Viewpoints http://wealthmanagement.com/taxonomy/term/41982/more en Shakes on a Plane: Why Proper Life Insurance Planning Can Give You Peace of Mind http://wealthmanagement.com/viewpoints/shakes-plane-why-proper-life-insurance-planning-can-give-you-peace-mind <div class="field-deck"> Three Secrets to Simplifying Life Insurance Decisions </div> <div class="node-body article-body">Aaron Abrahms offers some advice to help simplify your clients' life insurance decisions </div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/viewpoints/shakes-plane-why-proper-life-insurance-planning-can-give-you-peace-mind" target="_blank">read more</a></p> http://wealthmanagement.com/viewpoints/shakes-plane-why-proper-life-insurance-planning-can-give-you-peace-mind#comments Insurance Viewpoints Tue, 05 May 2015 13:41:00 +0000 870491 at http://wealthmanagement.com mrdoomits/iStock/Thinkstock Working in Retirement – Not Always an Advisor’s First Choice http://wealthmanagement.com/viewpoints/working-retirement-not-always-advisor-s-first-choice <div class="node-body article-body">VIEWPOINTS: Tom Daley, Founder and CEO, The Advisor Center; For most independent advisors, succession planning is a very personal decision. Advisors should consider what they want to do next and take into consideration their timelines, their lifestyles and what’s best for their clients </div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/viewpoints/working-retirement-not-always-advisor-s-first-choice" target="_blank">read more</a></p> http://wealthmanagement.com/viewpoints/working-retirement-not-always-advisor-s-first-choice#comments Advisor Center Asset Protection Family Business Viewpoints Wealth Planning Fri, 03 Oct 2014 14:51:00 +0000 671171 at http://wealthmanagement.com LucynaLewandowska/iStock/Thinkstock Three New Reasons for Life Settlements http://wealthmanagement.com/insurance/three-new-reasons-life-settlements <div class="field-byline"> Stephen Terrell </div> <div class="node-body article-body"><p>VIEWPOINTS: As a wealth management professional working with high net worth individuals (HNWIs), keeping an eagle eye on any new strategies to protect assets is a must.</p> </div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/insurance/three-new-reasons-life-settlements" target="_blank">read more</a></p> Insurance Viewpoints Wealth Planning Fri, 06 Jun 2014 15:36:00 +0000 576701 at http://wealthmanagement.com Jirsak/iStock/Thinkstock Smart Retirement Planning: Factoring in COLAs http://wealthmanagement.com/viewpoints/smart-retirement-planning-factoring-colas <div class="node-body article-body">VIEWPOINTS: COLAs can have a big impact on income streams in retirement and have implications for their portfolio. Don’t let your clients get caught-out for not having factored them in when planning.</div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/viewpoints/smart-retirement-planning-factoring-colas" target="_blank">read more</a></p> http://wealthmanagement.com/viewpoints/smart-retirement-planning-factoring-colas#comments Durable Portfolios Viewpoints Viewpoints Retirement Planning Investment Wealth Planning Mon, 19 May 2014 13:23:00 +0000 562591 at http://wealthmanagement.com Andrey Popov/iStock/Thinkstock <p>Rod Greenshields</p> A New Model of Philanthropy http://wealthmanagement.com/viewpoints/new-model-philanthropy <div class="field-byline"> Mitchell Singer </div> <div class="node-body article-body">VIEWPOINTS: Donors who find the most meaning in their giving share four attributes: they are compassionate, authentic, trusting, and skeptical. These attributes form the acronym CATS, which offers a model that donors can employ to determine if a new funding opportunity really is right for them. </div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/viewpoints/new-model-philanthropy" target="_blank">read more</a></p> http://wealthmanagement.com/viewpoints/new-model-philanthropy#comments Viewpoints Viewpoints Philanthropy Thu, 24 Apr 2014 13:00:00 +0000 542921 at http://wealthmanagement.com <p>Mitchell Singer, Director at Rockefeller Philanthropy Advisors</p> Endangered Theses: Why the 4% Withdrawal Strategy May No Longer Fund Your Retirement http://wealthmanagement.com/viewpoints/endangered-theses-why-4-withdrawal-strategy-may-no-longer-fund-your-retirement <div