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?
Learn More

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.
Learn More

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,”.
Learn More

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>

June CMO: MMT, Topic Du Jour Entering the 2020 Election Season

Modern Monetary Theory (MMT) has moved from the fringe to broader public discussion recently, fueling concern from some investors about growing debt levels. We don’t expect MMT to replace our current economic structure, but its populist-inspired underpinnings will likely have a sizable influence on policy.
Learn More

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.
Learn More