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Our library of white papers, market updates, podcasts, and other resources is designed to provide you with actionable intelligence for emerging opportunities.

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Our Latest Insights

  • 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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    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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  • 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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  • 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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  • 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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  • 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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  • 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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  • 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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  • 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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  • 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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  • GLP-1s and Fitness Clubs: The Structural Case for a Larger Market

    The rise of GLP-1 users could create a larger market for fitness clubs, especially among younger and middle-income consumers.

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  • The Great Wealth Transfer: Women at the Center of Wealth Stewardship

    As trillions of dollars change hands, women are taking on a more central role in managing, preserving, and passing on wealth.

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    Roth IRA Conversions: A Powerful Wealth-Transfer Tool

    A Roth IRA conversion can serve as a valuable tool for transferring wealth when applied under the proper conditions.

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  • Economics Weekly: AI Might Not Be as Disinflationary as the Market Hopes

    In this Economics Weekly, Richard de Chazal discusses how we should really be thinking about the disinflationary impact of AI.

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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.

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