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As we enter 2009 with global markets still in turmoil and financial instability continuing to wreak havoc with many investment plans, family offices offer unique solutions to preserve their clients’ multi-generational wealth.
The economic crisis experienced globally in the Fall of
2008 will have an impact on the behaviors and attitudes
of investors that will forever change the way individuals
invest, utilize advisors and rely upon financial
services organizations.
After watching the value of her portfolio drop between 25 to 30 percent, one advisor's client recently asked him why she had to pay him fees when the value of her assets was going down.
U.S. households worth $1 million or more have seen their assets decline 30% during the current financial crisis, according to a new report released today by Spectrem Group (www.spectrem.com).
SRI in the Rockies, the premier annual gathering of the sustainable and responsible investment (SRI) industry in North America, has made the entire portfolio of presentations from its 19th annual conference available to the general public—...