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Departing for college is a major life event for your family, marking a significant step toward your child's independence. Whether your child is going near or far, planning is critical. Follow this checklist to address critical healthcare, insurance, personal safety, and financial decisions.

Eton Solutions discusses the current trends and challenges happening in the family office.

Trinity Davis and Tom Aldrich discuss digital executive protection and how to navigate the digital space in today's every changing landscape.

No one should be surprised to see bouts of volatility in the market, including larger equity drawdowns. Uncertainty remains high at the start of 2021, with the world in a state of transition and optimistically moving from alarming levels of COVID-19 infections to a growing percentage of the population vaccinated. Buoyed by supportive monetary and fiscal policies, the economy should continue its recovery. China may also resurface as a market mover.

By understanding the vulnerabilities of human error, more can be done to address them and build greater cyber resilience. It begins with replacing the term ‘human error’ with ‘human factor’ to move towards establishing a better first line of defense against cyber incidents.

2020 was a chaotic year for many industries and the COVID-19 pandemic created a host of challenges for providers in the home health and hospice space. For investors and business owners in that space, the year ended with robust M&A activity in the hospice sector while the home health M&A activity remained dormant. Looking at the trends and challenges of 2020, what can investors and business owners expect in 2021?

Regardless of the sector, nearly every healthcare organization has made significant investments in technology, as data and computing became essential in the healthcare setting during the COVID-19 pandemic. In addition to the pandemic, healthcare IT saw an uptick in M&A activity in certain sub-sectors. For those looking at potential investment deals in the healthcare sector, what can they learn from the trends in 2020 and what can they expect in 2021?

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 individuals are provided to help with the tax planning and implementing certain strategies.

U.S. stock market performance, as measured by the S&P 500, has been driven by a small number of stocks over the past few years. The top five holdings now represent 21.9% of the S&P 500 as of December 31, 2020. It is also striking that each of the top five holdings share a common theme: technology and e-commerce. While investors shouldn’t give up on the S&P 500, there are possible alternatives that investors might want to consider.

The events of the last year have made the traditionally predictable world of real estate more chaotic and unclear. For family offices that invest in real estate, it means recognizing that every phase of their real estate investment brings on risk that can threaten its success and reputation. To remain competitive in the market, it is time to reflect on the past year, chart a course for success, and evaluate the risk philosophy and strategies.