WOMEN & WEALTH

Female Philanthropy

Now more than ever, forces are aligning for women to take the lead in the giving world. And with our new resources, female donors can connect with their full giving potential.

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RESPONSIBLE INVESTING

RESPONSIBLE INVESTING

Access to safe drinking water. Improving nutrition for poor children. Encouraging diversity in the boardroom. These are values that many of us can support. Now there’s a way to ensure your investments reflect them.

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WHAT TO EXPECT WHEN YOU’RE EXPECTING TAX LAW CHANGES

As the 2020 election season gets underway, personal taxes are likely to factor prominently into the debate. How should clients position themselves before—or after—any new tax proposals become law?

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Bernstein Insights

Podcast: Bernstein Insights

A trio of Bernstein Insights podcasts for high-net-worth investors lets private clients hear directly from senior leaders at Bernstein. “The Pulse” offers a monthly capital markets outlook, while “Women & Wealth” addresses the unique needs of women as they connect with their wealth. “Inspired investing” covers the overall financial health of nonprofit organizations. New episodes drop every Tuesday.

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July CMO: The X’s and O’s of Tariff Management

Despite talks between the US and China at the G20 Summit, the threat of trade escalation looms. If the US proceeds with tariffs on “List 4”— goods like toys, sneakers and apparel— consumers are likely to feel the effects. The question for investors: How will companies navigate higher import costs?

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Philanthropy

Empowering Philanthropy

A passion to make the world a better, friendlier, or healthier place and establishing a legacy that ensures your family will be taken care of for years to come is the cornerstone to empowering philanthropy.

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Live Once Plan Often

Planning amid Uncertainty

Financial planning is daunting to many younger investors, because they typically can’t foresee what their income or their spending needs will be. But younger investors also have an advantage: greater flexibility.

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