I hesitate to write an article containing hyperbole. Whenever I read something that contains terms such as unheard of, or my immediate, admittedly cynical, reaction is to doubt the assertions and question the author's credibility. That said, I now...
With 2011 come and gone, we look back at the recent developments in the area of asset protection planning. With fewer clients concerned about estate taxes due to the increased exemption, more advisors are addressing asset protection needs of the...
As advisors to wealthy families, we have a responsibility to help clients plan for the future and prepare for unpredictable events. The start of a new year is the perfect time to begin discussing a more intentional planning process that families...
As we begin 2012, certain global concerns from 2011 continue to resonate. We're still dealing with an: uncertain global economy, with a focus on the troublesome European economies: Greece, Italy and Spain; uncertain political time: the Arab Spring...
If we had to sum up the current investment environment in one word, it would be World financial markets are currently extremely fragile as Europe heads towards recession, the United States faces the possibility of a double dip (or at least...
One of an investor's biggest bugaboos is inflation. Like a termite infestation, virulent inflation can eat at the integrity of a portfolio, turning it into a porous structure that leaks capital.
When most investors think of inflation, it's usual...
For our take on women in wealth management at the wirehouses, check out this story from the January issue.
As clients stop accumulating wealth, move into retirement and start withdrawing their assets for income, you'd think this would have a negative impact on their advisors' revenues. But overall, advisors expect a net increase in revenues as clients...
Lenders hope to convince financial planners that reverse loans can be a safe, flexible financial tool for seniors. Many planners are skeptical of reverse loans due to their high fees; the industry also has been dogged lately by headlines about li...
