Gold
The Contemporary Investment
by P. D. Mehigan
To technology innovators, it’s a vital component of cutting-edge devices. For the emerging middle classes of China and India, it’s the primary way to store a nest egg. Central bankers utilize it to protect economies against the ravages of inflation. And for investors, it’s a safe haven and a source of diversified growth. Click to download.
Donor-Advised Funds
Sustainable Giving for Any Market
by P. D. Mehigan
Charitable giving is one of the highest priorities for Americans, even in bear markets, with research showing that people would sooner cut back on travel and eating out than significantly trim the support they provide to their cherished causes. Click to download.
Wealth Management
by Chris Wright
Private wealth clients in Asia are facing intense market volatility and uncertainty for the second time in three years. The bad news is that almost all investment classes everywhere from the U.S. to Europe and Asia face a deeply unclear and likely negative future. The good news is that, compared to 2008, clients are much better prepared this time around.
Click to download.
Expanding Small Business Finance Solutions
by P. D. Mehigan
Small businesses play a vital part in the American economy. They employ over half of all U.S. workers and generate the bulk of GDP. Yet while many large corporations have benefited from improved access to capital this year, small and medium-sized businesses continue their struggle to find financing.
Click to download.
Leading a Team
Long-Term Focus and a Deep Bench
Want real power as a leader? Build and sustain a culture of teamwork and understand how to communicate a sense of purpose company-wide. "One of the most important missions of a leader is to harness the energy of a team to create an exponential impact," says John Schlifske, chairman and CEO of Northwestern Mutua. Click to download.
Family Offices
Preserving Their “Sleep at Night” Money
by Russ Alan Prince
One of the great concerns of the most affluent is the possibility of losing a significant portion of their wealth. Considering what it took to amass their fortunes, by and large they want to ensure that a sizable portion of their means is maintained even when times get very bad. Click to download.
Leaving a Legacy
Make it a Reflection of Your Financial Wisdom
Your legacy expresses how you’d like to be remembered. It is a reflection of the life you’ve led, the goals you’ve accomplished and the values you seek to pass along to others. Your financial legacy is much the same. Click to download.
Living Well in Any Market
Retirement Income Planning Strategies
by P.D. Mehigan
Retirement promises the opportunity
to live life to its fullest. Today's average
American can enjoy the prospect of living
longer and healthier: A person reaching
65 has nearly two decades ahead of
him or her. Click to download.
When Global Opportunity Knocks
Five Steps to Securing Commercial Insurance Overseas
by Brian O’Connell
Five helpful steps from Chartis for securing commercial insurance overseas.
Click to download.
Lessons Learned
Institutional Investors See Value in Long-Term Approach
Even the smartest investors may be finding themselves baffled by the current economic
climate. And it's no wonder, says Northwestern Mutual Chief Investment Officer Mark Doll. "Few investors in this country have lived through a financial de-leveraging," Doll explains. Read the full article here.
A Fresh Look at the Viability
of SBA Loans
Changes to Small Business Administration (SBA) loan programs mean more opportunities for small businesses and entrepreneurs. Among those benefiting are start-ups, established companies, medical practices, franchises, and retail and export businesses. Read the full article here.
Investing in Gold
Precious Stability
By Patrick Marr
Savvy investors recognize three significant factors affecting global markets today: the rise of the economic might of China and India; high national debt levels among Western economies, including the U.S.; and the sharp rise in commodity prices, particularly oil and crops. Read the full article here.
Lessons Learned
Finding Clarity in the
Risk Management Picture
The realities of a longer lifespan, less-than-double-digit returns and shrinking retirement nest eggs are sinking in. Even people who thought they were making all the right moves with their investments are wondering: Am I getting it right? Read the full article here.
Wealth Management in Asia
By Ellen Sheng
The private banking industry in Asia is in an enviable position. With the region’s fast-growing wealth and high savings rate, the market has plenty of room for growth. Read the full article here.
Retirement Planning
Time to Recalibrate Around
Risk and Reward
As Americans become increasingly aware of the need for strategic planning in today’s shifting economic environment, they are seeking new ways to prepare for retirement. Read the full article here.
Family Offices
The Growing Appeal of
Exchange Traded Funds
By Russ Alan Prince
Exchange traded funds (ETFs) are investment funds that are traded like stocks. As an investment fund, an ETF can be comprised of various types of assets such as commodities or securities. Read the full article here.
Managing the Growing Risk of Environmental Liability
Businesses across the spectrum of industry—from healthcare and agriculture to consumer products and contractors—face environmental liability risk lying in wait everywhere, such as undiscovered legacy releases at facilities or yet-to-be-discovered complications with their products. Read the full article here.
The Outlook for Wealth
No one is certain about the direction of the markets, but the wealth management
business has a range of ideas about the outlook for the coming months. Timing is everything. This is particularly true with financial decisions. Investors who bought equities at the end of 2007 lost fortunes in 2008. Read the full article here.
Northwestern Mutual
Home to Consistent Growth in Any Environment
A decade’s worth of market bubbles teaches us one simple fact: Periods of meteoric growth catch investors’ eyes, but holding those gains when the bubble bursts is like keeping lightning in a bottle. Read the full article here.
Donor-Advised Funds
By Brendan Coffey
Donor-advised funds have become the favored vehicle of high-net-worth givers because of the giving leverage their structure and tax benefits provide. Read the
full article here.
A New Era for Environmental
Financial Liability
By Charles Hernick and Dr. Bentley Coffey,
The Cadmus Group, Inc.
This year marks a continued transition into a new era for financial risk management of environmental liabilities. Read the
full article here.
Gold
Today’s Essential Strategic Investment
By Michael Roney
There once was a time when gold was considered a relatively esoteric holding— the classic hedge against inflation and economic uncertainty that involved purchasing and securely storing bullion, buying into mines or engaging in futures trading. Read the full article here.
Considering the Family Office
By Russ Alan Prince and
Hannah Shaw Grove
It’s no secret that the rich are different—and how they choose to manage their personal and financial affairs is no exception. More and more, the wealthy are choosing the exclusivity, objectivity and specialized insights of a family office over a relationship with a large-scale, national provider. Read the full article here.
Donor-Advised Funds
Maximize giving power through this low-cost, versatile philanthropic tool.
by Brendan Coffey
Charitable giving has long been a priority for Donna Morris and Bill Sweat, starting before their marriage 25 years ago and continuing through their time as financial service professionals and into their second careers as owners of Oregon’s Winderlea Vineyard
and Winery. Read the full article here.
Investing in Gold
The ultimate safe-haven asset offers growth and stability.
by Brendan Coffey
With the economic crisis in full force last year, gold showed its true worth. While almost every other major asset class plunged as a result of the credit crisis, gold leapt 23% on the New York Mercantile Exchange in the final two months of 2008. Read the full article here.
Focus on the Long Term in
Your Financial Plan
Seek Independent Advice to Craft a Personal Strategy
by Brendan Coffey
Valuable insight and advice from experienced Raymond James financial advisers on how to go about creating a personal investment strategy in today’s challenging economic environment. Read the full article here.
Donor-Advised Funds
Charitable and tax-planning efforts get a boost from this unique, flexible opportunity.
by Brendan Coffey
While private foundations were the great charitable vehicles of the 20th century, donor-advised funds (DAFs) are becoming the 21st-century philanthropic solution of choice. Read the full article here.
Banorte
Gaining Momentum and Capitalizing on Local Expertise
The prestigious magazine Euromoney has named Banorte “Best Bank of the year in Mexico” and “Best Bank in Latin America” in 2008, as a recognition of its leadership and financial solidity. Read the full article here.
