March 02, 2021 It’s Finally Time to Deal with That Cash by Aaron Bates, Stacie Jacobsen, Matthew D. Palazzolo Investing large sums can be intimidating. But deferring the decision won’t make it go away. We’ve pulled together our best advice for investors who are finally ready to deal with their cash. Alternatives, Business Owners, Equities, Fixed Income, Volatility Likes 1 SHARE Bookmarks
February 17, 2021 Is a Cash-Stock Barbell Weighing You Down? by Christopher Clarkson, Stacie Jacobsen Can investors awash in company stock truly offset their risk with cash? The answer may surprise you. Business Owners, Corporate Executives Likes 0 SHARE Bookmarks
February 10, 2021 You Just Sold Your Business…What Should You Do with the Cash? by Andrew Bishop, Richard Weaver After a sale, the excitement of seeing the proceeds hit your account can be tinged with apprehension. Here’s how to think about investing your windfall. Business Owners Likes 1 SHARE Bookmarks
January 29, 2021 Should You Give SPACs a Shot? by Wrug Ved SPACs comprised nearly 50% of 2020’s IPO volume and show no signs of stopping. But are they right for you? Alternatives, Athletes & Entertainers, Business Owners, Capital Markets Outlook, Women & Wealth Likes 0 SHARE Bookmarks
January 26, 2021 The Best Way to Keep Wealth All in the Family? Strong Governance by Emily Neubert How does your family make decisions about wealth? Since every family is different, there’s no “right” way. But there’s a common thread among families who successfully deploy their wealth to reinforce a shared purpose and vision—strong governance. Athletes & Entertainers, Business Owners, Family Engagement, Women & Wealth Likes 0 SHARE Bookmarks
January 19, 2021 What to Know Before You IPO by Christopher Clarkson, Alex Coulard After the IPO market soared to new heights in 2020, many pre-IPO shareholders wondered, “Will the good times last? And how can I make the most of the transition from private to public?” Business Owners, Corporate Executives Likes 0 SHARE Bookmarks
December 03, 2020 Lower Your Tax Bill with These Year-End Strategies by Tara Thompson Popernik, Christopher Clarkson While 2020 has been a year of unknowns, taxes remain a constant. Or do they? This year, a new president has injected uncertainty into the tax landscape while several recently introduced incentives are set to expire by year-end. Athletes & Entertainers, Business Owners, Philanthropy, Tax Management, Wealth Planning, Women & Wealth Likes 0 SHARE Bookmarks
November 24, 2020 DOL’s Revised DC Investment Rule Removes Potential ESG Sticking Point by Jennifer DeLong, Michelle Dunstan The Department of Labor’s final rule on investment selection for DC plans left out language on ESG-themed investments. It’s a change that erases some confusion and seems to acknowledge that ESG and financial considerations are inseparable. Business Owners, Equities, Fixed Income, Legislative Updates, Multi-Asset, Policy & Regulation, Responsible Investing/ESG Likes 0 SHARE Bookmarks
November 09, 2020 Should You Donate Company Shares Before an Exit? by Andrew Bishop, Richard Weaver, Jennifer Ostberg Many business owners overlook philanthropy during pre-transaction planning. But that may mean missing out on key tax benefits. Business Owners, Philanthropy Likes 0 SHARE Bookmarks
November 03, 2020 For DC Plans, Pandemic Reinforces Value of Consultants and Advisors by Jennifer DeLong Economic and market turmoil from the COVID-19 pandemic underscores the need for sponsors to shore up their plans. Can consultants and advisors help? We believe they can—not just during the crisis but with what’s coming beyond it. Business Owners Likes 0 SHARE Bookmarks
October 22, 2020 The Secret to Divvying Up Assets? Communication by Anne Bucciarelli, Heather George How you divide assets among family members can have consequences in the future—some of them unintended. Be sure to fully explain your intentions in advance. Athletes & Entertainers, Business Owners, Family Engagement, Women & Wealth Likes 0 SHARE Bookmarks
July 21, 2020 The Secret to Families that Retain Their Wealth? Values by Anne Bucciarelli, Emily Neubert Principles subtly influence our decisions and guide our actions every day. But few of us actively ponder them. Here are ways to explicitly uncover and prioritize your ideals. Business Owners, Family Engagement Likes 0 SHARE Bookmarks
June 15, 2020 Should Entrepreneurs Trade Retirement Savings for a Liquidity Lifeline? by Richard Weaver, Andrew Bishop Many small business owners who need liquidity may find it in an unexpected place: their own retirement savings plans. But at what cost? Business Owners, Coronavirus, Wealth Planning, Women & Wealth Likes 0 SHARE Bookmarks