Trends and Perspectives

Stay up to date with our take on trends that matter most.

Our Latest Perspectives

Wednesday, August 27, 2025

Roth IRA Conversions: A Powerful Wealth-Transfer Tool

A Roth IRA conversion can serve as a valuable tool for transferring wealth when applied under the proper conditions.
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Tuesday, August 26, 2025

Aviation Services Industry Update

The second quarter saw strong momentum across the aviation landscape, with growth in domestic general aviation and global business jet activity.
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Monday, August 25, 2025

Benefits of Personal Wealth Planning Before Selling Your Business

Planning with your William Blair wealth advisor must begin far in advance of the business transaction to realize the greatest wealth benefits.
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Thursday, August 14, 2025

Tapping Into the World of Water

In a recent report by William Blair’s Brian Drab and Trevor Sahr, we highlight global problems related to water, including water scarcity, aging infrastructure, and water quality and contamination. The report also details several solutions that we believe are critical to addressing these problems.
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Wednesday, August 6, 2025

Best Financial Practices for College Students

Learn the basics of managing your finances so you are set up to succeed after graduation.
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Thursday, July 31, 2025

Healthcare Mosaic: Advanced Specialty Care Update

William Blair’s equity research group head of healthcare technology and services dives into the growing importance of advanced specialty care in the value-based care market.
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Thursday, July 31, 2025

Next-Generation Brands: Ripples in Still Water

In the latest Industry Insights report, William Blair’s Jon Andersen identifies how next-generation brands drive scale and build long-term profitability and shareholder value.
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Thursday, July 17, 2025

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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Friday, July 11, 2025

One Big Beautiful Bill Act: What You Need to Know

The One Big Beautiful Bill Act (OBBBA) marks a significant shift in the landscape of American tax policy. Learn the new rules under the OBBBA, along with the effective date of the changes.
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Tuesday, July 1, 2025

The Quarterly Rx: Q2 2025 U.S. Biopharma Recap

The second quarter was another rollercoaster period for biopharma, opening with “Liberation Day” and closing amid mounting macro and geopolitical uncertainty.
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