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Trends & Strategies

Stay informed about ongoing developments impacting wealth management.

Featured Insights

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    Navigate to Beyond Sunset: Planning for a New Tax Landscape
    Trends & Strategies

    Beyond Sunset: Planning for a New Tax Landscape

    Read our insights for individuals, businesses and donors.

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    Navigate to A New Tax Landscape: Your Questions Answered
    Trends & Strategies

    A New Tax Landscape: Your Questions Answered

    Explore answers to the most pressing client questions

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    Navigate to Six Wealth Planning Strategies for Volatile Markets
    Markets

    Six Wealth Planning Strategies for Volatile Markets

    Periods of stress present significant opportunities for optimizing your plan.

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    Navigate to 10 Steps to Reduce Your Risk of Cyber Fraud
    Trends & Strategies

    10 Steps to Reduce Your Risk of Cyber Fraud

    Reduce your risk of identity theft and fraud.

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    Navigate to Secrets of Enterprising Families Podcast
    Money Masterclass

    Secrets of Enterprising Families Podcast

    Nikè Anani and Eric Czepyha share strategies that enterprising families use to navigate pivotal life events.

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Please enter your email address to update your preferences or create a new profile and subscribe to receive insights on the latest wealth trends and strategies. Articles, videos and podcasts cover a full range of topics across financial planning and the markets.

Explore All Trends & Strategies Insights

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    Navigate to Beyond Sunset: Planning for a New Tax Landscape
    Trends & Strategies

    Beyond Sunset: Planning for a New Tax Landscape

    Read our insights for individuals, businesses and donors.

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    Navigate to A New Tax Landscape: Your Questions Answered
    Trends & Strategies

    A New Tax Landscape: Your Questions Answered

    Explore answers to the most pressing client questions

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    Navigate to Land and Legacy: A Conversation with John Onderdonk
    Trends & Strategies

    Land and Legacy: A Conversation with John Onderdonk

    Insights from our National Practice Leader of Agricultural Properties

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    Navigate to Six Wealth Planning Strategies for Volatile Markets
    Markets

    Six Wealth Planning Strategies for Volatile Markets

    Periods of stress present significant opportunities for optimizing your plan.

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    Navigate to The Power of Early: The Annual Gift Tax Exclusion
    Trends & Strategies

    The Power of Early: The Annual Gift Tax Exclusion

    Maximize the benefits of the annual gift tax exclusion.

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    Navigate to Make Your Impact, While Achieving Your Financial Goals
    Trends & Strategies

    Make Your Impact, While Achieving Your Financial Goals

    What difference do you want to make?

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    Navigate to Can Impact Investing Further Your Organization’s Mission?
    Trends & Strategies

    Can Impact Investing Further Your Organization’s Mission?

    Drive positive social outcomes through impact investing.

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    Navigate to ESG as a Risk Management Tool
    Trends & Strategies

    ESG as a Risk Management Tool

    Understanding the varying forms of risk is central to investing.

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    Navigate to How to Reduce Your Audit Risks
    Trends & Strategies

    How to Reduce Your Audit Risks

    Best practices for reducing the likelihood of audit, and how to be prepared in the event of one.

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    Navigate to ESG and “Tracking Error”
    Trends & Strategies

    ESG and “Tracking Error”

    How closely should portfolio return mirror benchmark performance?

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    Navigate to Three Considerations to Optimize Your Cash Management
    Trends & Strategies

    Three Considerations to Optimize Your Cash Management

    An individually tailored plan for liquidity as well as yield

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    Navigate to Trusts and Sustainable Investing: Building the Bridge
    Trends & Strategies

    Trusts and Sustainable Investing: Building the Bridge

    Incorporate ESG strategies into trusts with family values statements.

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    Navigate to Disability Insurance: Is Your Coverage Enough?
    Trends & Strategies

    Disability Insurance: Is Your Coverage Enough?

    Company plans can leave high-earners with a coverage gap.

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    Navigate to ESG’s Influence on a Portfolio
    Trends & Strategies

    ESG’s Influence on a Portfolio

    Understand how investment factors differ between ESG funds and conventional funds.

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    Navigate to ESG Myth Busting
    Trends & Strategies

    ESG Myth Busting

    Five common ESG investing myths.

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    Navigate to Preparing for Potential State Wealth Taxes
    Trends & Strategies

    Preparing for Potential State Wealth Taxes

    Understand wealth planning strategies to prepare for potential new state taxes on wealth.

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    Navigate to Divorce in Today’s Economy
    Trends & Strategies

    Divorce in Today’s Economy

    While divorce is often expensive, higher inflation is making it even more costly.

