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Learn: What other HNW investors are doing.

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Measure: Evaluate your advisors, portfolio allocations, investments, and estate plans.

Find: Identify leading information sources, advisors and service providers.

 

Welcome to the Wealth Management Exchange,
the independent source of world-class information, advice and networking to help you manage your investments, estate, legacy and advisors

Estate Planning in Uncertain Times
by Randy Fox






This is not the first time in history that the economy has faltered. And it won't be the last. If some of your wealth has been eroded or is in jeopardy, it is more important than ever to assure that what remains of it is distributed to your heirs and beneficiaries as efficiently and effectively as possible.

 
Timberland: Wealth Emerges From the Forest
by Dr. Jack Lutz






Billions of dollars have been invested in timberland by institutional and high-net worth investors over the past 20 years. By some measures, returns have outpaced stocks and other financial assets.

 
Brazilian Real Estate Is Having a Ball
by Knowledge@Wharton






Brazil's real estate market, awakened from its lethargy in mid-2005, has continued to grow, fed by the country's economic and political stability, the powerful reduction in interest rates, and the measures taken by the Lula government to provide incentives for civil construction and home buying.

 
Making Stock Selections Based on the Picks of Large Investors
by Paul Christiansen






There are two systematic screens to discover who is placing "big bets" on what they think are great potential stock investments – Unusual Volume and Institutional Investments. Any investor – individual or institutional – can replicate these screens. Here's how.

 
ETFs for a Global Slowdown
by Michael Krause

If you can't mitigate a U.S.-led downturn by shifting away from U.S. stocks, what can you do? One answer might be to get more defensive everywhere. Fortunately, ETF investors have hundreds of choices thanks to the many innovative index products that have been introduced in recent years.

 
A Fixed Income Portfolio to Weather the Storm
by Pete Bush

With all of the uncertainty out there, it's natural to be a little skittish right now. However, by considering several time-tested strategies,and timely opportunities, you can build a fixed income portfolio capable of weathering the storm.

 
Credit Contraction Spells Opportunity
by Michael Lewitt

The current market sell-off is only a brief moment in time. The key to long-term investment success and wealth building is not "picking the bottom." The key to success: take advantage of the opportunity to purchase an asset at an attractive valuation before the opportunity disappears.

 
The Earthshaking Year: Behind the Numbers At China's Largest Firms
by Jim Trippon

China shook up the financial universe over the past twelve months. The New Year promises even more of the same.

 
Forget Those Big Deals (and Headlines): Private Equity Firms Are Shopping the Middle Market
by Knowledge@Wharton






With a slowing economy and fear-inducing headlines popping up every day, there's still one ray of light-the middle market. Find out why in this insightful exploration into the world of $500 million to $1 billion deals.

 
Hedge Funds Thrive Amidst Market Chaos
by Richard Wilson

Hedge funds finished off 2007 ahead of most equity benchmarks. Here's a look at past, present and future hedge performance and several key trends.

 
How Activist Hedge Fund Managers Aim to Extract Value for Investors
by Ron Orol

It may take a bit of time but most activists are ultimately able to achieve what is known as a "catalyst," or major improvement in the stock price through such actions as the sale of a company or a stock buy back.

 
Why Commodities Make Sense Now
by Emanuel Balarie

Commodities should have a place in an investor's portfolio. It is no longer simply a matter of whether or not you believe that we are in a bull market or a bubble, but it is a matter of properly diversifying your investments. While diversification might not seem as important when most every investment is going up, it becomes increasingly important during times of economic uncertainty.

 
Estate Planning Strategy: The Charitable Life Estate
by Randy Fox

A Charitable Life Estate is a gift agreement between a donor and a charity, involving either a residence or farm.The donor gifts the property to charity but retains the right to live in the property, usually until death. This estate planning tool carries many tax and other benefits.

 
Preparing Adult Children for Inheritance: How to Maintain Harmonious Relations Across Generations
by Joe Calabrese

Wealth created by one generation can deeply enrich the lives of generations to follow. However, multi-generational wealth may also pose challenges. In an article for Wealth Management Exchange, Joe Calabrese of Harris myCFO explores the four basic issues of inheritance: entitlement, differing needs, the grandchild conundrum, and distribution.

 
Ten Essential Year-End Tasks to Safeguard Your Estate
by Scott Paul Frush

The end of the year means it’s time to review your investment and estate plans and make the moves that will safeguard your estate from unnecessary taxation. It is also a critical time to make sure your investments are in line with changing objectives for yourself and your family.

 
Ten Estate Planning Guidelines for the High Net Worth
by Joshua Frankel

WME takes some of the legalese out of estate planning.

 
Does Your Investment Advisor Have an Audited Track Record?
by Howard Aschwald

With the recent market turmoil, investors are looking for more credibility and transparency from their advisors. Institutional investors have long demanded audited track records from advisors to confirm performance claims. Now many private investors are doing the same.

