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Our Latest Insights

  • Your Wealth Journey

    Helping Aging Parents Get the Support They Need

    As your parents or other relatives get older, they may need help with everything from managing their daily care to performing tasks such as grocery shopping, paying bills, and getting to appointments. In addition to these everyday activities, they will often need help making significant decisions about their finances and living arrangements.

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  • Your Wealth Journey

    Managing Affairs After Losing a Loved One

    Experiencing the death of someone close to you—whether a spouse, longtime partner, or family member—can be difficult.

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  • Equity Research

    Why Quick-Service Restaurants Are Most Impacted by GLP-1 Usage

    As GLP-1 use grows, quick-service restaurants face new pressure from consumers eating fewer meals, smaller portions, and less indulgent food.

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  • Your Wealth Journey

    Managing Risk Through Life’s Milestones

    Five steps to ensuring your life insurance continues to serve your needs.

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  • Equity Research

    Economics Weekly: Where Are Rates Heading? A Look at Tightening Cycles and 10-Year Yields

    In this Economics Weekly, Richard de Chazal takes another look at interest rates, examining how high rates are likely to go in the current cycle relative to past Fed tightening cycles.

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    Private Wealth Management

    Applying for College Financial Aid

    What you need to know about applying for financial aid and enhancing your family’s aid eligibility.

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  • Equity Research

    Gene Editing Grows Up: From Breakthrough Science to Approved Therapies

    From sickle cell disease to cardiovascular conditions, gene editing is advancing rapidly as new delivery platforms expand what these therapies may be able to treat.

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  • Private Wealth Management

    The Gender Investment Gap: How Women Invest

    Women often invest with purpose and discipline, traits that can support long-term success. Understanding how to put those strengths into action can help build greater confidence and financial momentum.

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  • Equity Research

    Moving Continues Driving Big Home Upgrade Decisions

    Homeowners planning to move are far more likely to renovate, particularly for larger, higher-value projects.

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  • Equity Research

    How Technology Is Reshaping the Client Experience in Insurance Brokerage

    Technology is changing what clients expect from insurance brokers, creating faster service, smarter insights, and seamless digital access essential to retention.

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  • Private Wealth Management

    State Residency Changes: Tax Implications and Rules

    This paper reviews the residency rules for individuals, identifies steps to establish new residency, and addresses residency audits. It also provides an overview of the residency rules for trusts.

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  • Equity Research

    Why Now Could Be the Time to Revisit Consumer Packaged Goods Stocks

    Valuations are compressed, sentiment is weak, and catalysts are building. Could consumer packaged goods stocks be ready for a comeback?

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  • Equity Research

    Economics Weekly: Record Margins, the AI Capex Cycle, and the Warning Signs to Monitor

    In this Economics Weekly, Richard de Chazal examines the quality of today’s earnings, assesses where we are in the AI capex cycle, and identifies the signals that would suggest the recovery is becoming more fragile.

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  • Private Wealth Management

    Portfolio Management for Business Owners

    Learn how William Blair can help you build a diversified, resilient portfolio that evolves alongside your business, personal priorities, and future goals.

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Information contained on the internet is not subject to William Blair & Company's control or review, and may not be accurate.

For disclosure information, please visit www.williamblair.com/disclosures