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Investment Quarterly: Fall 2019

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Investment Quarterly

FALL 2019

Managing Risk in Portfolios and Beyond

With ongoing uncertainty tied to global growth, trade wars and political issues, attention to risk is especially important in the current environment. But challenges extend beyond markets, and protecting personal data has become a key concern.

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IN THIS ISSUE
This issue of Investment Quarterly offers insights on cybersecurity, as well as investment and wealth planning topics of interest to readers.
Opening Thoughts
Careful Steps on Unsteady Ground
A tumultuous year keeps getting more interesting.
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Financial Fitness
Cybersecurity: Protecting Yourself From Attack
Safeguarding your identity and vital information is increasingly crucial in an interconnected world.
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Financial Fitness
‘Safe’ Deposit Boxes: Things You Should Know
Policies and practical issues are worth understanding before you store your belongings at a bank.
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Asset Matters
Rebalancing and Taxes: A Classic Conundrum
Resetting portfolio exposures periodically can help minimize the pain of taxes.
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ESG Focus
Governance: Hiding in Plain Sight
Corporate governance remains relevant as a research tool and an anchor for ESG investing.
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Trust Company Corner
Watch Your State Death Tax Liability
Multiple states impose taxes on estates and their beneficiaries—and the tax landscape could continue to shift over time.
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Philanthropy
Board Service: Taking a Full Swing
What can help make nonprofit board service successful both personally and for the organization you serve?
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