Wealth Management Insights & Research
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Top Wealth Insights
Stay up-to-date on recent market developments, the global economy and fiscal policy with Northern Trust Wealth Management Chief Investment Officer Katie Nixon.
The risk profiles of property types and locations are shifting. Work with your advisors to identify and prepare for these changes.
The Northern Trust Institute
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Read the key provisions of the CARES Act and understand how they will impact your wealth plan.
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.
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.
Landlords have found themselves in uncharted territory but are finding ways to proactively prepare and respond.
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.
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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Our Wealth Experts
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.