Our goal is to guide clients through transitions and challenges with the vision and resources they need to succeed. A great place to start is here, in our library of reports, papers and other content.


Staying connected through kindness and generosity

2020 is a year unlike any other. The pandemic and the resulting economic disruption continue to impact the livelihood of many around the world. Join us on this #GivingTuesday to unleash the power of generosity to make a positive change in the lives of others and to remain connected through kindness in this socially distanced world. As part of our commitment to make the world more equitable and inclusive, Tiedemann Advisors has made donations in support of the following organizations: ...

Before You Wish 2020 Away, Consider These Planning Strategies

The end of the year is fast approaching, and it’s probably fair to say that everyone is looking forward to saying goodbye to 2020 and hoping for a better 2021. The presidential campaign provided insight into potential tax legislation from both candidates, and although any meaningful tax reform may be off the table absent a Democratic Senate, it is very clear that taxes will have to be increased at some point to pay for the mounting debt that the US has incurred due to the pandemic. For that reason, the current estate tax exemption amount and volatility in the financial markets make 2020 an opportune time to explore ways to reduce your tax bill or otherwise improve your financial situation. Below are some of the more common actions to consider in the next few weeks before the end of the year.

The 2020 Election - What to Expect After Election Day

Read Managing Director and former top government official Robert Hormats’ piece discussing the Constitutional process for resolving disputes in a close election.

Pride at Tiedemann Advisors

At Tiedemann Advisors, we are reflecting on Pride a little differently this year. There won’t be actual parades and parties, but there will be time for self-reflection and acknowledgment that so much hate, bigotry and violence still exists in our country and around the world, and that Black and Transgender people and all marginalized groups still face systemic injustice and discrimination. We are acknowledging all that is missing within our organization and industry, as well as our society. As a gay man, I may not have had insurmountable struggles in my professional life, but I do know what it is like to not bring my whole self to work and what it feels like to be explicitly and implicitly counseled to do so in order to succeed.

Why Investing At The Top Makes Sense

The sharp drop in global equity markets has investors on edge and wondering if they should move to cash in case markets drop further. History has shown that this is a poor strategy for a long-term investor – it’s far better to stick with a well-diversified portfolio than to try to time the exit and entry points into gyrating markets. What works is to maintain an investment discipline over time, an approach that works even if you begin investing at the worst time possible, at market top. Read why.

Investing During Volatile Times in Geopolitics and Markets

The trade dispute between the US and China is one of multiple conflicts around the globe with the potential to upset an already weak global economy. Brexit, escalating tensions between Saudi Arabia and Iran, Turkey’s military campaign in Syria, and protests in Hong Kong all represent destabilizing forces that could affect some of the world’s largest economies.

Gold Shines for Investors Looking to Diversify

Gold is an attractive part of an investment portfolio due to its low correlation to financial assets. An allocation to gold has historically improved returns and dampened volatility within a diversified portfolio, particularly for portfolios on the lower end of the risk spectrum. Read our blog post to learn more.

Your impact investing journey: Measuring and managing your impact investments

A common debate in impact investing circles is over the best way to quantify, and/or qualify, the non-financial impact of an investment. Indeed, there are now a myriad of approaches and metrics, each with its strengths and weaknesses.

Your impact investing journey: Doing your due diligence for impact

With so many ESG and impact funds now available to investors, and more fund launches virtually every day, it can be easy for an investor to feel overwhelmed by all the options.

Your impact investing journey: Aligning your investments with your values

Like traditional investors, impact investors can have varied goals and objectives. As such, impact investing should be a customized journey for each investor.

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