Adding real assets to your portfolio may help diversify your strategy — and can protect against the effects of inflation in the future. Learn how real assets such as commodities, real estate, oil and minerals may continue to benefit investors as they seek quality investments in a down economy.
Get Real Assets
Preparing for Philanthropy
Leaving a lasting legacy often involves making philanthropy a part of your wealth transfer plan. In this final installment of a four-part series based on Northern Trust’s book, “Legacy: Conversations About Wealth Transfer,” we discuss how you can maximize the effect of your giving.
Retire Well
To truly enjoy life after work, you need to plan ahead. No matter how close you are to retiring, now is the time to create a plan — or revisit your old plan — so you can feel more secure about your future. We discuss some strategies to consider.
Global Economy, Small World
Consider a Roth IRA Conversion
The Roth IRA Conversion Opportunity
Globalization has made the world smaller, especially from an economic perspective. And as the recent economic crisis has shown, what happens in one part of the world can have a ripple effect on everyone else.
Consider a Roth IRA Conversion
See Ray Odom, director of Wealth Transfer Services, in this video podcast as he talks about the benefits of making a Roth IRA conversion for affluent investors. Listen to the discussion, and download Northern Trust’s guide, “The New Roth IRA Conversion Opportunity,” to learn more.
The Roth IRA Conversion Opportunity
Waking Up in Recovery - Part I
We’ve made it to recovery, but it won’t be quick or easy. In this video podcast, Paul Kasriel, Northern Trust’s chief economist, takes a fresh look at the economy, the headwinds we face and future engines for global growth.
Take Charge Now to Retire Well
Watch this video podcast with Nancy Lyon, a senior vice president in Northern Trust’s Wealth Strategies Group, as she discusses preparing for “the new retirement,” or download Northern Trust’s new ebook, “Navigating the New Retirement.”
Balancing Your Life Goals and Financial Resources
Please contact your relationship manager or send an e-mail to wealthmagazine@ntrs.com, if you would like a Northern Trust professional to contact you.
