Many of us set goals each new year, only to become frustrated and self-critical when we find we have stumbled...
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Learn moreRecent economic data indicates that both the Federal Reserve (Fed) and the markets are...
Learn moreThe landscape of the philanthropic sector looks very different as it emerges from the...
Learn moreI don’t know much about Geology, but I do know that the growth...
Learn moreMany of us set goals each new year, only to become frustrated and self-critical...
Learn moreUnder the CARES Act, there are several strategies that can reduce your tax burden...
Learn moreWhen Patricia Pope of Greenfield, Indiana, passed away in May 2019, she left a surprise...
Learn moreVolatile markets are never easy. But savvy investors know that falling prices can signal...
Learn moreGrief is our natural response to loss, which can be loss of a loved...
Learn moreThese two common vehicles for charitable giving each offer their own advantages.
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Learn moreSince 2001, airport security has evolved dramatically. Procedures change as new threats are identified. TSA...
Learn moreFrom modest beginnings in rural Vermont, Ronald James Read was the first of his...
Learn moreMany years ago, when I was comparing notes with a fellow CEO on the...
Learn moreIt has often been said that the financial markets tend to move in the...
Learn moreEvery year, millions of Americans make donations to various charitable organizations. In addition to...
Learn moreCharitable giving can feel overwhelming when you are not sure how to approach it....
Learn moreFinancial planning is an ongoing process that needs to be reviewed and adjusted over...
Learn moreOne of the most important aspects of nonprofit management governance relates to the different,...
Learn moreBloomberg reports that donor-advised funds (DAF) are all the rage among the super-wealthy these...
Learn moreThe performance disparity between growth and value has not been this stark since 1999, at...
Learn moreWhen thinking about retirement planning, it can be a daunting task for a young...
Learn moreSince 1990, there have only been three instances where a sector weight in the S&...
Learn moreIf one picture can display the long-term growth of the U.S. economy and...
Learn moreIt’s been said that philanthropy begins at home — and often at a very...
Learn moreThe fortunes accumulated throughout history by relatively few families around the world are staggering....
Learn moreWhen helping clients plan for retirement, we encourage them to think of it as...
Learn moreAccording to Giving USA: The Annual Report on Philanthropy for the Year 2016 (2017), Americans gave...
Learn moreMany of our clients make generous charitable gifts and contribute their time and expertise...
Learn moreEndow is a powerful word. According to Merriam-Webster, it means “to furnish with an...
Learn moreWhat does it take to grow wealthy over time? Here is an interesting story...
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The information contained herein represents the views of Westwood Holdings Group, Inc. at a specific point in time and is based on information believed to be reliable. No representation or warranty is made concerning the accuracy or completeness of any data compiled herein. Any statements non-factual in nature constitute only current opinion, which is subject to change. Any statements concerning financial market trends are based on current market conditions, which will fluctuate. Past performance is not indicative of future results. All information provided herein is for informational purposes only and is not intended to be, and should not be interpreted as, an offer, solicitation, or recommendation to buy or sell or otherwise invest in any of the securities/sectors/countries that may be mentioned.
