|
Free report gives you groundbreaking, "Managing Your Wealth Wisely: Six Proven Strategies" Act now to get immediate free access to this special report, written by the editors of Wealth Management Exchange.
We also encourage you to visit Wealth Management Exchange to review videos and articles by leading investment and estate planning professionals and engage in discussions with these experts and peers. The "Managing Your Wealth Wisely" white paper is yours free of charge with no strings attached. We simply want to introduce you to our new website www.WealthManagementExchange.com, which is also full of expert, unbiased and free advice for high net worth individuals who are not looking for hot stock tips and get rich quick schemes, but rather, are focused on preserving their wealth and being responsible stewards of their estates. If this description fits you, we want you to join our community, to tap into other's advice and expertise... and hopefully have you share your own experiences with different advisors and strategies. Together, by sharing information and experiences, we can all do a better job of: selecting and managing our advisors; ensuring that we're investing in the right hedge funds, mutual funds, ETFs, stocks and bonds; and planning our estate and wealth transfer strategies to focus on mitigating estate taxes while also taking into consideration the soft issues like raising children and grandchildren that represent our values. About the reportThe editors of Wealth Management Exchange have just issued an important new white paper, "Managing Your Wealth Wisely: Six Proven Strategies." This groundbreaking study cuts though all the hype and tells you what is most critical to your needs: what investments should you get in and stay in; how to select and manage your investment team; how to take advantage of the new opportunities in international markets and alternatives investments without putting your accumulated fortune at risk; best explained estate and wealth preservation strategies; and how to REALLY prepare for retirement. If you're like the rest of us, you have been buried in an avalanche of newsletters, magazines, emails, websites, books and special reports all purporting to help you get rich. But this is not the advice you need to protect your considerable wealth. Maybe you are fortunate enough to have found independent advisors who are expert and looking out for your best interests vs. theirs. Whether you have or haven't, it's important that you stay on top of your estate plans and are comfortable with how it is being managed. What can you do to take your money matters into your own hands, where it belongs?
"Managing Your Wealth Wisely: Six Proven Strategies" is a compendium of many of the best ideas for managing today's complex investments, preserving and transferring family wealth and minimizing taxes. In 24 concisely but clearly written pages, this unique white paper should be incorporated into your investment and estate plans. It raises questions and provides answers astute investors should review with their advisors and family members. Here is a brief description of each chapter. Strategy # 1 - Assume Responsibility for Your Investment Portfolio and Wealth Management Plan Part of the process of gaining control of your wealth involves knowing that money, family and community all come together and it's you that must manage the system. This chapter demonstrates that it's not all about investing in the stock market or hedge funds. There are issues that must be faced including managing your estate, transferring wealth to your heirs, tax minimization, and charitable giving. This chapter highlights your role in managing the integration of these functions by managing the managers and taking control of the process. Advisors need to customize their services and offer more innovative solutions. The truth is, some are moving in this direction but many cling to the old ways. To be candid, there are huge differences between the abilities of many financial professionals so your search must be a comprehensive one. This chapter provides in-depth recommendations for seeking out and working with wealth managers. It discusses trust, ethics and professional competence. It highlights the all important issue of fees and gives you some warning signs when advisors may not be performing in your interest. Strategy # 3 - Fine Tune Your Asset Allocation Plan to Meet Today's Complex Investing Environment You should be working with your wealth manager to develop an asset allocation plan that allocates your estate among the various asset classes - equity, fixed income, alternative investments, etc. This chapter provides an evaluation of the role of various asset classes. It especially explores the growing importance of alternative investments and highlights the pros and cons of the most prominent of these, hedge funds, and how they can help reduce your overall risk if done correctly. The chapter discusses the importance of developing procedures for periodically reviewing your asset allocation plan and, if necessary, making adjustments based on changing circumstances. Strategy # 4 - Take a Global Approach to Stock and Bond Investing Following a nearly five-year run dating from 2002 lows, the stocks of emerging markets are the flavor of the year. This chapter helps answer the question: should investors be pouring money into this asset class on the theory that the developing economies will grow faster than those of the developed world? Or do they represent too much risk for even the average high net worth individual? This chapter also provides performance data for international mutual funds and compares the performance of domestic versus international investing. Strategy # 5 - Solidify Estate and Legacy Planning to Preserve and Transfer Wealth Estate planning is the process by which an individual or family arranges the transfer of assets in anticipation of death. This chapter shows how an effective estate plan can preserve the maximum amount of wealth possible for the intended beneficiaries and flexibility for the individual prior to death. It provides a checklist of tips to help minimize estate and gift taxes. It also reviews key points you need to know to find the most effective methods of raising responsible children and transferring wealth, such as the use of trusts. Strategy # 6 Prepare for the Challenges and Enjoyment of Retirement The chapter provides some new insight into the key issues you face in preparing for retirement- inflation, longevity and investment strategies. It provides numerous approaches from expert advisors that will give you options to consider. Many retirees may be tempted to move much of their portfolio into what they perceive to be relatively safe investments like bonds, but this chapter highlights some of the hidden risks in being too heavily weighted in bonds.
|
