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As tax rates on the wealthy have begun to go up again, taxpayers have begun to take a second look at the few legitimate tax shelters still available, and this has renewed interest in investing through insurance dedicated funds (IDFs).This paper discusses two types of IDFs, Private Placement Variable Annuities (PPVA) and Private Placement Life Insurance (PPLI). Gregory Curtis of Greycourt & Co., Inc., looks at:

In this quarterly outlook, Pitcairn discusses fixed income, global and U.S. equities and the world economy, finding that investment success remainspredicated on the basics of:

Socially responsible investing now encompasses more than $3 trillion of the total U.S. investment marketplace. This approach to investing is evolving as it grows.

In this article highlighting the importance of title insurance for fine art, Stephen D. Brodie of Herrick, Feinstein LLP, finds that:

Every day we use smartphones, tablets, computers and other digital devices to access, transfer and store information, conduct financial transactions and operate many other aspects of our lives. Your digital assets include all of the digital devices you own, all data stored in them and on external servers, and all of your online user accounts. Ensuring the proper management and orderly transfer of these assets after incapacity or death is an increasingly important aspect of estate planning.

This January market review provides:

In this edition of Market Insights, Glenmede looks at:The Federal Reserve's intention to taper, or slow, bond purchases in the coming year.The "end" of deleveragingThe recapitalization of European Union banking institutionsThe re-emergance of emerging marketsThe report concludes with a look forward at investing for 2014.

This paper is a guide for employers, family offices and households to establish an effective onboarding strategy that spans a new hire's first full year of employment.When well designed, well managed and well executed, onboarding can have a dramatically positive impact on a household's entire operation. Onboarding can:

Within NEPC’s 2014 Asset Allocation Letter, the author, NEPC’s Asset Allocation Committee, reminds us that investors often feel the emotional cost of diversification in the form of “missing out” on return when equity markets rally. The recent robust performance may tempt some investors to chase results. They remind us that investors, instead, must consider moving in a different direction.

In the first quarter 2014 issue of Global Foresight, Rockefeller & Co. provides comprehensive analysis and valuable insight for what investors can expect this year. This publication contains the following articles: