What’s Really Powering Growth In AI?
Columbia Threadneedle’s equity analysts and technology investment teams have been following AI since its inception to identify key players and areas of growth. At its heart, opportunity in AI is driven by growth in the need for computing power.
Fed Commentary Economic Research Report
The Federal Reserve’s decision on 9/18 to cut interest rates by 0.5% signals a shift towards stimulating economic growth amid uncertainty about inflation. Read First Trust’s Economic Research Report to understand how this policy change may affect your financial strategy.
Fade The Election
History suggests Presidential elections are not nearly as important to the financial markets as the media plays them up to be, and a focus on fundamentals rather than political slogans has generally been beneficial.
Bitcoin – Why Now? Eaglebrook Advisors
Bitcoin’s legitimacy as an asset has never been higher due to the recent shift in traditional institutions’ stance.
Confronting the Money Taboo Capital Group
Americans would rather talk about anything besides money, Capital Group survey funds.
10 Things You Should Know About Bull Markets
Like sunshine after rain, up markets have always followed down markets. Here’s what you need to know about rising, or bull, markets.
Inflation Data Adds to Good News For the Fed & Bonds Guggenheim
Today’s better inflation and Fed environment suggests that the most worrisome scenarios are dissipating, and gives a positive sign for those looking to invest in bonds.
The Price of Panic – HartfordFunds
In any crisis, “playing it safe” to avoid losing your money can seem like the only rational strategy. However, history shows that long-term investors who stayed the course through crises and didn’t lose sight of their financial goals have been rewarded.
A Guide to Private Markets Hamilton Lane
Consider investing in private markets to better diversify your portfolio.
Customized ESG Portfolio Fact Sheet Ethic Investments
The way we make everyday purchasing decisions has drastically changed over the last decade. So why don’t we treat our investments the same way?
Parallels to the 1973 Market Shocks May Be Imprecise T. Rowe Price
Recession in U.S. appears unlikely amid reopening economy.
Organizing Your Financial Records – MFS
Organizing Your Financial Records. Many people struggle every time they open their mail or email. They ask themselves, “Is this important? Do I need this? Should I keep it? Should I throw it away?”
A Checklist to Consider – What You Need Your Survivors to Know
A carefully crafted estate plan can be one of the greatest gifts you give to your loved ones. Leaving behind a plan that clearly indicates where your important documents are kept can make it easier for your survivors to carry out your wishes.
What to Do When a Loved One Dies
When a loved one dies, the details that need to be taken care of by survivors may be particularly overwhelming because it is such an emotional time. This checklist is intended to be a reminder of some of the details that may need to be attended to, both immediately and afterward.
Why You Shouldn’t Abandon Bonds Vanguard
Bond prices may not matter as much as you might think they do. Bond interest may be more important.
Pooled Income Funds Charitable Planned Giving State Street
A pooled income fund is a planned giving arrangement that combines your gifts with those of other donors for investment purposes.
The Swift Collapse of Silicon Valley Bank Columbia Thread Needle
How did a bank at the heart of the innovation economy end up going bust?
Investing In A Highly Politicized Climate
Investors contend with different emotional influences as they try to manage their portfolios and seek their long-term goals. One of the strongest influences – and potentially, most problematic – is politics.
10 Things Veterans and Service Members Should Know
From state tax breaks to financial counseling, the benefits available to servicemembers are abundant, but may not be well understood.
Is a Roth IRA Conversion Right For You?
After you’ve assessed your current and future income tax brackets, the above guide should help you better understand your options.
Artificial Intelligence Cheat Sheet
Artificial intelligence comes in many forms, and despite years of overpromising, AI doesn’t comprise sentient machines that reason like humans. Rather, AI encompasses more narrowly focused pattern matching at scale to complement human reasoning.
Being A Caregiver
In any crisis, “playing it safe” to avoid losing your money can seem like the only rational strategy. However, history shows that long-term investors who stayed the course through crises and didn’t lose sight of their financial goals have been rewarded.
The AI Revolution
AI is no longer just a trend, but a full-blown movement now. Read Linda Duessel’s report for an easy-to-understand yet in-depth analysis of what’s in store next for artificial intelligence!
