There are a number of trusts that can be customized to the needs of an investor, but each trust has its own advantages and disadvantages. This simple guide works to illustrate any concerns that an investor might have about tax consequences, withdrawal powers, the three-year rule and more by looking at the pros and cons of seven different popular types of trusts.
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There are no easy answers when it comes to prenuptial agreements, but understanding the fundamentals will help ensure that the agreement is ultimately fair to all parties, achieves the family’s objectives, and will withstand any future challenge. This article provides tips, advice and a number of options when it comes to setting up a prenuptial agreement.
The efficient markets hypothesis says that financial markets incorporate all available information in real time to price securities competitively, eliminating opportunities to earn excess return. The Nobel Committee split its 2013 prize for Economic Sciences between proponents of both sides of the market efficiency debate. For investment practitioners, the real question is whether there are skilled investment managers who can capture risk-adjusted excess return (alpha) net-of-fees, and how to identify them.
This article takes a look at the current market conditions and how a strong U.S. dollar has weakend the supply and demand surplus of oil.Some takeaways include: Oil prices could remain depressed for a prolonged period, as some petro states have the ability to weather low prices. Should energy woes continue to spill over into stock and bond markets, buying opportunities may emerge for investors.
2014 began much the same way as investors fervently hid from interest rate volatility. The previous year’s significant rate decline surprised nearly every market participant and commentator. However, during 2014, 30-year Treasury bond yields fell 1.22 percent and provided a total return of more than 29 percent. As interest rates slid to near historic lows, investors became increasingly comfortable with the low-rate environment.
This strategic white paper illustrates asset flow, industry trends, performance and benchmarking highlights within the hedge fund industry for the fourth quarter.
This executive summary examines economic data for the U.S. Economy, Global Economy, Bonds, U.S. Equity Market, International Financial Markets and the state of Alternative Investments for the second Quarter of 2014.
This commentary presents the issues that will impact on the financial markets in the third quarter of 2014. Some highlights include: The EconomyU.S.
This financial markets monitor illustrates the state of the economy for the fourth quarter in 2014.
This commentary provides a scorecard analysis and a number of portfolio takeways for first quarter, 2015.