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At the core of philanthropy, charitable giving stems from a desire to benefit a cause or program. That desire is even stronger during turbulent times. When moving forward with your charitable giving, there are a few key points to keep in mind to help maximize your strategy, including tax incentives and planning opportunities that are available...

Can a pandemic-induced market downturn become an opportunity for investors looking to modify their portfolios? Learn how constructive changes, including going from ETFs to tax-managed SMAs, can present the best chance to improve overall portfolio health.

Cyber criminals are taking advantage of the situation created by COVID-19, and employees can inadvertently expose sensitive data or facilitate a ransomware attack. This year’s Data Security Incident Response Report addresses the data breach litigation landscape and cybersecurity strategy. The intent of the Report is to use incident response d...

Whether responding to a cataclysmic event or providing sustainable financing to solve structural issues, philanthropies around the world are taking a fresh look at their approaches. As part of this examination, organizations are beginning to consider how philanthropic timelines factor into their efforts to more effectively and strategically address...

Philanthropic activity within the global wealth community has been growing over the last three decades. This report aims to capture trends in family philanthropy, particularly as they relate to strategic time horizons in giving. As established players mature and new ones come into the fold, philanthropists will need to engage in thoughtful analysis...

Developing an impact investing strategy and taking subsequent action steps can be organized into three stages: Prepare, Build, and Refine. In this guide, which builds from the introductory guide on impact investing, the three phases are explored further to explain how to take practical steps towards implementing your first impact investment.

Impact investing, which seeks to generate social and/or environmental benefits while delivering a financial return, is expanding as a promising tool for both investors and philanthropists. This guide is part of Rockefeller Philanthropy Advisors’ Philanthropy Roadmap series and acts as an introduction to impact investing. To consider the next ste...

The coronavirus pandemic has upended markets, the economy, and people’s livelihoods. Few things feel like they’re under your control. When it comes to investing, what should investors and their advisors do? While it may be strange to contemplate why the pandemic could also reshape taxes, the choices you make around investment taxes...

The passage of the Coronavirus Aid, Relief, Economic, and Security (CARES) Act brings much needed tax relief to individuals, families, and businesses. While the CARES Act provides many potential sources of relief, the focus here is on the key personal and business tax provisions in the Act, and how such measures can provide support in the short ter...

Financial planning is a long-term process, so it’s important to begin by building a strong foundation upon which the rest of your plan can grow. The foundation of your plan is designed to provide financial stability and protection. With these features in place, now may be an excellent time to examine opportunities to grow your assets and ulti...

Markets have just witnessed the biggest decline in crude prices since the Gulf War. What does this mean for commodity investors in the U.S. and around the globe? A closer look at what might have caused the oil collapse reveals how it can impact investor expectations for the near term.

Understanding premium municipal bonds can be difficult for even the most seasoned investors. Munis are underwritten with a laundry list of complexities such as yield, maturity, call date, duration, and credit. The myth that investors lose the premium at maturity isn’t only false, it may also lead to poor decision-making as focus shifts to avo...

News, advice, and responses are quickly evolving regarding the global Novel Coronavirus Disease (COVID-19) outbreak and the related global economic downturn. The impact of the dual crises creates anxiety but also inspires generosity and compassion even as the uncertainty of what happens next shakes our confidence. In this guide, Leadership in ...

Every year, life insurance carriers capture approximately $25 billion of economic value from policy owners and trust beneficiaries when the policies of older insureds are surrendered or allowed to lapse. Of that amount, high-net-worth families forfeit around $10 billion because they weren’t aware of how they could recapture the value of those...

When evaluating and trying to find the right insurance advisor or company, it helps to have a map outlining the RFP process and a checklist of best practices. Learn where to start in your search and avoid getting the wrong results.