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? 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