Senior Wealth Planners Ali Hutchinson and Stacia Kroetz look at potential changes to the tax code under the Biden administration and explore tax planning considerations most relevant to our readers this year.
In the feature article of this issue, BBH Chief Investment Strategist Scott Clemons reflects on the economy and markets since the onset of COVID-19 and looks ahead at what is to come as the light at the end of the tunnel grows brighter.
Deputy Chief Investment Officer Justin Reed and Head of Investment Research Tom Martin discuss market timing. They explore its allure and pitfalls, stressing our belief that the adoption of a value-oriented, bottom-up investment approach, along with a long-term investment horizon and prudent rebalancing plan, is a far more compelling investment strategy.
In this issue of InvestorView, we look at the markets and economy in 2021, examine the pitfalls of market timing and explore potential changes to the tax code under the Biden administration.
BBH Chief Investment Officer Suzanne Brenner and Head of Investment Research Tom Martin review the markets and provide an update on our current portfolio positioning and priorities.
In this issue of Women & Wealth Magazine, we kick off the new year with a focus on wellness, which is particularly important in the time of COVID-19 and all of its many implications for our daily lives.
In our feature article, we speak with Victoria Mars, the former chairman of Mars, about her career in the family business, how we can better navigate our personal and professional lives (hint: it’s all about life stages) and Mars’ focus on sustainability.
Dr. Jeffrey Borenstein, president and CEO of the Brain & Behavior Research Foundation, describes the troubling trends in mental health in the wake of COVID-19 and provides a roadmap for thinking about productive coping mechanisms and how to support loved ones.
BBH Senior Wealth Planner Kerri Mast examines four reasons why people give to charity other than tax benefits – which research has shown are typically not the primary driver of charitable giving.
In “Five Questions,” we speak with BBH Partner Maroa Velez about her career, lessons learned throughout the journey and the importance of fostering an inclusive workplace.
In our “By the Numbers” infographic, we look at mental health and wellness in the time of COVID-19, examining the impact of 2020 on our collective mental well-being, as well as some signs that there is hope on the horizon.
How can we continue to foster family togetherness in 2021? Ali Hutchinson and Laura Salibello share five resolutions to help your family stay connected this year.
Not all same-sex couples are rushing to the altar after the Obergefell v. Hodges ruling. Many have questions about the financial and tax ramifications of the decision to get married. In this article, we discuss the potential benefits and drawbacks to a legal marriage from that perspective.
Senior Wealth Planner Ali Hutchinson breaks down several estate planning techniques for individuals who have maxed out their available gift tax exemptions, as well as techniques that can be used to enhance gifts that have already been made and trusts that are already in place.
Ellen Perry, Ali Hutchinson and Laura Salibello lay out five questions to ask during the holidays to spark discussion around the dinner table and provide tips for how to approach these conversations.
In this issue of Owner to Owner, we host a CEO roundtable, look at leadership through crisis and cover considerations for private business owners with private foundations.
Tom Martin, Grant Smith and Christine Hourihan provide an overview of the business environment on three fronts: the overall economy, the credit markets and the private equity and mergers and acquisitions markets.
For the feature article of this issue, we brought together a group of CEOs in our ecosystem to discuss how they led their businesses throughout the year.
As the end of 2020 nears, we highlight year-end planning opportunities to consider in order to maximize your long-term goals, with your values at the forefront.
To celebrate the 5th anniversary of the BBH Center for Women and Wealth, BBH hosted a conversation with: Anne-Marie Slaughter, the CEO of New America and the Bert G. Kerstetter '66 University Professor Emerita of Politics and International Affairs at Princeton University, and Juliette Kayyem, Faculty Chair, Homeland Security Program, Harvard's Kennedy School, Former Asst. Secretary at DHS and CNN National Security Analyst.
BBH Chief Investment Officer Suzanne Brenner and Head of Investment Research Tom Martin review the markets and provide an update on our current portfolio positioning and priorities.
In this issue of InvestorView, we cover several topics related to the election, including potential implications, family dynamics during this time and considerations for charities, and provide an update on the market and our portfolio positioning.
Emotions are high as the presidential election nears. BBH Senior Advisor Ellen Perry provides suggestions for communicating with family and fostering togetherness during this intense election season.
BBH Senior Wealth Planner Kerri Mast covers considerations during election season for charities and board members as it relates to which political and election-related activities are permitted for charities, which are permitted within certain limits and which are prohibited altogether.
