Your questions answered. Here are some of the most common misconceptions we address when planning around IRC Section 1202, otherwise known as the Qualified Small Business Stock (“QSBS”) exclusion: bit.ly/4b7tsfW

Hiring a team of interns to comb through documents for clues is a thing of the past. Our latest blog post explains how NLP, a branch of #AI , can help research analysts do this job faster and more efficiently: bit.ly/4a20Xig

The #electricvehicle industry is rapidly evolving, yet demand persists even with disappointing news from major players like Tesla.

Our experts take a hard look at the shifting #market dynamics on the blog: ter.li/aovgq2

Are comparisons between today's focus on #AI and the dot-com bubble misguided?

Our latest blog post looks at lessons learned and explores why today's tech boom is different: ter.li/mtwd99

As bank lending declines and public markets shrink, the private market universe continues to expand.

Matthew Bass, AB's Head of Private Alternatives, looks at the opportunities in #privatecredit in our latest outlook: bit.ly/446BkeL

Senior Investment Strategist Matthew Palazzolo spoke to Barron's to explain why high-quality #bonds could be an attractive #investment for those with excess cash.

Read the full article for more: bit.ly/3xEDOFe

Investors who are overly focused on data surprises may lose sight of the bigger picture: Central bank rate cuts are coming—and with them a major opportunity for #bond investors.

Here's how to strategize for today's environment: bit.ly/4dbLkrB

As investors look to diversify their portfolios and achieve attractive risk-adjusted returns, #alternative #investments have become increasingly popular. But did you know that they also offer valuable #wealthtransfer opportunities? Read: bit.ly/3PUSUN2

Are you ready? Recent research projects that baby boomer households will transfer over $53 trillion to younger generations and charitable organizations.

Learn how to navigate this complex process in our latest blog: bit.ly/3vK4TGu

2024 is off to a strong start for the #markets , but what impact will the upcoming US election have? CIO Alex Chaloff explores the possibilities in our Q1 outlook.

Download it here: ter.li/8gshj4

Ongoing stresses and dislocations in the #commercialrealestate market could be a prime opportunity to acquire high-quality assets at significant discounts to replacement costs and long-term values. Is it time to take a second look? bit.ly/4acDmfQ

Feel like your life is in flux? You're not alone. Take charge of your #financial future.

Managing Director Kim Davis shares four things you can do to survive and thrive during life's big turning points: bit.ly/3vqJYrF

Direct lending strategies have been rewarding for investors in recent years, and we believe 2024 will be no exception. Our latest blog post has insights on #asset selection, #portfolio construction, deal activity, and more: bit.ly/493caP3

Cleared for takeoff! Our latest blog analyzes the advantages of contractual #aviation leases, which offer strong cash flow and income potential. Get the details here: bit.ly/3x0iZDK

Many young #founders are already thinking about their next venture while also looking to minimize taxes when selling their #business . In this post, we look at the art of planning after a business sale: bit.ly/3Imal4Q

Investing in environmentally, socially, and financially productive projects can help tackle challenges like clean water and healthcare access.

Learn more about the impact of #municipalbonds : bit.ly/3P2Sio5

The market can't sustain the exuberance around the Magnificent Seven forever. We explore ways to identify hidden gems with strong earnings potential and attractive valuations. Get the details on the blog: bit.ly/49KJYBy

We can’t say for sure when the first cut will happen, but with the rate almost 3 percentage points above neutral, the scope for rate cuts over the next few quarters is massive. Staying on the sidelines could mean missing out.

Read our insight on the blog: bit.ly/48dtlx3

The tax asymmetry in mixed-citizenship marriages can significantly impact estate plans and financial arrangements. Shelly Meerovitch and Chris Opie examine ways to navigate this thorny landscape. Read more in Crain Currency: bit.ly/4bwMY60

Add purpose and intention to your #family gatherings. We share tried and true ways to plan a family retreat that reinforces #trust , strengthens #relationships , and passes down important #values .

Get the details on the blog: bit.ly/3OwfD1c