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For parents with young children going to school, it is important to know that their schools have a strong and effective security program. The schools that invest the necessary time and resources into security planning and preparedness can gain peace of mind and mitigate the risk of harm impacting their students, staff, and reputation. Know the key areas of focus when it comes to evaluating your school’s security planning.

If you’re not sure what direct indexing means, you’re not alone. While the name may be new, the strategy isn’t. Get a quick primer on how this method of investing works, what its advantages are, and which types of investors may see the greatest benefit.

The U.S. House of Representative passed the Build Back Better Act, the second component of the White House’s ambitious spending plan, on November 19, 2021. Among the most significant provisions in the Act is a new broad-based surcharge of up to 8% on high-income individuals, trusts, and estates. An analysis on the surcharge impact and other key provisions in the Act are provided, including the corresponding wealth and tax planning strategies.

Blockchain's primary use and application is to facilitate cryptocurrency transactions—which has helped drive strong investor interest in crypto, along with its high potential return and low correlation to traditional assets. However, there are a number of risks that investors should evaluate before considering an allocation to crypto.

Adoption of an ESG strategy may begin as a reactive response to regulatory, investor, employee, or other stakeholder pressures, but that shouldn’t be where it ends. To reorient business strategy from shareholder to stakeholder and from short-term to long-term value creation, organizations need to tackle the primary actions to take them there. In a future where businesses are accountable to all stakeholders, the most successful businesses will be those that aim to generate positive impact for the world at large.

While 2021 revealed the resiliency of the tech industry and inspired innovation amid spikes in demand, the tech landscape in 2022 will be shaped by the confluence of various factors. From impending tax changes to a booming deal environment to supply chain shortages and more, the tech industry is in for a memorable 2022. Explore the seven technology predictions and see how you can prepare your business.

In today’s workplace environment, organizations face heightened challenges for employee recruitment, retention, wellbeing, and engagement. Understanding how to attract new employees, while keeping and supporting your current workforce is critical to an organization’s ongoing success. It starts with having a sense of urgency, empathy, being intentional, and practicing active listening.

With OSHA releasing and publishing the Emergency Temporary Standard (the “ETS”) on November 4, 2021, there are new vaccine guidelines and mandates for employers to follow. In this eBook, we address the “vaccinate or test” program set forth in the ETS and provide samples and templates on mandatory vaccination policy, reasonable accommodation requests, medical inquiry requests, and other essential documentation that can be customized for your needs.

In this conversation, U.S. Congressman Darren Soto of Florida's 9th District tells us what the U.S. Congress is doing to regulate crypto currency and its inevitable introduction into the mainstream economy. From the hardware store down the street to huge financial institutions, Congressman Soto is doing his best to make sure crypto currency is freely transferrable and that we don’t have the regulatory gaps that now plague data security and privacy.

In this outlook of forward-looking perspectives, experts provide specific, timely advice on how to articulate your unique vision for your wealth across key societal and financial themes for 2022 and beyond.