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Client Life Events
It’s time to have “The [estate planning] Talk”
This piece is approved to use with clients.
Fretting about how to broach the subject of wealth transfer with your parents? You’re not alone. Wealth Strategist Ben Rizzuto offers suggestions on how to make “The Talk” a little easier and more productive.
Goals/Needs-Based Investing
Successful charitable giving plans start with “why”
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Wealth Strategist Ben Rizzuto discusses the importance of understanding the motivations behind investors’ charitable giving aims and how advisors can help clients clarify and achieve their goals.
Macroeconomic & Geopolitical
Inflation Went Wild; Here’s How It Might Be Tamed
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As inflation begins to moderate, Olga and Hugo examine the structural forces shaping the medium-term outlook in four categories: energy, housing, goods, and services.
Alternative Investments
Demystifying private markets: The markets have changed, so have perspectives on allocations
We believe private markets can improve investors’ financial security and make financial plans more resilient.
Alternative Investments
The case for private markets: three things to know
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Investors should consider three important benefits as they evaluate allocating to private markets.
Goals/Needs-Based Investing
Regrets, I’ve had a few: 7 common financial regrets (and how to avoid them)
Curated content for RIAs.
Retirement Director Ben Rizzuto explains how we can learn from the regrets of others to better prepare for the future and shares seven steps to help ensure we don’t lament our past financial decisions.
Macroeconomic & Geopolitical
Taking an Economic Pulse
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Every decade brings a different economic environment. What’s set to impact the 2020s? In this episode of The Active Share, join Hugo with guest Olga Bitel, partner and global strategist for William Blair Investment Management, for a wide-ranging discussion of what’s driving the U.S. and global economies, including inflation, recession risk, productivity, geopolitics, and interest rates.