Content Tagged Wealth Management

Transferring Family Wealth

Three Ways REITs May Enhance an Investment Portfolio

Investors often think of real estate investment trusts (REITs) in the context of the home(s) they own, but commercial real estate can also be attractive.
2 min read
Strategic Philanthrophy

Donor Advised Funds & Private Foundations: A Comparison of Key Features

For families looking to engage in philanthropy and create a family legacy, the two most common charitable giving vehicles are donor advised funds (DAFs) and private foundations.
3 min read
Markets, Economy & Investments

Perspectives on the Market: Active vs. Passive Management — The Great Divide

PNC’s investment and economic professionals discuss our economic outlook and provide information on how active and passive investing fits within PNC’s investment philosophy.
58:29 min video
Security & Risk Management

The Case for Reviewing Your Adjustable Rate Mortgage (ARM)

Locking in today’s rates may reduce your interest costs over time.
3 min read
Markets, Economy & Investments

May 2019 Market Update: Where Do We Go from Here?

There are some broad market signals that tend to align at market peaks. We take a closer look at those market signals and how they are affecting the business cycle today compared with S&P 500 highs.
5 min read
Retirement Planning

Comparing 401(k)/403(b) Plans with IRAs

Wondering whether to use a 401(k)/403(b) plan or IRA to save for retirement?
2 min read
Markets, Economy & Investments

Align Your Investments with Rising Trends

We developed a process to capture opportunities with new products or technologies with the potential to disrupt existing markets.
3 min read
Markets, Economy & Investments

Internet of Things: What is it and What is the Potential?

This emerging technology is in the early stages of development, and the number of potential applications could be tremendous.
4 min read
Markets, Economy & Investments

Convergence of Artificial Intelligence and Robotics

There is the opportunity for virtually all industries to incorporate new AI/robotic technologies into their processes.
3 min read
Markets, Economy & Investments

From Smartphones to Laptops – The Expanding Role of the Lithium Battery

Lithium batteries are already the choice energy source for many products, and consumption is expected to grow considerably over the coming decade.
2 min read
Markets, Economy & Investments

Finding Investment Opportunities in Financial Technology

Advances in FinTech are poised to lead future generations of growth across capital markets, the financial services value chain, and developing economies.
2 min read
Markets, Economy & Investments

Social Media: Key Driver of Future Revenue Growth

Social media has the potential to act as a disruptive force across many industries, driving innovation, boost cost savings, and target consumers.
2 min read
Markets, Economy & Investments

Strategies for Managing Concentrated Equity Positions

When faced with this dilemma, options vary depending on your objectives.
2 min read
Markets, Economy & Investments

Water Resources & Infrastructure

Water scarcity is a critical issue, and government leaders are faced with the challenge of providing an adequate water supply.
3 min read
Markets, Economy & Investments

Responsible Investing through Active Engagement

Responsible investing is a growing discipline, and active engagement between shareholders and company management through proxy voting and resolutions has become a significant part of this evolution.
3 min read
Markets, Economy & Investments

Responsible Investing: Aligning Values, Investments & Aspirations

Many families are embracing the idea of expressing their personal values through a strategy known as responsible investing.
3 min read
Strategic Philanthrophy

Charitable Giving in Emergencies & Natural Disasters

The best way to determine if your donation is used timely, effectively and by a legitimate charity is to do your homework. Learn more about resources and best practices to help you know your gifts are being used as you intended.
6 min read
Strategic Philanthrophy

Charitable Giving Guide

There are many factors to consider when determining how to structure your charitable giving.
1 min read
Markets, Economy & Investments

Looming Tax Bill?

A securities-based line of credit helps provide liquidity without disrupting your investment strategy.
3 min read
Living Well

The 5 Things You Need to Know Before Opening a Health Savings Account

Health Savings Accounts (HSAs) provide a tax-advantaged way to pay for current medical expenses. They can also be used as part of long-term retirement planning.
3 min read