Financial modeling allows both advisors and clients to dive deep into the “what-if” scenarios that life may throw at them.

As we all navigate these confusing times, there’s a lot of talk about scenario planning. However, much of what’s said misses the core point of the practice. Let’s explore what scenario planning really ...

Coronavirus, or COVID-19, has landed in the United States. It is probably much more prevalent than is currently reported, and the number of people infected will continue to grow. What is not certain ...

Forbes contributors publish independent expert analyses and insights. Matthew F. Erskine is a trusts and estates attorney. Recently, PwC highlighted key insights in “President Trump’s Agenda: What to ...

Leaders must build an understanding of how dual forces of volatility and jetstream changes create external developments with risks and opportunities that matter for their specific business, portfolio, ...

2020 brought unprecedented challenges to almost every business around the world. The business landscape has changed to the point that there is no more 'business as usual'. This has dramatically raised ...

The pandemic has shake many businesses to the core. How can firms prepare for the next big, bad thing? Try this new book out for the answers. The pandemic has shake many businesses to the core. How ...