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Millennials, in general, are avoiding the financial markets and instead keeping more of their money in bank accounts despite historically low interest rates. Just 26 percent of people under 30 invest in stocks, according to a 2015 survey by Bankrate.com. The key reasons can be attributed to the shift in generational behavior: distrust, flexibility,...

No matter how many times an entrepreneur has started a business, challenges abound. The marketplace is fickle in picking winners and losers, and any ego boost from other successes must be checked at the door of the new venture. But the challenges doesn’t stop many entrepreneurs from taking on multiple startup experiences. That’s increas...

From family members' well-meaning comments to unsolicited advice from friends and co-workers, it can seem as though everyone has an opinion on money matters. But if you listen to every piece of advice and perspective on saving for the future, you can quickly get overwhelmed and caught with the challenge of having too many goals. How can you pri...

When portfolios don’t deliver outcomes as expected, the number one question is “Why?” In this Risk Report, the answers are provided through an examination of more than 200 institutional equity portfolios, representing more than $200 billion assets. What was discovered may surprise you. From a portfolio’s exposure to uncompen...

Despite the challenging economic headwinds and shockwaves of 2022 continuing to reverberate, there are silver linings for those who focus on planning for the long term. In looking ahead, we examine wealth planning strategies through the power of resilience from four different lenses: multigenerational families, business owners, women, and philanthr...

Talking about wealth is every bit as important as creating a technical wealth plan—if not more so. Preparing a wealth transfer plan without helping your loved ones understand how to manage those assets in their own lives leaves the true process of sharing wealth incomplete and subject to real, but avoidable, risks. In this guide, you’ll find ways t...

Every family’s succession journey is unique, and the change can feel uncomfortable. To help navigate that transition in leadership, 32 former family office CEOs offer their succession stories with the intent of sharing their advice and lessons learned to light the path for those for whom such a transition may be on the horizon. Along with the impor...

The notable increase in consumer prices has sparked concerns around the effect of inflation on investor’s portfolios, wealth plans, and ability to fund goals. For investors, the best offense remains a good defense, and it is not too late to revisit your portfolio with an eye toward protection against the impact of inflation. We answer nine qu...

With below-average returns expected over the next five years, it’s clear that getting asset allocation right will be essential to delivering on the key challenges of our time: achieving purchasing power parity and avoiding any permanent capital impairment. By using a forward-looking, historically-aware framework for developing long-term return fore...

This article explains how Tax Advantaged Equity (TAE) portfolios are traded over time and illustrates how value is achieved over the course of the portfolio’s life. For a TAE portfolio with an objective to harvest available losses and minimize gains while managing risk, there will generally be a few major phases through the life of the portfolio, i...

Engaging and preparing the rising generation is often top of mind, as the wellbeing of future family leaders is of great concern. Setting out to understand the needs and wants of the rising generation, this research tapped into the wisdom and experience of 55 families, 28 future family leaders, and 38 family office executives. The practical advice ...