Nov. 14, 2017 | 3:00 pm ET

Global Market Outlook 2018: Uncovering Opportunities

Global monetary policies have begun shifting as the U.S. Fed interest rate normalization process advances and other central banks, like the European Central Bank, have taken a more hawkish stance. Worldwide economies are experiencing tepid growth rates and companies with attractive valuations have become increasingly harder to find.

As the environment has become more challenging to navigate, our active management approach can help investors uncover opportunities on the right side of change.

Nov. 14, 2017 | 2:00pm ET

Highlights of Notre Dame Conference

Martin Shenkman will review the most important points discussed at the Notre Dame Tax and Estate Planning Institute.

For example, he’ll cover estate-planning in a time of uncertainty, protecting your client’s data and succession planning for the family business.

Nov. 9, 2017 | 2:00pm ET

Valuation Implications of the Proposed Tax Regulations

On Sept. 27, 2017, the White House, House Ways & Means Committee and the Senate Finance Committee released a 9-page Republican framework for tax reform with an aggressive objective of passage by the end of 2017. On Oct. 19, 2017, the Senate passed a Republican budget resolution that would pave the way to consider tax reform later this year

Included in the GOP proposed tax framework are significant changes to business and personal income tax attributes that could have a material effect on the way valuation experts appraise the value of businesses and their equity ownership interests.

Nov. 29, 2017 | 2:00pm ET

Millennials, Money, and the Happiness Factor: Aligning your approach to Millennial hearts and minds

Most Millennial studies tell only half the story, focusing on dollars but overlooking humanity.

That’s why our 2017 Millennial Survey brought the love, asking about happiness, priorities, and passions. The results revealed what makes Millennials tick and how they feel about financial advice.