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 Wealth Management Exchange Forums |
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| Welcome to the Wealth Management Exchange Forums. |
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Welcome to the Wealth Management Exchange discussion groups. We invite you to use this forum to pose investment questions, seek comment from other investors or advisors, and share ideas and experiences.
To create a new discussion topic or reply to an existing one, you must open a free WME forum account.
We have seven discussion group forums (topic groups). You can review current discussions within any of these forums and comment on them (click "comment" button) or add new discussion topics or questions within a forum group (click "new threads").
We reserve the right to modify or delete any offending or inappropriate posts. If you see any messages that concern you, please contact us at: moderator@wealthmanagementexchange.com.
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This forum focuses on the issues surrounding your overall investment plan: how you allocate your portfolio to different investment classes such as stocks, bonds, real estate, hedge funds and other investment vehicles, and how these allocations vary with age, wealth level, legacy plan, etc.
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08-13-2011 02:20 PM
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Clever lawyers and accountants have developed a variety of legal techniques to help clients minimize their estate taxes. Some are tried and true techniques and others are more aggressive. This discussion group also looks at the softer side of trust and estate plans and examines real situations to help you consider the unintended consequences of various plans and their impact on heirs, families and charities.
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02-18-2010 07:00 PM
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How do you know how good a job your advisor is doing for you? While investment performance is a key metric, one must also weigh risks, fees, personal advice and many other factors. Network references are also a key tool to help you avoid mistakes.
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07-31-2009 07:18 PM
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Volatility is back in the stock and bond markets. Compare ideas and concerns with other sophisticated investors and advisors on global stock and bond investment opportunities.
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08-13-2011 02:26 PM
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There are many more investment options available to accredited investors than ever before: hedge funds, buyout and venture capital funds, real estate, precious metals, commodities, etc. Compare ideas and experiences with other like minded investors.
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10-16-2009 02:12 PM
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Money enables many positive experiences, but it can also be a curse (see Paris Hilton). How do you instill the right values in your children and make sure that they grow into responsible adults and contributing members of society?
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08-13-2011 02:34 PM
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Giving money away is not as easy as it looks - especially if you want to maximize its impact. Should you set up a foundation of your own, contribute to a Donor Advised Fund or make direct micro credit loans or gifts? Tap into the experiences of other like minded individuals who want to give something back and make a positive difference.
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08-13-2011 02:33 PM
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