Investment Management
William Blair Investment Management global strategist Olga Bitel was quoted in Morningstar’s recap of the key economic drivers that impacted investment portfolios in 2022.
“If we had to characterize 2022 by one thing, it would have to be the ‘Year of the Existential Crisis in Natural Gas in Europe,’” she told the publication.
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William Blair acted as the exclusive financial advisor to Duomed Group, a portfolio company of G Square Healthcare Private Equity, in connection with the contemplated sale to Palex Medical, a portfolio company of Apax Partners and Fremman Capital.
Read moreAbsent further legislation, The Tax Cuts and Jobs Act will sunset on January 1, 2026, reverting to 2017 levels, adjusted for inflation, or approximately $7M per taxpayer. As a result, wealthy individuals and families will be subject to significantly more federal estate tax in 2026 than they are today.
Read moreUnderstanding the nuances between retirement plans can be challenging. William Blair’s Quick Reference Guide to Retirement Plans compares and contrasts features such as account establishment, account contributions, and accessibility.
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