November 24, 2020 DOL’s Revised DC Investment Rule Removes Potential ESG Sticking Point by Jennifer DeLong, Michelle Dunstan The Department of Labor’s final rule on investment selection for DC plans left out language on ESG-themed investments. It’s a change that erases some confusion and seems to acknowledge that ESG and financial considerations are inseparable. Business Owners, Equities, Fixed Income, Legislative Updates, Multi-Asset, Policy & Regulation, Responsible Investing/ESG Likes 0 SHARE Bookmarks
November 19, 2020 Hit the Big Time? Create a Legacy While Supporting Your Family by Stacie Jacobsen, Anne Bucciarelli, Adam Sansiveri You’ve dreamed of this moment your entire life—the big contract. Now that it’s finally arrived, how can you create a legacy and support your family and community? Athletes & Entertainers, Family Engagement, Philanthropy Likes 0 SHARE Bookmarks
November 18, 2020 The Window Is Closing for Donors to CARE by Jennifer Ostberg The CARES Act helped spur a tremendous outpouring of generosity in 2020. But many of its charitable giving tax incentives apply only to this year. Donors should mobilize now before those tax benefits disappear. Athletes & Entertainers, Endowments & Foundations, Philanthropy, Tax Management Likes 0 SHARE Bookmarks
November 16, 2020 Should You Invest at Market Highs? by Alex Coulard Investing during a deep downturn often provokes anxiety. But putting money to work at all-time highs feels like you already missed your chance. How can hesitant investors muster their courage? Capital Markets Outlook, Equities, Wealth Planning Likes 0 SHARE Bookmarks
November 12, 2020 US Economy Still Faces a Long Path Back to Normal by Eric Winograd US third quarter GDP was better than expected, though our updated economic forecasts still show a quick but incomplete recovery. Over time, this should give way to a more gradual, lengthy path back to “normal.” But there are a lot of moving parts. Economics Likes 0 SHARE Bookmarks
November 11, 2020 Elections? Vaccines? What They Could Mean for the US Economy by Eric Winograd Two recent developments could have big implications for the US economic outlook: general elections and news of very promising progress on a COVID-19 vaccine. To understand the ramifications, we have to distinguish near term from longer term. Coronavirus, Economics, Fixed Income, US Election Likes 0 SHARE Bookmarks
November 11, 2020 Is There Light at the End of the COVID-19 Tunnel for the Euro Area? by Darren Williams A fresh round of lockdowns means a difficult winter lies ahead for the euro area. But three factors caution against excessive pessimism. Coronavirus, Economics Likes 0 SHARE Bookmarks
November 11, 2020 Municipal Bonds: The State of the States by Terrance Hults, Matthew Norton, John Ceffalio States face revenue shortfalls from COVID-19 costs and shutdowns. We look under the hood to assess how some of the most indebted states are faring. Coronavirus, Fixed Income, Municipals Likes 0 SHARE Bookmarks
November 09, 2020 Should You Donate Company Shares Before an Exit? by Andrew Bishop, Richard Weaver, Jennifer Ostberg Many business owners overlook philanthropy during pre-transaction planning. But that may mean missing out on key tax benefits. Business Owners, Philanthropy Likes 0 SHARE Bookmarks
November 05, 2020 How Can You Spot a Great Board? by Valerie Grant, Dan Terry Prevailing wisdom suggests that companies with good corporate governance practices perform better financially and generate stronger returns. But how can you measure the effectiveness of a board? Diversity & Inclusion, Responsible Investing/ESG Likes 0 SHARE Bookmarks
November 03, 2020 For DC Plans, Pandemic Reinforces Value of Consultants and Advisors by Jennifer DeLong Economic and market turmoil from the COVID-19 pandemic underscores the need for sponsors to shore up their plans. Can consultants and advisors help? We believe they can—not just during the crisis but with what’s coming beyond it. Business Owners Likes 0 SHARE Bookmarks
October 29, 2020 The 2020 US Election: How Tax Policy May Impact Municipal Bonds by Daryl Clements, Alec Dewitt What will a Trump or Biden win mean for munis? From taxes to infrastructure, the candidates differ—sometimes dramatically—on policy. Fixed Income, Municipals, Policy & Regulation, US Election Likes 0 SHARE Bookmarks
October 26, 2020 Cash Doesn’t Have to Be a Drag for Nonprofits by Todd Buechs, Clare Golla More than ever, mission-driven organizations need a strategic approach to cash to preserve liquidity while minimizing a potential long-term performance drag. Here are some key questions for a savvy cash strategy. Endowments & Foundations Likes 0 SHARE Bookmarks