner Michelle Hong explores four tax-efficient methods of paying for college: direct payment, UTMA/UGMA accounts, 529 college savings plans and irrevocable trusts.

BBH experts discuss the current economic and market conditions, investing, trust and estate planning.

In our fourth quarter 2015 edition of InvestorView, Chief Investment Strategist Scott Clemons discusses the stock market declines seen in the third quarter and touches on the importance of discipline when it comes to investing during a period of ...

In our fourth quarter feature article, Chief Investment Strategist Scott Clemons discusses the evolving role of China on the world stage and how the combination of central planning, a crackdown on corruption, the exigencies of population growth and ...

Investment Strategy Analyst Tom Martin reviews The Outsiders: Eight Unconventional CEOs and Their Radically Rational Blueprint for Success, written by William N. Thorndike, Jr. He discusses how an emphasis on sound capital allocation – a key skill ...

Wealth Planner Karin Prangley explores the controversy surrounding the fate of one’s online afterlife, examining recent efforts at passing legislation and the legal and estate planning considerations the subject raises.

BBH experts discuss the current economic and market conditions, investing, trust and estate planning.

In our third quarter edition of InvestorView, Chief Investment Strategist Scott Clemons discusses the pace of growth in the U.S. economy and the performance of various asset classes through the first half of 2015, as well as how BBH is investing ...

In our third quarter feature article, Chief Investment Strategist Scott Clemons discusses multiple topics related to transferring wealth to the next generation, including education, planning and preparation, philanthropy and family dynamics.

Investment Analyst, Brian Nelson, and Investment Strategy Analyst, Tom Martin, provide an overview of long/short equity investing, discuss its attractive characteristics and challenges, and share our criteria for partnering with long/short ...

Wealth Planners, Alison Hutchinson and Brad Dillon, discuss proposed changes to tax regulations which, if implemented, could curtail discounts associated with family entity planning as early as the fall of this year.

Kerri Mast, BBH's Charlotte Regional Trust Head, explores wealth planning opportunities for those with appreciated stock.

In this quarter’s feature article, Chief Investment Strategist Scott Clemons discusses how successful wealth management is an exercise in the balance and integration of asset allocation, manager selection and wealth planning.

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.

Investment Strategy Analyst Tom Martin reviews the reasons that we prefer and recommend concentrated and actively-managed investment strategies.

Wealth Planner Karin Prangley and Matthew Senger of our IRA and Trust team discuss how qualified retirement plans can be a critical part of estate planning, even when not intended for a client’s own retirement.

Partner Rick Witmer examines alternative approaches to asset allocation, while debunking a common misconception in the investment world.

Martin Silfen and Kenneth Moy discuss how timing affects the tax savings of charitable contributions.

Wealth Planner, Alison Hutchinson, discusses factors considered in determining tax residency and suggests actions to take to ensure that a change of domicile will be recognized by taxing authorities.