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
Majoring in Risk Reduction
By Andrew McElweeWealth managers who've readied clients financially for sending a child to college face an even harder task: Helping them prepare for the increased risks their kids will be shouldering away at school.
August 25, 2009
Dave WilliamsDave Williams, Senior Market Advisor's 2009 Advisor of the Year, is a $6 million producer. His firm, RDW Financial Group, is based in Brownsburg, Ind. According to Williams, "Trust and credibility are key. I've never experienced the level of
August 20, 2009
Can Currency Help Diversify Portfolios?In 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 19, 2009
Estate tax debate heating upWill Michael Jackson's $500 million+ estate really end up paying 45% to the federal government via the estate tax? Quite possibly. The King of Pop's death has put the estate tax back on the front burner.
August 19, 2009
Estate tax debate heating upWill Michael Jackson's $500 million+ estate really end up paying 45% to the federal government via the estate tax? Quite possibly. The King of Pop's death has put the estate tax back on the front burner.
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.