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 16, 2020 How Target-Date Funds Can Use Equities for Stability by Christopher Nikolich, Chris Marx Target-date portfolios that use carefully chosen defensive equities are best equipped to protect from coronavirus market turmoil and volatility in general. Active & Passive , Asset Allocation, Business Owners, Coronavirus, Target-Date Solutions, Volatility 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
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? Athletes & Entertainers, 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. Athletes & Entertainers, 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