Understanding Wealth Transfer Planning Wealth transfer planning is important at any age, level of wealth or stage of life. Yet despite the importance of understanding the process, for many people, the fundamentals often remain unclear. This is the first in a four-part series about creating a legacy based on Northern Trust’s book, “Legacy: Conversations About Wealth Transfer.” Full article
Investing in a Volatile Market While the market may be fluctuating wildly, your portfolio will likely perform better if you hold steady and follow your investment strategy. We look at why making big changes in response to volatility can hurt your portfolio’s performance, and why you should maintain a level head despite the market’s ups and downs. Full article
Managing Life’s Transitions Whether you’re facing a transition, want to simplify your life, are pursuing a new goal or just want to improve how you function, you might benefit from working with a life coach. Here’s how — and when — they can help. Full article
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WEALTH MANAGEMENT PERSPECTIVES
Northern Trust’s Steven Schoenfeld helps investors size up exchange-traded funds as an investment strategy.
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INFORMATION EXCHANGE
The federal interest rates used to value certain gifts are at near historic lows. That makes these wealth transfer strategies even more appealing.
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INSPIRED LIVING: THE PRINCIPLES OF GOOD PACKAGING
A professional image consultant can not only help you project the image you want, but also stay on top of current fashion trends without ever leaving your home.
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NEWS & NOTES
Recent developments and activities at Northern Trust.
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The views, opinions and investment information expressed are those of the individuals noted herein, do not necessarily represent the views of Northern or any other person in the Northern organization and are subject to change based on market or other conditions.The material is provided for informational purposes only and should not be construed as investment, tax or legal advice or a recommendation to buy or sell a security. Northern disclaims any responsibility to update such views. Northern does not guarantee that the information supplied is accurate, complete or timely and does not make any warranties with regard to the results obtained from its use. Northern does not guarantee the suitability or potential value of any particular investment or information source. You should consult your investment, tax, legal and accounting professionals before taking any action.
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