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While the scale and pace of women’s wealth ownership may be growing at unprecedented rates, the culture around wealth and money decisions is deeply embedded in history that includes philanthropy, investment opportunities, and seeing the first self-made female millionaire in 1914. In this four-part series, we take a look at how women and wealth have the potential to transform the economy.

For the investors who like the tax benefits of Section 1031 (aka “Like-Kind”) Exchanges, they should consider a new option for sheltering real estate capital gains: Qualified Opportunity Zone Funds (QOZF). These funds have arisen as a result of the Tax Cuts and Jobs Act of 2017, which designated Qualified Opportunity Zones to promote investment in economically distressed areas. While 1031s remain a useful tool, QOZFs have many tax and other advantages compared with 1031s.

There is a growing realization among impact investors and those who seek to influence society that they can use more of their assets to complement and even accelerate their social impact goals. This guide provides the tools to develop and execute a tailored impact investing strategy. It offers an objective, agenda-free resource that will inspire readers while also being realistic about the limitations and possibilities of this increasingly popular investment strategy. New approaches are proposed while keeping the principles of traditional investing in mind.

Based on a 10-year investment time horizon and the impact of COVID-19, the overall results of the 2021 capital market return assumptions are mixed for approximately 50 asset classes around the world. This report guides investors in developing their long-term strategic asset allocations.

Municipal bond investors may be concerned that periods of economic stress could result in states defaulting on their debt. This fear can be exacerbated by political rhetoric, by inflammatory reporting, or even by inherent suspicion of the efficacy of governments. Yet states have successfully managed through multiple economic contractions in the postwar era. As demonstrated in the past, most states will manage through this current recession using the tools available, making necessary if painful cuts in expenditures, and continuing to honor their obligations to their bondholders.

The tech industry was undergoing a period of introspection even before the COVID-19 pandemic began. While the crisis spotlighted the importance of the tech industry and existing technology, the future is still rooted in the core purpose of innovation with intent. The tech industry is poised for growth in 2021, and optimization is the path to realizing opportunity.

Custom separately managed accounts (SMAs) may seem to many like the newest in the line of innovations in the investment industry. However, the benefits of portfolio customization go far beyond security selection. At its core, it allows an investor’s portfolio to be managed consistent with their specific rules, exclusions, or tax situations. With efficiency and flexibility, SMAs can also adapt to the twists and turns of an investment journey.

COVID-19 is exacerbating ongoing geopolitical and societal challenges, and the existential crisis of climate change looms large. In this 16th edition of the Global Risks Report, it highlights the implications of major risks, including the COVID-19 pandemic and an emerging risk landscape spanning from the digital divide to navigating global fractures to considering strategic investments to avoid catastrophic outcomes.

Few investor concerns are as fundamental as portfolio performance. How to evaluate it is one of the most common questions posed by private wealth clients. It starts with the benchmarking process—the evaluation of investment decisions and their results. But to truly evaluate your portfolio, it pays to drill down deeper and focus on the three steps needed to determine which decisions have been successful and which need improvement.

Although the future is unpredictable, we do know that financial planning can allow families and their advisors to operate from a position of strength and resilience, no matter the changes that lie ahead. In this video, the Baird economic analysts and financial planning specialists look at how the economic landscape impact your finances in 2021 while highlighting wealth planning opportunities to consider.