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Dealing with COVID-19 remains an uphill slog. However, markets have demonstrated a mixture of confidence and belief. But a V-shaped recovery is not expected. For an investor, this means being realistic about return expectations while being aware of the long-term issues underpinning markets. Inside this report we look at the economic outlook as global economies try to get back on their feet. It is also a good time to understand why strategic asset allocation and ESG investment are central to the ascent.

Getting divorced is not only a highly emotional, it can also be complicated and challenging. Depending on your life stage, your family situation, and your life priorities, there will be different financial considerations. Whether you are financially savvy or have little experience in handling your finances, you will benefit from working through your many options with an experienced advisor. Tania Slade, National Director for Wealth Planning at BMO, shares tips to help you make better decisions during the divorce process.

How much to spend is an essential question for foundations, and one of the most complex, particularly in moments of change or turmoil. This Strategy Guide invites you to reflect more deeply on how your foundation chooses to balance four factors—purpose, conditions and trends, time horizons, and assets for mission—especially in times of greater crisis or opportunity. It leaves the final decision to you, without judgment for your payout amount, lifespan, or mission.

Although there is no true end-to-end encryption for securing Zoom meetings, there are a few simple measures and setting guidelines you can take to help make them more secure.

There are parallels between the economic impact of COVID-19 and that of the 1918 flu pandemic—but how do they stack up from a market perspective?

Diversity of perspective is a key element in deciding how to balance business risks and opportunities. For investors, companies, and employees alike, diversity makes a difference—but it takes data to know how much work is ahead.

While it’s difficult to predict the near-term market and economic landscape, it’s clear that consumers and businesses will need new methods, ideas, and approaches. To scale effectively long-term, tech leaders will need to consider the balance between innovation and risk holistically and with intent. Here are few hotbeds of innovative opportunity and some of the risks these pursuits may encounter.

The basic foundation for every core legacy plan starts with five documents: a will, an irrevocable or living trust, a durable power of attorney for financial management, an advanced medical directive, and a HIPAA release. John Forster, a partner with the law firm of Baker Hostetler, who has interviewed some of the most successful families in the U.S. shares his thoughts on how to get started with a core legacy plan and what you need to know.

Nonprofit endowments and philanthropic foundations are increasingly interested in how their investment practices can be aligned with the institution's mission, values, and goals. One way to do that is impact investing, which is a process designed to align environmental, social, governance and faith-based goals with an investment portfolio. As impact investment opportunities become more prevalent, institutions are taking notice on behalf of their stakeholders.

By drastically increasing the federal estate and gift tax exemption, the 2017 Tax Cuts and Jobs Act created a significant estate tax mitigation opportunity for high-net-worth individuals and families. National Director of Wealth Strategies Blair Talty discusses how these strategies have indeed been strengthened during COVID-19.