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With the ongoing pandemic, a weakening economic recovery, and the upcoming elections, emotions are understandably high. It becomes even more important to filter out the emotion, which is something the best investors do. Other topics explored in this issue includes taking a deeper dive on the importance of diversification and maintaining a long-term...

COVID-19 has forced organizations of all kinds to consider what the future of their operations would look like in a post COVID-19 world. Family offices were no exception. Rapidly fading are the days when a family office would provide a space where their staff can work. Most of these physical offices now stand empty as working from home has become t...

As family offices evaluate their assets during the economic downturn, examining deductions and estate and trust planning can help form better strategies and objectives. In this Q&A discussion, learn how the valuation of distressed assets and investments can maximize your tax deductions through these challenging times.

The COVID-19 pandemic has prompted all types of businesses to run a magnifying glass over their processes and infrastructure to ensure continuity and viability. For family offices, it is an opportunity for them to upgrade technological systems by adopting outsourcing and automation. Such advancements improve operational efficiencies, security, and ...

Media is a great tool for storytelling. Photo albums can reveal ancestral details, documents can highlight past events, and film can rejuvenate old memories. All these items contribute to your family’s legacy. Although we see the value in this irreplaceable media, few of us are doing enough to protect it. That is why we are exposing the top t...

A slow economic recovery will continue, as governments and central banks search for the right policy mix amid the COVID-19 crisis. The policy will implicitly aim to manage many financial markets, but such efforts will not stop volatility. Strategic asset allocation remains the best way to navigate a still very uncertain investment environment.

Over the past decade, the popularity and use of donor-advised funds, or DAFs as they are commonly known, have grown dramatically. In this Giving With Impact podcast, learn how nonprofits can leverage donor-advised funds to support their operation and maximize their fund-raising results.

The unique market environment which we are calling "Post-Monetary Era" presents many challenges for investors, suggesting that investors should focus on defining, quantifying, and prioritizing their goals in order to maximize their probabilty of financial success. This podcast suggests that investors view their goals as "self-imposed...

Having become accustomed to the "new normal" of Quantitative Easing, ultra-low interest rates, and Fed-suppressed market volatility, investors must now learn to live with a "new, new normal" as the Federal Reserve's COVID-19 response reset market conditions and expectations. This podcasts describes seven important facts abou...

Individual investments in your portfolios may be viewed as “bundle" of different risks: term risk, default risk, equity risk, alpha risk, illiquidity risk, and leverage risk. Some investments—such as the 30-Year U.S. Treasury Bond—carry only a single type of risk (term risk), while more complex investments or fund vehicles su...

As the clock winds down on the U.S. election, many investors are interested in how a Biden administration would impact their taxes—particularly whether it’s more beneficial to realize gains today (pay now) or continue to defer gains into the future (pay later). It’s a big tax management decision for investors and advisors. We take...

Election Day in the U.S. has the potential to surprise in many aspects, and this year’s election outcome will have a profound impact on equity valuations—or at least that’s what the market appears to be telling the investors. With this year’s referendum likely to result in valuation changes, the attention turns to the q...

Just decades after coming out from under IT’s wing, the cybersecurity profession has matured. Armed with the insight and foresight that only experience and wisdom can provide, cyber stands at a critical, pivotal, exciting time for the industry and the organizations and people it serves. The findings from this survey of 3,249 business and tech...

While strong economic times may make the idea of the need for tax-efficient wealth transfers obvious, uncertain economic circumstances can present opportunities to not only re-evaluate existing planning, but also to implement additional, alternative planning that in the long run could provide significant estate, gift, and income tax benefits.

The exclusion of the high-profile company Tesla Motors from a major equity index took many investors by surprise. The news sent the company’s shares down 21% the next trading day. That example illustrates the critical role of index providers and the level of discretion they may have in adding or removing constituent stocks. It’s just on...