February 21, 2020 Four Things Successful Women Do in Big Financial Transitions by Beata Kirr Life in transition is stressful enough without the added pressure of tackling big wealth decisions. Here’s how to survive. Wealth Planning, Women & Wealth Likes 0 SHARE Bookmarks
February 04, 2020 Charitable Gifts and a DAF: Better Together? by Shea McCabe, Jennifer Ostberg Stock market success is welcome news, but it also presents one specific challenge—capital gains tax. Fortunately, there’s a way to lessen the bite: Donate highly appreciated securities to charity. But before you do, take the time to set up the right charitable structure. Here’s what you need to know. Philanthropy, Tax Management, Wealth Planning, Women & Wealth Likes 0 SHARE Bookmarks
January 30, 2020 Estate No Longer Taxable? Three Ways to Still Get a Charitable Tax Deduction by Robert Dietz Fewer estates will likely benefit from an estate tax charitable deduction. Is there a way to structure bequests to still provide a tax advantage? Philanthropy, Tax Management, Wealth Planning 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
January 08, 2020 Our Most Interesting Chart Right Now: Why Conflict-Driven Oil Spikes Matter Less Now While movements in oil prices matter to the US economy, they matter a lot less now than they did in the early 1970s. Economics, Wealth Planning Likes 0 SHARE Bookmarks
January 06, 2020 Two Numbers You Need to Know by Jennifer Ostberg Do you have enough money to live, and give to your family, or favorite charity? Many Americans declare New Year’s resolutions that better physical well-being, but understanding financial health is just as important. Philanthropy, Wealth Planning, Women & Wealth Likes 0 SHARE Bookmarks
December 16, 2019 Which Charitable Gifts Give the Best Tax “Bang for the Buck”? by Anne Bucciarelli Donors often seek advice on the best ways to support their favorite charities. Many resort to giving cash, but often that’s not the most optimal gift. Donors over the age of 70½ have even more options—they can make a direct gift of either cash or another asset, or roll over a charitable IRA.* While both are relatively straightforward to implement, there are several factors that may make one of them more tax beneficial. Philanthropy, Tax Management, Wealth Planning Likes 0 SHARE Bookmarks
December 12, 2019 Can Investors Have Their Cake and Eat It, Too? by Pavan W. Auman For investors with concentrated positions, Exchange Funds deliver both diversification and deferral. Wealth Planning 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
November 14, 2019 Low Rates May Be Worrying You, But Private Markets Use Them To Their Advantage by Alexander Chaloff There are currently 15 countries with interest rates lower than 1%, and more than half of those are negative. In the US, despite 10-year Treasury yields moving 40 bps higher since the beginning of September, rates are still historically low. And if the economy slows more than expected, they may move down again. What could these low interest rates mean for your investments? Alternatives, Wealth Planning Likes 0 SHARE Bookmarks
November 05, 2019 Our Most Interesting Chart Right Now: Debt across the Economy—Pre/Post-Crisis Our Bernstein Research US Economics team crunched the numbers to determine which segments of the economy have increased or decreased leverage since the Global Financial Crisis. Economics, Wealth Planning Likes 0 SHARE Bookmarks
October 31, 2019 Market Timers’ Biggest Mistake? Ignoring Taxes by Paul Robertson When bad news seems to come in waves, it’s tempting to look elsewhere for a safe place to park your portfolio. Yet in the heat of the moment, few investors carefully think through the math. That’s unfortunate, because ignoring the tax impact of market timing can prove hazardous to your wealth. Wealth Planning Likes 0 SHARE Bookmarks