Newsletter
Enjoy a sampling of articles from our monthly e-newsletter. You can sign-up for the newsletter which includes 4-6 articles delivered via email by providing your name and email address under the Newsletter icon in the right column.
- March 2008 Living Trusts Bring Ease of Mind - Wills and trusts help you maintain control of your assets for both yourself and your heirs. Choosing between them correctly, or utilizing them both, can save you and your heirs a tremendous amount of time and pain.
- February 2008 Donating Real Estate to Charities - Donating real estate to a qualified charity can help you accomplish your philanthropic goals without impacting your investment portfolio or current cash flow.
- November 2007 Selecting a Fiduciary - Building a fiduciary team that has the right skills and qualities to manage an estate and support legacy intentions requires careful planning.
- September 2007 Using real estate in a retirement plan - Adding real estate to a retirement portfolio can help diversify investments beyond stocks and bonds. This can protect a portfolio from market drops and has the potential to provide cash flow and growth.
- August 2007 Managing College Costs: Integrating Savings and Tax Strategies - A holistic approach to financial planning can help high net worth households fund college costs.
- July 2007 Balancing retirement planning with present lifestyle - To reach retirement and estate goals, affluent individuals need to manage lifestyle expenses, investments and estate planning considerations. Among other questions they should ask themselves: What will their future cost?
- June 2007 "Angel Investors" fuel green ventures - Mindful of the uncertainties in a volatile stock market, an increasing number of affluent investors are turning their attention toward private investments—in particular, young companies developing green technologies.
- May 2007 Dynasty Trusts for the art collector - Buying art can be a great investment. But since paintings, photographs and sculptures have the potential to rise tremendously in value, art collectors often look to donate their collections to museums as a part of their estate plan.
- March 2007 Slamming the door on identity thieves - Make sure your financial accounts and electronic information are protected against identity theft by following these steps.
- February 2007 Creating a charitable giving strategy - Setting up a smart philanthropic strategy will help you maximize all the benefits of your donations.
- December 2006 Selecting the right fiduciary - Deciding who will control the management and distribution of your assets after you pass away is an essential part of estate planning.
- November 2006 Interest rates and investing - Adjusting your portfolio as interest rates fluctuate may protect your assets for the long run.
- October 2006 Welcome to the family bank - If you want to control how your assets are distributed long after you are gone, and avoid estate taxes, a family bank is a great option.
- September 2006 To love, honor and manage assets - Marriage requires compromises in almost every aspect of a new couple's life. While many couples take the time to discuss numerous adjustments needed for their new union, they often fail to address one of the most necessary issues; money management.
- August 2006 Estate planning for collectors - Factoring in valuable collections is a necessary part of a sensible estate plan.
- July 2006 Benefitting from a private family foundation - Typically, households select a few charities that appeal to them and simply send in a check. However, in recent years people have increasingly moved away from this “checkbook philanthropy” and instead have set up their own private family foundations to achieve their philanthropic goals.
- June 2006 Rekindling the value versus growth debate - With growth poised for a comeback, now is the right time to re-evaluate your portfolio.
- May 2006 Managing beneficiary designations - Properly designating the beneficiaries of your assets is an essential component of sound estate planning.
- April 2006 Crafting a college savings plan - Families preparing for the next generations educational expenses should consider the potential benefits of three main savings vehicles; Section 529 Plan, Coverdell and UTMA.
- March 2006 Taking your portfolio international - Exposure to foreign markets is an increasingly important component of a diversified investment strategy.
- February 2006 Talking to your children about wealth - Open communication and an emphasis on philanthropy can help ensure you pass on the right value system.
- January 2006 Is your portfolio really diversified? - Holding a portfolio that is not optimally diversified is one of the most common investment traps, but fortunately one that is entirely avoidable.
