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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: 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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  • 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.

    Watch the video
  • 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

    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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  • 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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  • Private Wealth Management

    Changing Jobs?

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

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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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  • 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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  • 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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  • 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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  • 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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  • Your Wealth Journey

    Helping Aging Parents Get the Support They Need

    As your parents or other relatives get older, they may need help with everything from managing their daily care to performing tasks such as grocery shopping, paying bills, and getting to appointments. In addition to these everyday activities, they will often need help making significant decisions about their finances and living arrangements.

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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