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Wealth Management Insights & Research

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Top Wealth Insights

Read the key provisions of the CARES Act and understand how they will impact your wealth plan.

Learn our views on inflation, cash allocations, high yield bonds and more.

  

More Top Wealth Insights

Wealth Management CIO Katie Nixon puts this week’s economic data and oil price fluctuations in perspective.

There are sanitation benefits to not handling cash and, in light of COVID-19, some merchants are encouraging customers to use cashless methods.

How COVID-19 impacts private business transactions and what you can do to prepare.

  

Wealth Planning

Seize opportunities to improve your wealth plan during this market downturn.

Predictable and unpredictable factors that will shape your wealth plan in 2020.

  

Methods for preparing for some of the most common concerns associated with inbound wealth, outbound wealth and cross-border marriages.

The allure of a foreign vacation home is simple. The surrounding wealth planning issues often are not.

  

More Wealth Planning Insights

Identify where/how art fits into your approach to wealth management.

There is an array of non-financial and financial decisions to be made in order to maximize the full potential of giving.

Irrevocable trusts could leave the trustee unable to cope with changing circumstances or investment challenges.

  

The program can be confusing, but some baseline knowledge can go a long way.

High valuations do not change the vital role that private equity can play in your portfolio.

Threats are mounting, but effective controls and regular education can reduce risks significantly.

  

Investing

Investor patience and coordinated policy actions are needed during this phase of the crisis.

It pays to be aware of our blind spots.

  

MORE INVESTING INSIGHTS

What questions should you be asking to develop a goals-driven investment strategy?

Protect your portfolio against unexpected inflation.

Consider building a portfolio reserve to avoid making short-term decisions that could jeopardize long-term goals.

  

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Discover cutting-edge wealth trends and topics in our wealth management thought leadership.

  

Our Wealth Experts

Katie leads the national investment management practice for Northern Trust’s Wealth Management business from the firm’s Chicago headquarters.

Peter is responsible for the application of leading research to the wealth management investment process.

Suzanne L. Shier is the Wealth Planning Practice Executive and Chief Tax Strategist/Tax Counsel for Wealth Management at Northern Trust and serves on the Wealth Management Operating Group.

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