class="node-body article-body">VIEWPOINTS: Charlie Gipple, National Director of Index Products, Genworth; In 1994, the now famous financial planner William Bengen developed what today is known as “the 4% rule.” </div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/viewpoints/endangered-theses-why-4-withdrawal-strategy-may-no-longer-fund-your-retirement" target="_blank">read more</a></p> http://wealthmanagement.com/viewpoints/endangered-theses-why-4-withdrawal-strategy-may-no-longer-fund-your-retirement#comments Genworth Financial Viewpoints Viewpoints Viewpoints Mon, 17 Mar 2014 13:00:00 +0000 516111 at http://wealthmanagement.com <p>Charlie Gipple, National Director of Index Products, Genworth</p> Does the U.S. Federal Reserve Have Us on a Collision Course? http://wealthmanagement.com/viewpoints/does-us-federal-reserve-have-us-collision-course <div class="node-body article-body">VIEWPOINTS: Paul Grillo, Senior Vice President, Co-Chief Investment Officer, Delaware Investments; Securities markets continue to be heavily influenced by central bank policy. As we start 2014, the markets are grappling with a policy that is transitioning from quantitative easing (QE) measures to one of forward guidance.</div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/viewpoints/does-us-federal-reserve-have-us-collision-course" target="_blank">read more</a></p> http://wealthmanagement.com/viewpoints/does-us-federal-reserve-have-us-collision-course#comments Delaware Investments Viewpoints Viewpoints Viewpoints Thu, 06 Mar 2014 14:00:00 +0000 506571 at http://wealthmanagement.com <p>Paul Grillo, Senior Vice President, Co-Chief Investment Officer, Delaware Investments</p> Review of Reviews: “Trusts and Estates: Implementing Freedom of Disposition,” 58 St. Louis U. L. J. 3 (2014 forthcoming) http://wealthmanagement.com/viewpoints/review-reviews-trusts-and-estates-implementing-freedom-disposition-58-st-louis-u-l-j-3-20 <div class="field-deck"> Robert H. Sitkoff, John L. Gray Professor of Law, Harvard University, Cambridge, Mass. </div> <div class="node-body article-body">Turney P. Berry reviews this recent law journal article</div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/viewpoints/review-reviews-trusts-and-estates-implementing-freedom-disposition-58-st-louis-u-l-j-3-20" target="_blank">read more</a></p> http://wealthmanagement.com/viewpoints/review-reviews-trusts-and-estates-implementing-freedom-disposition-58-st-louis-u-l-j-3-20#comments Viewpoints Premium T&E Mon, 03 Mar 2014 16:40:00 +0000 506631 at http://wealthmanagement.com Review of Reviews: “In Denial: The Role of Law in Preparing for Death,” 21 Elder L. J. 1 (2013) http://wealthmanagement.com/viewpoints/review-reviews-denial-role-law-preparing-death-21-elder-l-j-1-2013 <div class="field-deck"> Barbara A. Noah, professor, Western New England University School of Law, Springfield, Mass </div> <div class="node-body article-body">Conrad Teitell reviews this recent law journal article</div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/viewpoints/review-reviews-denial-role-law-preparing-death-21-elder-l-j-1-2013" target="_blank">read more</a></p> http://wealthmanagement.com/viewpoints/review-reviews-denial-role-law-preparing-death-21-elder-l-j-1-2013#comments Viewpoints Premium T&E Mon, 03 Mar 2014 16:17:00 +0000 506611 at http://wealthmanagement.com Review of Reviews: “Accidental Inheritance: Retirement Accounts and the Hidden Law of Succession,” N.Y.U. L. Rev. 89 (2014 forthcoming) http://wealthmanagement.com/viewpoints/review-reviews-accidental-inheritance-retirement-accounts-and-hidden-law-succession-nyu-l <div class="field-deck"> Stewart E. Stark and Melanie B. Leslie, professors of law, Benjamin N. Cardozo School of Law, Yeshiva University, New York </div> <div class="node-body article-body">Elizabeth K. Miller reviews this recent law journal article</div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/viewpoints/review-reviews-accidental-inheritance-retirement-accounts-and-hidden-law-succession-nyu-l" target="_blank">read more</a></p> http://wealthmanagement.com/viewpoints/review-reviews-accidental-inheritance-retirement-accounts-and-hidden-law-succession-nyu-l#comments Viewpoints Premium T&E Mon, 03 Mar 2014 16:11:00 +0000 506601 at http://wealthmanagement.com