Real Estate Investing
Distinguish yourself as a real estate pro not just with skilled real estate investing but also by taking real estate tax deductions to keep more cash in hand.
Maximizing an Inheritance Estate Planning
When creating a comprehensive estate plan, having a clear understanding of, and properly planning for these taxes will help ensure your beneficiaries get the largest inheritance possible.
It’s Tax Time : The Frustrations of Form 1099
What exactly is a Form 1099, why can they be so frustrating to process, and how do you manage the problem of receiving an amended one? Read our financial white paper to learn more!
5 Steps to Retiring with $2 Million
We’ve put together 5 steps you can take to increase the size of your nest egg and considerations for a well-thought out, customized, retirement plan in this white paper.
Building and Protecting Net Worth
As your net worth increases, so does the responsibility of managing it. “An Attorney’s Guide to Building and Protecting” white paper will guide you to how to build net worth.
24 Karat Shine or Pyrite for Your Portfolio?
Does gold belong in your investment portfolio? This white paper will discusses some drawbacks of owning gold within a diversified financial wealth investment portfolio.
Digital Security Basics
Millions of workers have begun to work from home during the COVID-19 pandemic. This white paper will give you tips for Digital Security best practices to help prevent cybercrime.
IRS Scams: The Big Six of the Dirty Dozen
The most commonly practiced tax scams that the IRS identifies each year. Which of these current and past IRS scams should you be most worried about? We discuss six worth keeping a special eye on.
Own a Concentrated Stock Position?
How can an investor mitigate the risk of having too much of their net worth concentrated in a single appreciated stock, and avoid significant tax liabilities? We explore 5 effective strategies.
Restricted Stock Units RSUs
Restricted Stock Units, can be a significant component of an employee’s compensation package. But what exactly are rsu restricted stock? How do you know the taxation of restricted stock units?
Qualified Opportunity Fund (QOF)
Investing in an Opportunity Zone through a financial wealth investment called a Qualified Opportunity Fund (QOF), investors have the opportunity to defer, reduce, and eliminate capital gains taxes.
The 411 on Estate Planning
An estate plan is a collection of documents that specify how you want your assets distributed upon incapacity or death. Find out the answer to this question, what estate planning documents do I need?
Responsible Investing (RI)
Responsible investing (RI) is any investment strategy which seeks to consider social/environmental issues in addition to financial return. This white paper focuses on widely discussed types of strategies.
Tax-Efficient Retirement Income Strategies
A tax-efficient retirement income strategy is crucial to maximizing an investor’s probability of success in retirement. But what exactly is this strategy? Why is it important? Below we will tackle these questions and more.
Is Your 401(k) in Disarray?
Is your company-sponsored 401(k) retirement plan structured and optimized properly to help you and your employees maximize the myriad of economic, investment, and tax benefits?
Optimize Your Charitable Intentions
Are you optimizing your philanthropy and gifting strategy? Read this financial white paper to find charitable giving strategies designed to help you better understand your options.
TPW Estate Planning Checklist
Estate planning is an important personal way to plan for the inevitability of death. Here are 6 elements of Estate Planning for you to consider now.
Year End Young Professional Financial Checklist
Take a closer look at our end-of-year estate planning checklist, which can (should?) be used in conjunction with your year-end financial planning.
Minimizing Costs, Fees, and Tax Reducing Strategies
Reduce investment costs and minimize taxes to keep more of your money. Save more money by minimizing costs, taxes, expenses, and fees, and other tax reducing strategies.
Secure Act 2.0 Checklist 11 Key Provisions
From retirement savings to student debt, the Secure Act 2.0 is an extremely impactful piece of brand new legislation. The SECURE Act 2.0 brings lots of changes for employers.
Required Minimum Distributions
What are Required Minimum Distributions, RMDs? How should an individual plan for them within the context of a tax-efficient retirement strategy? Download to learn more about RMDs.
2025 Tax Reference Guide
The 2025 Tax Reference Guide simplifies tax planning with updated rates, deduction, and deadlines. Maximize savings and stay RIS-compliant with ease.
