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Our library of white papers, market updates, podcasts, and other resources is designed to provide you with actionable intelligence for emerging opportunities.

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Our Latest Insights

  • Private Wealth Management

    529 Plan Account Rollovers to Roth IRAs

    529 plan account owners or beneficiaries can roll over 529 plans into a beneficiary-owned Roth IRA tax-free and penalty-free as of January 1, 2024, subject to certain limitations.

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  • Private Wealth Management

    Business Owners Forum: M&A Landscape

    Ryan DeVore, Head of Private Wealth Management and Matt Zimmer, Global Head of Investment Banking review the future of M&A, covering topics that include tariffs, interest rates, and regulatory oversight, as well as expectations for multiples and valuations.

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  • Private Wealth Management

    Business Owners Forum: Success Beyond Financials Post M&A

    Ryan DeVore, partner, head of Private Wealth Management, and Matt Zimmer, partner, global head of Investment Banking, provide observations, learnings, and ideas for business owners as they prepare for life post-transaction.

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  • Your Wealth Journey

    Managing Affairs After Losing a Loved One

    Experiencing the death of someone close to you—whether a spouse, longtime partner, or family member—can be difficult.

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  • Your Wealth Journey

    Managing Risk Through Life’s Milestones

    Five steps to ensuring your life insurance continues to serve your needs.

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  • Private Wealth Management

    Changing Jobs?

    7 financial considerations when you’re starting a new job.

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  • Private Wealth Management

    Planning Your Assets in Case of a Divorce

    These steps can help reduce financial risk and preserve your family’s wealth.

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  • Closeup of a baby's hand holding an adult thumb
    Your Wealth Journey

    Becoming a Parent: 10 Steps to Financially Prepare for a Growing Family

    Tips for making sure your loved ones are protected.

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  • Your Wealth Journey

    Financing a College Education: Options to Consider

    Tips for developing the best strategy while keeping your financial goals intact.

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  • Equity Research

    Economics Weekly: Valuations and Bubbles

    In this Economics Weekly we again discuss the issue of a stock market bubble, with the view that parts of the market are very richly valued on some measures and market return expectations should be tempered, but today’s market would not yet seem to qualify as a bubble.

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  • Two scientists
    Your Wealth Journey

    Beginning Your Career and Understanding Your Finances

    Tips for managing your money as you start your career.

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  • A couple on the sofa
    Your Wealth Journey

    Getting Married: 5 Financial Considerations

    How to successfully merge financial lives with your partner.

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  • Private Wealth Management

    Financial Tips for Making a Major Purchase

    Address these financial considerations when purchasing a new vehicle or home.

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  • White bars on a blue background
    Private Wealth Management

    Retirement and Wealth Transfer: What They Mean For Shareholders

    For many investors, the two most important financial goals are to fund a long and successful retirement and to transfer their wealth. With thoughtful planning and strategic management of their portfolios, investors can successfully balance their retirement and wealth-transfer goals.

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Information contained on the internet is not subject to William Blair & Company's control or review, and may not be accurate.

For disclosure information, please visit www.williamblair.com/disclosures