Perspectives

Explore our thought leaders’ latest insights and ideas.

The New Commute: From Kitchen to Your Living Room

The New Commute: From Kitchen to Your Living Room

As COVID-related office closures extend beyond their initial expected lives, both employers and employees have learned to embrace the concept of Work from Anywhere: a new reality where as long as an employee has internet and cell service, work can be done.
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Expecting the Unexpected: What Documents to Gather

Expecting the Unexpected: What Documents to Gather

Are you prepared for the unexpected? Gathering key documents in advance can go a long way toward reducing problems for you if an unforeseen disaster ever strikes. Because many disasters give little or no warning, it is important to take the time to prepare now — saving time, money and heartache in the event of an emergency.
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The Future of Learning

The Future of Learning

With the advent of YouTube and other video sites, new methods of instruction have developed, and the amount of knowledge being shared on platforms is enormous. What does this mean for the future of learning?
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Trends 2021

Trends 2021

Our investment team outlines 12 trends to watch for in the coming year.
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Giving With Intent: How to Evaluate Nonprofits

Giving With Intent: How to Evaluate Nonprofits

Taking time to vet your favorite organizations can help you ensure your money will make a meaningful difference and that your donations will be tax-deductible.
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Problem-Solving with a Poetic Break

Problem-Solving with a Poetic Break

Chief Operating Officer Amy Anastasoff shares the rewards and challenges of the complex role she fills for the fixed income team.
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Solid Financial Education Can Help Teens Become Successful Adults

Solid Financial Education Can Help Teens Become Successful Adults

Academics and experts agree: A solid financial education provides important tools for successfully navigating the sometimes-complex matters that we all face in adulthood. But are young people gaining the knowledge that can help them make critical financial decisions?
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Strategies to Minimize Taxes, Regardless of Your State of Residency

Strategies to Minimize Taxes, Regardless of Your State of Residency

You probably selected your state of residency based on several factors, such as where you grew up, proximity to family or friends, climate and/or the location of your job. A factor you may not have taken into account is the financial impact that comes with your decision to reside in a particular state.
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Diversity in Company Leadership: More Work to Be Done

Diversity in Company Leadership: More Work to Be Done

The rapid growth of environmental, social and governance (ESG) investing over the past decade has been a galvanizing force in making companies consider the interests of all “stakeholders” in their business decisions, rather than only shareholder interests.
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Urban Exodus: Americans Heading to the ’Burbs

Urban Exodus: Americans Heading to the ’Burbs

While many Americans have been spending more time in their homes, others are busy relocating to new homes. In fact, the U.S. may be experiencing a new “urban flight” — an increase in the numbers of large-city dwellers escaping to the suburbs.
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