Trusts and Estates
Learn which trust is best for which clients, the tax benefits of different estate planning strategies and how to transfer wealth responsibly, as well as estate planning techniques that benefit families with special needs
Can Currency Help Diversify Portfolios?
By Vanessa DruckerIn Making Sense of the Dollar, Marc Chandler journeys afield from standard forex territory, into labor market mobility, socialism, manufacturing, technology and productivity. More specifically, the book offers some thoughts for portfolio construction.
August 14, 2009
Speakers Put Sizzle In Estate PlanningWhy is life insurance valuable as a source of liquidity?
August 14, 2009
Speakers Put Sizzle In Estate PlanningWhy is life insurance valuable as a source of liquidity?
August 07, 2009
This DAF Has Open ArchitectureSchwab Charitable expands the investment choices for its donor-advised fund (DAF) accounts and adds asset allocation tools. The result: open architecture.
August 03, 2009
Editor's Choice for Aug 3No matter what the economy does, donors are going to continue to shovel hundreds of billions of dollars into the social sector and wealth managers need to position themselves to help their clients give well.
July 31, 2009
Editor's Choice for Aug 1No matter what the economy does, donors are going to continue to shovel hundreds of billions of dollars into the social sector and wealth managers need to position themselves to help their clients give well.
July 28, 2009
The Secret of Giving Well in the Financial CrisisBig foundations may get the media coverage, but individual charitable giving dwarfs institutional giving. The way clients make their gifts could be much more effective. Wealth managers can add tremendous value for their clients who give at high levels.
July 09, 2009
How do you Simplify Family Foundations?Foundation Source is launching a comprehensive advisory service, and has named the firm's Chief Philanthropic Officer, Page Snow, president of the new service, Foundation Source Advisors.