Review of Reviews: “Trusts and Estates: Implementing Freedom of Disposition,”...
Robert H. Sitkoff, John L. Gray Professor of Law, Harvard University, Cambridge, Mass. Turney P. Berry reviews this recent law journal articleread more
View ArticleDoes the U.S. Federal Reserve Have Us on a Collision Course?
VIEWPOINTS: Paul Grillo, Senior Vice President, Co-Chief Investment Officer, Delaware Investments; Securities markets continue to be heavily influenced by central bank policy. As we start 2014, the...
View ArticleEndangered Theses: Why the 4% Withdrawal Strategy May No Longer Fund Your...
VIEWPOINTS: Charlie Gipple, National Director of Index Products, Genworth; In 1994, the now famous financial planner William Bengen developed what today is known as “the 4% rule.” read more
View ArticleA New Model of Philanthropy
Mitchell Singer VIEWPOINTS: Donors who find the most meaning in their giving share four attributes: they are compassionate, authentic, trusting, and skeptical. These attributes form the acronym CATS,...
View ArticleSmart Retirement Planning: Factoring in COLAs
VIEWPOINTS: COLAs can have a big impact on income streams in retirement and have implications for their portfolio. Don’t let your clients get caught-out for not having factored them in when...
View ArticleThree New Reasons for Life Settlements
Stephen Terrell VIEWPOINTS: As a wealth management professional working with high net worth individuals (HNWIs), keeping an eagle eye on any new strategies to protect assets is a must.read more
View ArticleWorking in Retirement – Not Always an Advisor’s First Choice
VIEWPOINTS: Tom Daley, Founder and CEO, The Advisor Center; For most independent advisors, succession planning is a very personal decision. Advisors should consider what they want to do next and take...
View ArticleShakes on a Plane: Why Proper Life Insurance Planning Can Give You Peace of...
Three Secrets to Simplifying Life Insurance Decisions Aaron Abrahms offers some advice to help simplify your clients' life insurance decisions read more
View ArticleHow Young Philanthropists Are Embracing and Changing Warren Buffett’s Model...
The takeaway from this year’s Forbes Philanthropy Summit is that philanthropy is in the process of being re-formulated by a new generation of capitalists. VIEWPOINTS: John Taft, CEO, RBC Wealth...
View ArticlePhilanthropy for Now
The costs of restricted spending Brian Galle contends how the revenue, opportunity and social costs of restricted spending greatly outweigh its benefitsread more
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