Managing Your Wealth Wisely: Six Proven Strategies (Special Report)
Act now to get immediate free access to this special report, written by the editors of Wealth Management Exchange.

Goldman Sachs Portfolio Strategy: Invest in Firms That Invest in the Latinos
For domestically-focused investors and companies, gaining exposure to the rapidly growing US Hispanic population offers the best prospect for sales and earnings growth over the next three years, say Goldman Sachs researchers.

Evolving Separately Managed Accounts Become Strategy Option for Affluent Investors
There's a cycle that occurs approximately every four years as capital gains build up in investors' accounts. In tax year 2000, for instance, investors were subject to low performance in many mutual funds - especially high-tech stocks. At the same time, these investors got hit with excessive capital gains taxes. The same thing occurred during the 2003 thru 2007-tax period.

Complex Equity Portfolio Structure: Is Your Advisor Leading You Down The Wrong Path?
Large cap. Mid cap. Small cap. Growth. Value. Momentum. Sectors. Active. Passive. Tactical timing. These style buckets, and others, help professional advisors select portfolio specialists with beat-their-benchmark track records. What's wrong is that a complex portfolio structure hurts investors like you by generating excessive capital gains taxes.

Simplify Your Equity Portfolio To Achieve Tax Efficiency
Tax bill higher than expected? You might need better planning to achieve greater savings over the next few years. Consider having your advisor abandon the complex equity portfolio with lots of turnover that generates tax.

That's No Bull: 2008 Demands a Defensive Investor and a Defensive Portfolio
It is hard not to feel a twinge of fear about your investment portfolio following the poor performance of the major stock indices going into 2008.

Managing Your Portfolio: Frequent Rebalancing Helps Maintain Allocation Targets
Investment Guru David Swensen on what he did and what you can do with your portfolio.

Asset Allocation Strategy: How to Invest Like Harvard
An investment plan for private investors drawn from the proven practices of large endowments.

Investment Portfolio: The Case for a Mutual Fund Manager-Based Strategy
The main criteria the author uses in choosing funds are the managers' philosophy of investing and their track record in both up and down markets.