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Wealth Management Daily Memo

SEPTEMBER 25, 2020

HIGH NET WORTH

A Primer for Post-COVID-19 Equity Award Modifications

Cory J. Thompson, Steve Hills and Brendan R. Smith

Several companies have elected to make changes to their executive compensation and incentive plans.

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REAL ESTATE

CARES Act Tax Provisions Could Help Real Estate Investors Increase Cash Flow

Jason Thompson and Kyle Sund

Comparing two key tax code changes in various combinations and scenarios using examples of $1 million in real estate investment shows dramatic differences and significant cost savings.  

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SPONSORED CONTENT

Rise in E-Commerce Increases Need to Consider ESG Impacts

Sponsored by Calvert Research and Management

As grocery e-commerce accelerates, watch these 4 ESG factors.

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INDUSTRY

The 10 Most Useless Phrases in Financial Markets

Barry Ritholtz

Catchy slogans are not only no substitute for critical analysis, they are often wrong.

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SPONSORED CONTENT

Searching for Yield in a Low Rate Environment

Sponsored by Principal Financial Group

Spectrum has produced a record of strong performance by consistently implementing its fundamental credit-based investment philosophy.

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Wealthies Circle Spotlight

DPM Research Paper: Control VS. Customization in Wealth Management

Contributed by MyVest

Advisor discretion doesn’t have to be a zero-sum game.

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