August 04, 2020 A Quiet Summer Fuels Catalog Sales by Stacie Jacobsen, Adam Sansiveri The opportunity for songwriters and producers to sell their song catalog has never seemed more alluring. What is yours worth and does a sale make sense for you? Athletes & Entertainers, Wealth Planning Likes 1 SHARE Bookmarks
August 03, 2020 Knock Out Portfolio Volatility with Illiquid Alternatives by Alexander Chaloff Some investors take market gyrations in stride, but those counting on investments to support annual spending often throw in the towel. How can you duck public markets’ extreme moves? Put illiquid alternatives in your corner. Alternatives Likes 0 SHARE Bookmarks
July 28, 2020 COVID as a Catalyst: Are the Political Tides Turning? by Matthew D. Palazzolo, Christopher Brigham Moments of crisis can be revealing. Today, the health and economic impacts of the coronavirus have shined a light on cracks in the American social contract and social safety net. How will these cracks and the response to them shape our politics, policy, and ultimately economic and market outcomes in the coming years? Coronavirus, Economics Likes 0 SHARE Bookmarks
July 23, 2020 Small Ways Muni Investors Can Make a Big Difference by Eric Glass, Michelle Dunstan Investors increasingly want to align their financial goals with a commitment to improving the lives of others. Two recent projects showcase how municipal bond investors are making an impact. Fixed Income, Municipals, Responsible Investing/ESG Likes 0 SHARE Bookmarks
July 21, 2020 The Secret to Families that Retain Their Wealth? Values by Anne Bucciarelli, Emily Neubert Principles subtly influence our decisions and guide our actions every day. But few of us actively ponder them. Here are ways to explicitly uncover and prioritize your ideals. Business Owners, Family Engagement Likes 0 SHARE Bookmarks
July 20, 2020 Emerging-Market Equities: Looking Past the Pandemic by Laurent Saltiel, Sergey Davalchenko, Naveen Jayasundaram In emerging markets, some industries and countries are in better shape than others. And many businesses have the right qualities to benefit from structural changes now and long after local conditions improve. Coronavirus, Emerging Markets, Equities Likes 0 SHARE Bookmarks
July 17, 2020 Record US Index Concentration Adds Hazards for Investors by James T. Tierney, Jr. The five largest US growth stocks now comprise more than a third of the Russell 1000 Growth Index. Investors should be alert to the risks of high benchmark concentration. Active & Passive , Equities Likes 0 SHARE Bookmarks
July 15, 2020 Framing Your Financial Story by Margaret Borrasso, Christopher Clarkson Updated nonprofit accounting rules will take time and resources to implement. But astute nonprofits will see this as a chance to better tell their financial stories. Endowments & Foundations Likes 0 SHARE Bookmarks
July 06, 2020 Lopsided Equity Rally Highlights Growing Market Risks by Christopher Hogbin Global equities rebounded sharply in the second quarter. But new risks are looming as companies and countries count the costs of the pandemic. Active & Passive , Coronavirus, Equities, Low-Yield Environment, Volatility Likes 0 SHARE Bookmarks
July 02, 2020 What You Can Do to Tackle Social Injustice by Anne Bucciarelli, Emily Neubert, James Thompson Recent national protests have raised society’s awareness about social injustice and systemic inequity. And in today’s interconnected world, even elementary-school-age children have likely seen events unfold in real time. How can you productively explore the issues and engage your family to be part of the solution? Diversity & Inclusion, Family Engagement Likes 0 SHARE Bookmarks
July 02, 2020 Brexit in the Coronavirus Era by Darren Williams Reaching a mutually beneficial Brexit deal has so far been beyond the reach of UK and European Union (EU) negotiators. Now that COVID-19 has struck, can they avoid a damaging split? Brexit, Coronavirus Likes 0 SHARE Bookmarks
July 01, 2020 Unlocking REIT Potential Amid COVID-19 by Ajit Ketkar, Eric Franco Economic fallout from the coronavirus crisis was especially hard on real estate, mostly from misperceptions that the asset class is dominated by hotels, malls and office parks. But a look inside shows a diverse group of sectors that are more pandemic resilient than investors may think. Coronavirus, Equities, Low-Yield Environment, Volatility Likes 0 SHARE Bookmarks
June 30, 2020 COVID as a Catalyst: Will Efficiency Fall by the Wayside in a Riskier World? by Matthew D. Palazzolo, Christopher Brigham For decades, efficiency has been the name of the game for corporate management. Now that the coronavirus has exposed the benefits of robustness, supply chains and capital allocation policies may change. Companies may also take another look at automation, using the recession and pandemic as a catalyst to substitute capital for labor, leading to consequences for their finances, their employees, and the economy overall. Coronavirus, Economics, Equities Likes 0 SHARE Bookmarks