June 10, 2019 Stock-Picking in a World of Digital Assets by Paul Robertson The Digital Economy is challenging the way investors find opportunity. Old Economy rules no longer apply. Disruption, Wealth Planning Likes 0 SHARE Bookmarks
May 29, 2019 Are Your Heirs Engaged? by Heather George, Anne Bucciarelli Not ready to share the full details of your assets, yet you know you need to engage and prepare the next generation? Use philanthropy as a conduit to get the next generation involved. Business Owners, Family Engagement, Philanthropy, Wealth Planning, Women & Wealth Likes 0 SHARE Bookmarks
May 22, 2019 Should You Tap Your 529 Plan to Pay for Private School? by Beata Kirr, Tara Thompson Popernik Thanks to the Tax Cuts and Jobs Act of 2017, investors can now use 529 college savings plans to pay for private school tuition in grades K-12. But should they? Wealth Planning, Women & Wealth Likes 0 SHARE Bookmarks
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 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 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 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? Disruption, 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 20, 2019 Retail and Tech Say “I Do!” by Greg Young The use of digital technologies to cut costs or improve customer experience is not a new concept. But e-commerce and self-checkouts are just the tip of the iceberg. Disruption, Wealth Planning Likes 0 SHARE Bookmarks