2014-2015 Lane Reports

Undue Influence: Can a New Illinois Law Help Deter Unscrupulous Caregivers?
Tuesday, December 1, 2015
Order Marc J. Lane's New Book! Get Your Copy When a family winds up in a dispute over a dead relative’s estate, one of the accusations that may be made is that one or more persons used “undue influence” over the deceased. Typically, this involves a claim that someone improperly caused the deceased to create or amend a will or
DOL Changes Its Tune About Impact Investing
Thursday, November 5, 2015
Impact investing just took another big step towards becoming mainstream, with the help of the Department of Labor (DOL). And all the hard work investors have been doing to build reliable ways to measure results seems to be a contributing factor. Specifically, the DOL recently posted guidance about what it calls economically targeted investments (ETIs) made
Marc J. Lane: Chicago's Global Problem-Solver
Thursday, October 1, 2015
Order Marc J. Lane's New Book! Get Your Copy Amid the minute-to-minute drumbeat of war and scandal and stock market upheaval no farther away than your phone or desktop, Chicago lawyer, financial advisor and author Marc J. Lane stands apart for his optimism. The Lincolnwood native’s latest book — his 35th — is titled, “The
In 'summer of Trump,' let's make Chicago an immigrant-friendly city
Tuesday, September 1, 2015
Order Marc J. Lane's New Book! Get Your Copy During this summer of Trump, the nation's undocumented immigrants are under attack. All 11 million of them are unrealistically threatened with mass deportation. And the U.S. House has passed a measure that would strip federal law enforcement grants from “sanctuary cities” that shield
Crowdfunding bill could be game-changer for Illinois entrepreneurs
Monday, August 3, 2015
Order Marc J. Lane's New Book! Get Your Copy Putting aside their existential struggle over policy and power, Illinois' legislators have found common ground in supporting the state's entrepreneurial community. Come January, Illinois will boast an intrastate crowdfunding law that is more friendly to small business than any in the nation. Equity
Cause-Related Marketing: the Opportunities and the Pitfalls
Wednesday, July 1, 2015
Order Marc J. Lane's New Book! Get Your Copy “Buy our product and a portion of the proceeds will go to charity!” Such cause-related marketing, linking the sale of a company’s product or service with the promise to make a donation to a charitable cause, is popular with consumers who want to see their money put to good use, valued
Is Chicago headed for bankruptcy? Why 'nuclear option' should be last resort
Monday, June 1, 2015
Order Marc J. Lane's New Book! Get Your Copy Many cities in Illinois, overwhelmed by pension debt and faced with unprecedented cuts in state aid, soon might be lobbying the General Assembly to amend the Illinois Municipal Code to allow local governments to go bankrupt, a remedy Gov. Bruce Rauner supports. If a pending bill sponsored by Rep. Ron
Why Choose A Professional Money Manager?
Friday, May 1, 2015
Order Marc J. Lane's New Book! Get Your Copy Volatility has once again returned to the financial markets and with it a renewed sense of fear and foreboding. It’s during these difficult market environments that investors come to recognize the benefit of having a relationship with a living, breathing investment advisor who can calm their fears
Let's return power of the vote to the voters
Wednesday, April 1, 2015
Order Marc J. Lane's New Book! Get Your Copy Nearly 80 percent of Chicago's voters supported a citywide advisory referendum on the Feb. 24 ballot that would reduce the influence of special-interest money in city—and state—elections by financing campaigns using small contributions from individuals and a limited amount of public money.
Managing Your Portfolio for Currency Fluctuations
Monday, March 2, 2015
Order Marc J. Lane's New Book! Get Your Copy The world is awash in issues today with troubles in the Ukraine and the Middle East taking center stage. The international currency market, however, has had its own drama unfolding, albeit rather quietly. The revaluation of the Swiss franc may have provided some theatrics; nonetheless, the larger story
Attention to Climate Change is About Justice and Economics
Monday, February 2, 2015
Order Marc J. Lane's New Book! Get Your Copy Climate change, mostly the result of carbon pollution, threatens the health of the nation's—and Chicago's—residents. Ground-level ozone, particle pollution, pollen concentrations, infectious diseases, asthma and other respiratory illnesses, heavy rainfall and flooding, and extreme-heat events
Streamlined Application for Tax Exemption Presents a New Opportunity for Charities
Friday, January 2, 2015
Most nonprofit organizations which seek to be classified as tax-exempt charities (under Section 501(c)(3) of the Internal Revenue Code) are required to apply for recognition of their tax-exempt status from the Internal Revenue Service. (Some nonprofit organizations can claim tax-exempt status without having to apply: these include churches and other
Keep Ex-Im Bank alive--and keep Illinois biz thriving
Monday, December 1, 2014