In the feature article of this issue, BBH Chief Investment Strategist Scott Clemons speaks with several BBH experts about the various risks, opportunities and permutations of the election. The roundtable covers implications for several areas, including the economy and markets; estate, tax and wealth planning; corporate taxes, regulations and the general business environment; and portfolio structuring and capital allocation.
Len Fishman and John Harms of BBH Corporate Advisory & Banking discuss new guidance around change of ownership transactions involving entities with PPP loans.
In “Five Questions,” Jeannie Infante Sager, the director of the Women’s Philanthropy Institute, discusses the importance of women’s giving, how women philanthropists have responded to COVID-19 and shifts she has seen in methods of giving during the pandemic.
We speak with best-selling authors Eve Rodsky and Brigid Schulte about how families can live and work together with less tension, fairer division of labor and more leisure time.
In our “By the Numbers” infographic, we explore the enormous effect COVID-19 has had on women on the frontlines, at home and at work, as well as highlight a few silver linings to come out of the pandemic.
In this edition, we speak with “Bones” creator Kathy Reichs about her journey from forensics to fiction, explore COVID-19’s dramatic impact on all aspects of women’s lives and cover the Democratic party’s tax proposal as we near the November election.
In the feature article of this issue of Women & Wealth Magazine, we speak with forensic scientist, best-selling author and “Bones” creator Kathy Reichs about her journey to crime fiction writing, how she continues to find inspiration 20 books later and the difference between writing for TV and writing a novel.
Alice Birnbaum, the head of business development for BBH Capital Partners, discusses how BBHCP identifies opportunities in the healthcare space, the benefits of its flexible investment mandate and its approach to co-investments.
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 and work together with less tension, fairer division of labor and more leisure time.
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 life after COVID-19 may look like.
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 exploit those advantages to uncover investment opportunities.
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.
In the feature article of this issue of Owner to Owner, Jon Rennert, CEO of ZOLL Medical, shares how ZOLL was able to quickly ramp up ventilator production to help fight COVID-19, what the future of the office may look like and leadership through crisis.
In the third quarter 2020 issue of Owner to Owner, we explore communication, management and governance during a crisis and personal risk tolerance as the world continues to change as a result of COVID-19.
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.
John Secor and Ajit George of our Corporate Advisory & Banking group share how businesses can take advantage of the opportunities created by COVID-19’s disruptions and continue to innovate.
Jon Rennert, CEO of ZOLL Medical, shares how his company was able to drastically ramp up ventilator production to support U.S. hospitals during the COVID-19 crisis.
Phillip Ross, Kyle Gordon and Eli Perlmutter of BBH Corporate Advisory & Banking explore the Main Street Lending Program and break down the notable components for business owners to consider following recent updates.
Len Fishman, Phil Ross and Eli Perlmutter of BBH Corporate Advisory & Banking break down key changes to PPP loans under the newly signed Paycheck Protection Program Flexibility Act.
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.
Trina Henke, chairman of Milbank Manufacturing, shares how her company has rapidly increased production of PPE in an effort to help in the fight against COVID-19.
Chief Investment Strategist Scott Clemons discusses the cause and implications of the equity market’s notably sharp recovery since its bottom in March.
Jon Rennert, CEO of ZOLL Medical, recently spoke with us about his company’s efforts in the fight against COVID-19, including its ramped-up production of ventilators.
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.
Len Fishman and Kyle Gordon of BBH Corporate Advisory & Banking discuss how borrowers are affected by new developments in the Paycheck Protection Program.
The COVID-19 pandemic has understandably shifted philanthropists’ mindsets. Senior Wealth Planner Kerri Mast analyzes recent survey results on this topic.
BBH Chief Investment Strategist Scott Clemons discusses the implications of the April jobs report, which highlighted the immense toll the COVID-19 pandemic has had on the U.S. labor market.
During this time of need, many people are looking to make an impact with charitable giving. Wealth Planner Nicole Jackson Leslie shares how you can vet your chosen charity.
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.
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.
John Secor and Carson Christus of BBH’s Corporate Advisory Group provide advice to managers looking to increase productivity, communicate effectively and enhance corporate culture in the new work-from-home culture.
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.
BBH Chief Investment Strategist Scott Clemons reviews recent economic data and discusses the next stages required to return the economy to its previous capacity.
Senior Wealth Planner Karin Prangley provides strategies for employers seeking tax-efficient ways to support financially burdened employees during this time of crisis.
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.
During a crisis, effective communication is critical for business leaders. We provide our top 10 tips for communicating with key stakeholders during a crisis.
