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How much to spend is an essential question for foundations, and one of the most complex, particularly in moments of change or turmoil. This Strategy Guide invites you to reflect more deeply on how your foundation chooses to balance four factors—purpose, conditions and trends, time horizons, and assets for mission—especially in times of ...

Although there is no true end-to-end encryption for securing Zoom meetings, there are a few simple measures and setting guidelines you can take to help make them more secure.

There are parallels between the economic impact of COVID-19 and that of the 1918 flu pandemic—but how do they stack up from a market perspective?

Despite hard times for the broader economy, investors fared surprisingly well throughout the COVID-19 pandemic. What should they do now that the big R has arrived?

During COVID-19 it’s important that successful individuals and families know what their current day risks are and how they can be protected. In breaking down some of those risks—from preserving million-dollar art collections to mitigating cyber attacks and reviewing your insurance plan—you can implement a plan that adjusts to...

Despite the challenging environment of COVID-19 and social unrest, having a sound framework can empower you to make wise financial wealth decisions. Good financial health does not keep markets from going down or being volatile, but it does allow portfolios to weather those storms without suffering lasting harm. The key is maintaining proper perspec...

Among its many provisions, the American Rescue Plan COVID relief addresses paid sick and family leave under the Families First Coronavirus Response Act (FFCRA) and makes temporary but significant changes to COBRA coverage. A short (and high-level) summary of the changes are provided to show the effect on covered employers and employees.

Even when there is a financial gift to sufficiently endow an art collection today, there is no certainty that the endowment will be able to fund the charity indefinitely into the future. When there is no charity willing to preserve the collection, the artist or collector should consider using a private foundation. Especially now as the future of mu...

Haunted by double-digit inflation of the past, some fear the U.S. economy is poised for runaway inflation. Some above-trend inflation is to be expected as the economy begins to open up more broadly. It can be argued that a modest jump in inflation should be viewed as a positive sign, indicating the economy’s return to normal. Long-term price ...

Despite the leadership and great influence of the women who have shaped their family legacies, including the silent legacy of Louise Carnegie, their contributions have been missing or minimized in the family stories and historical records. With more women taking control of more wealth and the decisions around that wealth, their voices and positions...

Anxieties brought on by periods of turmoil can cause individuals to forsake rational thinking and act impulsively, usually to their own detriment. This phenomenon often manifests itself in equity markets. Outside of the modicum of intangible psychological comfort, sales of risky assets motivated by fear and panic provide investors no value, and can...

Prizes have long been used to recognize achievement and advance innovation and effective solutions. In recent years, prize philanthropy, the use of monetary prizes to recognize achievements or drive developments that benefit society has become more popular among a wider segment of donors. This guide will help philanthropists decide whether and how ...

Succession will happen—it’s a matter of when, not if—so families should approach it with strategic forethought, flexibility, and responsiveness to ensure a smooth, successful transition. Through three different scenarios that encompass most transitions, learn how the decision-making process succession varies in significant ways across those scenari...

The economy is still aimlessly lurching from the impacts of the COVID-19 pandemic, and those fits may spill over into tax-filing season. It’s likely that a disproportionate number of filers will have some income and capital gains they weren’t expecting as the result of mutual fund distributions last year. Through an effective tax-manage...

Digital platforms make microbusinesses possible for millions of people, and companies like Etsy and GoDaddy have been an essential backbone behind them, especially during the pandemic (Etsy sellers contributed $13 billion and almost 3 million jobs to the economy last year). In this NOW episode, we discuss the evolution of microbusinesses and what t...