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Municipal bond yields have finally begun to move higher. The surge is a natural and healthy development—reflective of an improving economic landscape but not a marked upshift in inflation. In this environment, see where muni investors can find opportunity and capitalize.

The big question in the estate planning world today is whether, when, and to what extent the U.S. Congress will enact changes to gift, estate, and income tax laws. With many challenges facing the new Biden Administration, and the narrowly Democratic Senate, major tax legislation may not even be considered in 2021. Nevertheless, the tax proposals endorsed by the Biden Administration provide clear signals for actions clients should consider this year.

There’s a common sentiment that COVID-19 will have an impact on investment strategies and the types of investors that will be active over the next few years. While 2021 may turn into a feeding frenzy for private equity, longer-term investors can remain as selective as they’ve always been. Corporate acquirers, meanwhile, won’t simply buy market share because acquisition targets have lower valuations, but they will align their mergers and acquisitions (M&A) strategy on both the buy side and sell side with their long-term business plan.

Many are rethinking their asset allocations beyond traditional asset classes and are seeking new and creative ways to better diversify their investment portfolios, increase returns, and reduce risk. Turning to alternative investments—with a focus on private investment funds—see what you should know and consider when choosing to add them in the mix of your investment portfolios and asset allocation. There are pros and cons, and being well-informed is critical to making better investment decisions.

Among its many provisions, the American Rescue Plan COVID relief addresses paid sick and family leave under the Families First Coronavirus Response Act (FFCRA) and makes temporary but significant changes to COBRA coverage. A short (and high-level) summary of the changes are provided to show the effect on covered employers and employees.

Digital platforms make microbusinesses possible for millions of people, and companies like Etsy and GoDaddy have been an essential backbone behind them, especially during the pandemic (Etsy sellers contributed $13 billion and almost 3 million jobs to the economy last year). In this NOW episode, we discuss the evolution of microbusinesses and what they mean for the growth and resilience of our communities. Later, David Powell, co-portfolio manager of Brown Advisory's Large-Cap Sustainable Growth strategy, joined the conversation to discuss takeaways for investors.

“I’m 100 percent not you, and you’re 100 percent not me.”— Find out why that powerful reminder from guest Cassie Atteberry is the key to making the “people stuff” easier for you, your family, and your organization. In this episode, Cassie joins host Damien Martin to share insights to help you to show up as the best version of yourself, build higher-performing teams, and deliberately create a healthy and successful organizational culture.

Singapore has been trending upward—becoming the place that is increasingly synonymous with family offices. Since 2019, Singapore has seen a growing number of high-profiled businesspeople establish family offices there. In addition to tax incentives, interest in Singapore is fueled by the potential growth in Asia, where many see the island nation as a gateway to the region. Apart from tax and other external driving forces, Singapore has attractive investment incentives available for family offices or family investment vehicles.

Is the Special Purpose Acquisition Companies (SPACs) market dimming? Not likely. Even as the SPAC market takes a breather from its hypersonic acceleration in early 2021, new funders are stepping into the picture. In this webcast, the presenters examined the SPAC environment, evolving deal structures, participants, and risks, as well as important federal regulation changes.

Uber rethought and deconstructed the traditional value chain in its industry to create a new technology-enabled business model centered on enlisting the capabilities, assets, or knowledge of others. It was the Uberization that pointed toward a new way of creating value and gaining scale, showing its potential for asset managers who are looking past their institutional blinders and carefully observing their environment and weighing alternative ways of doing business.