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Personal Financial Services Podcasts

PodcastDirectory / Business / Personal Finance
PodcastDirectory / Regions / NA / USA

Primary Format :
Personal Finance

Language :
English

Also Listed as:

City :
Chicago
State/Province :
IL
Country :
USA
Region :
NA
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View the full archive of Personal Financial Services

Preparing for Philanthropy

This podcast will be of interest to you if you are considering including gifts to charity as part of your wealth transfer plan.

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Wealth Transfer Fundamentals

This podcast provides information on developing a basic understanding of key planning documents, as well as the role that trusts can play in helping you achieve a wide variety of wealth management and transfer objectives.

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Microfinance: A Primer for Donors and Investors

This podcast will be of interest to individuals who want to explore ways to use charitable gifts and investments to alleviate poverty and who are otherwise seeking to participate in high-impact philanthropy.

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Wealth Transfer Strategies

This podcast will be of interest to you if you are considering transferring your wealth, either while you are alive or at your death.

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Coming Out of the Downturn

Paul Kasriel, Northern Trust's Chief Economist, discusses the current economic climate and the potential impact on market consumption during any recovery.

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May Perspective Highlight

Jim McDonald, Chief Investment Strategist, Northern Trust, discusses his recommendations.

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International Investing Demystified - September 2007

Does the thought of international investing leave you mystified? Let us help debunk seven common myths of international investing because when you limit your stock investments to the United States, you limit your growth potential.

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Creating Your Wealth Transfer Plan

This podcast, Creating Your Wealth Transfer Plan, will be of interest to those who want to learn what to consider when transferring wealth to family members or charity, whether during life or at death.

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How Financial Planning Can Make the Most of a Liquidity Event

Gregg Yaeger, Senior Vice President and Director of Northern Trust's Financial Consulting Group, discusses key financial planning strategies you can use when confronted with a significant change in your financial situation due to a sudden liquidity event.

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2007 Tax Tune-up: Starting the Year Right

A tax tune-up at the beginning of the year is a way to review existing plans and to modify strategies to fit new circumstances.

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Pension Protection Act: Opportunities and Challenges for Philanthropy

Some of the year's best-kept secrets can be found in the new Pension Protection Act ("PPA"), signed into law August 17, 2006. In addition to sweeping pension reform, the Act includes the most significant revision of the rules governing charitable contributions since 1969. In this installment, Grace Allison, a Northern Trust tax strategist, helps clients understand what the PPA means for their charitable giving.

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The Delaware Advantage

An informative 20-minute discussion geared towards both financial industry professionals and those learning how they can establish a lasting financial legacy for their family.

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Strategic Asset Allocation

This podcast is a companion piece to our paper on Investment Planning: Navigating the Changing Investment Landscape, featuring John Skjervem, Chief Investment Officer for Northern Trust Personal Financial Services. The information is geared to both financial industry professionals and those seeking to better understand the importance and process of asset allocation.

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The Diversity of Philanthropic Motivations

The Diversity of Philanthropic Motivations will help you understand your motivations and objectives for charitable giving.

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The Diversity of Philanthropic Solutions

The Diversity of Philanthropic Solutions will help you, your family and your other advisors evaluate alternative charitable solutions.

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The Diversity of Philanthropic Funding Alternatives

The Diversity of Philanthropic Funding Alternatives will help you decide what and when to give, as well as whether or not to give outright.

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Managing Risk

This podcast will be of interest to investors who want to learn more about managing both investment and interest rate risk.

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Northern Trust Global Investments Perspective on Liquidity - June 2007

Liquidity is having quite an impact on the financial markets. Listen to a narration of our Chief Investment Officer, Orie L. Dudley Jr.'s commentary on Liquidity.

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Northern Trust Global Investments Perspective - Favorable Fundamentals - July 2007

The case for overweighting equities in portfolio construction remains compelling. Listen to a narration of our Chief Investment Officer, Orie L. Dudley Jr. on Favorable Fundamentals to learn why we feel stock returns will be higher going forward.

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Northern Trust Global Investments Perspective: The Beginning of Tightening Financial Conditions - August 2007

For much of the past year, global economic growth has been stimulated by widespread easing in financial conditions. On balance, global financial conditions remain supportive of growth. But some variables are becoming less supportive and modest tightening has begun. Listen to a narration of our Chief Investment Officer Orie L. Dudley's commentary to learn more.

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