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 ...

In the feature article of this issue of InvestorView, Chief Investment Strategist Scott Clemons looks at what to watch in the markets and economy in 2019.

Chief Investment Officer Suzanne Brenner 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.

Senior Investment Analyst Riley Scripps Ford discusses factors that come into play when investing for endowments and foundations.

Senior Wealth Planner Kerri Mast discusses developments regarding the extent to which trusts are protected from creditors in the event of divorce.

BBH is pleased to provide a comprehensive summary of the major tax changes that took effect on January 1, 2019, as well as tax changes proposed for 2019 that are still pending the legislative approval process. The following includes local law ...

Chief Investment Strategist Scott Clemons provides a preview of the feature article in our first quarter issue of InvestorView, which looks at what the markets and economy have in store for 2019.

In this issue of Women & Wealth Magazine, we focus on philanthropy and how to maximize impact – on both our philanthropic objectives and the next generation.

In this issue’s feature article, we review why a charitable mission is important and provide guidance on how to approach crafting a mission statement that enables you to take philanthropy beyond just “being charitable” or “giving back.”

After featuring Claire Shipman in the inaugural issue of Women & Wealth Magazine, we had the pleasure of sitting down with her once again – this time to talk about raising confident girls. When we spoke three years ago, Shipman had just published ...

Our “By the Numbers” infographic explores the patterns behind booming charitable giving and the impact of parental giving on the next generation.

Dr. Patti Fletcher, author of best-selling book “Disrupters: Success Strategies from Women Who Break the Mold,” shares her philosophy on how women can “open the door” for themselves and others to create an environment where all talent can thrive ...

Many parents and scholars would like to understand how the transmission of generosity from parents to children occurs. Andrea Pactor and Jacqueline Ackerman of the Lilly Family School of Philanthropy Women’s Philanthropy Institute share their ...

Elizabeth Hare and Laura Salibello provide tips for how to join a nonprofit board.

In “Five Questions,” Sally Brown, a descendant of BBH’s founder Alexander Brown, celebrates the 130th anniversary of her great-grandmother Mary Elizabeth Adams Brown’s first gift of musical instruments to the Metropolitan Museum of Art, with ...

Ambiguity still exists around the tax deduction limitations for RICs under The Tax Cuts and Jobs Act of 2017 (TCJA)

BBH Chief Investment Strategist Scott Clemons spoke with Yahoo Finance about what he is watching in the markets and potential sources of inflationary pressure as we near 2019.

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.

Chief Investment Strategist Scott Clemons and Chief Investment Officer Suzanne Brenner review the markets and provide an update on our current portfolio positioning and priorities, as well as answer key questions on our clients’ minds.

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 ...

Brad Dillon, director of fiduciary tax and trusts, discusses tax planning for the terminally ill or elderly, covering the basic necessities and more advanced techniques around death-bed tax planning.

BBH Chief Investment Strategist Scott Clemons spoke with CNBC’s “Power Lunch” about the market volatility in October. He notes that this is a normal development in markets and a buying opportunity for investors.

Chief Investment Strategist Scott Clemons provides a preview of the feature article in our fourth quarter issue of InvestorView, which looks at the way in which we have helped our Private Banking clients navigate through the uncertainties ...

Adrienne Penta, executive director of the Center for Women & Wealth, spoke with John Tucker and Peggy Collins of Bloomberg Finance about investing for women. Their discussion included unconscious bias and values-based planning.

BBH Chief Investment Strategist Scott Clemons comments on the recent market sell-off, pointing to internal market dynamics as the cause. During market disruptions such as this, he stresses the importance of differentiating between price and value.

BBH Chief Investment Strategist Scott Clemons spoke with CNBC’s “Street Signs” about the threat posed by an environment of monetary tightening and rising trade tensions. He notes the importance of taking extra caution and prudence in a market ...

In this issue of Women & Wealth Magazine, we explore the power of sports to create unity, drive gender equality and improve children’s health.

In the feature article of this issue of Women & Wealth Magazine, we sit down with Lisa Borders, the former president of the WNBA, to discuss her efforts to raise awareness of the athleticism, action and excitement on display at a WNBA game.

Mara Gubuan, founder of Equality League, and Minky Worden, director of global initiatives at Human Rights Watch, speak with us about the organization’s focus on advancing women’s rights by eliminating institutional and cultural barriers to sports.

Our “By the Numbers” infographic looks at the role of sports in supporting the physical and emotional well-being of girls and highlights the impact team sports can have on helping young women grow into powerful leaders.

As screen time becomes the norm, “play” is shifting from outdoor games and sports to sedentary simulations. Kathleen Tullie, the founder and executive director of BOKS and senior director of social responsibility of Reebok International, speaks ...

Dynama Insurance Founder Erin Ardleigh and BBH Relationship Manager Laura Salibello highlight key tips when buying insurance and what types of insurance to consider in your 20s and 30s.

We sit down with Ella Wall Prichard to discuss her new book, “Reclaiming Joy: A Primer for Widows.”

In “Five Questions,” BBH Relationship Manager Allie Flood discusses how her involvement in golf has shaped her leadership abilities, lessons learned from playing the sport and the role of team in the game.

We sit down with Nicole Sahin, CEO and founder of Globalization Partners, along with two of the firm’s executives, Debbie Millin and Nancy Cremins, to discuss the challenges associated with being a woman-owned firm and what advice they would give ...

In this video, we explore highlights from the latest issue of Women & Wealth Magazine.

BBH Chief Investment Strategist Scott Clemons spoke with CNBC’s “Power Lunch” about the risks continuing U.S. trade discussions present to the market.

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 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 ...

Chief Investment Strategist Scott Clemons and Chief Investment Officer Suzanne Brenner review the markets and provide an update on our current portfolio positioning and priorities, as well as answer key questions on our clients’ minds.

Senior Investment Analyst Riley Scripps Ford takes a deep dive into what we mean when we talk about “quality” investing.

Senior Wealth Planner Kerri Mast discusses how families can use philanthropy to create a platform for teaching the next generation about family values.

Senior Wealth Planner Michelle Hong discusses upstream gifting, an increasingly popular estate planning technique following the recent tax legislation that involves making gifts up the family tree, rather than downstream.

Adrienne Penta, the executive director of the Center for Women & Wealth, and Alison Hutchinson, a senior wealth planner, provide a preview of the feature article in our third quarter issue of InvestorView, which focuses on families, wealth and ...

In this issue of Women & Wealth Magazine, we focus on how to make ourselves, our families and our businesses more secure.

In our feature article, we sit down with Judy Smith, the founder of Smith & Company and the inspiration for the ABC television show “Scandal,” to discuss her perspectives on the importance of honest advice in the face of crisis, the role ...

Our “By the Numbers” infographic explores the state of cybercrimes and offers a guide to securing your digital life.

BBH Wealth Planner Karin Prangley and Relationship Manager Edward Oh provide advice on how to create a family social media policy and share guidelines to improve your digital safety.

We highlight the risks and challenges involved with the decision to leave the workforce and the steps you can ‎take to make the decision a positive one for the entire family.