Content
Tax Law Changes for Private Foundations
Since the federal taxation rules for private foundations changed beginning in 2020, it is important for private foundations to understand the differences and implications. ▸
Investments - Strategy
Sustainable and Impact Investing: From Ideas to Action
Sustainable and impact investing is playing an increasingly important role in the investment industry, with a range of strategies being pursued. ▸
Investments - Markets
2020 Market Outlook: A Future of Futures
In our 2020 Market Outlook, Chief Investment Officer Hans Olsen, CFA, highlights the key questions that will likely guide the markets in 2020 and beyond. ▸
Wealth Planning
Will the SECURE Act Make Your Family More Secure?
The SECURE Act impacts an individual’s ability to accumulate retirement assets, utilize those assets, and transfer assets through his or her estate plan. ▸
Philanthropy
A Perfect Pair: Private Foundations & Donor-Advised Funds
Private foundation trustees can benefit from understanding the advantages of using donor-advised funds to complement their foundations, or in some cases, converting the foundation to a donor-advised fund. ▸
Investments - Markets
2019 Q4 Outlook: Escape Velocity - The Interest Rate Challenge
In our Q4 2019 Market Outlook, Chief Investment Officer Hans Olsen, CFA, explains the potential consequences of a prolonged period of low rates for the economy and various asset classes. ▸
Wealth Planning
Key Year-End Planning Considerations
The approach of year-end presents another opportunity to reassess your tax and financial circumstances, maximize your employment benefits, and generally take control of your finances. In this article, you will find 12 year-end planning tips to consider over the next few weeks. ▸
Wealth Planning
Key Planning Considerations in Your Sixties
Although life as a 60-something varies greatly from person to person, there are common considerations, such as retirement, asset allocation and income, insurance, estate planning, care and support, and social security. ▸
Investments - Markets
2019 Q3 Market Outlook: The Divergent Market
In our Q3 Market Outlook, Chief Investment Officer Hans Olsen, CFA, discusses why this may be a challenging summer for the stock market, despite the continued strength of the economy. ▸
Wealth Planning
Estate Planning for Art and Personal Property
Tangible personal property – that is, property (other than land or buildings) that you can see or touch – is a special asset class in many estates. ▸