Firm Publications

Annual Review  |  Client Focus Newsletter  |  M&A Market Analysis  |  Brochures  |  Client Appreciation Video

Annual Review

Click below to view a PDF of the 2008 William Blair & Company Annual Review.

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William Blair & Company Quarterly Newsletter

Click below to view recent issues of the William Blair & Company Quarterly Newsletter, Client Focus.

Fourth Quarter 2009 (PDF) Third Quarter 2009 (PDF) Second Quarter 2009 (PDF) First Quarter 2009 (PDF)

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M&A Market Analysis

The M&A research group at William Blair & Company researches and analyzes activity and trends in the M&A and capital markets as well as provides insight and interpretation of consolidation activity in a variety of industries.

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Brochures

Below are some of our available client brochures. Please contact your William Blair & Company representative to request a brochure or for more information. PDFs of these brochures can be found in the Client Center of Investor Annex.

Alpha or Beta? It Should Not Be Greek To You
This guide was created to help investors understand the concepts behind the terms alpha and beta and how they can help investors maximize their portfolios' returns.

Asset Allocation Strategy
This guide was created to help investors understand the key steps in determining an appropriate asset-allocation strategy and to identify professional services that are available to assist during each step.

Building A Family Legacy
Some of the most difficult decisions facing high-net-worth families involve coordinating the senior generation's financial objectives with their desire to create an enduring legacy for future generations. This brochure discusses the strategies across all generations to create a comprehensive, dynamic plan.

Concentrated Stock Positions: Managing Risk and Reward
There is an array of risk-management techniques available to help investors manage single-stock risk while creating an opportunity to enjoy a smooth ride of asset growth. This brochure begins with a discussion of the realities of single-stock ownership and the barriers to diversifying away from concentrated positions. We then present alternative methods for addressing single-stock risk, along with the relative benefits and costs of each strategy.

Does a Roth IRA Converstion Make Sense For You?
Before deciding whether a Roth conversion is advantageous for you, it is important to understand the pros and cons of a Roth IRA, know how a conversion works, and assess the different variables that determine the net benefit of a Roth conversion.

Education Financing
Individuals planning to help pay for a child's education expenses face numerous options. In addition to deciding how much to save, they must also determine the best vehicle for those funds. Understanding the tax characteristics and relative benefits of these vehichles is an important step in planning for education funding. This brochure addresses those issues, identifies alternative sources of education funds, and discusses the need to prioritize education funding in light of competing financial goals.

Financial Health Checklist
Being physically healthy requires more than just a well-balanced diet and regular exercise. Similarly, true financial health entails more than simply earning solid investment returns and staying in control of debt. This brochure discusses how a financial checkup for high-net-worth individuals should include a careful evaluation of each piece of the wealth mosaic.

A Record of Personal Financial and Family Information
This book is designed to help you organize your critical personal and financial information as a consolidated record of your property.

Unwrapping The Gift Tax
This guide provides investors with a preliminary understanding of how gift-tax rules are an important part of financial planning and can provide opportunities for significant tax savings.

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Client Appreciation Video

A special video presentation of William Blair & Company has been produced to commemorate our 70th Anniversary and commitment to client success.  The video is 3 minutes, 25 seconds long.

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