Wealth Planning

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Don’t Miss Out on These Year-End Tax Strategies
Low Rates May Be Worrying You, But Private Markets Use Them To Their Advantage

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


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Our Most Interesting Chart Right Now: Debt across the Economy—Pre/Post-Crisis
Market Timers’ Biggest Mistake? Ignoring Taxes
Qualifying for the QSBS Exclusion
When it Comes to QSBS, Timing is Everything
Second Act for Qualified Small Business Stock?
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 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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