July 23, 2019 Will Your Estate Be Taxable in the Future? by Robert Dietz Will your estate be taxable in the future? Unfortunately, the answer is not straightforward. Wealth Planning Likes 0 SHARE Bookmarks
July 15, 2019 Mission First, People Always by Clare Golla While nonprofit leaders are working to secure long-term organizational financial stability, and in some cases, even providing financial literacy programs to the community, many employees who tirelessly serve their organizations’ respective missions are falling behind on securing their own long-term financial well-being. Endowments & Foundations, Wealth Planning Likes 0 SHARE Bookmarks
July 15, 2019 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 Likes 1 SHARE Bookmarks
July 05, 2019 One Number Every Business Owner Needs to Know by Andrew Bishop, Daniel Brunello Most entrepreneurs eyeing the exit have a “magic” number in their head—a price tag they feel they need to secure before handing over the reins. But few can show their math, leading many to overestimate the amount they truly require. Business Owners, Wealth Planning Likes 0 SHARE Bookmarks
June 24, 2019 Four Ways Women Give Differently by Beata Kirr, Tara Thompson Popernik When it comes to charitable intentions, women exhibit some distinct preferences and behaviors. That doesn’t mean women are better at giving—or even that all female donors feel the same way. What does Wealth Planning, Women & Wealth Likes 1 SHARE Bookmarks
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 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