Global equity markets have rebounded despite a global pandemic, economic depression, and social unrest. A second wave of the virus remains a significant concern and is expected to result in continued stock price volatility.
When seeking to preserve the family legacy and wealth, families can create custom-tailored trusts to meet their specific needs and goals. In this overview, learn about why families form trusts, the different types of trusts available, the essential role of trustee, and why families might choose a bundled trust structure versus a Directed Trust stru...
For families contemplating a liquidity event, anticipatory pre-liquidity planning can greatly improve tax savings when using Wyoming entities, which benefit from modern trust statutes. A review of some of the strategies and structures—including blind trusts, regulated and unregulated private trust companies, and directed trusts—shows ho...
Retaining access to the assets in a trust is an important factor, and it can be done by creating a Wyoming Incomplete Gift Non-Grantor (WING) Trust. This one-sheeter provides a four-step overview of the WING Trust entity and transaction structure.
Historically, bank loans and high yield have traded off in terms of which protected better in market downturns. But in light of this unprecedented pandemic crisis, it is very sound and well-grounded for investors to ask what the unique advantages and disadvantages are from each. Certain investor situations may necessitate maintaining an overweight ...
As an alternative to ETFs, investors are seeing the value of investing in separately managed accounts (SMAs), which offer diversified, index-like, and customizable exposure. However, what does it mean for investors who already hold a basket of appreciated ETFs but would like to unlock the potential of SMAs? This dilemma is explored through a reason...
The treatment of capital gains and taxes become a little more complicated when considering a mutual fund investment. There are two scenarios where a mutual fund investor may end up paying more in capital gains taxes than expected. And the amount you pay may not depend only on you.
To make progress on challenging issues of social and environmental problems, strategic funders understand the need to address the systems that maintain and exacerbate them. Drawing on secondary research, advisory experience, and conversations from a series of convenings, this report illustrates how funders can design for and measure progress on sys...
Adding dual factor authentication to your social media helps make sure that you, and only you, can access your account. Instead of only entering a password to log in, an extra security key will be required to access your account. Step by step, learn how easy it is to configure for your Facebook, Instagram, LinkedIn, SnapChat, WhatsApp, and Twitter ...
Are the potential benefits of premium munis worth the high cost to investors? Find out why avoiding them may lead to missing out on great value, beginning with understanding the relationship between a bond’s yield, price, and coupon rate to make sound judgments.
With the lifting and re-evaluation of the "shelter in place" orders amid the COVID-19 environment, it is critical to have a responsible plan when restarting business operations. Recommended guidelines for the workplace—including worker health and wellness precautions, COVID-19 testing options, office work considerations, and em...
For employers with less than 500 employees who provided benefits under the leave program of Families First Coronavirus Response Act (FFCRA), a separate line of identification and reporting is required on the W-2 Form. Guidance is provided in the IRS Notice 2020-54 to help employers properly report 2020 emergency paid sick leave and expanded family ...
In the age of COVID-19 and when more and more positions require duties to be carried out almost exclusively on computers, many employers are offering the option of working from home. This guide provides you with tips and suggestions to help you remain engaged and stay on track with your new working environment. In response to COVID-19,&nb...
The ability to perform financial transactions online offers tremendous convenience, but also exposes assets to theft and cyber fraud. In addition, the internet of things (IOT) which connects home security systems and other smart devices, creates another access point to personal information and assets. As new technology surfaces, the need to protect...
Against the backdrop of a pandemic and market volatility that is expected to continue through 2020, there are key factors that can help investors gain clarity amid uncertainty. No matter what comes, the ones who embrace flexibility and transparency may be best positioned to navigate through the turbulence and move forward.