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Even the best laid plans or checklists for filing the various U.S. forms on time can sometimes go astray. When they do, it is prudent to request an extension to file the particular return. Careful attention should be paid to where and how to submit the request, as procedures are not necessarily the same for all returns.

There is a lot to like in the Consumer Discretionary sector, particularly for investors in search of companies with significant growth opportunities and sustainable competitive advantages. With millennials currently representing over a quarter of the U.S. population, their tendencies will have a growing influence on equity markets and play an increasingly large role in the performance of consumer stocks over time.

Private markets investments remain poised to play an increasingly important role in the portfolios of individual and family investors seeking the compelling long-term outperformance and diversification characteristics of the asset class. Understanding the basics of private markets investments and their construction is the first step toward the successful implementation within an existing portfolio.

Global investors need to have an open mind. At any given time, many countries and markets around the world may appear to be rife with risks and problems, and yet in many cases, these countries may also offer sources of return that may not be evident at first glance. The best global managers are the ones that probe below the surface and find those sources of return.

There is not a lot of data to call upon to glean the performance of direct private investments; however, based on a large, robust study focused on institutional investors, family offices should know that the performance of this type of investing has been mixed at best. In this paper, the second in a three-part series, we examine the peformance of direct investments relative to both private fund structures and the public markets.

On March 7, 2019, the U.S. Department of Labor (DOL) finally released its proposed rule to expand the overtime protections in the Fair Labor Standards Act (FLSA). The rule would increase the salary an employee must receive before being deemed overtime-exempt to $679 per week – $35,308 per year (and $147,414 for highly compensated employees).

While hosting a daily morning meeting, Paul Chew at Brown Advisory was asked: What are the most important lessons you learned from managing through the technology bubble in 2000-2001 and the financial crisis of 2008-2009? Circling back to the question and to his early career when he was an equity research analyst, Paul shares the three most important lessons he learned and the invaluable wisdom and guidance he received from the senior leaders at his firm.

Professional investors have long touted the benefits of investing globally in order to expand the opportunity set and diversify the portfolio beyond home country borders. However, investors have largely overlooked a more attractive subset of international equities: small capitalization stocks. Their returns have significantly outpaced large cap international stocks over long time frames with only slightly more risk. There is a case for why small cap international stocks should have a place in every global investment portfolio.

As the realities of digital change, evolve, and grow, the CIO position has become more critical. The CIO as “IT operator” is a construct of the past. The role has evolved to include business strategy co-creator, change instigator, and innovator. Successful CIOs operate in an environment of cohesive collaboration to bridge the long-standing barriers between business and IT in the race to deliver customer and business value. In a time of near constant disruption in the digital world, CIOs are recognizing the importance of taking on a new mantle—that of trusted partner.

According to the 2018 Global Risks Report, cybercrime is the top risk for business leaders in advanced economies, as well as the risk most likely to intensify. In fact, with the rising frequency of data breaches, cyber risk is now a common exposure for individuals, families, family offices, and their related enterprises.