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The author provides a paper on medical office investing which begins by sizing the Medical Office Building (MOB) investment universe and contrasting it with the commercial office sector. Supply and demand fundamentals are explored in the context of emerging trends in the delivery of U.S. healthcare.

Glenmede's Fall Newsletter topics include leveraging social media to meet organizational goals and guidance for managing transitions to retirement that should be navigated with a comprehensive yet flexible plan that encompasses current cash flow, lifetime asset base and family legacy and philanthropy.

This perspective from the Glenmede CIO discusses asset returns and the business cycle, trends in economic growth and a review of valuations, business cycles and asset returns. Investors gauge how to proceed based on short-term indicators and valuation signals similar to the game "Red Light, Green Light".

Deutsche Bank's Year-end Outlook provides an interview with Larry Adam, CIO and Chief Investment Strategist - Americas. Topics include the state of the U.S. economy and the major drivers of economic growth, the outlook for interest rates and its effect on stock, bond and emerging markets.

This guide to selling your business provides a high level overview of the business sale process including pre-transaction planning, wealth planning and investment management.

Deutsche Asset & Wealth Management Tax Topics discusses possible outcomes from the mid-term elections, such as treatment of the nearly 60 tax "extender" provisions that expired at the end of 2013. Also covered is possible future tax reform and the loss of cherished tax benefits such as the deductible contributions to employer-sponsored retirement accounts and the charitable deduction.

While the large federal exclusion may mean that many people no longer have federal estate tax issues, they may still have state estate tax issues. The challenge is balancing the desire to mitigate estate taxes with maximizing a basis step-up for appreciated property at an individual’s death. Put differently, planning has gotten harder, not easier!

This issue covers the release of the IRS 2015 inflation-adjusted numbers with a run down of important points to keep in mind including things to remember for year-end gifts, last chance for "portability" filing and the alternative minimum tax (AMT) deduction.

The December issue of CIO View includes key economic indicators and articles:

It is easy to understand why the American underclass has almost insurmountable obstacles to living the American Dream. What may not be so obvious is how difficult it may be for the wealth inheritor to live the American Dream.