Overview
Many families contemplate decisions they intend to make and conversations they mean to have. We believe preparation can help turn those intentions into action. No one can know what the economy, markets or technology may bring, but you can play an active role in shaping your family’s readiness for the future.
This issue of Neuberger Wealth Aspire explores the power of preparation: anticipating change, planning with purpose and building habits that make follow-through easier. As the year enters its final stretch, we assess the market environment, risks to manage and opportunities to excel, offering practical ways to build potential for success.
Helping clients build confidence is at the center of what we do, and the thread running through this issue of Aspire.
Featured Articles
Market Outlook: Growing Pains
Economic fundamentals remain strong, but higher yields could weaken prospects for equities.
Recent months have brought a little bit of everything to the markets, from buoyant economic data and strong corporate earnings to fears of reaccelerating inflation and a rapid rise in global yields. The lack of resolution in the Middle East and the runup to ...
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The Gap Between Knowing and Doing
A conversation with behaviorist Katy Milkman on the science of decision-making, and what it really takes to turn intention into action.
Knowing what to do is rarely the hard part of planning. Following through, without letting procrastination take over, is where many families can get stuck, and where preparedness quietly falls apart.
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Fraud Protection Across an Evolving Threatscape
Scams are a growing business that is becoming more difficult to deter every day; adaptation and simple fixes can improve your odds.
The news stories appear with alarming frequency and increasing variety: A professional loses thousands of dollars after an account hack; a real estate investor approves altered wiring instructions that funnel payments to a strange account; a grandparent ...
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Fixed Income: Takeaways Amid Turbulence
We provide a half-dozen observations and ideas for investors to consider in the coming months.
Fixed income has been anything but a quiet asset class this year. Inflation fears tied to the Iran war, aggressive issuance by AI “hyperscalers” higher long-term interest rates and a hawkish turn by the Federal Reserve have all contributed to volatility ...
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Before the Ink Dries: Key Planning Steps Prior to an IPO, Merger or Sale
A number of wealth planning techniques are most effective when implemented in advance of your transaction.
Corporate deal activity has picked up meaningfully in 2026, and with it, a wave of founders and executives are asking the same question: What should I be thinking about before my company goes public, merges or is sold? The good news, in our view, is that with advance ...
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Liquidity Events: Positioning Portfolios for the Future
Early action can help align your financial picture with your personal priorities.
For business owners and executives, a sale or IPO can represent the crowning moment in a successful career. However, it can also lead to significant challenges in terms of investment strategy. Addressing them early can help make the road ahead easier ...
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2026 Year-End Wealth Planning Checklist
Planning considerations before the year closes.
Year-end offers a natural opportunity to pause and revisit your wealth plan. While your long-term goals may remain the same, the landscape around them—from market conditions to legislation to family circumstances—could have changed.
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Our Team
More About Who We Are
We approach client partnership in a different way. With a sole focus on wealth management, we take the time to understand your values and vision, so we can tailor solutions aligned to your purpose and investment goals. Each advisor team brings the full depth and breadth of all NB Private Wealth has to offer.
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