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    Navigate to Charitable Giving in a Down Market
    Trends & Strategies

    Charitable Giving in a Down Market

    Using time, talent, treasure and ties to make an impact.

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    Navigate to Spotlight on ESG Ratings and Rankings
    Trends & Strategies

    Spotlight on ESG Ratings and Rankings

    ESG tools can help you meet your investment and sustainability goals.

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    Navigate to 10 Cybersecurity Practices to Protect Your Business
    Trends & Strategies

    10 Cybersecurity Practices to Protect Your Business

    Follow these steps to build an effective program.

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    Navigate to Can a Private Equity Partner Help Grow Your Business
    Trends & Strategies

    Can a Private Equity Partner Help Grow Your Business

    Assess if a private equity partner is right for your business.

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    Navigate to Wealth Planning for Couples Without Children
    Trends & Strategies

    Wealth Planning for Couples Without Children

    Northern Trust Institute President Pamela Lucina discusses planning considerations for couples without children.

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    Navigate to ESG Integration and Exclusion Explained
    Trends & Strategies

    ESG Integration and Exclusion Explained

    Two prominent ESG strategies can help investors align portfolios and values.

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    Navigate to Annual Bonus Planning: Strategies to Help You Meet Your Long-Term Goals
    Trends & Strategies

    Annual Bonus Planning: Strategies to Help You Meet Your Long-Term Goals

    Learn strategies for making the most of your annual bonus.

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    Navigate to To Roth or Not to Roth?
    Trends & Strategies

    To Roth or Not to Roth?

    Learn why it may be an advantageous time to convert your retirement savings to a Roth IRA.

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    Navigate to Tipping the Scales: Balancing Private & Public Investments
    Markets

    Tipping the Scales: Balancing Private & Public Investments

    Investors are reconsidering the value of private investments.

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    Navigate to Year-End Planning: Challenging Assumptions
    Trends & Strategies

    Year-End Planning: Challenging Assumptions

    Experts share strategies to prepare for the new year.

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    Navigate to Divorce and Illiquid Assets: Strategies for Moving Forward
    Trends & Strategies

    Divorce and Illiquid Assets: Strategies for Moving Forward

    How to split private business interests in divorce.

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    Navigate to Preparing for IPO-Generated Wealth:Your Questions Answered
    Trends & Strategies

    Preparing for IPO-Generated Wealth:Your Questions Answered

    Learn how your company’s IPO may affect your financial plan.

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    Navigate to Interview With an ESG Expert
    Trends & Strategies

    Interview With an ESG Expert

    Northern Trust ESG Director Sharee Hassan discusses sustainable investing.

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    Navigate to Supporting Female Founders Through Private Investing
    Trends & Strategies

    Supporting Female Founders Through Private Investing

    Build your wealth while supporting female entrepreneurs.

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    Navigate to Interstate Relocation Checklist
    Trends & Strategies

    Interstate Relocation Checklist

    Follow these steps to navigate the financial aspects of your move.

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    Navigate to Effective ESG: Align Your Portfolio With Your Values
    Trends & Strategies

    Effective ESG: Align Your Portfolio With Your Values

    Align your investments and values to achieve your financial goals

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    Navigate to Does Cryptocurrency Belong in Your Portfolio?
    Trends & Strategies

    Does Cryptocurrency Belong in Your Portfolio?

    Learn our view on cryptos’ role within asset allocations.

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    Navigate to Understanding the QSBS Tax Exemption
    Trends & Strategies

    Understanding the QSBS Tax Exemption

    An under-utilized opportunity offers big tax savings.

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    Navigate to Executive Women Survey: Insights on Finance and Home Life
    Trends & Strategies

    Executive Women Survey: Insights on Finance and Home Life

    Women executives share their thoughts on investing and home life.

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    Navigate to 10 Steps to Reduce Your Risk of Cyber Fraud
    Trends & Strategies

    10 Steps to Reduce Your Risk of Cyber Fraud

    Reduce your risk of identity theft and fraud.

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    Navigate to Trust Chasms: Breaking Down Barriers with Younger Beneficiaries
    Trends & Strategies

    Trust Chasms: Breaking Down Barriers with Younger Beneficiaries

    Build successful trustee-beneficiary partnerships.

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    Navigate to Making Decisions as a Family
    Trends & Strategies

    Making Decisions as a Family

    Expand your dialogue to make better decisions and communicate purpose.

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    Navigate to The New Longevity and End-of-Life Care
    Trends & Strategies

    The New Longevity and End-of-Life Care

    Prepare, communicate and revisit your advance directives.

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ABOUT THE INSTITUTE

The Northern Trust Institute is a collaboration of more than 175 experts who harness insights from real-world client outcomes and equip our clients with advice that is tested, meaningful and timely.

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