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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

    Four Pre-Liquidity Considerations From the One Big Beautiful Bill Act

    Last year’s passage of the One Big Beautiful Bill Act (OBBBA) has major implications for business owners and pre-liquidity planning. While the new permanence of gift and estate tax exemptions has drawn more headlines, changes to qualified small business stock (QSBS) rules might be more consequential, especially for founder-owners.

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  • Private Wealth Management

    Record of Personal Financial and Family Information

    Having access to the right information when you need it most is essential to managing your wealth. Our new booklet helps you organize your family’s critical personal and financial information and serves as a consolidated record of your various assets.

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  • The State of the Consumer: Resilient, Selective, and Still Spending

    William Blair's group head of consumer research Sharon Zackfia and consumer analyst Dylan Carden discuss the key findings from their State of the Consumer: The 2026 Edition report, examining why consumer spending has remained resilient despite inflation, higher energy costs, and economic uncertainty.

    Listen to the podcast
  • Your Wealth Journey

    Your Child Receives Birthday Money

    How to turn gifts into financial lessons that pay a lifetime of dividends.

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  • Private Wealth Management

    Changing Jobs?

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

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  • Equity Research

    Rideshare Growth Incrementally Driven by Power Users

    With new rider growth slowing, rideshare platforms are betting on power users to drive the next phase of expansion.

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  • Equity Research

    The Labor Bottleneck Reshaping Home Renovation

    Home renovation demand is holding up well, but a shortage of skilled labor could make projects slower, costlier, and harder to start.

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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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  • Investment Banking

    Aviation Services Industry Update

    Business aviation activity reached its highest level in four years in the first half of 2026, supported by improved OEM deliveries and continued investment in aircraft servicing capacity.

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  • Equity Research

    The Next Move for Consumer Packaged Goods: Strategic Plays for a Sector Under Pressure

    Valuation pressure, shifting demand, and stalled growth are forcing CPG leaders to rethink their playbook.

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  • Private Wealth Management

    Smart Wealth Planning Tips for Each Stage of Your Career: Late Career Professionals

    Often your highest earning years, now is the time to evaluate your current financial plan and plans for retirement.

    Watch the video
  • Equity Research

    How Employers Are Shifting the Point of Care to Cut Costs

    Rising healthcare costs are prompting employers to redesign benefits, expand access to clinics, and guide employees to more affordable care.

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  • Private Wealth Management

    Recreating a Sustainable Paycheck For Business Owners

    After years of relying on business income, many owners face a new challenge.

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  • Private Wealth Management

    Smart Wealth Planning Tips for Each Stage of Your Career: Early Career Professionals

    Managing your budget and credit, saving and investing, and understanding your company benefits are critical to building a sound financial future.

    Watch the video
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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