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In a world of low expected returns, finding alpha becomes more important than ever. Given the significant amount of capital looking for alpha in private markets, family offices will need to bridge the performance gap in this slower growth environment by leveraging their longer time horizon and partnering with experts in private market investments. Alpha, while elusive, can be found if one knows where to look.

Insurance is designed to protect essential aspects of your lives from financial loss, but there can also be ramifications to filing claims. These changes are usually noticed on the renewal immediately following the claim in the form of increased premiums, which can spur regret for using your policy in the first place. Claim surcharges can follow you for three years or more. You can avoid an insurance surcharge by considering a few things before a loss occurs.

In a time of equity market volatility, municipal bonds are doing what they’re supposed to do: diversify portfolios. Learn what may come next in the muni market.

As covered in the first part of the SECURE Act series, one of the key provisions of the Act is the partial elimination of the “stretch” or “life expectancy payout” for beneficiaries of retirement plans. In this second part in the series, a closer look is taken to see how that may affect your estate planning and the updates that may be needed.

To adapt to the unprecedented pace of change across the tax landscape, companies must focus on embracing a total tax liability mindset—a holistic understanding of the sum of all taxes across the entirety of the organization. Once viewed as a compliance-driven, back-office function, effective tax planning is now crucial to business performance and strategic decision-making. The tax professional of the next decade must take on the role of strategic leader.

From a historical perspective, the odds for a strong volatility risk premium (the "VRP") in 2020 are in your favor. Although it can't be predicted with any level of certainty the returns derived from exposure to the VRP this year, the range of likely outcomes can be determined based on empirical evidence while respecting known and unknown sources of uncertainty. If you're willing to wait and see, history suggests you'll be compensated.

The SECURE Act was recently signed into law in the U.S. It was a landmark legislation that may affect how you plan for retirement. Most of the provisions went into effect in 2020, which means now is the time to consider how these new rules affect your estate and tax planning. For the second part to this series, see How the SECURE Act May Affect Your Estate Plan.

Businesses around the world are dealing with the spread of the coronavirus as ripple effects from the disease outbreak are expected to further choke global supply chains and hinder workforce mobility. Even if businesses currently lack an emergency plan to respond to the situation, they can still take steps to mitigate risk and minimize negative effects of the coronavirus spreading.

Educating children about money, wealth, and financial planning is a critical step in helping them build their futures. As a wealth creator and thoughtful investor, you want to be sure your children understand how to manage finances and make good, informed decisions when it comes to spending, saving, and investing. But talking to children about money and wealth can be tricky. A workbook with resource links and checklists is provided to help make the process easier for families.

The equity markets took a painful hit at the end of February this year as fears about the coronavirus drove investors out of stocks and into correction territory. As one would expect, the impact and outlook for each asset class varies based upon the underlying exposures, market drivers, and pricing dynamics. We summarize the developments surrounding the market stress resulting from the coronavirus and provide specific commentary on what to watch for across the major asset classes that constitute investor portfolios.