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.
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.
The COVID-19 pandemic has notably affected the commodities and logistics sector globally. We recently discussed these implications with Anton Posner, CEO of Mercury Resources.
Patrick Scott explores the impact the COVID-19 pandemic has had on the steel market, current prices and notable factors that could affect these prices.
John Harms examines how COVID-19 has affected the U.S. trucking market in recent weeks and seeks to understand what that tells us about the future of the domestic economy.
Len Fishman and Eli Perlmutter of BBH Corporate Advisory & Banking answer frequently asked questions regarding the Paycheck Protection Program under the CARES Act.
BBH Chief Investment Strategist Scott Clemons reflects on the volatile month of March, discusses current market responses and provides an outlook for the U.S. economy’s recovery.
As businesses await the details of the COVID-19 stimulus bill, Leonard Fishman and Eli Perlmutter of BBH Corporate Advisory & Banking discuss several relief programs already available to owners.
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.
Chief Investment Officer Suzanne Brenner, E&F Relationship Manager Daniel Battista and Senior Wealth Planner Kerri Mast discuss the financial strain many endowments are facing due to the COVID-19 pandemic and break down the opportunities presented by the CARES Act.
Families are adjusting to the new normal of social distancing and spending exponentially more time at home together. BBH Senior Advisor Ellen Perry breaks down the psychological implications of this and provides tips for more harmonious living.
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.
BBH Chief Investment Strategist Scott Clemons examines the significant market volatility throughout March and provides insights on how the market may heal following these dislocations.
At BBH, we hope companies can weather the current crisis with employee bases intact. Carson Christus of BBH Corporate Advisory discusses a common question we have been receiving from clients on considerations surrounding workforce furloughs for businesses strained by the COVID-19 pandemic.
Senior Wealth Planner Karin Prangley breaks down how the CARES Act enhances unemployment benefits across the U.S. to provide more relief to more categories of people.
Ajit George and Carson Christus of BBH’s Corporate Advisory Group discuss the impact of COVID-19 on businesses and explore how owners can respond in these challenging times.
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.
Doctor Maria Torreolla Carney, professor, medical director and former Commissioner of Nassau County Department of Health, explains how and why we must “flatten the curve” and provides helpful reminders on how to best navigate the COVID-19 pandemic.
BBH Chief Investment Strategist Scott Clemons comments on current economic disruptions and market volatility and shares how our portfolio managers are responding.
BBH Chief Investment Strategist Scott Clemons comments on the economic implications of the current social distancing mandates as a result of the recent coronavirus spread and discusses recent Fed policy changes and market action.
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 future of retirement planning in light of the new Secure Act.
Chief Investment Strategist Scott Clemons provides an outlook for the economy and markets in 2020 by first looking back at the history of economic cycles. In the face of numerous global uncertainties and heightened valuations, markets don’t need a reason to correct; nevertheless, a patient and disciplined focus on value, rather than price, will help BBH’s clients navigate current and future volatility.
Chief Investment Officer Suzanne Brenner and Senior Investment Analyst Tom Martin look back at an exceptionally strong finish to a stellar decade in the markets, and in light of the longest bull market in history, they provide advice to investors on asset allocation, risk management and the outlook for the market as we look ahead.
Investing in private markets is an important component of many client portfolios, and in this article, Caroline Thomas and Thomas Martin, both Senior Investment Analysts, provide advice on how to construct a prudently-sized private markets portfolio with adequate diversification.
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 issue of the Commodity Markets Update, we discuss how nickel’s price has surged to new highs, trends in energy insurance, the implications of FASB’s new lease accounting standards and trade policy.
We discuss the mechanics and implications of FASB’s update to the accounting standards that affect the way all leases are reported on the financial statements.
In this edition of Owner to Owner, we interview husband and wife duo, Tyler and Rebecca Morse of MCR Hotels, as well as cover building family business governance structures in earlier stage companies and review the business environment.
Tom Martin, Grant Smith and Christine Hourihan provide an overview of the business environment on three fronts: the overall economy, the credit markets and the private equity and mergers and acquisitions markets.
In the feature article of this issue of Owner to Owner, we sit down with Tyler Morse, founder and CEO of MCR Hotels, and his wife and creative partner, Rebecca Morse, to discuss developing the TWA Hotel, scaling the business and working with your spouse.
Travis Dunn and Nick Maglio discuss creating governance structures in family businesses with first and second generation ownership and why even companies with relatively few shareholders can benefit from doing so.
