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Trends & Strategies
Stay informed about ongoing developments impacting wealth management.
Featured Insights
- Election 2024
Election 2024 Results: Key Takeaways
Planning and market implications following the election.
- Trends & Strategies
10 Steps to Reduce Your Risk of Cyber Fraud
Reduce your risk of identity theft and fraud.
- Money Masterclass
Wealth Planning for Couples Without Children
Planning considerations for modern families.
- 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.
- Markets
Market Currents Podcast
Wealth Management CIO Katie Nixon pulls back the curtain on financial trends.
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Explore All Trends & Strategies Insights
- Trends & Strategies
2025 Business Owner Benchmark
Find out what strategies business owners are pursuing for 2025.
- Trends & Strategies
Make Your Impact, While Achieving Your Financial Goals
What difference do you want to make?
- Trends & Strategies
Can Impact Investing Further Your Organization’s Mission?
Drive positive social outcomes through impact investing.
- Trends & Strategies
ESG as a Risk Management Tool
Understanding the varying forms of risk is central to investing.
- Trends & Strategies
Tax Policy Resource Center
Research-based insights at the intersection of changing tax policy and managing complex wealth.
- Trends & Strategies
ESG and “Tracking Error”
How closely should portfolio return mirror benchmark performance?
- Trends & Strategies
Three Considerations to Optimize Your Cash Management
An individually tailored plan for liquidity as well as yield
- Trends & Strategies
Trusts and Sustainable Investing: Building the Bridge
Incorporate ESG strategies into trusts with family values statements.
- Trends & Strategies
Disability Insurance: Is Your Coverage Enough?
Company plans can leave high-earners with a coverage gap.
- Trends & Strategies
ESG’s Influence on a Portfolio
Understand how investment factors differ between ESG funds and conventional funds.
- Trends & Strategies
ESG Myth Busting
Five common ESG investing myths.
- Trends & Strategies
Preparing for Potential State Wealth Taxes
Understand wealth planning strategies to prepare for potential new state taxes on wealth.
- Trends & Strategies
Divorce in Today’s Economy
While divorce is often expensive, higher inflation is making it even more costly.
- Trends & Strategies
Charitable Giving in a Down Market
Using time, talent, treasure and ties to make an impact.
- Trends & Strategies
Spotlight on ESG Ratings and Rankings
ESG tools can help you meet your investment and sustainability goals.
- Trends & Strategies
10 Cybersecurity Practices to Protect Your Business
Follow these steps to build an effective program.
- Trends & Strategies
Can a Private Equity Partner Help Grow Your Business
Assess if a private equity partner is right for your business.
- Trends & Strategies
Wealth Planning for Couples Without Children
Northern Trust Institute President Pamela Lucina discusses planning considerations for couples without children.
- Trends & Strategies
ESG Integration and Exclusion Explained
Two prominent ESG strategies can help investors align portfolios and values.
- The Art of Collecting
What Are NFTs? Understand Estate Planning Challenges
Understand this trend and how to incorporate it in your wealth plan.
- Trends & Strategies
Annual Bonus Planning: Strategies to Help You Meet Your Long-Term Goals
Learn strategies for making the most of your annual bonus.
- 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.
- Markets
Tipping the Scales: Balancing Private & Public Investments
Investors are reconsidering the value of private investments.
- Trends & Strategies
Year-End Planning: Challenging Assumptions
Experts share strategies to prepare for the new year.
- Trends & Strategies
Divorce and Illiquid Assets: Strategies for Moving Forward
How to split private business interests in divorce.
- Trends & Strategies
Preparing for IPO-Generated Wealth:Your Questions Answered
Learn how your company’s IPO may affect your financial plan.
- Trends & Strategies
Interview With an ESG Expert
Northern Trust ESG Director Sharee Hassan discusses sustainable investing.
- Trends & Strategies
Supporting Female Founders Through Private Investing
Build your wealth while supporting female entrepreneurs.
- Trends & Strategies
Interstate Relocation Checklist
Follow these steps to navigate the financial aspects of your move.
- Trends & Strategies
Effective ESG: Align Your Portfolio With Your Values
Align your investments and values to achieve your financial goals
- Trends & Strategies
Does Cryptocurrency Belong in Your Portfolio?
Learn our view on cryptos’ role within asset allocations.
- Trends & Strategies
Understanding the QSBS Tax Exemption
An under-utilized opportunity offers big tax savings.
- Trends & Strategies
Executive Women Survey: Insights on Finance and Home Life
Women executives share their thoughts on investing and home life.
- Trends & Strategies
10 Steps to Reduce Your Risk of Cyber Fraud
Reduce your risk of identity theft and fraud.
- Trends & Strategies
The Power of Early: The Annual Gift Tax Exclusion
Maximize the benefits of the annual gift tax exclusion.
- Trends & Strategies
Trust Chasms: Breaking Down Barriers with Younger Beneficiaries
Build successful trustee-beneficiary partnerships.
- Trends & Strategies
Making Decisions as a Family
Expand your dialogue to make better decisions and communicate purpose.
- Trends & Strategies
The New Longevity and End-of-Life Care
Prepare, communicate and revisit your advance directives.
- Trends & Strategies
Modern Families Need Modern Estate Plans
Work with your advisors to create a plan best suited to your family.
- Trends & Strategies
Tying the Financial Knot: Unmarried Couples Need a Plan Too
Know your options as an unmarried couple.
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