Westwood Insights

New Year, New You? Resolutions That Stick

Many of us set goals each new year, only to become frustrated and self-critical...

Capital Markets Outlook | Fourth Quarter 2020 Review

While domestic equity markets are once again near all-time highs, along with a hot...

First Look 2021: Changes Are Coming; Consumers Increasingly Optim...

While domestic equity markets are once again near all-time highs, along with a hot...

Estate Tax Changes on the Way?

Under the CARES Act, there are several strategies that can reduce your tax burden...

10 Holiday Shopping Tips & Trends for 2020

Lauren Hill, CFA provides 10 holiday shopping tips and trends for 2020.

Capital Markets Outlook | Third Quarter 2020 Review

Global markets have made up significant ground since their lows back in March, even...

8 Tips for Estate Planning

Not All That Is Gold Glitters: Introducing Patricia Pope

When Patricia Pope of Greenfield, Indiana, passed away in May 2019, she left a surprise...

Estate Planning Tips in a Volatile Market

Volatile markets are never easy. But savvy investors know that falling prices can signal...

An Emotion That Sneaks Up on Many: Grief

Grief is our natural response to loss, which can be loss of a loved...

Where families come to find hope and a place of joy – Dallas Ch...

Since 1991, the Dallas Children’s Advocacy Center (DCAC) has been on the front line...

Understanding Donor-Advised Funds and Family Foundations

These two common vehicles for charitable giving each offer their own advantages.

Grief Unique to the Pandemic: Anticipatory Grief

How the CARES Act Will Impact Taxes

The Coronavirus Aid, Relief, and Economic Security (CARES) Act rapidly passed both houses of...

Planning on Giving a Financial Gift? Consider These Tax Implicati...

Preparing to make gifts to family can raise personal questions like “When is the...

Creating a Family Giving Strategy

Once a family has taken the steps to create a private foundation, often what...

Coronavirus Concerns Spread Volatility

This week, we witnessed a large drop in stock markets alongside oil prices dropping...

What to Know Before Cutting the Cord

If you own a smart TV, chances are you’re part of the 23.8 million...

How to Capture and Honor Intent and Values for Private Foundation...

One of the goals that many successful individuals have in common is a desire...

Navigating Airport Security

Since 2001, airport security has evolved dramatically. Procedures change as new threats are identified. TSA...

The Quiet Millionaire Next Door: How a Humble Janitor Amassed an ...

From modest beginnings in rural Vermont, Ronald James Read was the first of his...

Managing Organizational Risk

Many years ago, when I was comparing notes with a fellow CEO on the...

Cybersecurity: How to Protect Yourself Against Identity Theft

Be cyber secure. Protect yourself against identity theft.

Financial Planning: Properly Insuring Assets

As advisors who look at the full scope of a client’s financial aff...

The Rising Cost of Education

The rising cost of education in the United States is nearing crisis levels, putting...

The Price of Admission

It has often been said that the financial markets tend to move in the...

Common Tax Strategies for Charitable Giving

Every year, millions of Americans make donations to various charitable organizations. In addition to...

5 Ways to Start Giving to Charity

Charitable giving can feel overwhelming when you are not sure how to approach it....

Financial Planning Steps for the Ages

Financial planning is an ongoing process that needs to be reviewed and adjusted over...

Nonprofit Governance: Defining the Role of the Board vs. the CEO

One of the most important aspects of nonprofit management governance relates to the different,...

Donor-Advised Funds, or “Philanthropic Fracking”

Bloomberg reports that donor-advised funds (DAF) are all the rage among the super-wealthy these...

Value Stocks are Screaming for a Reversion to the Mean. Is Anyone...

The performance disparity between growth and value has not been this stark since 1999, at...

A Lesson in Planning for Retirement: 3 Powerful Partners for Grow...

When thinking about retirement planning, it can be a daunting task for a young...

All Tech All the Way? Think Again

Since 1990, there have only been three instances where a sector weight in the S&...

Planting Seeds in the Permian Basin

Current expectations for production growth (to a planned 5.3 million bpd by the end of 2020)...

The Curious Case of Grace Groner

I don’t know much about Geology, but I do know that the growth...

3 Reasons Why You Should Never Bet Against the U.S. Economy

If one picture can display the long-term growth of the U.S. economy and...

Restarting Your Family’s Charitable Engine

It’s been said that philanthropy begins at home — and often at a very...

Highlights of the Tax Cuts and Jobs Act of 2018

On December 22, 2017, President Trump signed into law “The Tax Cuts and Jobs Act,” a...

Family Wealth: Keeping It in the Family

The fortunes accumulated throughout history by relatively few families around the world are staggering....

Retirement – A Journey, Not a Destination

When helping clients plan for retirement, we encourage them to think of it as...

The Benefits of Tax Loss Harvesting

Investors face challenges on many fronts in today’s environment. Investment returns are usually...

Are You Charitable or Philanthropic?

According to Giving USA: The Annual Report on Philanthropy for the Year 2016 (2017), Americans gave...

Requesting Major Gifts or “Major Gift Solicitation”

Many of our clients make generous charitable gifts and contribute their time and expertise...

The Paradox of Passive

What is good for investors individually is not necessarily good for investors as a...

Endowments

Endow is a powerful word. According to Merriam-Webster, it means “to furnish with an...

Dollars and Daffodils

What does it take to grow wealthy over time? Here is an interesting story...