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
Falling Dollar Concerns?
By Kate McBrideAs wealth managers hunt for hedges against the dollar's decline, S&P launches an index that lets investors, "participate in the returns of the U.S. equity market while hedging against a decline in the value of the U.S. dollar versus gold."
November 30, 2009
Pomeroy Estate Tax Bill Heads To House FloorH.R. 4154 -- a bill that would make the 2009 estate tax level permanent -- is set to come to the House floor Thursday.
November 30, 2009
Pomeroy Estate Tax Bill Heads To House FloorH.R. 4154 -- a bill that would make the 2009 estate tax level permanent -- is set to come to the House floor Thursday.
November 30, 2009
Currency StrategyCurrencies can be an effective diversification tool. This currency strategy can be valuable, especially after the past two years in which almost every type of asset tended to go to a correlation of one.
November 30, 2009
What is the biggest selling mistake you can make?Losing a sale typically has far more to do with a failure to build trust and rapport than it does with issues of products or price.
November 24, 2009
The Secret of Building a Family FoundationOne of the most significant trends in wealth management and estate planning is the creation and funding of private foundations, especially those controlled by families.
November 24, 2009
Five Types of Risks Advisory Firms FaceMany advisory firms are small enough and different enough from the mega-sized banking, insurance, brokerage or other financial services firms that a lot of the research or traditional "wisdom" about managing risk just doesn't apply.
November 17, 2009
Federal Estate Tax Changes LoomWith the Federal Estate Tax rules on the cusp of expiration (for one year) in a matter of weeks, wealth managers and their clients are having a difficult time predicting what the government will do.