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The new EU Directive on Administrative Cooperation (DAC6) introduces a host of provisions aimed at increasing tax efficacy and transparency. In this InFocus Q&A, we explore the key elements of DAC6.
As our homes are now the center of work life, family life, leisure and virtual school, Adrienne Penta, executive director of the BBH Center for Women & Wealth, led a discussion with best-selling authors Eve Rodsky and Brigid Schulte on how to live ...
As the November U.S. presidential election draws closer, Senior Wealth Planner Ross Bruch covers the Democratic party’s tax plan and discusses planning opportunities to consider before year-end.
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.
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 ...
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 ...
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.
BBH Senior Advisor Ellen Perry discusses decision-making about social interactions during COVID-19 as restrictions are loosened and individuals have very clear differences in personal risk tolerances.
Throughout the first half 2020, equity markets experienced notable volatility. Chief Investment Strategist Scott Clemons reflects on this activity and comments on expectations for the second half of the year.
Due to COVID-19, many have found themselves settled in places other than their typical residences. Senior Wealth Planner Karin Prangley explores the tax implications.
Chief Investment Strategist Scott Clemons explores the path to economic recovery following the U.S. labor market’s sharp rebound in May.
BBH Partner Kathryn George and BBH Senior Advisor Ellen Perry share a few steps you can take to manage through these trying times and support peers, family and friends.
Chief Investment Strategist Scott Clemons comments on the state of crisis in the U.S. and discusses present and future implications on markets.
Chief Investment Strategist Scott Clemons discusses the cause and implications of the equity market’s notably sharp recovery since its bottom in March.
In this issue of Women & Wealth Magazine, we highlight 20 incredible women, new trends in the philanthropic space and communicating with children about digital currency.
We feature 20 inspiring women and share how 2020 is set to be a pivotal year in their professional journeys. We also spotlight a few examples of their extraordinary work in response to the current global pandemic.
Senior Wealth Planner Kerri Mast discusses the shifting landscape of philanthropy and impact, including the rise of international giving and impact investing.
Relationship Manager Laura Salibello and Analyst Maddy Pellow define the basic principles of investing and share how parents can incorporate them into preliminary conversations with aspiring young investors.
CW&W Executive Director Adrienne Penta and BBH Relationship Manager Beth Milkovits explore the complexity of teaching the value of digital currency in a time where we increasingly store and spend money online and in the cloud.
In “Five Questions,” best-selling author Eve Rodsky shares what motivated her to write a book “she was born to write” about achieving equity through rebalancing household responsibilities.
Recent economic data demonstrates the impact stay-at-home restrictions have had on household spending. Chief Investment Strategist Scott Clemons reviews the implications.
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.
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.
The COVID-19 pandemic has understandably shifted philanthropists’ mindsets. Senior Wealth Planner Kerri Mast analyzes recent survey results on this topic.
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.
National security expert Juliette Kayyem recently shared her key insights on several top-of-mind questions during this time of crisis.
Chief Investment Strategist Scott Clemons reflects on first quarter economic reports, which confirmed the end of a decade-long expansion, and provides insights on an economic rebound.
Wealth Planner Nicole Jackson Leslie walks through charitable opportunities during this time of crisis, touching on what to give, how to give and tax considerations.
BBH Chief Investment Officer Suzanne Brenner answers some of the frequently asked investment-related questions we have received recently, touching on the market rebound and potential investment opportunities.
Chief Investment Strategist Scott Clemons shares why maintaining a disciplined investment approach can help overcome the behavioral biases that a crisis often brings.
Wealth Planner Ross Bruch and Wealth Planning Associate Sara Turner share why now is a good time to examine your estate plan and offer eight key steps to do so.
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 ...
With current market volatility and the potential for rising income taxes, Senior Wealth Planner Anne Warren shares why now may be the time to consider a Roth IRA conversion.
The CARES Act includes additional support for nonprofits through the expansion of charitable deductions. Wealth Planning Associate Sara Turner explores the implications for individuals and corporations.
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 ...
BBH Chief Investment Strategist Scott Clemons reviews recent economic data and discusses the next stages required to return the economy to its previous capacity.
BBH Chief Investment Officer Suzanne Brenner reflects on first quarter activity, providing commentary on the markets and BBH third-party investment managers.
Many adult children are living back at home due to the coronavirus pandemic. BBH Senior Advisor Ellen Perry provides advice on how parents can best navigate this new dynamic.
BBH Chief Investment Strategist Scott Clemons discusses recent improvements in the COVID-19 pandemic and the economic implications, noting that there is still more work to be done before business resumes as usual.
BBH Wealth Planners Alison Hutchinson and Stacia Kroetz and Wealth Planning Associate Lindsay Hodgkins share why it may be beneficial to “freeze” a current GRAT in today’s market environment.
As families continue to adjust to the new normal during the COVID-19 pandemic, BBH Senior Wealth Planner Alison Hutchinson and Relationship Manager Laura Salibello share how to effectively communicate with children during this uncertain time.
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 ...