Wealth Planning

Will the SECURE Act Disrupt Planning for Retirement Assets?
Sizing an Alternatives Allocation Starts with Spending
Searching for Financial Sustainability for Faith-Based Nonprofits

Searching for Financial Sustainability for Faith-Based Nonprofits

by Clare Golla
Despite differences in ideology, practice, location, and size, many religious organizations face the same challenges. Shifts in generational demographics, declines in religious affiliation, and changes to tax legislation are driving declines in giving. At the same time, these financial challenges are exacerbated by another issue: the cost to maintain (often aging) real estate holdings. These costs are increasing at a pace, in some cases, more rapid than revenue declines.

Endowments & Foundations, Wealth Planning


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Should You Leave Your Retirement Accounts in a Trust?

Should You Leave Your Retirement Accounts in a Trust?

by Robert Dietz, Jennifer Couturier-Ostberg
Retirement plan assets are becoming an ever-increasing portion of household wealth—nearly 28% of total US net worth is held in IRAs or other retirement vehicles.* These assets—reaching over $27 trillion at the end of 2018*—are complicating basic estate planning as individuals struggle with how best to structure them to minimize taxes for beneficiaries. At the heart of the discussion is deciding if they should be left in a trust or to individual beneficiaries.

Wealth Planning


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Will Your Estate Be Taxable in the Future?
Mission First, People Always
Our Most Interesting Chart Right Now: Bull Run Not (Yet) Strongest or Longest

Our Most Interesting Chart Right Now: Bull Run Not (Yet) Strongest or Longest

by Matthew D. Palazzolo
The US stock market continues to hit new highs this month, buoyed by optimism that the Fed will resume monetary policy accommodation—by lowering interest rates—which should further support the economy and corporate profitability. Despite this, investors are still fixated on the duration of the current bull market—now over 10 years. The implication of these concerns is that the rally’s duration is reason enough to become more cautious. We disagree.

Wealth Planning


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One Number Every Business Owner Needs to Know
Four Ways Women Give Differently
Stock-Picking in a World of Digital Assets
Are Your Heirs Engaged?
Should You Tap Your 529 Plan to Pay for Private School?
Investing Responsibly? Don’t Sit Back
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