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 What news do you want first? Part 1 & 2Hopeful signs and hidden landmines Paul Kasriel, Chief Economist, Northern Trust Company |
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The global recovery feels different, depending on where you are. Paul Kasriel, Northern Trust’s Chief Economist, looks ahead at prospects for jobs and global growth — and some tripwires along the path. |
 June Perspective HighlightJim McDonald, Chief Investment Strategist |
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Jim discusses recent market events, including:
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 The Roth IRA Conversion Opportunityby Raymond C. Odom, Director of Wealth Transfer Services, Northern Trust |
 Analysis and Commentary on the Future of Emerging Marketsby Greg Behar, Investment Strategist, Northern Trust Global Index Management |
 Navigating the New Retirementby Nancy Lyon, Senior Vice President, Wealth Strategies Group, Northern Trust |
| Waking up in Recovery, Part 2 by Paul Kasriel, Chief Economist, Northern Trust Company |
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A slow return to health |
 Be Knowledgeable and Nimble: Year-End Tax Planning, 2009by Grace Allison, Tax Strategist, Personal Financial Services, Northern Trust |
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This podcast should be of interest to affluent individuals thinking about year-end tax planning. |
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| Waking up in Recovery, Part 1 by Paul Kasriel, Chief Economist, Northern Trust Company |
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Lessons behind us, challenges ahead. |
 When Recognizing Losses, How Much is Enough?Gregory R. Pasieka, CFA |
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Gregory discusses how many clients and prospects have unrealized losses throughout their investment portfolios with the substantial declines in the equity markets. |
 Preparing for Philanthropyby Marguerite Griffin, National Director of Philanthropic Services and Grace Allison, Tax Strategist |
| This podcast is the fourth in a series based on our book titled Legacy: Conversations about Wealth Transfer. Our experts will discuss how you can integrate your philanthropic choices into a cohesive plan that enables you to support the causes you believe in, while maximizing the impact of your giving. |
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| Coming Out of the Downturn, Part Two by Paul Kasriel, Chief Economist, Northern Trust Company |
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As we see glimmers of an exit from the recession, Paul Kasriel, Northern Trust's Chief Economist, examines evidence to answer the question "Is the Worst Over?" |
| Coming Out of the Downturn by Paul Kasriel, Chief Economist, Northern Trust Company |
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Paul Kasriel, Northern Trust's Chief Economist, discusses the current economic climate and the potential impact on market consumption during any recovery. |
| Wealth Transfer Strategies by Hugh Magill, Chief Fiduciary Officer and National Director of Trust Services, The Northern Trust Company, Chicago |
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This podcast will be of interest to you if you are considering transferring your wealth, either while you are alive or at your death. It includes commentary on which strategies offer the greatest opportunity to reduce taxes, allowing you to maximize the amount that goes to your beneficiaries. |
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| Microfinance: A Primer for Donors and Investors by Marguerite Griffin, National Director of Philanthropic Services, Northern Trust |
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This podcast centers on the fundamentals of an emerging philanthropic opportunity, Microfinance. It will be of interest to individuals who want to explore ways to use charitable gifts and investments to alleviate poverty and who are otherwise seeking to participate in high-impact philanthropy. |
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| Wealth Transfer Fundamentals by David Connell, Chief Fiduciary Officer, Southwest region |
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This podcast is based on Northern Trust's book titled Legacy: Conversations about Wealth Transfer. This podcast provides information on developing a basic understanding of key planning documents and the use of available tax exemptions, exclusions and deductions to decrease your tax liability, as well as the role that trusts can play in helping you achieve a wide variety of wealth management and transfer objectives. |
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| Creating Your Wealth Transfer Plan |
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This podcast will be of interest to those who want to learn what to consider when transferring wealth to family members or charity, whether during life or at death. |
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 How Financial Planning Can Make the Most of a Liquidity EventGregg Yaeger, Senior Vice President and Director of Northern Trust's Financial Consulting Group |
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Gregg discusses key financial planning strategies you can use when confronted with a significant change in your financial situation due to a sudden liquidity event. |
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| The Diversity of Philanthropic Motivations by Marguerite Griffin |
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The Diversity of Philanthropic Motivations will help you understand your motivations and objectives for charitable giving. |
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| The Diversity of Philanthropic Solutions by Grace Allison |
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The Diversity of Philanthropic Solutions will help you, your family and your other advisors evaluate alternative charitable solutions. |
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 Managing Riskby Michael Leon |
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When it comes to managing a complex portfolio, risk is ever-present. Though often unforeseen, risk is part of any investment and can present itself on both sides of the balance sheet. This podcast will be of interest to investors who want to learn more about managing both investment and rate risk. |
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