With the Democrats controlling both houses of Congress and the White House, it is timely to focus on the potential tax law changes they might propose. Although it may seem unlikely the changes will be enacted quickly, Congress has previously made even mid-year changes that applied retroactively. A summary of potential changes impacting wealthier in...
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The frequency of $1 billion+ dollar weather and climate events in the U.S. have more than doubled in the last two decades. For properties in high-loss areas, this could mean more than a 30% across-the-board policy rate increase. For high net worth homeowners, it means comprehensive insurance coverage needs to be top of mind ahead of a new home...
Portfolio management for families of significant wealth is distinctly different than those with traditional wealth management needs. For these families, wealth typically exists in a much more complex ecosystem—among real estate investments, operating companies, or multiple generations, by way of example. These factors and other considerations ...
In an uncertain market where each unfolding economic disruption is met with increasingly emboldened central bank intervention, economists are predicting accelerating declines in the value of all fiat currencies, including—and perhaps especially—in the U.S. dollar. Is gold the only way out for central banks looking to hedge their balance...
The COVID-19 vaccine will play a primary role in prevention and be a significant factor in keeping employees healthy and at work. Through a series of FAQs, learn more about the vaccine’s impact on health and wellness strategies and how to best integrate a vaccine program into your organization.
The unprecedented timeline of the COVID-19 vaccine becoming available has raised concerns about its safety and efficacy. With the vaccine being widely available, employers have a responsibility to address employee concerns. Begin by learning more about what to consider when developing a COVID-19 vaccination program for your organization.
For employers seeking guidance on how to address a COVID-19 vaccination policy, this guide outlines key points when considering whether to go with a mandatory or voluntary vaccination policy. It highlights the EEOC’s position on a mandatory vaccination policy, allowance for reasonable accommodations under the Americans with Disabilities Act, ...
Against the backdrop of the pandemic, this roundtable discussion was centered around faith-based institutions that seek to align their investments with the belief systems that guide their organizations while also being held accountable by their philanthropic donors. The diversity of the six participants—ranging in size and scale, complex...
With multiple states rolling out phased access to COVID-19 vaccines, many employers are considering whether they want to require employees to be vaccinated, how to encourage employee vaccinations, and the implications of vaccine policies for their businesses. Some top questions are answered to help employers address the issues surrounding the vacci...
Custom separately managed accounts (SMAs) may seem to many like the newest in the line of innovations in the investment industry. However, the benefits of portfolio customization go far beyond security selection. At its core, it allows an investor’s portfolio to be managed consistent with their specific rules, exclusions, or tax situations. W...
COVID-19 is exacerbating ongoing geopolitical and societal challenges, and the existential crisis of climate change looms large. In this 16th edition of the Global Risks Report, it highlights the implications of major risks, including the COVID-19 pandemic and an emerging risk landscape spanning from the digital divide to navigating global fra...
Few investor concerns are as fundamental as portfolio performance. How to evaluate it is one of the most common questions posed by private wealth clients. It starts with the benchmarking process—the evaluation of investment decisions and their results. But to truly evaluate your portfolio, it pays to drill down deeper and focus on the three s...
Before deciding on whether to mandate a COVID-19 vaccine at the workplace, there are a number of considerations that an employer should bear in mind. This includes costs from securing the vaccinations or side effects that may result in needing paid leave. There are also the financial and practical implications associated with a mandate. Learn more ...
Although the future is unpredictable, we do know that financial planning can allow families and their advisors to operate from a position of strength and resilience, no matter the changes that lie ahead. In this video, the Baird economic analysts and financial planning specialists look at how the economic landscape impact your finances in 2021 whil...
In this Family Philanthropy Speaks conversation, Jeff and Tricia Raikes join Nick Tedesco to discuss how they have changed practices and acknowledged privilege throughout their donor journey. Jeff shares the value of diversifying their network, which opens the doors to new grantees and opportunities for impact. Tricia describes a revelatory moment ...