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Can New Estate Planning Law Help Recover Investment Losses?
by Jeff Verdon
 A tax and investment planning structure will not only take advantage of the temporarily higher estate and gift tax exemption amount but could help investors recover some losses. ... [ Full Story ]
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Short- And Long-Term Investment Recommendations
by Michael Lewitt, Editor, The HCM Market Letter
Everyone should keep buying gold because central banks and governments keep
debauching their currencies.
... [ Full Story ]
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Highlights Of The New Tax Law
by David Stafseth, CPA, Director of Client Services, Vogel Consulting
 The new tax law has many favorable provisions for investors but generates uncertainty following 2012. ... [ Full Story ]
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The Case For Investing In Emerging Markets
by Peter Thoms, CFA, Founder, Orion Capital Management LLC
Equity markets around the world are developing and investment options are multiplying, allowing investors the ability to better target specific investment themes and countries. ... [ Full Story ]
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Trading and Market Structure Trends: Issues for Investors
by Eleanor Bloxham
... [ Full Story ]
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Collaring Stock Positions Can Reduce Risk
by Libby Dubick
While accumulating stock in a growing company has created wealth for many investors, it can also create an investment risk when it results in a concentrated position. Collars can help reduce this risk. ... [ Full Story ]
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Lessons from Brazil: Why Is It Bouncing Back While Other Markets Stumble?
by Knowledge@Wharton
The World Bank predicts that if Brazil continues on the path it is on now, it will move from being the tenth largest economy in the world today to the fifth largest by 2016 ... [ Full Story ]
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Jeremy Siegel on the Dow Reaching 11,000: 'You've Still Got Upside'
by Knowledge@Wharton
According to Jeremy Siegel, noted Wharton professor and investment author, “With interest rates likely to rise, it's a risky time to invest in bonds, but stocks could end the year 8% to 10% higher than they are today.” ... [ Full Story ]
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VC ‘Super Angels’: Filling A Funding Gap Or ‘Killing The Next Google’?
by Knowledge@Wharton
Whereas regular angels only invest their own money, super angels manage small funds that put their own money alongside that of friends, family and offices that administer the finances of wealthy extended families. ... [ Full Story ]
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The Financial Reform Train Wreck
by Michael Lewitt, Editor, The HCM Market Letter
Just as with the tax on banks, the Volcker Plan misses the point, which should be to legislate the financial products that cause damage, such as naked credit default swaps. ... [ Full Story ]
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Geopolitics And The Case For Gold
by Nick Barisheff
An event whose implications may require some extrapolation was the move by the Chinese government to encourage and facilitate gold buying by the Chinese public. ... [ Full Story ]
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Emerging Manager Funds: An Entrepreneur Approach to Alternative Assets
by Frances Nagy
As the search goes on for viable and profitable alternatives to traditional assets, now may be the right time for investors to explore emerging manager alternative funds and invest in entrepreneurship. ... [ Full Story ]
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Tax Planning 2010 and 2011: Looking Back, Looking Ahead
by David Stafseth, CPA, Director of Client Services, Vogel Consulting
Despite the current uncertainty, now is the time to evaluate your personal
situation and identify options that will impact taxes in 2010, 2011 and
beyond ... [ Full Story ]
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More Financial Plans Embrace Long-Term Care Insurance
by Peter Gelbwaks
... [ Full Story ]
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Life Insurance May Add Liquidity In Estate Planning
by Randy Fox
Much family wealth is comprised of illiquid assets. It may be a family business, real estate holdings, collectibles or other assets. Lack of liquidity always makes distribution of an estate evenly among heirs more difficult. One solution may be life insurance. ... [ Full Story ]
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Planning for Collectibles In The Family Portfolio
by Randy Fox
Most collectors don't discuss their collections with their investment advisors but this asset class sorely needs attention. For many families, normal collections may represent around 10% of total wealth. ... [ Full Story ]
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More Wealthy Investors Are Investing Themselves
by The Editors of Wealth Management Exchange
... [ Full Story ]
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Business Owners Look To Family Offices For Wealth Transfer And Succession Planning
by Don Wilkinson
It could be advantageous for the business owner to follow the family office model if he intends to retain the business for future generations, with the ultimate goal of preserving long-term wealth and keeping it in the family. ... [ Full Story ]
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Why Madoff Matters
by Wayne Cooper
Madoff is going to make life harder for honest money managers too. There will likely be a lot more pressure to regulate hedge funds and money managers, and there will be a lot more skepticism from clients and prospects. ... [ Full Story ]
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Dos and Don'ts For My Financial Advisor
by Giles Goodhead
Frankly, my financial advisor could do better, a lot better. I don't necessarily mean better returns, nice though that would be. I mean customer service, bedside manner, call it what you will. But basically it's adding value to the relationship. ... [ Full Story ]
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Capital Gain Management: An Investment And Tax Strategy
by Brian Campeau
By properly managing tax loss selling in the coming years, the investor could be able to apply losses realized at a lower tax rate, against possible realized gains taxed at a higher rate. ... [ Full Story ]
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"Disciplined" Rebalancing Keeps Your Portfolio in Check
by The Analyst Team At Vogel Consulting
Disciplined rebalancing in an up market forces an investor to sell high and prevents riding the winners too long. ... [ Full Story ]
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Strategy Diversification: Will It Replace The Asset Allocation Model?
by Emanuel Balarie
Strategy diversification is an investment portfolio tactic that focuses more on diversifying your funds across a variety of non-correlated investment strategies, than on diversifying it across different asset classes ... [ Full Story ]
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Investment Managers Bullish for the Short Term
by The Editors of Wealth Management Exchange
What a reversal. According to Mark Eibel author of a major study from Russell Investments, top investment managers are bullish on most asset classes, including high yield bonds and equity. Cash and Treasuries get low marks. ... [ Full Story ]
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The Family Foundation: Charity, Family Involvement and Tax Benefits
by Don Wilkinson
Now
is a good time to take a break from the stresses of recent days and focus
on giving to those truly in need. Setting up a family foundation has
numerous benefits including involving your children in meaningful
charitable giving projects. ... [ Full Story ]
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Charitable Giving As a Bridge Between Generations
by Joe Calabrese
Approached sensitively, charitable giving can be a wonderfully unifying force. Children can be quite positive about funds designated for charities when they are allowed to have a role in the charitable decision-making. ... [ Full Story ]
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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. ... [ Full Story ]
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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. ... [ Full Story ]
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Lessons in Successful Market Investing
by Catherine Shenoy
What is successful investing? With the Applied Portfolio Management (APM) program at the University of Kansas, Kent McCarthy, the founder of the program, and I have had the opportunity to observe many types of investors and investment thinking. Just as there are many ways to define success in life, successful investing is also multi-dimensional. ... [ Full Story ]
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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. ... [ Full Story ]
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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 ... [ Full Story ]
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