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.
Today's Finance Headlines

Global Stock and Bond Investing

Alternative Investments

Trust & Estate Plan

Selecting & Monitoring Advisors

Investment Plan and Portfolio

Charitable Giving

Raising Responsible Children

Learn: What other HNW investors are doing.

Network: Post questions and share your experiences regarding investments, advisors, and estate issues with like minded HNWs and experts.

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

Find: Identify leading information sources, advisors and service providers.
  • Home
  • Current Alerts and Discussion Groups

Current Alerts and Discussion Groups


(Page 1 of 2)   
« Prev
  
1
  2  Next »
Tax Rates for Top 400 Earners Fall as Income Soars, IRS Data
by David Cay Johnston

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.

... [ Full Story ]
 
When To Convert The Traditional IRA Into A Roth IRA
by The Trusts and Estates Department at Wiggin and Dana LLP
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. ... [ Full Story ]
 
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 ]
 
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 ]
 
(Page 1 of 2)   
« Prev
  
1
  2  Next »