While implementing diversity, equity, and inclusion (DEI) has benefits in all walks of life, the investment marketplace is a highly impactful arena for driving DEI outcomes. After the first part of this series on DEI initiatives leading to better performance, a case is made for how pursuing the DEI effects is both a compelling and necessary strategy for investors.
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For many investors, the desire to own commodities stems from the asset class’s inflation-hedging or portfolio-diversifying characteristics. While the most common way to get commodity exposure is by investing in a portfolio of commodity futures, many investors believe that owning a portfolio of natural resource stocks is an easier solution.
The more we use social media to share updates, pictures and videos with friends and family, the easier it can be for cybercriminals to steal our information. See how you can use social media safely to protect yourself and your private information from cybercriminals.
In this educational webinar for business owners, business banking and social media experts will take you through marketing and social media best practices to help you pivot your brand positioning and capture your audience during COVID-19. Plus, gain access to a creative marketing workbook, and listen in on the top questions during the extended questions and answers window.
Investors occasionally look to their municipal bond portfolio for loss-harvesting opportunities that reduce the impact of capital gains taxes on portfolio returns. Learn how an active tax-loss management strategy ensures year-round performance, maximizes tax alpha, and minimizes costs.
What’s behind lower volatility forecasts: COVID-19 optimism or something more foreseeable? We take a deep dive into the numbers.
Crafting the right message can be tricky at the best of times—add a global pandemic and new vaccine to the mix and the process can be downright terrifying. Depending on the needs and culture of your organization, you may use one or a combination of these communication approaches when deciding on whether to roll out a vaccination awareness campaign for your employees.
In the wake of the COVID-19 pandemic, cybercrime syndicates and hackers have been busy: the FBI estimates there’s been an 400% spike in cybercrimes since the onset of the pandemic. In this infographic, learn what’s at stake for affluent and high-net-worth individuals—and how to build protection from the surge in cybercrime.
While no tax legislation has been drafted under the Biden administration, one thing we know for sure is that taxes will go up. Being aware of the proposals being discussed can help you prepare for what comes next, including what you should be considering for both income tax and estate tax planning this year.
Over the past decade, Tennessee has significantly elevated its position as a preeminent jurisdiction to situs a trust. With the latest enacted legislation in the state, that situs status is maintained. Some of the more significant enhancements of the legislation include the ability to designate applicable law, registration of a trust, and additional flexibility in decanting.