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IN THIS ISSUE
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- Features
Caren CheslerStuart Varney of Fox Business News is a vigorous proponent of free-market capitalism— both as a journalist and a successful investor.
Ellie WinninghoffMost families who own vineyards and timberland have made no plans for passing these land-based assets to future generations.
Raymond FazziPure insurance focuses exclusively on U.S. residents with homes valued at $1 million and up.
Hannah Shaw Grove and Brett Van BortelA small percentage of highly evolved practitioners use a consultative approach and an ambitious mindset to outdistance the rest of the advisory universe.
David FriedmanAdvisors should strive to help ultra-high-net-worth clients manage their time and social connections.
Thomas M. KostigenMaxwell Drever looks for high financial and social returns in a real estate strategy that focuses on renovating urban multifamily housing.
David WrubelIncome-producing real estate provides predictable income streams with a degree of principal safety.
Schuyler Carroll, Colonel Betz and Richard LondonAcquiring the discounted assets or equity of bankrupt companies can be a lucrative investment strategy.
Keith M. Bloomfield and Frank W. SenecoPremium financing is an excellent way to insert life insurance into an estate plan, but faulty structuring can prove disastrous.
Margaret TalevCritics say the White House is wasting an opportunity to promote U.S. winemakers by withholding state dinner wine lists.
Russ Alan PrinceProfessionals get the overwhelming majority of their super-rich clients from influencer referrals. This approach is vastly superior to every other marketing initiative, including client referrals.
Russ Alan PrinceAfter The Facts
- Editor's Note
Hannah Shaw Grove
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