Insights offers Regions Private Wealth Management’s perspective on current economic issues, wealth strategies, your business, retirement and planning tactics. Download Insights magazine Winter 2017 Issue.
Staying Resilient
Everybody loves a comeback story, whether it’s the underdog in your favorite movie or a downtrodden sports team that captures the championship. Resilience comes in many forms but rarely happens by accident. In sports, business and your personal finances, thriving amid adversity usually depends on careful preparation with clear goals in mind.
We’re devoting this winter issue of Insights to resilience in its many forms. In our cover story, “Finding Resilience” (page 6), you’ll see why humans are naturally geared to emerge stronger from adversity. As part of that feature, learn how legendary quarterback Tim Tebow combines optimism, hard work and faith to navigate life’s next adventures (page 9).
And in “Women and Finances: The Three Ps” (page 12), learn three practical steps for managing financial matters.”
Inside you’ll also find options for choosing the right retirement plan for you and your employees (“Pick Your Plan,” page 10). As tax season approaches, consider why tax efficiency can be just as important as investing success when it comes to what you actually get to keep (“A Less-Taxing Investment Approach,” page 4). Plus, look at how the chief resilience officer for Dallas is helping her city overcome its challenges (“Making Dallas Stronger,” page 13).
Give Your Giving a Boost
How donating appreciated assets can deliver more value. p1
Home Sweet Home, Again
Smart planning if and when your kids return home to the nest after college. p2
Upside-Down Lending
Tips for finding yield amid negative interest rates. p3
A Less-Taxing Investment Approach
A look at tax-aware investing strategies to help reduce the impact of levies on investment income. p4
Finding Resilience
In uncertain times, it’s how you bounce back that matters. Plus, sports figure Tim Tebow talks about resilience, on and off the field. p6
Pick Your Plan
The right retirement plan can help you make a worthwhile investment in your employees’ futures. p10
Women and Finances: The Three Ps
Insight to help women build financial resilience. p12
Making Dallas Stronger
Learn how Chief Resilience Officer Theresa O’Donnell is helping her city bounce back. p13