April 12, 2019 Investing Responsibly? Don’t Sit Back by Valerie Grant Responsible investing mandates may be the ideal candidates for active management. Here’s why research matters in a purpose-driven portfolio. Responsible Investing/ESG, Wealth Planning Likes 0 SHARE Bookmarks
April 08, 2019 Put the Law on Your Side by Beata Kirr, Andrea Kushner Many women focus on downside protection in their investments, but there’s one wealth destroyer that can sneak up on you: unforeseen legal exposure. Wealth Planning, Women & Wealth Likes 0 SHARE Bookmarks
April 08, 2019 Most Interesting Chart Right Now: Recession? Not So Fast by Matthew D. Palazzolo The current 10-year economic expansion is nearing the longest in US history. Based on age alone, many economists—roughly 50% of those recently surveyed—believe a recession is on the horizon. We think this conclusion is misguided. Economics, Wealth Planning Likes 0 SHARE Bookmarks
April 04, 2019 Why Every Business Owner Should Have an Exit Plan by Andrew Bishop, Daniel Brunello When many business owners hear the words “exit plan” or “succession plan,” they immediately think of retirement or that the end is approaching. Some owners view exit planning as “nice to have” while others quite frankly are just too busy managing their company to develop a plan with their advisors and put it in place. But having the right plan in place can reduce risk and ensure that those you care about are taken care of if the unexpected happens. Business Owners, Wealth Planning Likes 0 SHARE Bookmarks
March 28, 2019 What an Elite Athlete and Wealth Planning Have in Common by Beata Kirr Many parallels can be drawn between an elite athlete’s career and wealth planning. In both, victory is measured by what’s important to you, but to succeed, follow these three doctrines. Wealth Planning, Women & Wealth Likes 0 SHARE Bookmarks
March 09, 2019 Ramping Up AI in Your Portfolio by Paul Robertson As machine learning becomes more widespread, what’s the best way for investors to unlock the potential of artificial intelligence in their own portfolios? Wealth Planning Likes 0 SHARE Bookmarks
March 01, 2019 A Trio of Healthcare Trends Women Should Watch by Beata Kirr Research shows that on average, women face the prospect of a longer life. Thanks to looming advancements in healthcare, they’re likelier to enjoy it. Wealth Planning, Women & Wealth Likes 0 SHARE Bookmarks
February 28, 2019 When it Comes to QSBS, Timing is Everything by Stephen S. Schilling, Andrea Ross, Pavan W. Auman Eligibility for the Qualified Small Business Stock exclusion requires a deep understanding of the rules. Yet one truism seems to apply: timing is everything. Business Owners, Tax Management, Wealth Planning Likes 0 SHARE Bookmarks
February 21, 2019 Enhancing Your Investment Portfolio with Private Equity by Alexander Chaloff Most investors try to diversify their investments—by allocating money to several asset classes like stocks and bonds, in various geographies—the US or foreign markets, for example—or by choosing stocks in many industries. Another way is to seek investments outside the public markets. Private equity is one such place. Alternatives, Wealth Planning Likes 0 SHARE Bookmarks
February 12, 2019 Are Your Heirs Prepared? by Heather George, Anne Bucciarelli Planning for transferring wealth to the next generation often focuses on maximizing the amount of wealth. But handling substantial financial assets can be a complex undertaking. Are your future family leaders equipped for the challenge? Family Engagement, Wealth Planning, Women & Wealth, Young Investors Likes 0 SHARE Bookmarks
February 08, 2019 Qualifying for the QSBS Exclusion by Stephen S. Schilling, Andrea Ross, Pavan W. Auman Qualified Small Business Stock has recently made a comeback—and the tax benefits can be substantial—provided you’re eligible. Business Owners, Wealth Planning Likes 0 SHARE Bookmarks
February 07, 2019 Stocks, Mutual Funds, or ETFs —Uh? by Anne Bucciarelli Do you want to start saving by investing in the stock market? Are you, for the first time, tasked with making decisions about your investment dollars? Then this guide is for you. Education, Family Engagement, Wealth Planning, Young Investors Likes 0 SHARE Bookmarks
February 04, 2019 Higher Taxes May Be Coming. Should You Change Your Plan? by Pavan W. Auman, Tara Thompson Popernik Does deferring income still make sense if marginal tax rates go up? Our take on the latest tax discussion. Wealth Planning Likes 0 SHARE Bookmarks