Monthly CIO View: May 2025
6/4/2025
Markets & Investing
Cash balance plans: A gamechanger for high-income business owners
How you can boost retirement savings and slash your tax liability.
Business Ownership
Things to consider for first-time homebuyers
Homeownership can seem daunting, but a financial checkup can set the right path.
Family & Lifestyle
Crafting a retirement that evolves with you
How high-net-worth individuals can make the most of retirement, from new ways of investing to preparing for the unexpected.
Retirement & Longevity
Life insurance as a business tool
How you can use a policy for executive benefits and succession planning.
Business Ownership
AI infrastructure spending puts free cash flow levels in focus
8/13/2026
AI spending is pressuring cash flow at major technology companies, bringing the sustainability of the sector’s momentum into focus
Markets & Investing
Giving conditionally
How to keep charitable specificity from hurting your cause
Estate & Giving
Selling your business to those who helped you build it
How an employee stock ownership plan offers a tax-advantaged path to succession
Business Ownership
Investing in social enterprises: purpose and profit
How investors can support causes they care about while pursuing financial returns
Estate & Giving
Three questions for evaluating the quality of your retirement life
Optimize quality of life in your retirement by answering these three questions
Retirement & Longevity
AI guardrails for business owners
A short checklist for using generative AI at work
Business Ownership