 
Trust Equity: Critical Link Between Investors and Advisors
by Gary Shunk

Trust builds equity between investors and advisors. Wealth advisors today are giving more attention to what is being termed "life planning," or "client-centered planning," to help establish trust with investors.

 
Which Advisor is Best?
by Jack Waymire

Advisors don't provide audited track records. So how do you shop for the best? Answer: Very carefully.

 
How to Select a Family Office As Wealth Manager
by Maria Neary and Jon Persson

A primer on what to expect in terms of service and capabilities.

 
Evolving Separately Managed Accounts Become Strategy Option for Affluent Investors
by Don Wilkinson

There's a cycle that occurs approximately every four years as capital gains build up in investors' accounts. In tax year 2000, for instance, investors were subject to low performance in many mutual funds - especially high-tech stocks. At the same time, these investors got hit with excessive capital gains taxes. The same thing occurred during the 2003 thru 2007-tax period.

 
Simplify Your Equity Portfolio To Achieve Tax Efficiency
by David M. Stein

Tax bill higher than expected? You might need better planning to achieve greater savings over the next few years. Consider having your advisor abandon the complex equity portfolio with lots of turnover that generates tax.

 
Investment Portfolio: The Case for a Mutual Fund Manager-Based Strategy
by Vern Hayden

The main criteria the author uses in choosing funds are the managers' philosophy of investing and their track record in both up and down markets.

 
Retirement Planning - Donating Pension Plan Assets: Charities Gain, IRS Loses
by Gary Rathbun

A case study on shielding pension assets from the tax collector.

 
Earthquakes, Cyclones, Tornadoes: What You Can Do to Help
by Glenn Demby

Earthquakes in China; cyclones in Myanmar; killer tornadoes in the Midwest and Southeast U.S. The world has been rocked by a series of devastating natural disasters in the past week. If you want to help, here are some of the organizations you can contact.

 
Transferring Wealth to Charities: What are Your Options?
by Iris Krieg

Get a sense of which charitable vehicle or vehicles most suit your needs and interests.

 
Holidays are an Ideal Opportunity For Communicating Values to the Next Generation
by the Editors of Wealth Management Exchange

The Thanksgiving holiday is an ideal time to pull back from the daily concerns that preoccupy us and focus on issues that truly matter -- family and values.

 
How To Teach Your Child How To Invest
by Neale S. Godfrey

You can help make investing an enjoyable and educational experience for your children

 
 

Featured Program
Jim Trippon of China Stock Digest on "China and the Emerging Markets"

This is the second segment in a series of webcasts on China and the Emerging Markets presented by Jim Trippon, editor-in-chief of China Stock Digest. It has been rated at the top of all China newsletters by Mark Hulbert.

Other recent programs on WMtv

Jim Trippon of China Stock Digest on "China and the Emerging Markets"
This is the first segment in a series of webcasts on China and the Emerging Markets presented by Jim Trippon, editor-in-chief of China Stock Digest. It has been rated at the top of all China newsletters by Mark Hulbert.

Tom Roseen of Lipper on "Mutual Fund Performance: A Look Back at 2007"
This is the first of two WME webcasts with Tom Roseen, senior research analyst at Lipper.Tom joined Lipper in 1996 from Janus. His areas of expertise include portfolios; equity fund performance; quantitative research and after-tax performance data.

Tom Roseen of Lipper on "Mutual Fund Performance: A Look Ahead at 2008"
This is the second of two WME webcasts with Tom Roseen, senior research analyst at Lipper.Tom joined Lipper in 1996 from Janus. His areas of expertise include portfolios; equity fund performance; quantitative research and after-tax performance data.

Sam Stovall of Standard & Poor's Shares His "Investment Outlook"
Sam Stovall, is chief investment strategist at Standard & Poor's. Sam is also the author of the Standard & Poor's Guide to Sector Investing" and "Stovall's Sector Watch" column on businessweek.com.

Sam Stovall of Standard & Poor's Discusses Sector Performance
This is the second in a series of exclusive WME webcast interviews with Sam Stovall, chief investment strategist at Standard & Poor's.

 

Online Conference
Investing in the Environment
www.investorideas.com

5.6-5.7 2008
Value Investing Congress
The Ritz-Carlton Huntington Hotel & Spa
Pasadena, California
www.valueinvestingcongress.com

5.8-5.9 2008
Boston Resources Expo
Hynes Convention Center
Boston, MA
www.gicevents.com

5.12-5.13 2008
Hard Assets Conference
New York Marriott Marquis
www.iiconf.com

5.12-5.15 2008
MoneyShow
Mandalay Bay, Las Vegas
www.moneyshow.com

5.20 2008
The 7th Annual Family Office Symposium
Miami, Florida
www.hedgefundconferences.com

5.14-5.15 2008
Private Family Offices – Diversification Equals Preservation
Braselton, GA
www.almevents.com

6.10-6.13 2008
Hedge Fund World Global Opportunities 2008
New York City
www.terrapinn.com/2008/hfwgo/

 

Coming Soon!

We will be compiling a directory of top investment and estate planning advisors that are highly recommended by members of our community.