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In this edition of Eton's quarterly newsletter, they discuss goals-based investing from the highly personal and conceptual processes of goal definition and prioritization featured in past issues to the important process of marrying the investor’s goals with his investment portfolio. The report includes a quarterly economic and market outlook by Jean Brunel.

This report highlights the views of 100 owners, leaders, and top executives of US family businesses across a variety of industries on the economy and the top challenges they foresee for 2013. The report looks at a wide range of issues, including:

This paper, which draws from interviews and a survey of executives in privately held businesses in North America and Western Europe, explores how private companies are turning to emerging and fast-growing markets that, in the

Quarterly Highlights - PwC commissioned independent research firm BSI Global Research Inc. to interview 225 chief executive officers (CEOs/CFOs) of leading privately held US businesses in the first quarter of 2013. The interviewees were asked about their current business performance, the state of the economy, and their expectations for business growth over the next 12 months. The authors then compared the responses with the prior quarter's results to see how the outlook has changed.

Reporters and Wall Street strategists alike have stumbled upon a new catch phrase—“The Great Rotation.” This follows other recent favorites including “The Financial Crisis,” “Great Recession” and “New Normal,” each meant to encompass a broad definition of a particular market environment.

Most families, like many portfolio managers, invest a great deal of time and energy into understanding the potential return streams from their investments. This paper explores the benefits of allocating some of that focus and energy to better assessing the risks that they may be assuming. The benefits of taking a more structured view of risk can extend well beyond portfolio performance to include more confident decision making, enhanced alignment between the stakeholders and a calmer mindset during turbulent markets.

Wealth management firms are beginning to understand the value of their data, the efforts required to maintain it and the importance of managing and storing data accurately. This white paper looks at why data aggregation has become so important and dives into the various risks and rewards associated with different data aggregation options.

In the second quarter 2013 issue of Global Foresight, Rockefeller & Co. provides an outlook for a range of asset classes. David Harris, Chief Investment Officer discusses the current status of the equity markets. Mark Iannarelli, Director of Fixed Income, and Matthew Gelfand, Senior Economist, explain how bond portfolios are at risk of a cyclical drop in prices over the next few years, but conclude that major allocations away from fixed income would be premature. Victoria Melendez, Managing Director, writes on the relative merits of private equity in a low interest rate environment.

This guide sheds light on many of the issues facing taxable investors today and provides strategies for surviving and thriving in the new world of higher taxes.

The fundamental problem with the art and collectibles market is opaqueness in transactions. This article explains how transactional standards for fine art and collectibles compare to real estate and the role of a title insurer in art transactions.