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Family foundati ons and their investment advisors are increasingly exploring frameworks, working relati onships and investment portf olios designed to align investment strategy and implementati on with the mission and values of the philanthropic organizati on. Investi ng for fi nancial return and giving for charitable return originated as disparate acti viti es, but today we increasingly must view them as interrelated acts requiring some level of collaborati on or, even better, a degree of complementary eff ect or synergy.

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.

Despite heightened fears of a double-digit recession, we see plentiful evidence of improving, equity-friendly fundamentals. Global economies are growing again, and large multinational companies are benefiting from exposure to healthier emerging markets.

The intent of this piece is to communicate the economic indicators that help to monitor in real time whether approaching deflation or accelerating inflation is on the horizon.

To realize the social benefits their donors seek, foundations must clearly define their missions, create spend policies that correspond with those missions and set investment strategies that suit those policies.