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Jeff Raikes, co-founder of the Raikes Foundation, and Fred Kaynor, Vice President of Marketing and Business Development for Schwab Charitable, discuss a strategy that can help donors increase their charitable impact. Jeff outlines three important tenets:

When developing capital market assumptions, most forecasters start with assumptions around two of the most fundamental economic variables: growth and inflation. Research indicates that demographics influence both growth and inflation for a given region. The supporting data behind the phenomenon and other initial baseline assumptions outlines our capital market return forecasts for approximately 50 asset classes around the world for the next 10 years and are intended to guide investors in developing their long-term strategic asset allocations.

If you are a global family and are considering an investment in the United States, you may have questions about the U.S. tax rules. Through a series of 10 key questions, answers are provided to help the non-U.S. individual investor better understand the U.S. tax system. Other takeaways, including reporting obligations and privacy concerns, may help mitigate the unintended application of U.S. tax.

Millions of new jobs have been created since 2010, with unemployment close to its lowest level since the late 60s. Though the U.S. has experienced one of the longest economic expansions ever, wage growth has been modest. Technological innovation and the impact of the Great Recession has altered labor market dynamics.

On June 21, 2019, the Supreme Court of the United States issued a unanimous opinion finding that North Carolina’s imposition of an income tax on trusts based solely on the residence of a trust’s beneficiaries is unconstitutional. While Kaestner 1992 Family Trust presents an obvious win for taxpayers, its application beyond the state of North Carolina could be limited.

Holistic financial planning is critical to family wealth management, and balancing financial and family issues is at the center of the process. Today’s Family Office requires highly skilled professionals to address changing tax policies, longer lifespans, and increasingly complex ownership structures and financial instruments.

2018 brought radical transformation in the federal tax landscape. The effects continue to cascade through the economy, and individuals, families and businesses are striving to find equilibrium amid the change. Of course, radical transformations can occur at the individual level as well. A good wealth plan anticipates personal disruptions, transitions and surprises. From this context, this annual outlook highlights six salient themes.

Most companies begin life small and take on private investors as a means of enhancing growth through capital buildout or expanding marketing efforts. If successful, founders of the company or newer investors may decide to monetize the value they have created, or realize that access to more diversified funding is required.

Recent scholarly research has validated concerns about the comprehensive absorption of costs associated with the number of trade spats in which the United States is now engaged. That research implies that American firms and households are paying $3 billion-per-month increase in costs caused by trade policy. In this publication of The Real Economy, a closer exploration of key issues include the impact of trade policy, agriculture sector risks, agritech’s benefits, and how health care systems are using education acquisitions to offset labor shortages.

As healthcare acuity continues to rise among assisted living and independent living residents, savvy providers are finding ways to expand their reach across the care continuum. While this often means branching out into services such as in-home care and insurance products, increasingly providers are opting to stick to the business of service-enhanced real estate. The difference is a new focus on enticing the younger segment of older adults—with an active adult strategy.