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Safeguarding Your Golden Years
More older Americans, longer life expectancies, increasing healthcare costs and mounting stress and worry for families all point to the growing need for eldercare planning and services.
U.S. TRUST® - December 2011
Tax Update (Long View)
Most tax changes set to take effect in 2012 are marginal, but 2013 is
a different story.
U.S. TRUST® - November 2011
How Do You Build a Wealth Management Plan?
Integrating investment and wealth planning with family values can help create a plan that stands the test of time.
By Sean Gillia, U.S. TRUST® - October 2011
Passionate Investing on the Rise:Spotlight on Asset Protection for Collectors
Many wealthy families intend to increase spending on their valuable collections over the next 12 months, according to a survey commissioned by ACE Private Risk Services. They base their plans in part on a greater appreciation of the investment diversification value of collections following the Great Recession of 2008-2009. But they often neglect to protect their collections through proper insurance and loss prevention. As collections play a larger role in their asset base, it becomes increasingly important for these families and their wealth advisors to understand the risks involved.
By ACE Group/ACE Private Risk Services - October 2011
A Solution to Volatility: Debt-Free Income Properties
The volatility and poor performance of
traditional investments (stocks, bonds and cash) over the past decade
has taken its toll and has made most investors feel that positive
performance will continue to be ever elusive. But by mimicking the
strategies used by major endowment funds, you will find one particular
alternative investment opportunity that offers less volatility. Buying
income-producing commercial properties for cash is an investment that
has performed well over time and has a performance that doesn’t normally
correlate with traditional investments.
Baceline Investments LLC - October 2011
Long Live The Dynasty Trust
WHO
COULD HAVE IMAGINED that a wealth transfer tool— one formulated in the era of
the industrial tycoon, no less—would become an estate planning superstar
overnight? Yet the long-term (or
dynasty) trust, a means to pass on wealth to multiple generations free of
estate taxes, recently underwent just such a makeover. And changes in tax laws are the reason.
U.S. TRUST® - September 2011
Privacy Matters: Social Media, Risk, and Reward
HUB International - November 2010
Today’s communication technology has given us more options than ever before to keep in touch.
Underground, Out of Mind
U.S. TRUST® - September 2010
Oil prices are edging higher. What about royalty streams? Many mineral rights owners are in the dark.
The
Trustasaurus Trap, Designing trusts for the 21st Century
U.S. TRUST® - June 2010
Many existing trusts may be too rigid to adapt to a rapidly changing
world, and many new trusts are being created with potentially outdated
assumptions. But trusts need not go the way of the dinosaurs. Old trusts
can be brought back to life, and new trusts can be designed with
flexibility for the future.
Alternate Investments - Insights For Individual Investors
DWS Investments - Deutsche Bank Group - September 2009
This is both a challenging and exciting time for investors. New demands are being placed on them as many financial and economic experts confirm that the investment returns of the past twenty-five years are not necessarily indicative of the next quarter century's performance. Moreover, conventional diversification and long-term growth strategies need to evolve to keep pace with the vast number of Americans who are on the cusp of extended and active retirements.
Unique Opportunities Today For Municipal Investors
Northern Trust Investments - May 2009
A confluence of recent events has created a potential opportunity for investors ready to invest in the municipal market today. Read more to learn about the unique market events that we believe have created compelling near-term opportunities for municipal investors. You'll also learn about catalysts that may have a longer-term impact for municipal investors
Why Managed Futures Work and Have Benn a Standout in 2008
Effecient Capital Management - December 2008
“That’s different,” is a Minnesotan’s polite way of disregarding something they don’t understand. When presented with an array of investment alternatives, it can be a challenge at times to sort through the various opportunities available. The Alternative space is called “alternative” because it is indeed different, but in the case of Managed Futures, “different” can be a very good thing.
Hedge Funds and Their Use in Client Portfolios
Convergent Wealth Advisors - Investment Strategy Group - December 2008
The term hedge fund has seen its visibility rise but its meaning continues to be misunderstood by the media, general public and investors. Many folks believe hedge funds are all similar in strategy, secrecy, complexity and perhaps most importantly, risk. Because we were early adopters of alternative investments and have used them extensively in client portfolios for over a decade, our experience tells us that hedge funds are not homogenous. Rather, hedge funds represent a wide range of strategies, from conservative to very aggressive, and employ a wide range of execution methods, from relatively exotic trading techniques to straight-forward stock-picking. Most importantly, hedge funds are a structure, not an asset class.
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