Investments
2024 Capital Market Assumptions
The 2024 edition of our 10-Year Capital Market Assumptions (CMAs) offers our projections for asset class returns, volatilities and correlations over the next decade. This yearly exercise helps in shaping the design of our investors’ long-term portfolios.
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Investments
2023 Year-End Fundraising Checklist
The approach of the end of the year means end-of-year tax planning, which for many includes finalizing annual charitable contributions. This presents an opportunity for nonprofits to engage donors and help them complete their gifts by December 31.
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March 2023
Transcript for Episode 19
Published March 8, 2023
Women currently control one-third of total U.S. household wealth. And since women generally have longer life expectancies, over the next decade this proportion will grow significantly. To celebrate International Women’s Day, BNY Mellon Head of Practice Management Consulting Janet Kelly shares how proper financial planning can make a big difference for women going through major life changes. Throughout the discussion, Kelly covers everything from financial preparation for unforeseen events, like divorce or death of a partner, to key inheritance considerations and how to leave a lasting legacy. Many of us will go through events that inevitably affect our financial situation. Tune in for an episode of valuable lessons that everyone can benefit from.
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