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The pool of potential investors for private offerings has widened under the Securities and Exchange Commission’s new definition of “accredited investor” in Rule 215 and Rule 501(a). Accredited investors—considered to be sufficiently sophisticated and risk tolerant—are permitted to participate in certain private offerings under Regulation D that are not subject to the same investor protections as public offerings.

The combined effect of Biden’s tax proposals could alter behavior of the tax-aware investor. In examining the major tax provisions proposed under a Biden administration, the impact on equity tax management is clear. However, a divided or Republican-controlled Senate will make for a less orderly path from proposal to law.

Year-end tax planning is always challenging, but the coronavirus pandemic has added a whole new layer of complexity to the equation for individuals, families, and businesses across the nation. The potential tax ramifications are significant. There are a number of tax developments to consider for the current tax year.

The process of finding a charity and donating money seems simple. However, just like portfolio asset allocation, slightly different approaches can yield dramatically different results in your wealth management strategy. See how they change when looking at comparable after-tax benefits of three basic methods of charitable giving.

Thinking that you have to trade off financial performance and sustainability is a “false dichotomy” and a “ridiculous mindset,” according to

The housing market’s role as one of the key drivers of the current recovery has been notable and stands in stark contrast to its role as a key driver of the last recession (2008-2009). Its surprising resilience is due in part to the pandemic-induced demand for housing, ultra-low interest rates, and pre-pandemic demographic trends. The longer-run outlook for the housing market will depend on potential for additional fiscal stimulus, recovery in the labor market, and the trajectory of interest rates.

A growing demand for a more equitable and inclusive society has emerged in a year marked by turmoil and uncertainty. Fixed income issuers are starting to respond to that demand by offering social bonds. Through this innovative vehicle, see how muni investors have the ability to effect systemic change and make a positive impact on society.

Washington will be a different place under a Biden administration, but it won’t be a different enough to cause a seismic shift across the investment landscape. While some observers fear a divided government may inevitably lead to gridlock, a more likely outcome is compromise—meeting halfway in a few areas. It will be a mixed bag for muni investors and little change for the corporate market. Expect solid but subdued support for responsible investors from Biden’s White House.

The environmental, social, and governance (ESG) research among institutional investors has historically focused mostly on the “E” and the “G,” leaving social issues as somewhat of a forgotten middle child. But the COVID-19 pandemic and racially-driven police violence have shifted public opinion, and it matters. At this inflection point, there is a recognition that investors can and will play a role, and that companies and bond issuers will be held increasingly accountable for the impact they have on their colleagues, communities, and customers.