Should You Convert Your Traditional IRA or 401K To A Roth IRA Now?
Until recently, Roth IRAs weren’t available to wealthy investors. As of January 1, the income limit was waived for transfers from traditional IRAs and 401Ks.While a Roth IRA conversion will require you to pay taxes on the money you transfer (since Roth IRAs contributions are made with after tax dollars), Roth IRAs allow tax free distributions and don’t require forced distributions after age 70.5.

Affluent Investors Reluctant To Modify Allocations
Despite recognition from the majority of investors (88%) that there are significant investment opportunities in the current environment, the majority of these (68%) are shying away from them because they believe the risk of further price falls is too high.

Investment Plan: Time To Consider Inflation's Impact On Your Portfolio
The cloud hanging over many investment plans is inflation. Recession and financial meltdowns were the concerns over the past year. But with a recovery looming, high net worth investors are sure to be thinking about a return of high inflation as a real possibility.

"Disciplined" Rebalancing Keeps Your Portfolio in Check
An old adage is that in bull markets everyone is an investor and in bear markets everyone is a trader. It goes a long way in explaining the psychology of investing, or the difference between rational decisions and how investors actually behave.

"Animal Spirits" And The Investment Climate
In their new book, "Animal Spirits: How Human Psychology Drives the Economy, and Why It Matters for Global Capitalism," Robert Shiller and George Akerlof show how behavior and economic forces join to impact the markets.

America Votes: What's Next for Investors?
Elections are just part of the long list of variables that affect financial markets. Market fundamentals historically have proved to be more important. But the New President and Congress will shape economic policy, taxes, energy and other factors that will impact an investor's portfolio.

Note to Investors: Don't Play Games with Asset Allocation
Stocks are still the best bet for long-term investors, offering better returns than bonds or cash, says Wharton finance professor Jeremy Siegel. But with all the turmoil in the financial services industry, he's not betting on quick gains in the S&P 500.

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.

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.