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NEWS


Wealthy Bouncing Back

March 09, 2010 - The nation's wealthy already appear to be bouncing back somewhat from the recession, according to a new survey.

Taking The Emotion Out Of Philanthropy

March 02, 2010 - Wealthy Americans who cut back on charitable giving because of the economic downturn are looking for ways to be more disciplined and objective with their philanthropy.

Wealthy Seek Cash Through Auctions

February 23, 2010 - Long used for estate sales, wealthy individuals are turning to auctions to sell jewelry, antiques and other valuables.

Registration Could Hurt Single-Family Offices

February 23, 2010 - A government move to make U.S. single-family offices register as investment advisors shows how the interests of the super-wealthy are cast aside when they run up against populist measures.
More PW News


Financial Advisor magazine March 2010
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FA green magazine March
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CURRENT ISSUE


  • 
A Study In Contrasts
By Hannah Shaw Grove
 
A sophisticated combination of elegance and edge define the one-of-a-kind jewelry designs of H.R.H. Prince Dimitri of Yugoslavia.


  • 
Parenting Vs. Spoiling
By Caren Chesler
 
The scions of wealthy families require the right nurturing and guidance to appreciate the value of money—and life.

  • 
Preserving The Family Business
By Jan Alexander
 
Sometimes, the goal of a succession plan is to keep the children away from the family enterprise.


  • 
Efficient Gifting
By Stephen Liss and Hallie Aronson
 
Trusts and tax-advantaged accounts are powerful tools for gifting to children

  • 
Trusts As A CaretakingTool
By Robert Morrill
 
Non-tax issues come to the forefront when crafting an estate plan for single parents and parents of special needs children. 


View the complete Issue»

Online Extras

A Model Portfolio
A prominent advisory firm shares its model diversified portfolio, suitable for a client in retirement.
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Liking Cash-Flush Companies
This Schwab fund manager is sticking to stocks in companies that are sitting on big cash reserves, do business in many places and have a track record of announcing pleasant surprises. That may be sound philosophy, but it's not sure-fire.
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A Thin Line Between Moxie And Malfeasance

While the Galleon probe might seem fantastically remote, another insider trading case sends a very sobering message to those who routinely seek out market information to gain an extra edge.

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Retirement: It's Back To Basics For Many
Americans are thinking less about a dream retirement and more about meeting basic needs. They especially are asking how to have a guaranteed income stream for retirement.
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