About the Author

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By the Author

Preserving Business Capital With a Buy Sell Agreement

My Business
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Learn about the features and benefits of a buy sell agreement when considering the sale of your business. A buy sell agreement is an essential part of a comprehensive exit strategy.The agreement should be treated as a living document that will evolve as a business moves through its life cycle and the owners’ personal circumstances change.

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Strategic Intelligence for Nonprofit Sustainability

Corporate & Institutional
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We define sustainability as the maintenance over extended periods of a portfolio’s purchasing power, provide an overview of ways nonprofits can meet their fiduciary responsibilities and cover a variety of important issues, including:The toll taken by a “lost decade” of reduced fixed income yields, along with increased equity market volatility both provide reasons to revisit asset allocation and spending policies.Changes to the U.S.

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Business Owners Outlook: 4Q 2019

My Business
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Our Business Owners Outlook is a quarterly survey that explores business owners’ concerns and outlooks on themes that are most important to them.  In this issue, “Is Now the Time to Sell?” survey respondents shared their attitudes toward transitioning their business in light of their perceptions of macroeconomic and political conditions.

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CITs: A Strategic Advantage for Today’s Forward-thinking Retirement Advisors

Collective Investment Trusts
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Collective investment trusts, the investment vehicles commonly known as CITs, are no longer the best kept secret in the multi-trillion-dollar U.S. retirement market. In fact, as of 2017, more than one-quarter of the $5.5-trillion in 401(k) assets in this country was invested in CITs, according to research firm Cerulli Associates[1].What are CITs?CITs are pooled, tax-exempt investment vehicles sponsored and maintained by a bank or trust company that also serves as the trustee.

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Millennial Investors: Determined to Make a Difference

Investment Management
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This investment insight discusses how Millennial investors are reshaping the world.  Millennials have now surpassed Baby Boomers as the nation’s largest demographic segment.Also the most diverse generation since the early 20th century, Millennials believe they will make a global difference.Millennial investors have developed a distinct passion for championing equality, social justice, and care for the environment.

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