A method for determining the complexity level of a prospective client and evaluating if they are a good fit for the firm's services.
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Investment innovation and rigorous discipline; dynamic, seamless planning; and a different quality of client-advisor engagement will be key to the achievement of long-term objectives for wealth accumulation, protection, spending and transfer as well as to peace of mind.
This paper highlights the concentration risk embedded in traditional portfolios, describes a simple risk parity strategy and demonstrates its out-performance over nearly four decades, and then delves into the more advanced portfolio construction and risk management techniques used to implement risk parity portfolios.
The authors, in travels with four clients and friends, explore the business side of Africa, conducting 20 meetings with companies and local organizations in Zambia, Zimbabwe and Malawi. These countries are all close to the banks of the Zambezi River, and their fates are linked to it.
Given the uncertainty around income and estate taxes, planning with a financial advisor is essential. While Congress may not act on taxes until late in the year, individuals will be best positioned to implement a plan if they spend the intervening weeks laying the necessary groundwork.
It is increasingly common for estate planning attorneys to reduce estate taxes on tangible property by transferring ownership of that property from an individual to a trustee of a trust. However, this strategy can expose an entire estate to some serious potential uninsured claims.
In the first of a two-part series, the author defines the various types of investment styles and strategies of long/short equity managers, as well as explores their portfolio construction characteristics and techniques.
Social media is fun. It can create communities and even revenue streams for businesses. However, risks abound. Understanding one's personal responsibility and liability is essential to remain safe in online interactions.
As states have struggled with the fall-off in tax revenues from the financial crisis and ensuing recession, they have experienced very difficult budgeting processes. Despite these difficulties, almost all the states began the 2011 fiscal year with improving budgets.
The author explores the advantages and disadvantages of the outsourced CIO model relative to non-discretionary models and suggests how investors might think about choosing between the two models.