Investments

RESEARCH IN ACTION: COSTCO

Estate Planning>

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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Equities/Stocks>

The Case for Integrated Wealth Management

There’s a dizzying array of firms and people providing wealth-management services, yet to most investors, they all look the same—because most of them do indeed share a common approach: They outsource the investment management of client portfolios to other firms. As David Barnard, Head of Bernstein Private Wealth Management, explains in his latest paper, “The Case for Integrated Wealth Management”, Bernstein is different and, we believe, better.
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Investments>

No Surprise, Timing is Everything

David Barnard, Head of Bernstein Private Wealth Management, reviews a year of seismic shifts in the political landscape and repeated reversals of market directions, in “No Surprise, Timing Is Everything,”.
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Planning

HOW TO GROW YOUR PHILANTHROPIC IMPACT

Estate Planning>

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?
Learn More

Estate Planning>

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?
Learn More

Economic Perspectives

Expansion or Recession?

Economic Perspective>

May CMO: Is the China Rally Real

The China A-shares market fell 33% last year as a multitude of concerns—trade wars, slowing economic growth, tightening monetary policies, and political rhetoric—converged. But in an about-face, the Chinese market is the best performing global market this year, up just over 33% through April. This turnaround has investors wondering if the rally is sustainable. We think it is.
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Wealth Planning>

Stop Reacting, Start Planning

The single best thing you can do to secure your financial future is to adopt a sound investment plan tailored to your particular circumstances and needs.
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