Estate Planning

What Is a Funeral Trust?

Funeral planning may not be the first thing you think about when you contemplate your estate plan; however, it is something that you should consider including. If you do decide to incorporate a funeral planning component in your estate plan you may choose to create a funeral trust. For those who are not familiar with […]


AIA: “Architecture Billings Index downturn moderates as challenging conditions continue”

Note: This index is a leading indicator primarily for new Commercial Real Estate (CRE) investment. From the AIA: Architecture Billings Index downturn moderates as challenging conditions continue While architecture billings moderated in September, design activity shows signs of remaining sluggish at U.S. architecture firms, according to a new report released today from the American Institute […]


Reglobalisation in action: Changing norms in global tax governance

This post,  by Professor Andrew Baker of Sheffield University and me, was on the Sheffield Political Economy Research Institute website yesterday: Matt Bishop and Tony Payne’s concept of reglobalisation consists of two elements.  First, it is a call to investigate once again how international institutional mechanisms can provide more effective governance of global processes and problems.  In […]


Building portfolio ballast with bonds

Recent weak economic data has raised market concerns that economic gloom might be spreading beyond the manufacturing sector. Worries that the drag on economic activity from the global protectionist push could start to slow consumer spending and economic growth more broadly have been weighing on risk assets. We believe building portfolio resilience is crucial in […]