May 15, 2020 DC Plan Sponsor Fiduciary Torch Is Brighter—and Can Help Light Dark Days by Jennifer DeLong DC plan sponsors are taking their fiduciary roles more seriously today, and upping training among their ranks while relying more on third-party expertise, based on our latest survey. Business Owners, Plan Design, Target-Date Solutions Likes 0 SHARE Bookmarks
May 05, 2020 Are Your Heirs Knowledgeable? by Heather George Most successful individuals plan for the transfer of money and many strive to pass on family values. But there’s a third pillar that cannot be overlooked. What knowledge should you leave your heirs? Business Owners, Family Engagement, Philanthropy, Wealth Planning, Women & Wealth, Young Investors Likes 0 SHARE Bookmarks
April 30, 2020 Donating When There’s a Need for Speed by Jennifer Ostberg Each day brings fresh stories of individuals and businesses in dire need. Many charitably minded individuals stand ready to help—but they just want to know the fastest way to intercede. Business Owners, Coronavirus, Endowments & Foundations, Philanthropy, Women & Wealth Likes 0 SHARE Bookmarks
April 20, 2020 Coronavirus and the US Economy: How Big Will the Hit Be? by Eric Winograd The decline in US economic activity from social distancing measures and forced shutdowns is likely to be bigger than our initial guess. While we expect a recovery once the coronavirus crisis eases, we don’t have enough information yet to dimension it. Business Owners, Coronavirus, Economics Likes 0 SHARE Bookmarks
April 09, 2020 Don’t Panic! Bear Market Communication Tips for DC Plan Sponsors by Jennifer DeLong The bear market is challenging defined contribution (DC) plan sponsors to reinforce timeless investing principles while also conveying new rules that bring relief to participants. Good communication practices are a key ingredient to achieving success in both these areas. Business Owners, Multi-Asset, Plan Design, Target-Date Solutions, Volatility Likes 0 SHARE Bookmarks
March 30, 2020 Two Top of Mind Questions in A Volatile Market by Christopher Clarkson, Austin Cooke Following a steep fall in US stocks, many investors have two pressing questions: Should I retreat from equities and how long will it take for the markets to recover? Business Owners, Coronavirus, Equities, Women & Wealth Likes 0 SHARE Bookmarks
March 27, 2020 The Key Part of the US Fiscal Relief Package? Willingness to Act by Eric Winograd The historic US fiscal aid package isn’t a quick fix, but it provides welcome relief and will make it easier for the US economy to rebound when the coronavirus crisis eases. More important, it shows that Congress is willing to act swiftly and dynamically. Business Owners, Coronavirus, Economics, Equities, Fixed Income, Volatility Likes 0 SHARE Bookmarks
February 12, 2020 What Do Female Founders Need? Women Investors by Beata Kirr Successful fundraising for women-led start-ups may hinge on an elusive ally: wealthy women. Business Owners, Women & Wealth Likes 0 SHARE Bookmarks
January 21, 2020 Five Financial Tips for Female Founders by Beata Kirr As more female founders join start-up nation, their personal finances need to evolve beyond business as usual. Business Owners, Wealth Planning, Women & Wealth Likes 0 SHARE Bookmarks
December 03, 2019 Tips for Making Your Charitable Donations Count by Robert Dietz, Jennifer Ostberg Philanthropic giving is inherently personal because it is rooted in your values and in how you choose to fulfill your sense of responsibility to your family, the community, and the world. Here are a few tips to ensure your gift qualifies for a charitable income tax deduction. Business Owners, Philanthropy, Tax Management, Wealth Planning, Women & Wealth Likes 0 SHARE Bookmarks
December 02, 2019 Don’t Miss Out on These Year-End Tax Strategies by Christopher Clarkson, Tara Thompson Popernik The end of the year may be your last chance to take advantage of strategies to lower your tax bill for 2019. But don’t wait till the last minute. Find out if these strategies are appropriate for you. Business Owners, Philanthropy, Tax Management, Wealth Planning, Women & Wealth Likes 0 SHARE Bookmarks
October 28, 2019 When It Comes to QSBS, Timing Is Everything by Stephen S. Schilling, Andrea Ross, Pavan W. Auman Eligibility for the Qualified Small Business Stock exclusion requires a deep understanding of the rules. Yet one truism seems to apply: timing is everything. Business Owners, Tax Management, Wealth Planning Likes 0 SHARE Bookmarks
October 28, 2019 Qualifying for the QSBS Exclusion by Stephen S. Schilling, Andrea Ross, Pavan W. Auman Qualified Small Business Stock has recently made a comeback—and the tax benefits can be substantial—provided you’re eligible. Business Owners, Wealth Planning Likes 0 SHARE Bookmarks