Northern Trust Wealth Management

Will your wealth plan encourage entrepreneurialism or foster complacency? Learn how an Entrepreneur’s Trust can empower your children to become responsible stewards of your family’s wealth. https://ow.ly/Q99550OwSsy

As we reach the end of the third quarter earnings season, the news from corporate America is generally positive. We discuss our sector-level views, including tech and retail, and why we believe earnings and fundamentals will be the key drivers of market returns in 2025 in this Weekly Five. https://bit.ly/3YcUXiP

This fall our business-owner podcast, The Road to Why, took the show on the road for a live interview with founder Brett VanderKamp at his New Holland Brewing Company in Grand Rapids.?Brett shares his journey from geologist to building one of the most recognizable independent breweries in the country.?Check out the episode here – https://bit.ly/47yrJzm.?Cheers!

A unified Republican government is likely to make movement on the incoming administration’s agenda more achievable. Our Investment Policy Committee discusses the implications for investors in this Weekly Five. https://bit.ly/3YcUXiP

“The number of Americans aged 100 and older is projected to more than quadruple in the next three decades, with women making up an impressive 68% of that group. Planning to live to 100 is no longer just wise — it’s imperative.” – Steph L Wagner authored an article for Kiplinger about how women can navigate these circumstances to thrive in their later years. https://bit.ly/48KDIdL

Treasury bonds sold off in the aftermath of the election on Wednesday, with much of that reversing on Thursday. What drove the sharp selloff and rebound, and do we anticipate bond market volatility to persist? We answer those questions and provide other key election takeaways in this Weekly Five. https://bit.ly/3YcUXiP

“To effectively serve a diverse clientele – including established wealth holders, emerging businesses and the next generation – our offerings must be finely tuned to ensure clients are optimizing their wealth management, banking, planning and other needs over time.” – Jason Tyler. Northern Trust is honored to be awarded Best Private Bank by the Financial Times Group in three categories. Congratulations to all the 2024 winners. https://bit.ly/3CrQS2Y

How can you position your family for lasting wealth across generations? As a lucky beneficiary of the dot-com boom, Jennifer Risher knows firsthand the complexities of sudden wealth, and how open communication, thoughtful planning and addressing family dynamics head-on are essential for long-term success. Join hosts Eric Czepyha and Nikè Anani as they discuss how the foundational principles in the Secrets of Enterprising Families book helped Jen and her family prepare for lasting wealth across generations. Listen and subscribe to Secrets of Enterprising Families now on your favorite podcast platform: https://bit.ly/3UCzOhf.?

Global equity markets closed the month of October with a whimper, with the downdraft in the S&P 500 Index effectively ending what was potentially the longest succession in monthly gains since 2021. https://bit.ly/3Ca5Drl

Earlier this year, we unveiled Secrets of Enterprising Families, an exclusive 300-page book drawing from our more than 135 years of experience advising generations of the world’s most affluent families. Today, we are thrilled to deliver these invaluable insights in a new podcast by the same name. Join hosts Eric Czepyha and Nikè Anani and their expert guests as they uncover the secrets that have helped families thrive through all of life’s chapters, generation after generation. Listen and subscribe to Secrets of Enterprising Families now on your favorite podcast platform: https://bit.ly/3UCzOhf