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Low-Rate Environment Favors “Jackie O” Charitable Lead Trust
With interest rates at record lows, wealth managers who serve charitably minded clients in the United States may want to take a closer look at the merits of a charitable lead trust, a vehicle that is...
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Private Wealth Roundup: Common Investing Errors, The Fallacy of Fancy Titles,...
It may seem like the Barclays Libor-rigging scandal is the only story that has mattered in the past few weeks, but there were plenty of great articles lurking beneath the headlines on topics ranging...
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Weekend Reading for Financial Advisers: Loss Aversion, Goldman Sachs, and Ted...
Lauren Foster her shares top picks for the most interesting recent articles, radio shows, and video clips. Read more
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Weekend Reads for Financial Advisors: Brains, Behavioral Biases, and Bitcoins...
Lauren Foster rounds up recent articles and resources that may be of interest, beginning with a few on behavioral finance. Read more
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Weekend Reads for Advisers: Investing, Poker, and Retirement
This week I heard something that really stuck with me: "Follow your ignorance." It's a phrase that my colleague, Jason Voss, CFA, likes to use, and it's a mantra we all should adopt. Said another way,...
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Post-ATRA: The New Planning Paradigm for Wealthy Families
What is the “new normal” of estate and gift tax planning under the American Taxpayer Relief Act of 2012? What are the new planning paradigms? Sam Donaldson, professor of law at Georgia State University...
View ArticlePower of Attorney: What Every Financial Adviser Should Know
The most important financial document your clients can sign is a power of attorney (POA). Katya Sverdlov, CFA, JD, explains.
View ArticleTop Five Articles from January: India, ETFs, and Vollgeld
What were the leading stories from Enterprising Investor in January?
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