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The Tax Cuts and Jobs Act introduced transformative changes to the U.S. tax code, many of which are set to expire at the end of 2025. It will impact us on many levels, but for those with a philanthropic strategy, what are the changes there?

We have all seen how extreme weather events can have a devastating impact on people’s lives and their property. Insurance premiums have risen in some markets as risks of wildfires, hurricanes and floods have increased. Are homeowners and investors starting to integrate this risk into their real estate decision-making?

This is the 4th episode of the series, “The era of AI.” We have a conversation with Joe Wilson, Lead Portfolio Manager US Technology at JP Morgan about how AI is impacting everything energy touches. In the evolution of AI, where are we going?

We are talking about Emerging Markets, and if things fall into place, is there a possibility that EM assets could perform well? With so many outliers right now, the question is timelier than ever.

John Lennon once said, “Life is what happens when you are busy making other plans.” That expression rings so true, especially when you are considering ways to protect yourself and your loved ones. So, how can you create a long-term protection plan?

Gifting season is right around the corner. There are a number of ways to send monetary gifts or donations, and one of the ways is through a “Donor Advised Fund” or DAF. But why have they become so popular. How do you get started?

This is the 3rd episode of the series, “The era of AI.” We have a conversation with Kevin Dennean, Equity Strategist, US Technology & Telecom at UBS about how AI is impacting equities. In the evolution of AI, where in the line graph are we, and where do we go from here?

Less than 2 weeks away from the US elections, Paul Donovan, UBS Chief Economist gives his ‘perception versus reality.’ We are seeing a more pessimistic bias, which doesn’t necessarily equal a negative reality. So, how should you ‘think’ as you prepare for election day?  

As the US election draws nearer and more rate cuts by the Fed are expected, we look to business owners and seasoned investors for their reactions. From unexpected surprises over the last few months to mountains of uncertainty, what signals should you be focusing on?

In its final days, the US presidential race couldn’t be tighter. Kurt Reiman, Head of Fixed Income, CIO Americas, advises worried investors not to vote with their portfolios, and shares tactical ways to prepare for potential volatility.