The decision by Republican leaders in the U.S. House to reauthorize the federal Export-Import Bank's charter only until June, leaving the institution in limbo until another vote is taken, spells big trouble for Illinois exporters, large and small. Since 1934 the bank has created and sustained U.S. jobs and reduced trade deficits by financing and insuring
What's the Big Deal About Big Data?
Monday, November 3, 2014
Have you ever searched for an item on the Internet and found advertisements for that same type of product on websites that you visit later? Have you purchased a product from the grocery store and then received coupons from other companies with competitive products? Practically every major retailer is engaging in Big Data. Big Data is most often defined as
Illinois has 1,431 townships. It's time to get rid of all of them.
Wednesday, October 1, 2014
Illinois' 1848 Constitution gave voters in each county the right to organize townships for the “management of the fiscal concerns of the county.” The framers' decision for our then-30-year-old, largely agrarian state was a no-brainer: As the most local of local governments, townships would be directly accountable to residents of unincorporated
It's 'The People's Pier,' but Navy Pier Isn't Run That Way
Tuesday, September 2, 2014
Navy Pier, Chicago's No. 1 tourist attraction, has a storied history. Over its 100-year life, it's been a commercial shipping destination, a Navy training center, a University of Illinois campus, a convention site and, most recently, a lakefront entertainment complex. But today not all of Navy Pier's stories are being told. Three years ago, the
Are Your Portfolio Holdings In Conflict With Your Mission?
Friday, August 1, 2014
Mission-aligned or values-based investment strategies that yield attractive social as well as financial returns have been gradually gaining ground in the foundation and non-profit communities in recent years. These organizations seek to invest their assets affirmatively, supporting their missions by aligning their investment holdings with their mission
Illinois Court Decision Helps Keep 'Public' in Public Records
Tuesday, July 1, 2014
When Illinois' county-based prosecutors, charged with the twin responsibilities of protecting the public and defending the rights of victims, join forces to push back against government transparency, someone needs to cry foul and a higher authority needs to set them straight. That's exactly what happened last month in the case of Nelson v. Kendall County,
Illinois' Green Energy Law Needs a Rewrite
Monday, June 2, 2014
Gov. Pat Quinn has proudly proclaimed that Illinois is the first in the nation in renewable energy use and, while the state has unquestionably earned its bragging rights, policymakers need to do more to ensure that our clean energy sector remains strong. First, the good news: According to a report by the Environmental Law and Policy Center and other
Our Mid-Term Election-Year Market Outlook
Thursday, May 1, 2014
The stock market was very strong in 2013 with the S&P 500 index finishing at 1,848, up 32%. This was the best annual gain for the index since 1997. All of the ten sectors in the index generated positive returns. After such a strong year, our outlook is more benign yet still positive for the balance of this year. As of this writing, the S&P 500 is
Beware the Perils of Blurred Lines Between For-profits and Nonprofits
Tuesday, April 1, 2014
As the Wall Street Journal reported this week,¹ investor demand for socially responsible business practices is stronger than ever. (For more information about socially responsible investing, please visit www.AdvocacyInvesting.com.) This notable evolution is motivating more profitable enterprises to establish a nonprofit arm through which they conduct
Withdrawing Illinois' Coal Subsidies is a Moral Imperative
Monday, March 3, 2014
If Illinois' “King Coal” is deposed as many predict, his subjects should herald the peaceful revolution. The economics of the state's coal economy have remained virtually unchanged since Francis Peabody founded Peabody Daniels & Co., now Peabody Energy Corp., at age 24 in 1883 and became fabulously wealthy buying coal from established mines
The Quest to Build a Sustainable and Equitable Economy through Values-based Investing
Monday, February 3, 2014
The growing influence of sustainable and responsible investing continues to cultivate a more just and equitable economy. Its efforts have fostered progressive changes in corporate behavior, helping to improve executive pay practices, increase board diversity and transparency on political contributions, enhance labor and human rights conditions, and address
Let's Champion Tax Accountability Over Mere Tax Disclosure
Thursday, January 2, 2014
After the Illinois Senate narrowly approved a well-intentioned, but misguided, bill in 2012 to compel publicly traded companies headquartered in Illinois or selling products here to report their state income tax liability to the Secretary of State — who would then post that information online — the measure went on to die in the House. If

Announcing Marc J. Lane's 35th Book:

The Mission-Driven Venture: Business Solutions to the World's Most Vexing Social Problems

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