Bernstein Private Wealth Management

On the latest episode of The Tony Sirianni Podcast, AdvisorHub's CEO Tony Sirianni sits down with our Head of Private Wealth Onur Erzan to discuss a range of topics including the impact of #AI in money management, succession planning, talent acquisition, and the growing role of private alternatives. Listen here: https://bit.ly/4eofFmH

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

CIO Alex Chaloff joined Bloomberg Open Interest to discuss how #earnings season, rising #bond yields, and the upcoming U.S. presidential #election are impacting market sentiment. Watch Alex at the 6:50 mark: https://bloom.bg/40glsqh

Considering moving your #portfolio to a new wealth manager? Don't overlook the importance of a well-thought-out #transition plan. In our latest blog post, John McLaughlin, Portfolio Manager—Tax-Managed Strategies and Transitions, shares the key things to consider when making this crucial decision, including tax costs and end-state allocation strategy. Read more here: https://ter.li/jplta8

Do your nonprofit’s investments align with your mission? Jennifer Birchfield Goode and Jennifer Ostberg, CFP®, CAP® provide strategies for #nonprofits to consider when navigating donor-advised funds (DAFs) and making mission-driven investments that support your organization's goals. Learn more in their recent piece in Trust & Estates (Part of WealthManagement.com) Journal: https://bit.ly/3A4avxm

Earning 5% on #cash might seem like a good deal, but recent lawsuits against banks show the importance of transparency and #fiduciary responsibility. Don't get caught up in the headlines. Learn more in our latest blog: https://bit.ly/4detrqx

We are proud to support the Denver Art Museum as an exhibition sponsor of 𝘞𝘪𝘭𝘥 𝘛𝘩𝘪𝘯𝘨𝘴: 𝘛𝘩𝘦 𝘈𝘳𝘵 𝘰𝘧 𝘔𝘢𝘶𝘳𝘪𝘤𝘦 𝘚𝘦𝘯𝘥𝘢𝘬. The exhibition presents more than 400 artworks created by Maurice Sendak. One of the most versatile artists of the twentieth century, Sendak is best known for picture books, especially the award-winning titles "Where the Wild Things Are", "In the Night Kitchen", "Outside Over There", and "Nutshell Library". The exhibition opened on October 13 and runs through February 17. Learn more here: https://bit.ly/3SBvMFp Image: Maurice Sendak, 𝘞𝘩𝘦𝘳𝘦 𝘵𝘩𝘦 𝘞𝘪𝘭𝘥 𝘛𝘩𝘪𝘯𝘨𝘴 𝘈𝘳𝘦, 1963, watercolor on paper, 10 1/8 x 21 3/8 in. © The Maurice Sendak Foundation.

As #HispanicHeritageMonth comes to a close, hear from our COO Toinette Rivas as she celebrates the month with a tribute to her family and their Cuban traditions!