Wealth Management Exchange - Articles - Current Alerts and Discussion Groups

What Investors Can Expect In The Months Ahead

no@spam.com (Michael Lewitt) — Tue, 13 Jul 2010 02:21:31 MDT

When investors watch stock prices move dramatically without any identifiable reason related to the fundamental business operations or results of a company, it destroys confidence in basic market processes.

Jeremy Siegel on the Dow Reaching 11,000: 'You've Still Got Upside'

no@spam.com (Knowledge@Wharton ) — Wed, 26 May 2010 05:09:00 MDT

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.”

Trading and Market Structure Trends: Issues for Investors

no@spam.com (Eleanor Bloxham) — Tue, 25 May 2010 06:03:58 MDT

One has to pay even greater attention to the risks embedded in specific asset classes, sectors and investments because of the possibility that a small risk in one place will be magnified elsewhere.

More Financial Plans Embrace Long-Term Care Insurance

no@spam.com (Peter Gelbwaks) — Mon, 22 Mar 2010 09:06:08 MDT

It is becoming much more common for affluent individuals to consider long-term care coverage as part of their overall estate plans.

When To Convert The Traditional IRA Into A Roth IRA

no@spam.com (The Trusts and Estates Department at Wiggin and Dana LLP ) — Thu, 04 Mar 2010 04:07:07 MST

According to Bob Benjamin a partner in the Trusts and Estates Department, Wiggin And Dana, prior to 2010, an individual could convert a traditional IRA into a Roth IRA provided his or her modified adjusted gross income did not exceed $100,000. Starting in 2010, an individual may make such a conversion regardless of his or her annual income.

Tax Rates for Top 400 Earners Fall as Income Soars, IRS Data

no@spam.com (David Cay Johnston) — Sun, 21 Feb 2010 22:20:43 MST

The figures show that widely published reports asserting that the richest Americans are losing relative ground and "becoming poorer" are not supported by the official income data.