Client Focus
Client Focus, for and about clients, features insights from William Blair thought leaders on the latest market trends driving investments today. This edition focuses on today's consumer and what kind of behaviors we might expect in the new year, with insights from colleagues, clients, and community partners.
What Will Drive the Consumer in 2024
CEO Perspective: A Look into What’s Driving the Consumer in 2024
Brent Gledhill shares his thoughts on how today’s consumers can help us better understand global market activity as we enter the new year.
Read moreConsumers May Expect More Return to Normalcy
William Blair’s Jon Andersen and Phillip Blee discuss pricing trends and what consumers may expect going into 2024.
Read moreEconomy Hits Cruising Altitude, But Beware of Bumps
Investment Management’s Olga Bitel shares her outlook for 2024 after the global economy defied expectations of a recession and falling interest rates in 2023.
Read moreThe Goods You Buy Are Being Packaged Differently. Why That Matters to Consumers
Companies are changing how they package consumer products. See how Soteria Flexibles stands out as a leading manufacturer of short-run, customized packaging.
Read moreYWCA Breedlove Accelerator Program Motivating a Socially Conscious Consumer
Entrepreneur and founder-owner Javon Nicholas is expanding her culinary skills and business to make food dreams become a reality.
Read moreNew Year’s Financial Resolution: Establish Your Automatic Periodic Investment Plan
Bid farewell to old spending habits and welcome in some savvy ways to save. Usher in the new year by establishing automatic ways to invest in your accounts.
Read moreExplore Topics
New Year’s Financial Resolution: Establish Your Automatic Periodic Investment Plan
Bid farewell to old spending habits and welcome in some savvy ways to save. Usher in the new year by establishing automatic ways to invest in your accounts.
Read moreGenerational Healthcare and Wealth Preservation Tips
With the rising costs of today’s healthcare needs and the challenges that social programs such as Medicare may face in coming decades, we provide an array of tips and tactics to help clients of all ages better plan for, and protect, their wealth and well-being.
Read moreHow Are Rising Interest Rates Affecting the Bond Market?
William Blair’s Tyler Glover, Clancy Burson, and Debra Schalk discuss today’s bond market and how investors are analyzing the risk/reward tradeoffs between short- and long-term securities.
Read moreClient Portal Desktop Launches; 2023 Tax Guide, Custody and Safekeeping Q&A
William Blair released its enhanced client desktop and mobile app, making it easier for clients to access and review their investment accounts anytime.
Read moreNew Year’s Financial Resolution: Review Your Long-Term Plan
Looking ahead to 2023 and reflecting on a dynamic 2022, now is a good time to evaluate your long-term financial plans.
Read moreEstate Planning Considerations in a Rising Interest Rate Environment
While rising interest rates impact borrowing costs, stocks, bonds, and other financial instruments, they also can affect estate planning strategies.
Read morePhilanthropy in the Age of Constant Disruption
By understanding and embracing new trends that are reshaping the way people give, families can strengthen their philanthropic legacies for generations to come.
Read moreMarkets Keeping You Up? Talk With Your Advisor
Certainly the recent market volatility is unsettling but a disciplined investment strategy that considers your time horizon, risk tolerance, return objectives, and liquidity needs is essential in times like these.
Read moreDon’t Forget About Your Digital Assets in Estate Planning
Does your will, trust, or power of attorney address who can control your digital assets?
Read moreReferences to specific securities and their issuers are for illustrative purposes only and are not intended and should not be interpreted as recommendations. Past performance does not guarantee future results. This is not in any sense a solicitation or offer of the purchase or sale of securities. The factual statements herein have been taken from sources we believe to be reliable, but such statements are made without any representation as to accuracy or completeness or otherwise. Opinions expressed herein are our own unless otherwise stated and are current opinions as of the date appearing in this material only. These materials are subject to change without notice. From time to time, William Blair & Company, L.L.C. or its affiliates may buy and sell the securities referred to herein, may make a market therein, and may have long or short position therein. Prices shown are approximate. This material is distributed in the United Kingdom and European Economic Area (EEA) by William Blair International, Ltd., authorized and regulated by the Financial Conduct Authority (FCA), and is directed only at, and is only made available to, persons falling within Article 9, 38, 47, and 49 of the Financial Services and Markets Act 2000 (Financial Promotion) Order 2005 (all such persons being referred to as “relevant persons”). This document is intended for persons regarded as professional investors (or equivalent) and is not to be distributed or passed on to any “retail clients”. No persons other than persons to whom this document is directed should rely on it or its contents or use it as the basis to make an investment decision.