Bernstein Private Wealth Management

Don't leave your beneficiaries hungry for more! National Director of Bernstein's Institute for Trust and Estate Planning Jennifer Birchfield Goode is back to break down the benefits of #grantortrusts with a tasty chocolate milkshake. Watch now!

CIO Alex Chaloff spoke with Bloomberg ahead of today’s #election results, highlighting a shift toward low-volatility and dividend-focused investments amid market caution. Read the full text: https://bloom.bg/4enJpPH

The US continues to shine in the global stock market, leading many #investors to wonder what’s behind this sustained outperformance. Get expert insight from Matthew Palazzolo and Christopher Brigham on the blog: https://bit.ly/4ef5RKU

Senior Investment Strategist Roosevelt D. Bowman III spoke with MarketWatch about rising #bond yields and the #tech sector. Roosevelt shared that he expects tighter monetary policy to slow growth and lower yields, benefiting a broader stock market. Read the full commentary: https://lnkd.in/eRuZ2meW

Moving #abroad can be complex for US citizens as they are taxed on their worldwide income and assets. Shelly Meerovitch-Barak J.D. and Christopher Opie provide important considerations for those contemplating a global move in this piece for Crain Currency: https://bit.ly/4fu9cHd

As a wealth manager serving private clients for nearly 60 years, one of the most frequently asked questions we hear is: "What are others like me doing with their wealth?" Knowing that so many of our clients are eager to learn from each other, we conducted deep, one-on-one interviews with 40 ultrahigh-net-worth (UHNW) Bernstein families. In this edition of our #BernsteinInsights LinkedIn newsletter, we summarize our learnings.   Check it out below and subscribe for more fresh perspectives on topics that matter most when it comes to growing and preserving #wealth. 

With the potential for #tax hikes on the horizon, taxpayers need to start planning now. Proactive wealth transfer tax planning, income tax planning, and investment planning can help navigate the evolving tax landscape. Our latest blog features valuable insights from Robert Dietz, CFA, National Director, Tax Research—Investment & Wealth Strategies. Learn more about these strategies and how they can benefit you here: https://bit.ly/4foSWqI

Recent research suggests that an increasing number of Americans are choosing to remain “childfree”. While #childfree individuals share similarities with parents, estate planning for this client base may require a unique approach that considers their diverse personal networks, spending habits, and charitable giving tendencies. Read Jennifer Birchfield Goode's latest article for strategies to better serve this growing population: https://bit.ly/3BQ6blM

Philanthropy is so much more than giving pledges and crowdfunding. With that in mind, meet the "meaningful middle". These donors give between $1 million and $25 million a year and often want to add value in ways beyond writing a check. Learn more about how this growing group is making a big difference in their communities in Family Wealth Report’s interview with Clare Golla, CFP®, CAP®, National Managing Director of Philanthropic Services: https://lnkd.in/eVxsbF8A

Even though #cash has become a less attractive option in the past year, a record amount (nearly $6.5 trillion) remains in money market funds. With the #Fed now cutting rates, much of that money will be moving elsewhere. On the latest episode of The Pulse by Bernstein, Todd Buechs, Bernstein’s National Director of Core Fixed Income and Alternative Credit, joins Stacie Jacobsen to share his insights regarding where investors can turn for higher yield and other advantages. Listen now! https://bit.ly/48hsL2Q