William Blair Thinking
Our library of white papers, market updates, podcasts, and other resources is designed to provide you with actionable intelligence for emerging opportunities.
Our Latest Insights
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The State of the Consumer: Resilient, Selective, and Still Spending
William Blair's group head of consumer research Sharon Zackfia and consumer analyst Dylan Carden discuss the key findings from their State of the Consumer: The 2026 Edition report, examining why consumer spending has remained resilient despite inflation, higher energy costs, and economic uncertainty.
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Four Pre-Liquidity Considerations From the One Big Beautiful Bill Act
Last year’s passage of the One Big Beautiful Bill Act (OBBBA) has major implications for business owners and pre-liquidity planning. While the new permanence of gift and estate tax exemptions has drawn more headlines, changes to qualified small business stock (QSBS) rules might be more consequential, especially for founder-owners.
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Record of Personal Financial and Family Information
Having access to the right information when you need it most is essential to managing your wealth. Our new booklet helps you organize your family’s critical personal and financial information and serves as a consolidated record of your various assets.
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Retirement and Wealth Transfer: What They Mean For Shareholders
For many investors, the two most important financial goals are to fund a long and successful retirement and to transfer their wealth. With thoughtful planning and strategic management of their portfolios, investors can successfully balance their retirement and wealth-transfer goals.
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