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Client Focus

For and about clients, Client Focus features insights from William Blair thought leaders on the latest market trends shaping investment decisions today. Our latest edition explores how thoughtful planning can help investors navigate life's financial transitions—from peak earning years through retirement and more.

Navigating Life’s Financial Transitions

  • Brent Gledhill

    CEO Perspective: Navigating Inflection With Intention

    Brent Gledhill discusses how life’s inflection points can shift priorities and have an outsized impact on an investor’s long-term financial success.

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  • Preserving Capital Beyond Peak Earning Years

    Peak earning years may create wealth, but long-term financial security depends on how that wealth is structured, sustained, and ultimately, transferred.

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  • Beyond the Sale: Maximize Tax Efficiency With Smart Pre-Liquidity Planning

    Follow our new video series for business owners exploring the financial decisions that often shape a successful business transition.

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  • A New Model For Retirement Care

    As healthcare moves beyond hospitals and into patients’ homes, how are new technologies and care models helping adults maintain independence while reshaping the retirement experience?

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  • Shifting From Spending to Saving For Young Investors

    Before investors focus on preserving wealth in retirement, they first navigate an earlier transition: shifting from spending to saving and investing.

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Resources

  • Shifting From Spending to Saving For Young Investors

    Before investors focus on preserving wealth in retirement, they first navigate an earlier transition: shifting from spending to saving and investing.

    Read more
  • Fueling Long-Term Portfolio Strength

    The way a portfolio is allocated across asset classes can be a significant driver of long-term results.

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  • The 2026 Tax Reference Guide

    William Blair's tax reference guide for income earned in 2026 and tax returns filed in 2027 is provided for your reference.

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  • 2026 Wealth Planning and Philanthropy Strategies

    As we kick off 2026, now is the time to review your financial strategy and position yourself for success in the year ahead.

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  • Maximize Your Wealth Strategy With an HSA

    A health savings account is a powerful tool that extends beyond managing healthcare costs. Understanding its structure is key to unlocking its full value.

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  • William Blair’s Expertise for Business Owners: Webinar Series

    William Blair’s Ryan DeVore and Matt Zimmer explore the evolving M&A landscape, preparing for life post-transaction, and more in the Business Owners Forum webinar series.

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  • Designing Portfolios With Purpose: Fixed-Income Investments

    Optimize portfolio diversification by incorporating longer-term fixed-income investments with William Blair’s capabilities.

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  • Diversifying Your Retirement Contributions

    For those focusing on their retirement savings, volatile markets aren’t a time to retreat—they're a time to stay committed.

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References to specific securities and their issuers are for illustrative purposes only and are not intended and should not be interpreted as recommendations. Past performance does not guarantee future results. This is not in any sense a solicitation or offer of the purchase or sale of securities. The factual statements herein have been taken from sources we believe to be reliable, but such statements are made without any representation as to accuracy or completeness or otherwise. Opinions expressed herein are our own unless otherwise stated and are current opinions as of the date appearing in this material only. These materials are subject to change without notice. From time to time, William Blair & Company, L.L.C. or its affiliates may buy and sell the securities referred to herein, may make a market therein, and may have long or short position therein. Prices shown are approximate. This material is distributed in the United Kingdom and European Economic Area (EEA) by William Blair International, Ltd., authorized and regulated by the Financial Conduct Authority (FCA), and is directed only at, and is only made available to, persons falling within Article 9, 38, 47, and 49 of the Financial Services and Markets Act 2000 (Financial Promotion) Order 2005 (all such persons being referred to as “relevant persons”). This document is intended for persons regarded as professional investors (or equivalent) and is not to be distributed or passed on to any “retail clients”. No persons other than persons to whom this document is directed should rely on it or its contents or use it as the basis to make an investment decision.

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